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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Great Diamond Partners
Portland,
Maine
| $426M | -$10M | -2% | 2.2% | 86.1% | 226 | 9.29% | 2.9 |
|
| 3402 |
3402
RIT Capital Partners
London,
United Kingdom
| $426M | -$137M | -24% | 3.14% | 71.4% | 16 | 43.75% | 1 |
|
| 3403 |
AT
3403
Arlington Trust
Birmingham,
Alabama
| $425M | +$36.2M | +9% | 2.28% | 65% | 579 | 22.45% | 0.5 |
|
| 3404 |
3404
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $425M | +$26.8M | +7% | 2.47% | 65.6% | 96 | 29.17% | 1.3 |
|
| 3405 |
BPIA
3405
Broad Peak Investment Advisers
Singapore
| $425M | – | – | 0.32% | – | 13 | – | 0 |
|
| 3406 |
3406
Aspen Grove Capital
Avon,
Colorado
| $425M | +$71.2M | +20% | 3.77% | 90% | 219 | 11.42% | 1.1 |
|
| 3407 |
3407
Land & Buildings Investment Management
Stamford,
Connecticut
| $425M | -$32M | -7% | 3.05% | 53.9% | 24 | 45.83% | 0.8 |
|
| 3408 |
3408
Kadensa Capital
Central,
Hong Kong
| $424M | +$55.8M | +15% | 4.41% | 191% | 61 | 75.41% | 0.2 |
|
| 3409 |
3409
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $424M | -$3.6M | -0.8% | 0.87% | 52.3% | 54 | 16.67% | 3.4 |
|
| 3410 |
3410
Richard P. Slaughter Associates
Austin,
Texas
| $424M | +$5.12M | +1% | 0.46% | 55.7% | 158 | 14.56% | 2.1 |
|
| 3411 |
3411
Patten Group
Chattanooga,
Tennessee
| $424M | +$17.5M | +4% | 4.97% | 99% | 250 | 6.8% | 5.7 |
|
| 3412 |
3412
Silverarc Capital Management
Boston,
Massachusetts
| $424M | +$63.8M | +18% | 6.67% | 2,765% | 91 | 38.46% | 0.9 |
|
| 3413 |
3413
Holderness Investments Company
Greensboro,
North Carolina
| $424M | +$14.8M | +4% | 6.09% | 144% | 250 | 6% | 5 |
|
| 3414 |
3414
Sunflower Bank
Dallas,
Texas
| $424M | -$20.8M | -5% | 0.21% | 42.7% | 127 | 7.87% | 2.9 |
|
| 3415 |
3415
IFG Advisors
St. Louis,
Missouri
| $423M | +$36.8M | +10% | 2.22% | 78.7% | 136 | 7.35% | 3 |
|
| 3416 |
3416
Capco Asset Management
Tampa,
Florida
| $423M | +$5.74M | +1% | 1.1% | 46.1% | 18 | 0% | 5.3 |
|
| 3417 |
3417
Goldstream Capital Management
Central,
Hong Kong
| $423M | +$245M | +138% | 17.1% | 686% | 32 | 25% | 1 |
|
| 3418 |
3418
Welch Capital Partners
Harrison,
New York
| $422M | +$20.4M | +5% | 4.29% | 79.2% | 24 | 20.83% | 4.6 |
|
| 3419 |
3419
Trust Company of the South
Greensboro,
North Carolina
| $422M | -$10.5M | -2% | 1.02% | 70.2% | 116 | 1.72% | 0.5 |
|
| 3420 |
OH
3420
Oikos Holdings
New York
| $422M | +$29.9M | +8% | 0.75% | 5.54% | 9 | 11.11% | 2.5 |
|
| 3421 |
3421
Liberty Capital Management
Birmingham,
Michigan
| $422M | +$15.8M | +4% | 2.72% | – | 159 | 4.4% | 5.7 |
|
| 3422 |
3422
BCM Advisors
Lafayette,
Louisiana
| $422M | +$26.8M | +7% | 1.61% | 59.3% | 74 | 10.81% | 3.7 |
|
| 3423 |
3423
Harbour Capital Advisors
Tysons Corner,
Virginia
| $422M | +$17.8M | +4% | 5.25% | 168% | 308 | 19.48% | 2.5 |
|
| 3424 |
3424
Mizuho Bank
Tokyo,
Japan
| $421M | -$545M | -56% | 3.96% | 99.8% | 108 | 97.22% | 0.2 |
|
| 3425 |
3425
Morton Capital Management
Calabasas,
California
| $421M | +$50.8M | +14% | 3.06% | 75.4% | 112 | 16.96% | 1.8 |
|