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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 |
PIM
3401
Paradice Investment Management
Denver,
Colorado
| $627M | +$94.2M | +18% | 16.2% | 77.6% | 24 | 16.67% | 4.4 |
|
| 3402 |
BVC
3402
Bright Valley Capital
Hong Kong
| $626M | +$473M | +308% | 173% | – | 28 | 78.57% | 0.3 |
|
| 3403 |
FGA
3403
Fortis Group Advisors
Westwood,
New Jersey
| $626M | +$21.2M | +4% | 16.3% | 91.2% | 651 | 15.67% | 2.2 |
|
| 3404 |
LWP
3404
LMG Wealth Partners
Shreveport,
Louisiana
| $626M | +$77.1M | +14% | 18.6% | 88.9% | 170 | 11.76% | 2.2 |
|
| 3405 |
B
3405
Bellecapital
Zurich,
Switzerland
| $625M | +$71.2M | +13% | 23.3% | 128% | 152 | 41.45% | 3 |
|
| 3406 |
TAM
3406
Third Avenue Management
New York
| $625M | +$9.31M | +2% | 7.42% | 113% | 57 | 10.53% | 5 |
|
| 3407 |
RIP
3407
RAM Investment Partners
Bellevue,
Washington
| $625M | +$55.9M | +10% | 10.8% | 53.4% | 136 | 17.65% | 1.9 |
|
| 3408 |
CWM
3408
Chemistry Wealth Management
New York
| $625M | +$56.6M | +10% | 9.24% | 72% | 219 | 10.5% | 2.8 |
|
| 3409 |
APM
3409
Avidity Partners Management
Dallas,
Texas
| $624M | +$131M | +26% | 26.7% | 492% | 58 | 44.83% | 0.9 |
|
| 3410 |
DCM
3410
Davidson Capital Management
Corpus Christi,
Texas
| $624M | +$72.3M | +13% | 16.9% | 79.4% | 96 | 3.13% | 2.1 |
|
| 3411 |
SIG
3411
Spinnaker Investment Group
Newport Beach,
California
| $624M | +$133M | +27% | 9.57% | 56.9% | 195 | 32.82% | 1.7 |
|
| 3412 |
PFA
3412
Pettinga Financial Advisors
Evansville,
Indiana
| $624M | +$92.7M | +17% | 10.7% | 78.1% | 165 | 16.36% | 3.3 |
|
| 3413 |
ANB
3413
Amarillo National Bank
Amarillo,
Texas
| $624M | +$57.6M | +10% | 11.3% | 56.3% | 103 | 16.5% | 6 |
|
| 3414 |
PWS
3414
Proactive Wealth Strategies
Marietta,
Georgia
| $623M | +$91.1M | +17% | 19.8% | – | 226 | 8.85% | 1.1 |
|
| 3415 |
TAA
3415
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $623M | +$142M | +30% | 104% | 325% | 51 | 62.75% | 1.2 |
|
| 3416 |
TCM
3416
TruNorth Capital Management
Kalamazoo,
Michigan
| $623M | +$101M | +19% | 11.5% | – | 131 | 19.08% | 1.6 |
|
| 3417 |
PWP
3417
Parkwoods Wealth Partners
Syracuse,
New York
| $622M | +$215M | +53% | 10.5% | – | 168 | 33.93% | 0.7 |
|
| 3418 |
LVIA
3418
Lind Value II ApS
Aarhus C,
Denmark
| $622M | +$171M | +38% | 10.2% | – | 8 | 12.5% | 0.8 |
|
| 3419 |
AL3A
3419
Accel Leaders 3 Associates
Palo Alto,
California
| $622M | +$388M | +166% | 166% | – | 1 | 0% | 0.5 |
|
| 3420 |
FCA
3420
FLC Capital Advisors
Palm Desert,
California
| $622M | +$61.5M | +11% | 11.1% | 59.3% | 251 | 17.93% | 3.3 |
|
| 3421 |
EPA
3421
Element Pointe Advisors
Miami,
Florida
| $621M | +$91.1M | +17% | 14.9% | 68.3% | 98 | 20.41% | 3.1 |
|
| 3422 |
RCP
3422
RIT Capital Partners
London,
United Kingdom
| $621M | +$247M | +66% | 0.78% | 71.4% | 15 | 33.33% | 0.7 |
|
| 3423 |
IC
3423
Intel Corp
Santa Clara,
California
| $621M | +$151M | +32% | 33.7% | 9.79% | 2 | 0% | 2.8 |
|
| 3424 |
BT
3424
Brandywine Trust
Hockessin,
Delaware
| $621M | +$68.8M | +12% | 11.6% | 32.7% | 34 | 11.76% | 8.2 |
|
| 3425 |
KGAMU
3425
KPS Global Asset Management (UK)
London,
United Kingdom
| $620M | +$1.27M | +0.2% | 2.63% | 523% | 4 | 0% | 6.1 |
|