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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Accel Leaders 3 Associates
Palo Alto,
California
| $622M | +$388M | +166% | 166% | – | 1 | 0% | 0.5 |
|
| 3427 |
FCA
3427
FLC Capital Advisors
Palm Desert,
California
| $622M | +$61.5M | +11% | 11.1% | 59.3% | 251 | 17.93% | 3.3 |
|
| 3428 |
3428
Element Pointe Advisors
Miami,
Florida
| $621M | +$91.1M | +17% | 14.9% | 75.1% | 98 | 20.41% | 3.1 |
|
| 3429 |
3429
RIT Capital Partners
London,
United Kingdom
| $621M | +$247M | +66% | 0.78% | 71.4% | 15 | 33.33% | 0.7 |
|
| 3430 |
3430
Intel Corp
Santa Clara,
California
| $621M | +$151M | +32% | 33.7% | 9.79% | 2 | 0% | 2.8 |
|
| 3431 |
3431
Brandywine Trust
Hockessin,
Delaware
| $621M | +$68.8M | +12% | 11.6% | 32.7% | 34 | 11.76% | 8.2 |
|
| 3432 |
3432
KPS Global Asset Management (UK)
London,
United Kingdom
| $620M | +$1.27M | +0.2% | 2.63% | 373% | 4 | 0% | 6.1 |
|
| 3433 |
3433
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $620M | +$22.9M | +4% | 5.08% | 55.5% | 89 | 6.74% | 4.4 |
|
| 3434 |
CRB
3434
Chad R. Baker
| $620M | +$89.5M | +17% | 30% | 123% | 57 | 12.28% | 6.6 |
|
| 3435 |
3435
Performa Ltd (US)
Charleston,
South Carolina
| $620M | +$178M | +40% | 13.5% | 55.8% | 53 | 18.87% | 2.9 |
|
| 3436 |
3436
Robotti Robert
| $620M | -$21.7M | -3% | 1.01% | 107% | 63 | 9.52% | 5.3 |
|
| 3437 |
3437
Great Point Wealth Advisors
Boston,
Massachusetts
| $619M | +$77.5M | +14% | 8.78% | – | 70 | 11.43% | 3.8 |
|
| 3438 |
3438
Mason & Associates (California)
Los Angeles,
California
| $619M | +$103M | +20% | 19.1% | 68.5% | 176 | 17.61% | 2 |
|
| 3439 |
3439
First PREMIER Bank
Sioux Falls,
South Dakota
| $619M | +$185M | +43% | 9.8% | 63% | 385 | 9.61% | 5.8 |
|
| 3440 |
KC
3440
KCM Capital
Shawnee,
Kansas
| $618M | -$3.84M | -0.6% | 77.9% | – | 39 | 28.21% | 0.4 |
|
| 3441 |
3441
KEB Asset Management
Springfield,
Illinois
| $618M | +$95.9M | +18% | 11.6% | 68.9% | 138 | 30.43% | 2 |
|
| 3442 |
3442
CacheTech Inc
Logan,
Utah
| $618M | +$98.6M | +19% | 24.8% | – | 186 | 13.98% | 1.4 |
|
| 3443 |
3443
Halter Ferguson Financial
Carmel,
Indiana
| $617M | +$162M | +36% | 39.3% | 131% | 43 | 25.58% | 1.7 |
|
| 3444 |
3444
Sunburst Financial Group
Vestavia Hills,
Alabama
| $617M | +$74.4M | +14% | 12.4% | 55.7% | 142 | 12.68% | 3.5 |
|
| 3445 |
3445
Sage Rhino Capital
Menlo Park,
California
| $617M | +$82.6M | +15% | 13.7% | 93.9% | 422 | 30.57% | 2.8 |
|
| 3446 |
3446
SMI Advisory Services
Columbus,
Indiana
| $617M | +$10.1M | +2% | 13.9% | 80.7% | 68 | 20.59% | 1.5 |
|
| 3447 |
3447
Financial Gravity Companies
Lakeway,
Texas
| $616M | – | – | 11.1% | – | 1,037 | – | 2.3 |
|
| 3448 |
3448
Birnam Oak Advisors
New York
| $616M | +$166M | +37% | 11.5% | – | 45 | 33.33% | 0.6 |
|
| 3449 |
3449
Intelligence Driven Advisers
Carlsbad,
California
| $616M | +$42.4M | +7% | 15% | 65.6% | 154 | 24.68% | 2.2 |
|
| 3450 |
3450
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| $616M | -$278M | -31% | 17% | – | 1 | 0% | 1.5 |
|