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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Patten Group
Chattanooga,
Tennessee
| $335M | -$340M | -50% | 3.81% | 99% | 242 | 7.02% | 5.7 |
|
| 3477 |
3477
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $335M | -$6.92M | -2% | 3.24% | 72.5% | 94 | 12.77% | 2.8 |
|
| 3478 |
3478
HT Partners
Centerbrook,
Connecticut
| $335M | -$12.6M | -4% | 3.6% | 71.1% | 52 | 5.77% | 4.5 |
|
| 3479 |
3479
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $335M | +$16.1M | +5% | 2.94% | 69.3% | 47 | 8.51% | 5.1 |
|
| 3480 |
CFGSD
3480
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $334M | -$2.12M | -0.6% | 4.73% | 72% | 98 | 5.1% | 0.7 |
|
| 3481 |
3481
Secure Asset Management
Troy,
Michigan
| $334M | +$5.19M | +2% | 3.9% | 97.2% | 222 | 22.07% | 1.7 |
|
| 3482 |
3482
Allied Investment Advisors
Billings,
Montana
| $334M | -$11M | -3% | 3.9% | 68.4% | 62 | 11.29% | 4.2 |
|
| 3483 |
3483
ALM First Financial Advisors
Dallas,
Texas
| $334M | -$6.65M | -2% | 2.05% | 50.5% | 22 | 0% | 0.6 |
|
| 3484 |
KAS
3484
Kemnay Advisory Services
New York
| $334M | +$106M | +47% | 9.85% | 167% | 29 | 41.38% | 3.3 |
|
| 3485 |
3485
Viola Ventures VC Management 4
Herzliya,
Israel
| $334M | -$147M | -31% | 0.28% | 79.1% | 5 | 20% | 0.8 |
|
| 3486 |
3486
Pasadena Private Wealth
Pasadena,
California
| $334M | -$21.1M | -6% | 2.64% | 53% | 123 | 24.39% | 2.1 |
|
| 3487 |
3487
Martin Investment Management
Palm Beach Gardens,
Florida
| $334M | -$20.9M | -6% | 0.22% | 44% | 52 | 7.69% | 4.9 |
|
| 3488 |
3488
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $334M | +$12M | +4% | 2.3% | 129% | 162 | 62.35% | 1 |
|
| 3489 |
3489
Bank of New Hampshire
Laconia,
New Hampshire
| $334M | -$15.9M | -5% | 3.11% | 96.5% | 503 | 3.38% | 1.7 |
|
| 3490 |
3490
Harbour Capital Advisors
Tysons Corner,
Virginia
| $334M | -$5.56M | -2% | 2.26% | 168% | 290 | 26.21% | 2.3 |
|
| 3491 |
3491
Great Point Wealth Advisors
Boston,
Massachusetts
| $333M | +$582K | +0.2% | 3.02% | – | 64 | 6.25% | 2.9 |
|
| 3492 |
3492
Lodbrok Capital
London,
United Kingdom
| $333M | +$15.6M | +5% | 15.8% | 25.9% | 5 | 0% | 1.4 |
|
| 3493 |
3493
Washington State Investment Board
Olympia,
Washington
| $333M | -$20M | -6% | 9.44% | 567% | 2 | 0% | 2.1 |
|
| 3494 |
3494
General Motors Holdings
Detroit,
Michigan
| $333M | -$53.2M | -14% | 13.6% | 4.78% | 3 | 0% | 1.3 |
|
| 3495 |
3495
High Falls Advisors
Rochester,
New York
| $333M | -$17.6M | -5% | 4% | 56.9% | 117 | 17.95% | 3.1 |
|
| 3496 |
3496
Paradiem
Covington,
Louisiana
| $333M | -$18M | -5% | 1.55% | 107% | 103 | 2.91% | 1.9 |
|
| 3497 |
3497
Legion Partners Asset Management
Los Angeles,
California
| $333M | -$9.49M | -3% | 4.28% | 206% | 14 | 7.14% | 2.3 |
|
| 3498 |
3498
Pacific Sage Partners
Edmonds,
Washington
| $332M | -$5.41M | -2% | 2.99% | 58.9% | 93 | 11.83% | 0.7 |
|
| 3499 |
3499
Lebenthal Global Advisors
Hauppauge,
New York
| $332M | -$12.6M | -4% | 3.78% | 57.2% | 133 | 22.56% | 1.4 |
|
| 3500 |
3500
Doliver Advisors
Houston,
Texas
| $332M | +$3.61M | +1% | 2.95% | 92.3% | 166 | 14.46% | 3.1 |
|