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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Mattern Wealth Management
Lawrence,
Kansas
| $343M | +$40.7M | +13% | 4.54% | 54% | 171 | 7.02% | 2.4 |
|
| 3502 |
3502
Thrive Capital Management (New York)
New York
| $343M | +$62M | +22% | 41.4% | 205% | 4 | 0% | 1.7 |
|
| 3503 |
3503
State of Wyoming
Cheyenne,
Wyoming
| $342M | +$30.4M | +10% | 8.19% | 131% | 1,856 | 32.49% | 1.1 |
|
| 3504 |
3504
Patton Fund Management
Dallas,
Texas
| $342M | -$8.24M | -2% | 5.62% | 211% | 110 | 51.82% | 1 |
|
| 3505 |
3505
Princeton Global Asset Management
Princeton,
New Jersey
| $342M | -$5.26M | -2% | 7.1% | 110% | 604 | 4.64% | 2.8 |
|
| 3506 |
3506
Crescent Park Management
East Palo Alto,
California
| $342M | +$35.9M | +12% | 12.5% | 87% | 27 | 11.11% | 2.1 |
|
| 3507 |
3507
Legion Partners Asset Management
Los Angeles,
California
| $342M | +$1.98M | +0.6% | 18.7% | 206% | 16 | 25% | 2 |
|
| 3508 |
FCA
3508
FLC Capital Advisors
Palm Desert,
California
| $342M | +$14.8M | +5% | 4.4% | 59.3% | 158 | 10.13% | 2.8 |
|
| 3509 |
3509
Blume Capital Management
Berkeley,
California
| $342M | +$26M | +8% | 6.67% | 102% | 340 | 12.65% | 4.4 |
|
| 3510 |
3510
Moerus Capital Management
New York
| $342M | +$11.2M | +3% | 11.1% | 220% | 16 | 6.25% | 3.4 |
|
| 3511 |
3511
Prosight Management
Dallas,
Texas
| $342M | +$131M | +62% | 2.67% | 39.5% | 50 | 44% | 0.7 |
|
| 3512 |
3512
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $342M | -$71.4K | -0% | 3.57% | 72.5% | 94 | 11.7% | 2.8 |
|
| 3513 |
3513
Lavaca Capital
Houston,
Texas
| $342M | -$137M | -29% | 6.59% | 46.5% | 189 | 26.98% | 1.8 |
|
| 3514 |
3514
Brave Asset Management
Summit,
New Jersey
| $341M | +$25.7M | +8% | 4.4% | 76.3% | 165 | 17.58% | 4.1 |
|
| 3515 |
3515
ALM First Financial Advisors
Dallas,
Texas
| $341M | +$20M | +6% | 2.83% | 50.5% | 22 | 27.27% | 0.4 |
|
| 3516 |
3516
EAM Global Investors
Solana Beach,
California
| $340M | -$15.6M | -4% | 31.9% | 2,399% | 132 | 77.27% | 0.2 |
|
| 3517 |
3517
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $340M | +$36.7M | +12% | 5% | 54.9% | 177 | 20.9% | 0.2 |
|
| 3518 |
3518
Quantum Financial Advisors
El Segundo,
California
| $340M | +$22.3M | +7% | 4.52% | 61.1% | 102 | 10.78% | 0.8 |
|
| 3519 |
3519
CoreCommodity Management
Stamford,
Connecticut
| $340M | -$10M | -3% | 1.2% | 65.8% | 201 | 26.37% | 2.8 |
|
| 3520 |
3520
Bellwether Advisors
Lincoln,
Nebraska
| $340M | -$25.3M | -7% | 7.52% | 115% | 477 | 82.81% | 2 |
|
| 3521 |
3521
Bank Pictet & Cie (Asia)
Singapore
| $340M | +$43.5M | +15% | 6.74% | 30.4% | 86 | 4.65% | 4.3 |
|
| 3522 |
3522
O'Brien Wealth Partners
Waltham,
Massachusetts
| $340M | +$22.5M | +7% | 5.42% | 56.7% | 59 | 8.47% | 2.8 |
|
| 3523 |
3523
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $340M | +$14.6M | +4% | 7.13% | 66.3% | 59 | 8.47% | 2.1 |
|
| 3524 |
3524
World Equity Group
Schaumburg,
Illinois
| $339M | -$330M | -49% | 7.63% | 117% | 600 | 62.33% | 0.7 |
|
| 3525 |
3525
West Paces Advisors
Atlanta,
Georgia
| $339M | +$17.5M | +5% | 3.24% | 57.7% | 572 | 7.69% | 4.1 |
|