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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 |
DA
3501
Dash Acquisitions
Woodland Hills,
California
| $472M | +$23.6M | +5% | 11.7% | 52% | 66 | 13.64% | 2.4 |
|
| 3502 |
3502
Garden Investment Management
Greenwich,
Connecticut
| $472M | +$71.3M | +18% | 5.25% | – | 1 | 0% | 0.5 |
|
| 3503 |
3503
Seaview Investment Managers
Miami,
Florida
| $472M | +$60.3M | +15% | 17.7% | 148% | 154 | 30.52% | 1.2 |
|
| 3504 |
3504
WestHill Financial Advisors
San Rafael,
California
| $471M | +$34.3M | +8% | 8.51% | 62.9% | 75 | 6.67% | 3.3 |
|
| 3505 |
3505
Farmers & Merchants Trust Company
Long Beach,
California
| $471M | +$76M | +19% | 8.42% | 79.8% | 227 | 18.94% | 3.9 |
|
| 3506 |
GF
3506
Greenfield FTC
Reno,
Nevada
| $471M | +$40.1M | +9% | 10.3% | 75.4% | 3 | 0% | 4.5 |
|
| 3507 |
3507
Mengis Capital Management
Portland,
Oregon
| $471M | -$8.31M | -2% | 9.07% | 104% | 206 | 11.17% | 5.5 |
|
| 3508 |
3508
New World Advisors
Hingham,
Massachusetts
| $470M | +$28.5M | +6% | 3.88% | 84.1% | 94 | 41.49% | 2.2 |
|
| 3509 |
3509
Quarry LP
New York
| $470M | +$8.98M | +2% | 4.67% | 83.2% | 2,159 | 47.66% | 0.6 |
|
| 3510 |
3510
West Paces Advisors
Atlanta,
Georgia
| $470M | +$31M | +7% | 7.35% | 57.7% | 585 | 69.4% | 6.1 |
|
| 3511 |
3511
Palo Alto Investors
Palo Alto,
California
| $470M | -$55.1M | -11% | 5.27% | 157% | 50 | 22% | 3.8 |
|
| 3512 |
3512
Satovsky Asset Management
New York
| $470M | +$22.8M | +5% | 5.54% | 53.6% | 66 | 19.7% | 2.4 |
|
| 3513 |
3513
BCM Advisors
Lafayette,
Louisiana
| $470M | +$28.6M | +6% | 5.29% | 59.3% | 71 | 4.23% | 4.6 |
|
| 3514 |
3514
HeadInvest LLC
Portland,
Maine
| $469M | -$44.9M | -9% | 8.52% | 59.1% | 238 | 14.71% | 6.3 |
|
| 3515 |
OP
3515
ORG Partners
Roanoke,
Indiana
| $469M | +$62.6M | +15% | 7.92% | 69.5% | 1,686 | 23.67% | 0.8 |
|
| 3516 |
3516
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $469M | +$38.2M | +9% | 7.55% | 48.8% | 453 | 17.88% | 5.3 |
|
| 3517 |
3517
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $468M | +$42.4M | +10% | 12.6% | 83.3% | 68 | 0% | 6.9 |
|
| 3518 |
3518
TBH Global Asset Management
Brentwood,
Tennessee
| $468M | -$53.6M | -10% | 7.89% | 70.7% | 180 | 10% | 3.1 |
|
| 3519 |
3519
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $468M | +$21.2M | +5% | 11.4% | 130% | 147 | 29.93% | 1.9 |
|
| 3520 |
3520
Foguth Wealth Management
Brighton,
Michigan
| $467M | +$55.3M | +13% | 6.35% | – | 169 | 29.59% | 0.8 |
|
| 3521 |
3521
JMAC Enterprises
Newtown,
Pennsylvania
| $467M | +$45.7M | +11% | 7.36% | 65% | 125 | 18.4% | 2.3 |
|
| 3522 |
VH
3522
V3 Holding
Rye,
New York
| $466M | +$242M | +108% | 108% | – | 1 | 0% | 0.5 |
|
| 3523 |
3523
Ironwood Financial
Tucson,
Arizona
| $466M | -$14.2K | -0% | 5.38% | 54.1% | 160 | 0.63% | 5.4 |
|
| 3524 |
3524
Chemistry Wealth Management
New York
| $466M | +$36.3M | +8% | 7.29% | 77.1% | 200 | 9.5% | 2.3 |
|
| 3525 |
3525
Webs Creek Capital Management
Dallas,
Texas
| $466M | +$23.7M | +5% | 0.12% | 133% | 22 | 40.91% | 0.7 |
|