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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
San Luis Wealth Advisors
San Luis Obispo,
California
| $465M | +$23.2M | +5% | 6.72% | 61.9% | 160 | 28.75% | 1.3 |
|
| 3527 |
3527
Silchester International Investors
London,
United Kingdom
| $465M | -$91.8M | -16% | 17.4% | 53.9% | 4 | 25% | 1.4 |
|
| 3528 |
3528
Vickerman Investment Advisors
Spokane,
Washington
| $465M | +$23.8M | +5% | 6.07% | 47.3% | 85 | 8.24% | 2.7 |
|
| 3529 |
3529
Edenbrook Capital
Mt. Kisco,
New York
| $465M | +$123M | +36% | 61.2% | 267% | 27 | 51.85% | 1.5 |
|
| 3530 |
3530
Holderness Investments Company
Greensboro,
North Carolina
| $465M | +$36M | +8% | 14.1% | 144% | 266 | 13.53% | 5.5 |
|
| 3531 |
3531
BCS Wealth Management
Johnson City,
Tennessee
| $465M | +$75.7M | +19% | 6.18% | 46.7% | 280 | 19.29% | 1.5 |
|
| 3532 |
3532
AA Financial Advisors
Columbus,
Ohio
| $464M | +$54.2M | +13% | 9.15% | 68.8% | 195 | 15.9% | 1 |
|
| 3533 |
3533
Groupe Bruxelles Lambert
Brussels,
Belgium
| $464M | -$24.4M | -5% | 5% | – | 1 | 0% | 1.5 |
|
| 3534 |
3534
Eleva Capital
Paris,
France
| $464M | – | – | 14.9% | – | 33 | – | 0 |
|
| 3535 |
3535
NBW Capital
Boston,
Massachusetts
| $464M | +$12.6M | +3% | 6.33% | 86% | 119 | 22.69% | 3.7 |
|
| 3536 |
3536
Privium Fund Management
Amsterdam,
Netherlands
| $464M | +$79.9M | +21% | 31.8% | 451% | 63 | 23.81% | 1.8 |
|
| 3537 |
UAM
3537
UAS Asset Management
New York
| $463M | +$47.8M | +11% | 9.38% | 98% | 16 | 37.5% | 3.8 |
|
| 3538 |
3538
Intellectus Partners
San Francisco,
California
| $463M | +$57.7M | +14% | 19.2% | 157% | 294 | 13.95% | 3.7 |
|
| 3539 |
3539
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $463M | +$38.5M | +9% | 10.1% | 72.9% | 236 | 10.17% | 4.1 |
|
| 3540 |
3540
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $463M | +$53.4M | +13% | 9.35% | 58.2% | 117 | 18.8% | 2.6 |
|
| 3541 |
3541
TrueMark Investments
Chicago,
Illinois
| $463M | +$81M | +21% | 4.97% | – | 251 | 64.94% | 0.5 |
|
| 3542 |
3542
Whalerock Point Partners
Providence,
Rhode Island
| $463M | +$41.3M | +10% | 11.7% | 103% | 192 | 6.77% | 5.4 |
|
| 3543 |
3543
ALM First Financial Advisors
Dallas,
Texas
| $462M | +$24.8M | +6% | 5.87% | 50.5% | 23 | 0% | 2.2 |
|
| 3544 |
3544
Ovata Capital Management
Hong Kong
| $462M | +$199M | +75% | 16% | 69.1% | 57 | 52.63% | 0.6 |
|
| 3545 |
3545
Requisite Capital Management
Dallas,
Texas
| $462M | +$18.7M | +4% | 5.76% | 41% | 96 | 18.75% | 1.8 |
|
| 3546 |
3546
Kapitalo Investimentos
Sao Paulo,
Brazil
| $461M | -$31.7M | -6% | 16.3% | 66.5% | 171 | 81.29% | 0.2 |
|
| 3547 |
3547
SR One Capital Management
Wayne,
Pennsylvania
| $461M | +$72.1M | +19% | 18.4% | 656% | 13 | 7.69% | 1.6 |
|
| 3548 |
3548
Renaissance Investment Group
Lenox,
Massachusetts
| $461M | +$49M | +12% | 16.1% | 99.6% | 80 | 11.25% | 7.2 |
|
| 3549 |
3549
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $461M | +$160M | +53% | 14% | 47.9% | 24 | 50% | 0.9 |
|
| 3550 |
3550
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $461M | +$42.6M | +10% | 7.45% | 56.9% | 126 | 15.87% | 3.4 |
|