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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Tolleson Wealth Management
Dallas,
Texas
| $371M | +$17.9M | +5% | 5.81% | 56.2% | 73 | 12.33% | 2 |
|
| 3552 |
3552
Perennial Advisors
New York
| $371M | +$31.6M | +9% | 7.61% | – | 87 | 10.34% | 3.6 |
|
| 3553 |
3553
Permit Capital
West Conshohocken,
Pennsylvania
| $371M | +$34.6M | +10% | 11.2% | 121% | 26 | 3.85% | 4.1 |
|
| 3554 |
3554
Source Financial Advisors
New York
| $371M | -$14.6M | -4% | 0.03% | 18.5% | 117 | 19.66% | 0.8 |
|
| 3555 |
3555
Liberty Capital Management
Birmingham,
Michigan
| $371M | +$31.2M | +9% | 11.7% | – | 136 | 8.09% | 4.9 |
|
| 3556 |
3556
Contravisory Investment Management
Norwell,
Massachusetts
| $371M | +$41.3M | +13% | 12.8% | 135% | 333 | 35.44% | 1.6 |
|
| 3557 |
3557
GYL Financial Synergies
West Hartford,
Connecticut
| $370M | +$175M | +89% | 9.9% | 36% | 211 | 11.85% | 1.8 |
|
| 3558 |
PRC
3558
Pearl River Capital
Niles,
Michigan
| $370M | +$2.34M | +0.6% | 4.66% | 20.3% | 617 | 73.26% | 0.2 |
|
| 3559 |
3559
Seven Post Investment Office
San Francisco,
California
| $370M | +$48.5M | +15% | 10.8% | 44.4% | 52 | 11.54% | 2.3 |
|
| 3560 |
3560
BT Wealth Management
Atlanta,
Georgia
| $370M | +$48M | +15% | 10.3% | 34.8% | 72 | 26.39% | 1.5 |
|
| 3561 |
3561
McIlrath & Eck
Arlington,
Washington
| $370M | +$33.9M | +10% | 7.79% | 44% | 864 | 8.8% | 2.6 |
|
| 3562 |
3562
Nellore Capital Management
Redwood City,
California
| $370M | -$43.3M | -10% | 6.03% | 73.8% | 29 | 27.59% | 0.6 |
|
| 3563 |
3563
Progeny 3 Inc
Kirkland,
Washington
| $370M | -$31.9M | -8% | 3.1% | 96.8% | 35 | 48.57% | 1.2 |
|
| 3564 |
3564
Bessemer Securities
New York
| $370M | +$76.1M | +26% | 11.4% | 45% | 122 | 4.92% | 1.8 |
|
| 3565 |
3565
Vise Technologies
New York
| $369M | – | – | 9.92% | – | 136 | – | 0 |
|
| 3566 |
3566
GenWealth Group
Maplewood,
New Jersey
| $369M | +$28.5M | +8% | 8.08% | 73.9% | 70 | 12.86% | 2.8 |
|
| 3567 |
CH
3567
Canton Hathaway
Providence,
Rhode Island
| $369M | +$21.4M | +6% | 8.51% | 87.8% | 315 | 17.46% | 1.4 |
|
| 3568 |
3568
Kalos Management
Alpharetta,
Georgia
| $369M | +$15.7M | +4% | 5.27% | 48.5% | 296 | 6.08% | 1.8 |
|
| 3569 |
3569
Stelac Advisory Services
New York
| $369M | -$3.39M | -0.9% | 8.38% | 84.9% | 239 | 32.64% | 2.1 |
|
| 3570 |
3570
Riggs Asset Management
Dallas,
Pennsylvania
| $369M | +$37.4M | +11% | 8.8% | 219% | 346 | 12.72% | 2.4 |
|
| 3571 |
3571
Institutional Venture Management XIII
Menlo Park,
California
| $369M | – | – | 26.5% | – | 4 | – | 0 |
|
| 3572 |
3572
Macellum Advisors
New York
| $368M | – | – | 6.4% | – | 6 | – | 0 |
|
| 3573 |
3573
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $368M | +$18.7M | +5% | 10.8% | – | 176 | 9.66% | 1.5 |
|
| 3574 |
3574
Analog Century Management
New York
| $367M | +$78.4M | +27% | 30.9% | 785% | 22 | 13.64% | 0.9 |
|
| 3575 |
3575
Cadence Bank NA
Houston,
Texas
| $367M | +$30.6M | +9% | 11.6% | 33.3% | 220 | 5% | 4.2 |
|