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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $145M | -$33.5M | -19% | 3.55% | 24.3% | 953 | 8.81% | 2.5 |
|
| 3602 |
3602
Rench Wealth Management
Denton,
Texas
| $145M | +$9.9M | +7% | 5.2% | 106% | 56 | 12.5% | 2.4 |
|
| 3603 |
WI
3603
Welch Investments
Birmingham,
Alabama
| $145M | +$10.5M | +8% | 4.12% | – | 51 | 15.69% | 0.6 |
|
| 3604 |
3604
Standard General
New York
| $145M | +$87M | +150% | 5.78% | 259% | 6 | 33.33% | 0.6 |
|
| 3605 |
3605
Aldebaran Financial
| $145M | +$7.82M | +6% | 4.38% | 89.7% | 98 | 6.12% | 2.7 |
|
| 3606 |
3606
Blue Granite Capital
Charleston,
South Carolina
| $145M | -$9.6M | -6% | 3.06% | – | 149 | 34.23% | 0.5 |
|
| 3607 |
3607
Gladstone Capital Management
London,
United Kingdom
| $145M | +$31.5M | +28% | 14.4% | 304% | 14 | 21.43% | 0.9 |
|
| 3608 |
3608
Silicon Valley Capital Partners
San Jose,
California
| $145M | -$3.51M | -2% | 4.54% | 103% | 25 | 12% | 1.1 |
|
| 3609 |
BOC
3609
Barbara Oil Co
Chicago,
Illinois
| $145M | +$5.84M | +4% | 5.25% | 76.9% | 86 | 4.65% | 2.9 |
|
| 3610 |
3610
PhiloSmith Capital
Stamford,
Connecticut
| $144M | +$9.47M | +7% | 4.67% | 54% | 37 | 2.7% | 0.7 |
|
| 3611 |
3611
Avalon Capital Management
Port Of Redwood City,
California
| $144M | +$8.99M | +7% | 5.31% | 151% | 123 | 67.48% | 0.6 |
|
| 3612 |
3612
Abingworth
London,
United Kingdom
| $144M | +$18.8M | +15% | 26.8% | 187% | 19 | 21.05% | 1.5 |
|
| 3613 |
3613
Fortis Advisors
Wayne,
Pennsylvania
| $144M | +$15.6M | +12% | 4.37% | 72.8% | 293 | 70.99% | 0.2 |
|
| 3614 |
3614
First Dallas Securities
Dallas,
Texas
| $144M | +$7.39M | +5% | 6.21% | 163% | 120 | 20.83% | 2.3 |
|
| 3615 |
3615
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $144M | – | – | 3.33% | 47.5% | 157 | – | 0 |
|
| 3616 |
3616
Cue Advisory Services
Phoenix,
Arizona
| $144M | +$4.82M | +3% | 3.74% | 52.3% | 167 | 13.17% | 1.8 |
|
| 3617 |
3617
Wolf Group Capital Advisors
Fairfax,
Virginia
| $144M | +$13.9M | +11% | 4.73% | 28.2% | 108 | 26.85% | 1.6 |
|
| 3618 |
3618
Northwestern University
Evanston,
Illinois
| $144M | +$10.8M | +8% | 8.15% | 28.2% | 2 | 0% | 1.8 |
|
| 3619 |
3619
Knightsbridge Asset Management
Newport Beach,
California
| $144M | +$12.7M | +10% | 7.2% | 150% | 27 | 7.41% | 1.9 |
|
| 3620 |
3620
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $144M | +$8.19M | +6% | 3.94% | 83% | 92 | 13.04% | 3.1 |
|
| 3621 |
3621
Shaker Investments
Cleveland,
Ohio
| $144M | +$11M | +8% | 12.1% | 205% | 76 | 22.37% | 1.5 |
|
| 3622 |
3622
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $143M | +$13.5M | +10% | 9.05% | 39.8% | 7 | 0% | 0.8 |
|
| 3623 |
3623
First PREMIER Bank
Sioux Falls,
South Dakota
| $143M | +$10M | +8% | 2.59% | 63% | 263 | 14.45% | 1.2 |
|
| 3624 |
3624
First City Capital Management
Savannah,
Georgia
| $143M | +$5.14M | +4% | 2.95% | 76.5% | 145 | 7.59% | 3.3 |
|
| 3625 |
3625
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $143M | +$1.59M | +1% | 4.78% | 13.1% | 72 | 29.17% | 0.4 |
|