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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
WESPAC Advisors SoCal
Pasadena,
California
| $560M | +$90.1M | +19% | 23.1% | 135% | 132 | 17.42% | 2.5 |
|
| 3627 |
3627
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $560M | +$98.1M | +21% | 24.2% | 207% | 49 | 12.24% | 2.4 |
|
| 3628 |
3628
Riggs Asset Management
Dallas,
Pennsylvania
| $560M | +$74.5M | +15% | 26.2% | 207% | 151 | 28.48% | 3.4 |
|
| 3629 |
3629
Okabena Investment Services
Minneapolis,
Minnesota
| $560M | +$41.1M | +8% | 14.2% | 72.4% | 158 | 17.09% | 2.4 |
|
| 3630 |
3630
University of Illinois Foundation
Champaign,
Illinois
| $560M | +$72.4M | +15% | 17.5% | – | 43 | 60.47% | 0.4 |
|
| 3631 |
3631
Opal Capital
Boca Raton,
Florida
| $560M | -$5.01M | -0.9% | 13.4% | – | 171 | 38.01% | 0.3 |
|
| 3632 |
3632
Equitec Proprietary Markets
Chicago,
Illinois
| $559M | +$372M | +199% | 46.2% | 526% | 125 | 57.6% | 0.8 |
|
| 3633 |
SCM
3633
Soros Capital Management
New York
| $559M | +$329M | +143% | 79% | 732% | 65 | 38.46% | 1.1 |
|
| 3634 |
3634
Bleichroeder LP
New York
| $559M | -$19.6M | -3% | 8.56% | 202% | 87 | 17.24% | 2.7 |
|
| 3635 |
3635
Noble Family Wealth
Clearwater,
Florida
| $559M | +$74.5M | +15% | 12.8% | 60% | 80 | 12.5% | 2.6 |
|
| 3636 |
3636
Investors Research Corp
Atlanta,
Georgia
| $559M | +$35.5M | +7% | 10.6% | 62.1% | 903 | 16.94% | 4.5 |
|
| 3637 |
PHC
3637
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $559M | +$19.6M | +4% | 9.71% | – | 14 | 21.43% | 0.5 |
|
| 3638 |
3638
Brasada Capital Management
Houston,
Texas
| $558M | +$13.3M | +2% | 13.3% | 76.5% | 177 | 32.2% | 2.3 |
|
| 3639 |
3639
Frontier Asset Management
Sheridan,
Wyoming
| $558M | +$81.3M | +17% | 10.5% | 57.1% | 98 | 15.31% | 2 |
|
| 3640 |
3640
Wealth Dimensions Group
Cincinnati,
Ohio
| $558M | +$50M | +10% | 11.8% | 57.1% | 185 | 11.35% | 3.6 |
|
| 3641 |
3641
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $558M | +$26.7M | +5% | 8.66% | 155% | 102 | 17.65% | 3 |
|
| 3642 |
3642
Moody Aldrich Partners
Marblehead,
Massachusetts
| $557M | +$2.08M | +0.4% | 36.8% | 312% | 223 | 36.32% | 1.4 |
|
| 3643 |
3643
Foresight Group
London,
United Kingdom
| $556M | -$10.4M | -2% | 4.71% | – | 66 | 16.67% | 1.5 |
|
| 3644 |
3644
Northwest Bancshares
Warren,
Pennsylvania
| $555M | +$53M | +11% | 20.1% | 84.8% | 181 | 10.5% | 5 |
|
| 3645 |
WCMN
3645
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $555M | +$58.9M | +12% | 22.7% | 121% | 46 | 2.17% | 8.3 |
|
| 3646 |
3646
BCS Wealth Management
Johnson City,
Tennessee
| $555M | +$65.2M | +13% | 10.4% | 46.7% | 272 | 9.56% | 2.2 |
|
| 3647 |
3647
Moment Partners
San Francisco,
California
| $555M | -$5.62M | -1% | 18.4% | – | 118 | 18.64% | 1.3 |
|
| 3648 |
CBTWT
3648
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $555M | +$50M | +10% | 25.2% | 124% | 170 | 6.47% | 6.1 |
|
| 3649 |
3649
CM Wealth Advisors
Beachwood,
Ohio
| $554M | +$84.9M | +18% | 15.4% | 64.7% | 203 | 32.51% | 1.3 |
|
| 3650 |
3650
Bricktown Capital
Detroit,
Michigan
| $553M | +$45.6M | +9% | 10.8% | 46.2% | 32 | 12.5% | 2.3 |
|