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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
Mirador Capital Partners
Pleasanton,
California
| $184M | +$22.6M | +14% | 10.7% | 120% | 152 | 19.08% | 1.7 |
|
| 3627 |
3627
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $184M | +$23.7M | +15% | 11.4% | 64.1% | 174 | 5.75% | 1.8 |
|
| 3628 |
3628
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $184M | +$66.6M | +57% | 11.4% | 56.8% | 62 | 25.81% | 0.2 |
|
| 3629 |
3629
EnCap Energy Capital Fund VIII
Houston,
Texas
| $184M | +$7.38M | +4% | 4.36% | 6.16% | 3 | 0% | 1.6 |
|
| 3630 |
3630
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $184M | +$18.7M | +11% | 12.3% | 47.5% | 192 | 6.77% | 1.3 |
|
| 3631 |
3631
Farmers National Bank
Danville,
Kentucky
| $184M | – | – | 11.6% | – | 347 | – | 1.8 |
|
| 3632 |
3632
Falcon Point Capital
San Francisco,
California
| $184M | +$16.2M | +10% | 16.3% | 119% | 117 | 21.37% | 1.9 |
|
| 3633 |
WEO
3633
William E. Oberndorf
| $183M | +$25.1M | +16% | 30.6% | 36.2% | 8 | 12.5% | 2.4 |
|
| 3634 |
3634
Caerus Investors
New York
| $183M | -$7.68M | -4% | 10.7% | – | 67 | 68.66% | 0.3 |
|
| 3635 |
3635
BMT Investment Advisors
Berwyn,
Pennsylvania
| $183M | +$25.3M | +16% | 14.7% | – | 81 | 1.23% | 1.4 |
|
| 3636 |
3636
Toronado Partners
San Francisco,
California
| $183M | +$67.5M | +58% | 32.1% | 158% | 14 | 28.57% | 0.2 |
|
| 3637 |
3637
Intelligence Driven Advisers
Carlsbad,
California
| $183M | +$24.8M | +16% | 11.3% | 65.6% | 105 | 19.05% | 0.2 |
|
| 3638 |
3638
NYL Investors
New York
| $183M | +$11.5M | +7% | 8.83% | 12.7% | 26 | 7.69% | 0.6 |
|
| 3639 |
3639
Beddow Capital Management
Jackson,
Wyoming
| $182M | -$671K | -0.4% | 12.6% | 50.7% | 49 | 16.33% | 3.9 |
|
| 3640 |
3640
Cloverdale Capital Management
Dallas,
Texas
| $182M | +$40.4M | +29% | 23.3% | 20.8% | 18 | 44.44% | 0.5 |
|
| 3641 |
CWM
3641
Cordatus Wealth Management
Newtown,
Pennsylvania
| $182M | +$41.8M | +30% | 15.5% | 108% | 134 | 35.07% | 0.2 |
|
| 3642 |
ECM
3642
EII Capital Management
New York
| $182M | +$5.25M | +3% | 14.1% | 46.9% | 246 | 30.89% | 1.8 |
|
| 3643 |
3643
Cooper Financial Group
Irvine,
California
| $182M | +$34M | +23% | 10.7% | 87.2% | 118 | 22.03% | 0.2 |
|
| 3644 |
3644
Aquamarine Capital Management
New York
| $181M | +$3.58M | +2% | 14.4% | 23% | 14 | 21.43% | 3.6 |
|
| 3645 |
BLA
3645
Balter Liquid Alternatives
Boston,
Massachusetts
| $181M | +$37.2M | +26% | 16.4% | 76.7% | 271 | 52.4% | 0.6 |
|
| 3646 |
3646
Flowering Tree Investment Management
Singapore
| $181M | +$30.2M | +20% | 25.9% | 47.4% | 5 | 40% | 3.3 |
|
| 3647 |
3647
Peninsula Wealth
San Francisco,
California
| $181M | +$20.4M | +13% | 12.9% | 30% | 30 | 10% | 0.9 |
|
| 3648 |
3648
Winch Advisory Services
Appleton,
Wisconsin
| $181M | +$1.11M | +0.6% | 15.2% | 80.8% | 421 | 17.58% | 2.1 |
|
| 3649 |
3649
Quadrant Capital Management
Fairfield,
New Jersey
| $181M | +$28.7M | +19% | 13.8% | 50.3% | 82 | 10.98% | 2.8 |
|
| 3650 |
3650
WESPAC Advisors SoCal
Pasadena,
California
| $181M | +$22.3M | +14% | 13.1% | 135% | 378 | 30.16% | 0.8 |
|