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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
Precedent Wealth Partners
Houston,
Texas
| $500M | +$22.8M | +5% | 1.49% | 61.1% | 178 | 10.67% | 1.7 |
|
| 3627 |
3627
Marietta Investment Partners
Milwaukee,
Wisconsin
| $499M | -$4.24M | -0.8% | 2.27% | 160% | 173 | 13.29% | 5 |
|
| 3628 |
3628
Artia Global Partners
Miami,
Florida
| $499M | -$206M | -29% | 0.61% | 725% | 65 | 38.46% | 0.8 |
|
| 3629 |
3629
Harraden Circle Investments
New York
| $499M | -$46.6M | -9% | 1.83% | – | 228 | 42.11% | 0.5 |
|
| 3630 |
3630
KR Capital LP
New York City,
New York
| $499M | – | – | 5.89% | – | 49 | – | 0 |
|
| 3631 |
3631
Park Place Capital
Homewood,
Alabama
| $499M | +$18.3M | +4% | 1.62% | 60% | 887 | 15.56% | 2.2 |
|
| 3632 |
3632
Holderness Investments Company
Greensboro,
North Carolina
| $498M | +$6.3M | +1% | 3.38% | 144% | 266 | 9.77% | 5.9 |
|
| 3633 |
3633
Scissortail Wealth Management
Tulsa,
Oklahoma
| $498M | +$59.1M | +13% | 2.2% | 71.9% | 121 | 16.53% | 1.9 |
|
| 3634 |
3634
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $497M | -$18.7M | -4% | 1.5% | 60% | 73 | 12.33% | 5.1 |
|
| 3635 |
WCMN
3635
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $497M | +$12.8M | +3% | 4.44% | 121% | 45 | 4.44% | 8.2 |
|
| 3636 |
3636
TBH Global Asset Management
Brentwood,
Tennessee
| $497M | -$103M | -17% | 1.16% | 83.3% | 293 | 35.15% | 2.4 |
|
| 3637 |
3637
Turiya Advisors Asia
Hong Kong
| $496M | -$157M | -24% | 14.6% | 247% | 6 | 33.33% | 0.3 |
|
| 3638 |
3638
New Hampshire Trust
Concord,
New Hampshire
| $496M | -$18M | -4% | 0.49% | 88.5% | 175 | 12% | 2.9 |
|
| 3639 |
CH
3639
Canton Hathaway
Providence,
Rhode Island
| $496M | -$23M | -4% | 1.98% | 87.8% | 293 | 13.31% | 3.6 |
|
| 3640 |
3640
Talaria Asset Management
Melbourne,
Australia
| $495M | -$26.6M | -5% | 5% | – | 14 | 35.71% | 0.6 |
|
| 3641 |
WWMSC
3641
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $495M | +$24.7M | +5% | 1.22% | 36.4% | 281 | 6.05% | 3.2 |
|
| 3642 |
3642
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $495M | -$23.3M | -4% | 1.8% | 72.5% | 142 | 16.2% | 3.1 |
|
| 3643 |
3643
Stelac Advisory Services
New York
| $494M | +$211M | +75% | 3.13% | 84.9% | 172 | 39.53% | 3 |
|
| 3644 |
3644
Chemung Canal Trust
Elmira,
New York
| $494M | -$11.1M | -2% | 0.6% | 93.4% | 116 | 5.17% | 8.6 |
|
| 3645 |
3645
Lafayette Investments
Ashton,
Maryland
| $494M | -$35.2M | -7% | 3.52% | 77.9% | 165 | 9.7% | 5.1 |
|
| 3646 |
3646
Avidity Partners Management
Dallas,
Texas
| $494M | +$147M | +42% | 63.1% | 492% | 60 | 60% | 0.9 |
|
| 3647 |
3647
Rowlandmiller & Partners
Atlanta,
Georgia
| $493M | -$24.9M | -5% | 1.43% | 84% | 198 | 5.56% | 6.5 |
|
| 3648 |
3648
Scott Capital Advisors
Portland,
Oregon
| $493M | +$41.8M | +9% | 1.13% | 50.9% | 58 | 8.62% | 2.8 |
|
| 3649 |
BPIA
3649
Broad Peak Investment Advisers
Singapore
| $493M | -$65M | -12% | 1.43% | – | 29 | 51.72% | 0.3 |
|
| 3650 |
3650
Financial Sense Advisors
San Diego,
California
| $493M | -$54.7M | -10% | 6.08% | 152% | 179 | 36.31% | 1.9 |
|