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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Cederberg Capital
London,
United Kingdom
| $257M | -$120M | -32% | 20% | 273% | 7 | 0% | 1.8 |
|
| 3727 |
3727
Hedeker Wealth
Lincolnshire,
Illinois
| $257M | -$33.1M | -11% | 5.34% | 161% | 98 | 21.43% | 2.4 |
|
| 3728 |
3728
Argyle Capital Management
Center Valley,
Pennsylvania
| $257M | -$22.1M | -8% | 5.79% | 106% | 128 | 2.34% | 7.6 |
|
| 3729 |
3729
Childress Capital Advisors
Houston,
Texas
| $256M | +$4.03M | +2% | 2.14% | 107% | 187 | 17.65% | 1.2 |
|
| 3730 |
3730
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $256M | -$14.2M | -5% | 7.48% | 69.3% | 47 | 8.51% | 4.5 |
|
| 3731 |
3731
Soapstone Management
Bethesda,
Maryland
| $256M | +$20.2M | +9% | 1.95% | 30.3% | 21 | 14.29% | 1.4 |
|
| 3732 |
3732
Birch Grove Capital
New York
| $256M | +$4.34M | +2% | 0.6% | 2.66% | 44 | 6.82% | 0.8 |
|
| 3733 |
3733
Pacific Center for Financial Services
San Ramon,
California
| $256M | +$13.1M | +5% | 5.1% | 60.1% | 427 | 8.43% | 3.7 |
|
| 3734 |
3734
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $255M | +$4.35M | +2% | 2.55% | 64.7% | 222 | 8.56% | 0.7 |
|
| 3735 |
3735
Spinnaker Investment Group
Newport Beach,
California
| $255M | +$9.9M | +4% | 5.73% | 56.9% | 82 | 10.98% | 0.6 |
|
| 3736 |
3736
Lowell Blake & Associates
Boston,
Massachusetts
| $255M | -$3.43M | -1% | 6.54% | 44.2% | 54 | 5.56% | 2.1 |
|
| 3737 |
3737
Defender Capital
Charlotte,
North Carolina
| $255M | +$446K | +0.2% | 0.74% | 101% | 35 | 17.14% | 2.1 |
|
| 3738 |
3738
Bienville Capital Management
New York
| $255M | +$43.9M | +21% | 2.39% | 36.3% | 146 | 33.56% | 2.8 |
|
| 3739 |
3739
Versant Capital Management
Phoenix,
Arizona
| $255M | -$17.8M | -7% | 6.65% | 97.3% | 1,758 | 12.17% | 4.4 |
|
| 3740 |
3740
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $255M | -$5.11M | -2% | 5.93% | 65.7% | 104 | 20.19% | 1.2 |
|
| 3741 |
3741
Delta Air Lines
Atlanta,
Georgia
| $255M | -$18.9M | -7% | 0.68% | 5.3% | 4 | 0% | 0.8 |
|
| 3742 |
3742
Bison Wealth
Atlanta,
Georgia
| $255M | +$80.6M | +46% | 3.97% | 37.4% | 386 | 51.04% | 3.2 |
|
| 3743 |
3743
Hoey Investments
Coatesville,
Pennsylvania
| $255M | +$22.5M | +10% | 0.69% | 200% | 359 | 22.84% | 1.2 |
|
| 3744 |
3744
Insight Advisors
Newtown,
Pennsylvania
| $255M | -$40.3M | -14% | 4.2% | 74% | 310 | 11.61% | 1.4 |
|
| 3745 |
3745
Cannon Financial Strategists
Athens,
Georgia
| $254M | -$4.03M | -2% | 5.87% | 56.7% | 74 | 16.22% | 2.5 |
|
| 3746 |
3746
Elevated Capital Advisors
Sandy,
Utah
| $254M | – | – | 5.07% | 46% | 148 | – | 2.2 |
|
| 3747 |
3747
Compass Group
New York
| $254M | +$46.5M | +22% | 8.32% | 64.6% | 17 | 29.41% | 2.2 |
|
| 3748 |
3748
Bank Pictet & Cie (Asia)
Singapore
| $253M | -$42.2M | -14% | 5.98% | 30.4% | 90 | 4.44% | 3.7 |
|
| 3749 |
3749
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $253M | -$15.9M | -6% | 5.88% | 13.4% | 3 | 0% | 7.8 |
|
| 3750 |
3750
Cornerstone Wealth Advisors
Edina,
Minnesota
| $253M | -$8.78M | -3% | 4.57% | 46.1% | 45 | 8.89% | 1.2 |
|