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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
SA
3801
SoftVest Advisors
Abilene,
Texas
| $330M | +$106M | +47% | 12.7% | 178% | 12 | 25% | 0.9 |
|
| 3802 |
3802
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $330M | -$16.2M | -5% | 8.67% | 82.6% | 213 | 12.21% | 4 |
|
| 3803 |
3803
Parkside Advisors
Berkeley,
California
| $330M | +$9.36M | +3% | 4.55% | 36.7% | 74 | 8.11% | 3.2 |
|
| 3804 |
3804
Fiducient Advisors
Chicago,
Illinois
| $330M | -$751K | -0.2% | 8.21% | 52.3% | 103 | 51.46% | 1.6 |
|
| 3805 |
3805
Patton Fund Management
Dallas,
Texas
| $330M | +$66.3M | +25% | 9.16% | 211% | 103 | 48.54% | 0.7 |
|
| 3806 |
3806
Gates Foundation
Seattle,
Washington
| $330M | -$12M | -4% | 18.2% | 58.1% | 11 | 9.09% | 0.7 |
|
| 3807 |
3807
Tree Line Advisors
Central,
Hong Kong
| $330M | +$16.1M | +5% | 11.4% | 670% | 5 | 40% | 1.3 |
|
| 3808 |
3808
Clear Perspective Advisors
Aurora,
Illinois
| $329M | +$37.1M | +13% | 9.1% | 88.5% | 190 | 15.79% | 2.4 |
|
| 3809 |
3809
TFC Financial Management
Boston,
Massachusetts
| $329M | +$28M | +9% | 8% | 66.9% | 624 | 10.26% | 1.1 |
|
| 3810 |
SWK
3810
Stephen W. Kidder
| $329M | +$10.4M | +3% | 11.4% | 94.7% | 77 | 10.39% | 5.9 |
|
| 3811 |
3811
Mason & Associates (California)
Los Angeles,
California
| $329M | – | – | 6.78% | 68.5% | 97 | – | 0 |
|
| 3812 |
3812
Capital Advisors Wealth Management
Yakima,
Washington
| $329M | +$47.1M | +17% | 6.3% | 70.5% | 123 | 22.76% | 0.5 |
|
| 3813 |
3813
Spark Growth Management Partners II
Boston,
Massachusetts
| $329M | – | – | 5.92% | – | 3 | – | 0.3 |
|
| 3814 |
3814
Invus Financial Advisors
New York
| $329M | -$44.2M | -12% | 10.2% | 29.5% | 9 | 22.22% | 1.3 |
|
| 3815 |
3815
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $329M | +$27.1M | +9% | 11% | – | 117 | 10.26% | 3.9 |
|
| 3816 |
3816
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $329M | +$31.5M | +11% | 8.07% | 130% | 95 | 23.16% | 1.2 |
|
| 3817 |
3817
Arkos Global Advisors
Houston,
Texas
| $328M | +$29.8M | +10% | 4.16% | 43.6% | 95 | 10.53% | 1.7 |
|
| 3818 |
3818
Mayfield Select Management
Menlo Park,
California
| $328M | – | – | 4.12% | – | 2 | – | 0 |
|
| 3819 |
FA
3819
Financial Advisors
Andover,
Massachusetts
| $328M | +$32.6M | +11% | 6.79% | 71.5% | 90 | 5.56% | 2.1 |
|
| 3820 |
3820
Siena Capital Partners
Chicago,
Illinois
| $328M | +$10.5M | +3% | 2.39% | 44.2% | 112 | 5.36% | 2.4 |
|
| 3821 |
CLCM
3821
Crawford Lake Capital Management
Lakewood,
New Jersey
| $328M | -$17.1M | -5% | 6.31% | 571% | 70 | 87.14% | 0.1 |
|
| 3822 |
ACM
3822
AIGH Capital Management
Baltimore,
Maryland
| $328M | -$148M | -31% | 14.4% | 3,026% | 69 | 50.72% | 0.4 |
|
| 3823 |
3823
Iyo Bank
Matsuyama,
Japan
| $328M | – | – | 12.3% | 125% | 40 | – | 0 |
|
| 3824 |
3824
SignalPoint Asset Management
Springfield,
Missouri
| $328M | +$14.6M | +5% | 9.93% | 36% | 243 | 8.23% | 3.9 |
|
| 3825 |
3825
ADW Capital Management
Miami Beach,
Florida
| $328M | +$9.22M | +3% | 6.05% | 78.2% | 8 | 12.5% | 1.4 |
|