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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Delphi Financial Group
Wilmington,
Delaware
| $327M | -$12.3M | -4% | 1.87% | 66.3% | 31 | 16.13% | 2.8 |
|
| 3827 |
TCM
3827
Tao Capital Management
San Francisco,
California
| $327M | -$48.1M | -13% | 5.76% | 314% | 17 | 29.41% | 0.9 |
|
| 3828 |
3828
WESPAC Advisors SoCal
Pasadena,
California
| $327M | +$21.3M | +7% | 11.3% | 135% | 88 | 15.91% | 2.7 |
|
| 3829 |
3829
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $327M | +$22.7M | +7% | 11.7% | 166% | 226 | 2.21% | 4.3 |
|
| 3830 |
3830
Blue Water Life Science Advisors
Larkspur,
California
| $327M | +$19.5M | +6% | 6.03% | 503% | 29 | 72.41% | 0.4 |
|
| 3831 |
3831
Steamboat Capital Partners
Rye,
New York
| $327M | -$104M | -24% | 6.13% | 280% | 46 | 21.74% | 1.4 |
|
| 3832 |
3832
Partners in Financial Planning
Salem,
Virginia
| $327M | +$6.39M | +2% | 3.76% | 42% | 97 | 7.22% | 0.5 |
|
| 3833 |
3833
Kadensa Capital
Central,
Hong Kong
| $327M | +$155M | +91% | 1.85% | 191% | 21 | 47.62% | 0.3 |
|
| 3834 |
3834
Johanson Financial Advisors
Campbell,
California
| $326M | +$36.1M | +12% | 11.1% | 101% | 134 | 10.45% | 2.9 |
|
| 3835 |
3835
Great Point Wealth Advisors
Boston,
Massachusetts
| $326M | +$35.5M | +12% | 3.28% | – | 61 | 21.31% | 1.8 |
|
| 3836 |
3836
Oakhurst Advisors
Los Angeles,
California
| $326M | +$16.9M | +5% | 2.35% | – | 7 | 14.29% | 0.5 |
|
| 3837 |
3837
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $326M | +$25.4M | +8% | 7.62% | 57.7% | 336 | 9.82% | 1.5 |
|
| 3838 |
3838
Flagstar Advisors
New York
| $326M | +$25.5M | +8% | 6.64% | 81.9% | 239 | 46.03% | 0.2 |
|
| 3839 |
3839
RenaissanceRe Holdings
Pembroke,
Bermuda
| $326M | +$51M | +19% | 12% | 40.8% | 6 | 0% | 1.3 |
|
| 3840 |
3840
Broadleaf Partners
Hudson,
Ohio
| $326M | +$23.5M | +8% | 12.6% | 180% | 77 | 14.29% | 2.6 |
|
| 3841 |
3841
Marino Stram & Associates
Braintree,
Massachusetts
| $326M | +$36.4M | +13% | 9.46% | 72.2% | 150 | 8.67% | 1.6 |
|
| 3842 |
3842
Harrell Investment Partners
Austin,
Texas
| $325M | +$14.6M | +5% | 9.49% | 121% | 105 | 13.33% | 1.5 |
|
| 3843 |
3843
Pacifica Capital Investments
Leander,
Texas
| $325M | +$15.5M | +5% | 6.48% | 69.8% | 21 | 9.52% | 5.5 |
|
| 3844 |
3844
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $325M | -$187M | -37% | 11.7% | 78.7% | 33 | 36.36% | 0.7 |
|
| 3845 |
3845
Henry James International Management
New York
| $325M | +$7.33M | +2% | 4.33% | 125% | 158 | 9.49% | 2.2 |
|
| 3846 |
3846
Trilantic Capital Management
New York
| $324M | – | – | 33.7% | – | 12 | – | 0 |
|
| 3847 |
3847
Wedmont Private Capital
West Chester,
Pennsylvania
| $324M | – | – | 5.98% | 87.5% | 240 | – | 0 |
|
| 3848 |
3848
Dow Chemical Company
Midland,
Michigan
| $324M | -$114M | -26% | 0.64% | 29.4% | 12 | 8.33% | 1.4 |
|
| 3849 |
3849
Element Pointe Advisors
Miami,
Florida
| $324M | +$27.8M | +9% | 7.63% | 75.1% | 122 | 22.95% | 1.4 |
|
| 3850 |
LFM
3850
Lumina Fund Management
New York
| $324M | +$45.2M | +16% | 12% | 28.1% | 56 | 42.86% | 1.8 |
|