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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $321M | +$11M | +4% | 7.24% | 95.4% | 38 | 13.16% | 4.9 |
|
| 3877 |
ACG
3877
Aventail Capital Group
New York
| $320M | -$20.1M | -6% | 8.56% | 154% | 60 | 68.33% | 0.3 |
|
| 3878 |
3878
West Paces Advisors
Atlanta,
Georgia
| $320M | +$35.5M | +12% | 7.27% | 57.7% | 642 | 21.96% | 3 |
|
| 3879 |
3879
Argyle Capital Management
Center Valley,
Pennsylvania
| $320M | +$18.5M | +6% | 9.23% | 106% | 130 | 3.08% | 6.9 |
|
| 3880 |
3880
RB Capital Management
Reno,
Nevada
| $320M | +$54.4M | +20% | 10.8% | 79.4% | 187 | 13.9% | 2.8 |
|
| 3881 |
3881
Austin Asset Management
Austin,
Texas
| $320M | – | – | 7.21% | 93.4% | 56 | – | 0 |
|
| 3882 |
3882
Doliver Advisors
Houston,
Texas
| $320M | +$22.5M | +8% | 5.66% | 92.3% | 191 | 28.27% | 1.8 |
|
| 3883 |
3883
Marks Wealth
Annapolis,
Maryland
| $320M | +$13.9M | +5% | 10.2% | 165% | 41 | 36.59% | 0.6 |
|
| 3884 |
3884
Aspire Private Capital
Cornelius,
North Carolina
| $320M | +$20.5M | +7% | 4.19% | 55.3% | 696 | 13.22% | 1.3 |
|
| 3885 |
3885
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| $320M | +$12.3M | +4% | 7.14% | 71.4% | 252 | 9.13% | 2.1 |
|
| 3886 |
3886
Perennial Investment Advisors
Los Angeles,
California
| $320M | +$37.3M | +13% | 11.9% | 84.3% | 248 | 20.56% | 1.2 |
|
| 3887 |
3887
Strategic Equity Management
Tucson,
Arizona
| $320M | +$20.9M | +7% | 8.13% | 74.9% | 51 | 31.37% | 0.6 |
|
| 3888 |
TF
3888
TRH Financial
North Liberty,
Iowa
| $320M | +$65.6M | +26% | 11.2% | – | 78 | 15.38% | 1.5 |
|
| 3889 |
3889
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $320M | +$24.9M | +8% | 8.65% | 83.6% | 181 | 6.08% | 4.8 |
|
| 3890 |
AC
3890
Athos Capital
Hong Kong
| $319M | -$93.6M | -23% | 3.73% | 110% | 149 | 22.15% | 0.5 |
|
| 3891 |
3891
Birinyi Associates
Westport,
Connecticut
| $319M | +$21.5M | +7% | 11.9% | 133% | 72 | 18.06% | 5.2 |
|
| 3892 |
3892
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $319M | -$54.3M | -15% | 14.2% | 81.3% | 2 | 0% | 2.3 |
|
| 3893 |
3893
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $319M | +$8.9M | +3% | 7.27% | 152% | 91 | 6.59% | 3.2 |
|
| 3894 |
3894
Frisch Financial Group
Melville,
New York
| $319M | +$18.9M | +6% | 7.13% | 66.6% | 160 | 13.13% | 1.7 |
|
| 3895 |
3895
Pinnacle Private Wealth
Andover,
Massachusetts
| $319M | – | – | 10.9% | – | 290 | – | 0 |
|
| 3896 |
3896
Oakview Capital Management
Dallas,
Texas
| $319M | +$26.7M | +9% | 5.27% | 21.2% | 16 | 0% | 2.2 |
|
| 3897 |
3897
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $318M | +$11.6M | +4% | 16.4% | 21% | 2 | 50% | 3 |
|
| 3898 |
3898
Ararat Capital Management
Westport,
Connecticut
| $318M | +$34.6M | +12% | 0.78% | 99.2% | 23 | 39.13% | 0.7 |
|
| 3899 |
3899
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $318M | +$23.8M | +8% | 4.66% | 52.1% | 106 | 21.7% | 1.1 |
|
| 3900 |
3900
Union Square Park Capital Management
New York
| $317M | +$28.6M | +10% | 3.59% | 75.8% | 146 | 54.11% | 0.3 |
|