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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
GFI
3901
Global Frontier Investments
Charleston,
South Carolina
| $341M | +$50.3M | +17% | 16.4% | – | 16 | 0% | 3.1 |
|
| 3902 |
VDBMI
3902
Van Den Berg Management I
Austin,
Texas
| $341M | +$39.8M | +13% | 14.4% | 187% | 113 | 8.85% | 2.5 |
|
| 3903 |
3903
Orchard Capital Management
Chicago,
Illinois
| $341M | +$21.6M | +7% | 13.5% | 140% | 53 | 22.64% | 1.8 |
|
| 3904 |
3904
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $341M | +$71.9M | +27% | 8.9% | – | 855 | 24.56% | 1.3 |
|
| 3905 |
3905
Alliance Wealth Management Group
Flemington,
New Jersey
| $341M | +$20.3M | +6% | 4.52% | 43.4% | 80 | 6.25% | 4.8 |
|
| 3906 |
3906
Paulson Wealth Management
Wheaton,
Illinois
| $340M | +$28M | +9% | 6.07% | 62.6% | 146 | 10.27% | 2.5 |
|
| 3907 |
3907
Marcho Partners
London,
United Kingdom
| $340M | +$47.8M | +16% | 3.16% | 115% | 9 | 11.11% | 2.1 |
|
| 3908 |
3908
Delta Financial Group
Basking Ridge,
New Jersey
| $340M | +$21.8M | +7% | 5.99% | – | 242 | 10.74% | 0.7 |
|
| 3909 |
3909
Denali Advisors
San Diego,
California
| $340M | +$12.3M | +4% | 6.28% | 106% | 514 | 24.71% | 1.5 |
|
| 3910 |
3910
Balboa Wealth Partners
Scottsdale,
Arizona
| $340M | +$38.7M | +13% | 19% | 214% | 325 | 24% | 0.9 |
|
| 3911 |
3911
tru Independence
Portland,
Oregon
| $340M | +$10.1M | +3% | 6.01% | 67.4% | 116 | 14.66% | 2.4 |
|
| 3912 |
FVCM
3912
F&V Capital Management
Boca Raton,
Florida
| $339M | +$27.9M | +9% | 10.5% | 123% | 59 | 11.86% | 4.6 |
|
| 3913 |
3913
White Pine Investment Company
Livonia,
Michigan
| $339M | +$28.8M | +9% | 9.25% | 73.3% | 63 | 4.76% | 5 |
|
| 3914 |
3914
Wealth Dimensions Group
Cincinnati,
Ohio
| $339M | +$22.8M | +7% | 6.99% | 63.6% | 145 | 8.28% | 2.5 |
|
| 3915 |
3915
Steadview Capital Management
London,
United Kingdom
| $338M | +$46.7M | +16% | 27.9% | 839% | 8 | 12.5% | 2.3 |
|
| 3916 |
3916
Financial Consulate
Hunt Valley,
Maryland
| $338M | +$34.3M | +11% | 7.33% | 61.4% | 42 | 19.05% | 4.2 |
|
| 3917 |
3917
Pinnacle Bancorp
Beatrice,
Nebraska
| $338M | +$32.6M | +11% | 10.5% | 72.9% | 844 | 8.53% | 4 |
|
| 3918 |
3918
Oasis Management Company
Grand Cayman,
Cayman Islands
| $338M | -$204M | -38% | 1.88% | 368% | 88 | 64.77% | 1 |
|
| 3919 |
VM
3919
Venator Management
Pittsburgh,
Pennsylvania
| $338M | +$35.1M | +12% | 15.7% | 101% | 31 | 9.68% | 2.1 |
|
| 3920 |
3920
Harrell Investment Partners
Austin,
Texas
| $337M | +$15.9M | +5% | 12.4% | 121% | 98 | 12.24% | 3 |
|
| 3921 |
3921
Pensionfund Sabic
Sittard,
Netherlands
| $337M | +$19.9M | +6% | 5.74% | 63.6% | 196 | 3.57% | 4.4 |
|
| 3922 |
3922
Root Financial Partners
Encinitas,
California
| $337M | +$71M | +27% | 6.33% | 62.5% | 103 | 27.18% | 0.6 |
|
| 3923 |
3923
Rock Point Advisors
Burlington,
Vermont
| $337M | +$6.92M | +2% | 2.89% | 82.8% | 111 | 13.51% | 4.3 |
|
| 3924 |
3924
Alpha Wave Global
New York
| $336M | +$129M | +62% | 9.9% | 226% | 32 | 34.38% | 1.7 |
|
| 3925 |
3925
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $336M | +$32M | +11% | 9.35% | – | 1,332 | 8.86% | 1 |
|