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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 |
3901
Portfolio Design Labs
Encino,
California
| $358M | +$34.3M | +11% | 4.41% | – | 147 | 40.14% | 0.4 |
|
| 3902 |
3902
Integris Wealth Management
Monterey,
California
| $358M | +$11.8M | +3% | 6.49% | 60.3% | 106 | 14.15% | 1.4 |
|
| 3903 |
3903
DeDora Capital
Napa,
California
| $358M | +$32.4M | +10% | 6.35% | 91.2% | 111 | 5.41% | 2.8 |
|
| 3904 |
3904
Globe Life
Mckinney,
Texas
| $357M | +$26.2M | +8% | 5.68% | 60.1% | 2 | 0% | 4.4 |
|
| 3905 |
3905
Timber Creek Capital Management
Boston,
Massachusetts
| $357M | +$25.9M | +8% | 6.94% | 139% | 143 | 48.25% | 5.1 |
|
| 3906 |
AP
3906
Agilis Partners
Waltham,
Massachusetts
| $357M | +$28.5M | +9% | 6.33% | 8.47% | 25 | 0% | 4.3 |
|
| 3907 |
3907
Milestone Investment Advisors
Middleton,
Wisconsin
| $357M | -$19.1M | -5% | 5.11% | 52.8% | 135 | 8.15% | 1.5 |
|
| 3908 |
3908
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $357M | +$19M | +6% | 8.19% | 80.6% | 194 | 29.9% | 1.6 |
|
| 3909 |
3909
Capital Planning
Bellevue,
Washington
| $357M | +$23M | +7% | 5.16% | 81.2% | 89 | 12.36% | 2.4 |
|
| 3910 |
3910
Tybourne Capital Management
Hong Kong
| $357M | -$135M | -27% | 5.11% | 109% | 45 | 48.89% | 1.9 |
|
| 3911 |
3911
Sage Advisory Services
Austin,
Texas
| $356M | $0 | 0% | 5.72% | 37.8% | 46 | 0% | 3.1 |
|
| 3912 |
3912
Smith & Howard Wealth Management
Atlanta,
Georgia
| $356M | +$19.3M | +6% | 6.05% | 43.8% | 85 | 7.06% | 4.6 |
|
| 3913 |
3913
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $356M | -$8.66M | -2% | 5.94% | 240% | 81 | 40.74% | 2.5 |
|
| 3914 |
3914
Uncommon Cents Investing
Janesville,
Wisconsin
| $356M | +$37.8M | +12% | 9.55% | 91.4% | 445 | 57.98% | 1.8 |
|
| 3915 |
3915
First Wilshire Securities Management
Pasadena,
California
| $356M | +$29M | +9% | 8.44% | 135% | 85 | 7.06% | 4.9 |
|
| 3916 |
3916
Sands Capital Ventures
Arlington,
Virginia
| $356M | +$57.2M | +19% | 23.4% | 167% | 21 | 9.52% | 2.3 |
|
| 3917 |
3917
Benin Management Corp
Wilton,
Connecticut
| $356M | +$26.5M | +8% | 6.04% | 91.7% | 124 | 4.84% | 6.4 |
|
| 3918 |
3918
Ping Capital Management
New York
| $356M | +$28.1M | +9% | 13.9% | – | 93 | 30.11% | 0.2 |
|
| 3919 |
3919
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $355M | +$3.2M | +0.9% | 7.04% | 85% | 970 | 27.63% | 0.9 |
|
| 3920 |
ACM
3920
AIGH Capital Management
Baltimore,
Maryland
| $355M | +$33.5M | +10% | 43.8% | 3,026% | 49 | 38.78% | 1 |
|
| 3921 |
3921
TFG Asset Management
Grand Cayman,
Cayman Islands
| $355M | -$46.4M | -12% | 0.26% | 72.1% | 28 | 21.43% | 1.5 |
|
| 3922 |
3922
Okabena Investment Services
Minneapolis,
Minnesota
| $355M | +$39.3M | +12% | 7.34% | 72.4% | 123 | 23.58% | 1.7 |
|
| 3923 |
3923
Coston McIsaac & Partners
Bar Harbor,
Maine
| $354M | +$37.1M | +12% | 9.28% | 34.3% | 878 | 6.15% | 1.8 |
|
| 3924 |
3924
Rockline Wealth Management
Plainview,
New York
| $354M | +$30.7M | +9% | 6.4% | 176% | 105 | 11.43% | 0.6 |
|
| 3925 |
3925
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $354M | +$20M | +6% | 5.98% | – | 1 | 0% | 1.8 |
|