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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Bank of New Hampshire
Laconia,
New Hampshire
| $437M | -$7.47M | -2% | 0.16% | 96.5% | 569 | 23.55% | 3 |
|
| 3927 |
3927
3Chopt Investment Partners
Richmond,
Virginia
| $437M | -$9.25M | -2% | 0.16% | 128% | 257 | 16.73% | 1.3 |
|
| 3928 |
3928
Siemens Pension Trust
Munich Germany,
Germany
| $437M | -$191M | -30% | 30.4% | 25.4% | 1 | 0% | 3.3 |
|
| 3929 |
3929
Beck Capital Management
Austin,
Texas
| $437M | +$16.8M | +4% | 8.67% | 291% | 137 | 27.01% | 2.2 |
|
| 3930 |
3930
von Borstel & Associates
The Dalles,
Oregon
| $437M | +$10.4M | +2% | 0.66% | – | 43 | 9.3% | 1.3 |
|
| 3931 |
3931
TIFF Advisory Services
Radnor,
Pennsylvania
| $437M | -$144M | -25% | 1.88% | 86.3% | 30 | 36.67% | 1.6 |
|
| 3932 |
3932
Mason & Associates (Virginia)
Newport News,
Virginia
| $437M | -$3.12M | -0.7% | 2.13% | – | 45 | 15.56% | 1.4 |
|
| 3933 |
3933
Trails Edge Capital Partners
Atlanta,
Georgia
| $437M | +$31.8M | +8% | 17.4% | – | 35 | 57.14% | 0.1 |
|
| 3934 |
3934
Anchorage Capital Group
New York
| $436M | +$348M | +393% | 33.8% | 24.9% | 3 | 33.33% | 2.9 |
|
| 3935 |
VDBMI
3935
Van Den Berg Management I
Austin,
Texas
| $436M | -$300K | -0.1% | 6.72% | 187% | 140 | 15% | 3 |
|
| 3936 |
3936
Napier Financial
Braintree,
Massachusetts
| $436M | +$35.6M | +9% | 1.7% | – | 610 | 91.48% | 0 |
|
| 3937 |
3937
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $436M | -$5.35M | -1% | 1.36% | 62.3% | 128 | 2.34% | 5.2 |
|
| 3938 |
3938
Seafarer Capital Partners
Larkspur,
California
| $436M | +$50.9M | +13% | 12.2% | 61.3% | 9 | 0% | 3.3 |
|
| 3939 |
SWG
3939
Summit Wealth Group
White River Junction,
Vermont
| $436M | +$7.52M | +2% | 1.26% | 53% | 127 | 7.09% | 2 |
|
| 3940 |
3940
MBM Wealth Consultants
Chesterfield,
Missouri
| $436M | +$15.1M | +4% | 0.97% | 57.1% | 387 | 71.58% | 1.2 |
|
| 3941 |
3941
Stewardship Advisors
Mount Joy,
Pennsylvania
| $435M | +$2.61M | +0.6% | 0.78% | 46.1% | 175 | 11.43% | 1.8 |
|
| 3942 |
3942
Tempus Wealth Planning
Irvine,
California
| $435M | -$1.25M | -0.3% | 0.97% | 95% | 297 | 16.5% | 2.7 |
|
| 3943 |
3943
Great Point Partners
Greenwich,
Connecticut
| $435M | +$127M | +41% | 28.7% | 710% | 50 | 58% | 0.4 |
|
| 3944 |
3944
Integris Wealth Management
Monterey,
California
| $435M | -$4.32M | -1% | 1.04% | 60.3% | 128 | 8.59% | 2.2 |
|
| 3945 |
GDS
3945
Gimbel Daniel Scott
| $435M | +$153M | +54% | 54.5% | 57.1% | 2 | 0% | 5.3 |
|
| 3946 |
3946
JPL Wealth Management
Highlands Ranch,
Colorado
| $435M | +$24.2M | +6% | 0.16% | – | 1,555 | 92.67% | 0.1 |
|
| 3947 |
DCPAL
3947
Div Capital Phoenix Assets Ltd
Georgetown,
| $434M | +$39.4M | +10% | 7.86% | – | 16 | 50% | 0.2 |
|
| 3948 |
3948
Old Port Advisors
Portland,
Maine
| $434M | +$27M | +7% | 5.83% | 114% | 251 | 12.75% | 4.6 |
|
| 3949 |
3949
Cornerstone Wealth Advisors
Edina,
Minnesota
| $434M | +$4.3M | +1% | 2.03% | 46.1% | 51 | 3.92% | 3.8 |
|
| 3950 |
3950
WealthBridge Capital Management
Westerville,
Ohio
| $434M | -$4.79M | -1% | 1.58% | 89.4% | 225 | 9.33% | 4 |
|