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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
VCM
3976
V3 Capital Management
Dallas,
Texas
| $328M | -$35.9M | -10% | 4.58% | 20.5% | 14 | 50% | 0.9 |
|
| 3977 |
3977
Evergreen Advisors
Chattanooga,
Tennessee
| $327M | +$19.3M | +6% | 5.25% | – | 18 | 5.56% | 2.8 |
|
| 3978 |
3978
Winch Advisory Services
Appleton,
Wisconsin
| $327M | +$25.8M | +9% | 11.8% | 92.4% | 463 | 6.26% | 4.7 |
|
| 3979 |
3979
PFW Advisors
Atlanta,
Georgia
| $327M | +$14.2M | +5% | 7.52% | – | 132 | 14.39% | 3.8 |
|
| 3980 |
3980
Horiko Capital Management
New York
| $327M | +$35.2M | +12% | 15.9% | 275% | 27 | 25.93% | 3.4 |
|
| 3981 |
3981
Vesa Equity Investment
Luxembourg
| $327M | -$30.4M | -9% | 8.51% | 2.97% | 1 | 0% | 3.3 |
|
| 3982 |
3982
Old Port Advisors
Portland,
Maine
| $327M | +$25.6M | +9% | 7.08% | 114% | 230 | 8.7% | 3.9 |
|
| 3983 |
3983
Uncommon Cents Investing
Janesville,
Wisconsin
| $327M | +$24.5M | +8% | 8.5% | 91.4% | 185 | 2.7% | 3.8 |
|
| 3984 |
SC
3984
Stephens Consulting
Flint,
Michigan
| $326M | +$30.7M | +10% | 7.08% | 50.1% | 498 | 7.03% | 1.9 |
|
| 3985 |
CSC
3985
Cook Street Consulting
Greenwood Village,
Colorado
| $326M | -$3.31M | -1% | 0.7% | – | 2 | 0% | 2.3 |
|
| 3986 |
3986
Security Benefit Life Insurance Company
Topeka,
Kansas
| $326M | -$175M | -35% | 3.85% | 61.7% | 44 | 22.73% | 1.8 |
|
| 3987 |
3987
Clark Asset Management
Stratham,
New Hampshire
| $326M | +$52.2M | +19% | 4.77% | 51.8% | 90 | 13.33% | 0.9 |
|
| 3988 |
3988
Lead Edge Capital Management
New York
| $325M | -$48.9M | -13% | 2.2% | 20.2% | 11 | 27.27% | 0.9 |
|
| 3989 |
3989
CenterStar Asset Management
Chicago,
Illinois
| $325M | -$382M | -54% | 19.7% | 104% | 431 | 77.96% | 0.4 |
|
| 3990 |
3990
The Wealth Group
Eden Prairie,
Minnesota
| $325M | +$22.1M | +7% | 8.05% | 71.9% | 62 | 4.84% | 0.2 |
|
| 3991 |
3991
Cornerstone Wealth Advisors
Edina,
Minnesota
| $325M | +$15.8M | +5% | 5.24% | 46.1% | 45 | 0% | 2.4 |
|
| 3992 |
3992
Pacifica Capital Investments
Leander,
Texas
| $324M | -$12.6M | -4% | 5.21% | 69.8% | 19 | 0% | 6.4 |
|
| 3993 |
3993
Henry James International Management
New York
| $324M | +$57.7M | +22% | 7.26% | 125% | 126 | 1.59% | 4.3 |
|
| 3994 |
3994
Smith & Howard Wealth Management
Atlanta,
Georgia
| $324M | +$41.4M | +15% | 5.14% | 43.8% | 78 | 10.26% | 4.4 |
|
| 3995 |
3995
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $324M | +$12.6M | +4% | 9.84% | 72.7% | 219 | 10.96% | 2 |
|
| 3996 |
3996
Watts Gwilliam & Co
Gilbert,
Arizona
| $324M | – | – | 12.9% | – | 179 | – | 0 |
|
| 3997 |
3997
Bank of Stockton
Stockton,
California
| $324M | +$22.2M | +7% | 8.46% | 99.2% | 129 | 6.2% | 5.8 |
|
| 3998 |
3998
Outlook Wealth Advisors
Shenandoah,
Texas
| $324M | +$37.8M | +13% | 7.36% | 76% | 283 | 21.91% | 1.5 |
|
| 3999 |
3999
Clare Market Investments
Dallas,
Texas
| $324M | +$34M | +12% | 9.52% | – | 157 | 15.92% | 2.2 |
|
| 4000 |
4000
Anatole Investment Management
Central,
Hong Kong
| $324M | -$67.6M | -17% | 20.4% | 3,486% | 17 | 76.47% | 0.2 |
|