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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Orbis Investment Management (US)
San Francisco,
California
| $138M | +$6.18M | +5% | 6.58% | 48.8% | 25 | 12% | 1.4 |
|
| 4002 |
4002
Sloane Robinson
London,
United Kingdom
| $138M | -$35M | -20% | 2.64% | 175% | 26 | 38.46% | 1.1 |
|
| 4003 |
4003
Graybill Wealth Management
Elmhurst,
Illinois
| $138M | +$7.61M | +6% | 6.69% | – | 50 | 2% | 3.2 |
|
| 4004 |
4004
Donor Advised Charitable Giving
San Francisco,
California
| $138M | +$14.4M | +12% | 17.7% | 365% | 20 | 35% | 0.5 |
|
| 4005 |
4005
Shoker Investment Counsel
Oxford,
Ohio
| $138M | +$3.58M | +3% | 4.28% | 83.8% | 107 | 6.54% | 3.5 |
|
| 4006 |
4006
Hutner Capital Management
Manchester,
Vermont
| $138M | +$9.8M | +8% | 6.82% | 52.2% | 46 | 6.52% | 1.8 |
|
| 4007 |
4007
Westbourne Investment Advisors
Annapolis,
Maryland
| $138M | +$21.7M | +19% | 7.05% | 107% | 167 | 48.5% | 1.4 |
|
| 4008 |
4008
Whalerock Point Partners
Providence,
Rhode Island
| $138M | +$12.6M | +10% | 8.91% | 103% | 121 | 4.96% | 3.4 |
|
| 4009 |
4009
Sterling Investment Management
Tucson,
Arizona
| $138M | +$8.79M | +7% | 6.49% | 45.3% | 62 | 8.06% | 2.6 |
|
| 4010 |
JRWL
4010
Joseph R. Weiss LLC
New York
| $138M | +$37.7M | +38% | 6.01% | – | 12 | 33.33% | 0.5 |
|
| 4011 |
4011
Marshall & Sullivan
Seattle,
Washington
| $138M | +$29.5M | +27% | 5.66% | 82% | 87 | 49.43% | 3.7 |
|
| 4012 |
MCM
4012
Mobius Capital Management
Pleasanton,
California
| $138M | +$21M | +18% | 3.21% | – | 45 | 75.56% | 0.3 |
|
| 4013 |
RCA
4013
Restructuring Capital Associates
Stamford,
Connecticut
| $137M | -$2.26M | -2% | 2.12% | 71.2% | 15 | 33.33% | 1.7 |
|
| 4014 |
GECH
4014
Garnet Equity Capital Holdings
New York
| $137M | +$21.6M | +19% | 11.3% | 302% | 33 | 27.27% | 1.2 |
|
| 4015 |
PFC
4015
Personal Financial Consultants
Lafayette,
California
| $137M | – | – | 2.28% | – | 40 | – | 0 |
|
| 4016 |
4016
AMG Funds
Stamford,
Connecticut
| $137M | -$20.3M | -13% | 3.98% | 6.28% | 113 | 6.19% | 1.7 |
|
| 4017 |
4017
Peterson Wealth Advisors
Orem,
Utah
| $137M | +$13.7M | +11% | 4.41% | 50.9% | 46 | 13.04% | 0.7 |
|
| 4018 |
4018
Leonard Rickey Investment Advisors
Yakima,
Washington
| $137M | +$4.65M | +4% | 2.44% | 55.9% | 70 | 12.86% | 0.6 |
|
| 4019 |
4019
Ford Financial Group
Fresno,
California
| $137M | -$321K | -0.2% | 3.75% | 47.7% | 47 | 21.28% | 0.6 |
|
| 4020 |
4020
Harbour Investment Management
Edmonds,
Washington
| $137M | +$9.07M | +7% | 9.48% | 58.8% | 64 | 4.69% | 4.5 |
|
| 4021 |
OA
4021
Opes Advisors
Cupertino,
California
| $137M | +$326K | +0.2% | 3.55% | – | 51 | 31.37% | 1.2 |
|
| 4022 |
4022
Ferox Capital Management
London,
United Kingdom
| $136M | +$8.08M | +6% | 0.15% | 2.07% | 35 | 5.71% | 1.5 |
|
| 4023 |
4023
Financial Life Advisors
San Antonio,
Texas
| $136M | +$14.6M | +12% | 2.3% | 47% | 47 | 8.51% | 0.7 |
|
| 4024 |
4024
Brand Asset Management Group
Chesterfield,
Missouri
| $136M | +$5.32M | +4% | 3.03% | 70.2% | 293 | 26.96% | 0.2 |
|
| 4025 |
MHIM
4025
MacNealy Hoover Investment Management
Canton,
Ohio
| $136M | +$7.54M | +6% | 6.44% | 42.5% | 72 | 2.78% | 4.2 |
|