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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
Boltwood Capital Management
Walnut Creek,
California
| $302M | +$32M | +12% | 8.51% | 63% | 170 | 11.76% | 5.4 |
|
| 4002 |
4002
Bandera Partners
New York
| $302M | +$25M | +9% | 3.84% | 55.4% | 20 | 10% | 3.3 |
|
| 4003 |
4003
MilWealth Group
Milwaukee,
Wisconsin
| $302M | +$48M | +19% | 8.35% | 39.6% | 65 | 4.62% | 3.5 |
|
| 4004 |
4004
Pineridge Advisors
St. Charles,
Missouri
| $302M | – | – | 5.12% | – | 815 | – | 0 |
|
| 4005 |
4005
Bank of Stockton
Stockton,
California
| $302M | +$34.3M | +13% | 11.7% | 99.2% | 126 | 9.52% | 5.7 |
|
| 4006 |
4006
Searchlight Capital Partners
New York
| $302M | +$29.6M | +11% | 13.8% | 38.5% | 4 | 0% | 5.1 |
|
| 4007 |
4007
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $302M | +$39.5M | +15% | 15.1% | 137% | 39 | 5.13% | 7.2 |
|
| 4008 |
4008
Crestview Partners III
New York
| $302M | -$145M | -32% | 28.6% | 51.2% | 3 | 0% | 2.7 |
|
| 4009 |
4009
Winch Advisory Services
Appleton,
Wisconsin
| $302M | +$28.9M | +11% | 9.4% | 80.8% | 472 | 9.11% | 4.6 |
|
| 4010 |
4010
Strategic Planning Group
Bountiful,
Utah
| $301M | – | – | 12.1% | 162% | 113 | – | 0 |
|
| 4011 |
4011
Harvey Capital Management
Palm Beach,
Florida
| $301M | +$17.2M | +6% | 12.7% | 147% | 79 | 17.72% | 4.1 |
|
| 4012 |
4012
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $301M | +$282M | +1,439% | 10.8% | 70.9% | 3 | 66.67% | 1.4 |
|
| 4013 |
VDBMI
4013
Van Den Berg Management I
Austin,
Texas
| $301M | +$15.8M | +6% | 7.09% | 187% | 114 | 15.79% | 2.5 |
|
| 4014 |
4014
Old Port Advisors
Portland,
Maine
| $301M | +$25.5M | +9% | 9.28% | 114% | 223 | 9.87% | 3.7 |
|
| 4015 |
4015
Balboa Wealth Partners
Scottsdale,
Arizona
| $301M | +$34.5M | +13% | 13.5% | 214% | 331 | 29.91% | 0.8 |
|
| 4016 |
4016
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $301M | +$25.6M | +9% | 10.4% | 81% | 99 | 8.08% | 5.4 |
|
| 4017 |
SA
4017
SoftVest Advisors
Abilene,
Texas
| $300M | -$61.1M | -17% | 18.2% | 178% | 6 | 16.67% | 2.2 |
|
| 4018 |
4018
Mirabaud & Cie
Geneva,
Switzerland
| $300M | – | – | 9.96% | 151% | 59 | – | 0 |
|
| 4019 |
AC
4019
ASB Consultores
Aventura,
Florida
| $300M | +$45.5M | +18% | 10.5% | 84.6% | 164 | 45.12% | 1.2 |
|
| 4020 |
4020
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $300M | +$54.6M | +22% | 8.47% | 34.2% | 46 | 4.35% | 4.7 |
|
| 4021 |
4021
Stonebrook Private
Northville,
Michigan
| $299M | – | – | 10.2% | – | 209 | – | 0 |
|
| 4022 |
4022
MYDA Advisors
Woodmere,
New York
| $299M | -$10.5M | -3% | 15.8% | 232% | 137 | 58.39% | 0.7 |
|
| 4023 |
WA
4023
WealthTrust Axiom
Wayne,
Pennsylvania
| $299M | +$21M | +8% | 9.3% | 125% | 258 | 9.3% | 5.6 |
|
| 4024 |
4024
Kiley Juergens Wealth Management
Olympia,
Washington
| $299M | +$21.9M | +8% | 12.9% | 106% | 73 | 12.33% | 3.7 |
|
| 4025 |
4025
Holowesko Partners
Nassau,
Bahamas
| $299M | +$61.6M | +26% | 14.6% | 51.1% | 32 | 15.63% | 3.1 |
|