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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Iron Gate Global Advisors
Nsl,
Utah
| $175M | +$10.1M | +6% | 5.32% | 106% | 83 | 33.73% | 1.4 |
|
| 4027 |
4027
Pettee Investors
Rowayton,
Connecticut
| $175M | +$15.7M | +10% | 9.88% | 96.1% | 121 | 9.92% | 3.3 |
|
| 4028 |
4028
Peterson Wealth Advisors
Orem,
Utah
| $175M | +$11.6M | +7% | 5.53% | 50.9% | 45 | 11.11% | 1.6 |
|
| 4029 |
4029
Shorepoint Capital Partners
Norwood,
Massachusetts
| $175M | +$5.33M | +3% | 7.81% | – | 93 | 9.68% | 0.7 |
|
| 4030 |
AA
4030
Antipodean Advisors
New York
| $175M | +$54.9M | +46% | 52.1% | 67.8% | 13 | 46.15% | 1.6 |
|
| 4031 |
4031
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $175M | +$8.42M | +5% | 6.29% | 81% | 91 | 5.49% | 3.7 |
|
| 4032 |
4032
GVO Asset Management
Zug,
Switzerland
| $175M | -$39.7M | -19% | 13.9% | 71.2% | 19 | 68.42% | 0.4 |
|
| 4033 |
4033
Resource Planning Group
Atlanta,
Georgia
| $175M | +$3.55M | +2% | 2.84% | 1.9% | 62 | 11.29% | 1 |
|
| 4034 |
BM
4034
Bislett Management
Palo Alto,
California
| $174M | +$5.63M | +3% | 9.01% | 19.8% | 18 | 0% | 4.7 |
|
| 4035 |
4035
Sequent Asset Management
Houston,
Texas
| $174M | +$37.8M | +28% | 4.79% | 51.3% | 65 | 20% | 3.1 |
|
| 4036 |
HIM
4036
Hotaling Investment Management
Wayne,
Pennsylvania
| $174M | +$18.7M | +12% | 8.99% | 52.6% | 125 | 14.4% | 0.8 |
|
| 4037 |
4037
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $174M | – | – | 5.39% | 59.7% | 135 | – | 0 |
|
| 4038 |
EP
4038
Elkhorn Partners
Omaha,
Nebraska
| $174M | +$3.28M | +2% | 3.46% | 32.2% | 45 | 20% | 4 |
|
| 4039 |
4039
Wills Financial Group
Richmond,
Virginia
| $174M | +$18.2M | +12% | 6.45% | 57.5% | 61 | 13.11% | 3.6 |
|
| 4040 |
4040
Highside Global Management
Dallas,
Texas
| $174M | – | – | 7.62% | 11.1% | 16 | – | 0 |
|
| 4041 |
4041
Curtis Advisory Group
Santa Barbara,
California
| $174M | – | – | 8.86% | 67.6% | 52 | – | 0 |
|
| 4042 |
4042
Private Wealth Advisors (California)
Fresno,
California
| $174M | +$20.4M | +13% | 6.31% | 63.6% | 80 | 22.5% | 0.7 |
|
| 4043 |
4043
Cook & Bynum Capital Management
Birmingham,
Alabama
| $174M | -$3.43M | -2% | 1.53% | 46.8% | 5 | 0% | 3.9 |
|
| 4044 |
4044
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $174M | +$8.76M | +5% | 9.17% | 117% | 308 | 19.16% | 1.8 |
|
| 4045 |
4045
Larson Financial Group
St Louis,
Missouri
| $174M | +$20.7M | +14% | 6.31% | 81.2% | 697 | 23.1% | 0.8 |
|
| 4046 |
4046
Chou Associates Management
Toronto,
Ontario, Canada
| $174M | +$9.8M | +6% | 16% | 66.4% | 22 | 9.09% | 4 |
|
| 4047 |
4047
Siris Capital Group
New York
| $174M | -$63.4M | -27% | 26.7% | – | 1 | 0% | 1.3 |
|
| 4048 |
4048
Ford Financial Group
Fresno,
California
| $174M | +$16.9M | +11% | 6.67% | 47.7% | 96 | 10.42% | 1.1 |
|
| 4049 |
4049
First United Bank & Trust
Oakland,
Maryland
| $174M | +$14.4M | +9% | 7.8% | 78% | 130 | 5.38% | 3.8 |
|
| 4050 |
HCM
4050
Highlander Capital Management
Short Hills,
New Jersey
| $174M | +$11.2M | +7% | 9.29% | 34.4% | 652 | 5.98% | 4 |
|