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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
PGM
4051
Parian Global Management
Pound Ridge,
New York
| $144M | +$22.2M | +18% | 23.4% | 65.2% | 25 | 72% | 0.1 |
|
| 4052 |
4052
22NW LP
Seattle,
Washington
| $144M | -$16.8M | -10% | 20.8% | 138% | 62 | 37.1% | 1.2 |
|
| 4053 |
4053
Mokosak Advisory Group
Urbandale,
Iowa
| $144M | +$14.6M | +11% | 11.1% | 59.2% | 24 | 20.83% | 0.7 |
|
| 4054 |
4054
Hellman Jordan Management Company
Quincy,
Massachusetts
| $144M | +$54.1M | +60% | 21.9% | 205% | 68 | 50% | 0.6 |
|
| 4055 |
4055
Western Asset Management Company
Pasadena,
California
| $144M | +$50.1M | +54% | 12.9% | 2.29% | 24 | 54.17% | 1.4 |
|
| 4056 |
4056
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $143M | +$18.8M | +15% | 12.9% | 90.7% | 171 | 7.02% | 3.5 |
|
| 4057 |
WCM
4057
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $143M | +$13.3M | +10% | 12.1% | 33.6% | 86 | 1.16% | 3.2 |
|
| 4058 |
4058
Old North State Trust
Greensboro,
North Carolina
| $143M | +$45.4M | +46% | 10.1% | – | 401 | 11.97% | 0.5 |
|
| 4059 |
4059
Broadleaf Partners
Hudson,
Ohio
| $143M | +$18.2M | +15% | 20.9% | 180% | 55 | 14.55% | 1 |
|
| 4060 |
4060
Aspen Investment Management
Grand Rapids,
Michigan
| $143M | +$18.6M | +15% | 11.6% | 92.6% | 140 | 10% | 3.9 |
|
| 4061 |
4061
Towerpoint Wealth
Sacramento,
California
| $143M | +$18.5M | +15% | 9% | 67.7% | 53 | 22.64% | 0.8 |
|
| 4062 |
4062
Graybill Wealth Management
Elmhurst,
Illinois
| $143M | +$23.2M | +19% | 15.1% | – | 50 | 4% | 3.4 |
|
| 4063 |
4063
Investors Asset Management of Georgia
Atlanta,
Georgia
| $143M | +$20.7M | +17% | 23.3% | 118% | 145 | 2.76% | 3.5 |
|
| 4064 |
WAM
4064
Westport Asset Management
Southport,
Connecticut
| $143M | +$23.1M | +19% | 21.7% | 64.2% | 62 | 1.61% | 2.9 |
|
| 4065 |
4065
Shayne & Jacobs LLC
Nashville,
Tennessee
| $143M | +$5.7M | +4% | 5.92% | 79.4% | 26 | 3.85% | 4.4 |
|
| 4066 |
4066
Roman Butler Fullerton & Co
St Louis,
Missouri
| $143M | +$25.4M | +22% | 13.8% | 134% | 188 | 23.94% | 0.2 |
|
| 4067 |
SL
4067
SWF LLC
Omaha,
Nebraska
| $143M | +$137K | +0.1% | 0.55% | 82.9% | 2 | 0% | 1.3 |
|
| 4068 |
4068
Unio Capital
Princeton,
New Jersey
| $143M | +$16.1M | +13% | 12.1% | 97.8% | 73 | 8.22% | 1 |
|
| 4069 |
SWMG
4069
Signature Wealth Management Group
Atlanta,
Georgia
| $143M | +$13.9M | +11% | 10.5% | – | 77 | 10.39% | 1.1 |
|
| 4070 |
4070
West Paces Advisors
Atlanta,
Georgia
| $143M | +$13.1M | +10% | 10.6% | 57.7% | 489 | 5.11% | 2.1 |
|
| 4071 |
LA
4071
LFL Advisers
Evanston,
Illinois
| $143M | +$15.3M | +12% | 13.2% | 83% | 9 | 0% | 2 |
|
| 4072 |
4072
Elm Advisors
Burlingame,
California
| $143M | +$18.6M | +15% | 12% | 50.5% | 87 | 9.2% | 4.1 |
|
| 4073 |
4073
Strategic Vision Investment
Hong Kong
| $142M | +$109M | +320% | 35.5% | 95.6% | 14 | 57.14% | 0.2 |
|
| 4074 |
4074
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $142M | +$16M | +13% | 10.3% | 52.3% | 43 | 11.63% | 0.8 |
|
| 4075 |
4075
Emory University
Atlanta,
Georgia
| $142M | +$15.4M | +12% | 16% | – | 52 | 25% | 1.5 |
|