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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Ballast Advisors
Woodbury,
Minnesota
| $261M | +$21M | +9% | 7.72% | 66.7% | 185 | 5.41% | 1.7 |
|
| 4327 |
4327
Wilshire Advisors
Santa Monica,
California
| $261M | +$223M | +595% | 3.99% | 118% | 14 | 35.71% | 2.2 |
|
| 4328 |
4328
13D Management
New York
| $261M | -$7.9M | -3% | 5.89% | 157% | 33 | 18.18% | 1.9 |
|
| 4329 |
4329
Mokosak Advisory Group
Urbandale,
Iowa
| $261M | +$19.6M | +8% | 6.48% | 59.2% | 26 | 3.85% | 2.1 |
|
| 4330 |
4330
Tenzing Global Management
San Francisco,
California
| $261M | -$35.3M | -12% | 11.1% | 273% | 16 | 43.75% | 1.5 |
|
| 4331 |
4331
Gemsstock Ltd
London,
United Kingdom
| $260M | +$40M | +18% | 13.4% | 149% | 19 | 26.32% | 0.7 |
|
| 4332 |
4332
Foundation Capital
Palo Alto,
California
| $260M | – | – | 27.2% | – | 4 | – | 1.8 |
|
| 4333 |
4333
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $260M | – | – | 6.9% | 82.1% | 161 | – | 0 |
|
| 4334 |
RM
4334
Rudius Management
New York
| $260M | +$24.2M | +10% | 9.93% | 8.92% | 5 | 0% | 0.9 |
|
| 4335 |
4335
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $260M | -$24.3M | -9% | 8.33% | 119% | 57 | 19.3% | 1.2 |
|
| 4336 |
4336
One01 Capital
Burlingame,
California
| $260M | -$25M | -9% | 7.97% | 123% | 28 | 64.29% | 0.4 |
|
| 4337 |
4337
Scissortail Wealth Management
Tulsa,
Oklahoma
| $260M | – | – | 6.89% | 71.9% | 123 | – | 0 |
|
| 4338 |
4338
PhiloSmith Capital
Stamford,
Connecticut
| $260M | +$26.3M | +11% | 11.1% | 47% | 30 | 0% | 4.1 |
|
| 4339 |
4339
Pinz Capital Management
New York
| $260M | +$38.4M | +17% | 6.92% | 199% | 499 | 97.8% | 0 |
|
| 4340 |
4340
Windward Private Wealth Management
Overland Park,
Kansas
| $259M | +$13.3M | +5% | 2.82% | 35.5% | 47 | 6.38% | 0.9 |
|
| 4341 |
4341
Daily Journal Corp
Los Angeles,
California
| $259M | +$33.4M | +15% | 2.77% | 109% | 5 | 0% | 6.6 |
|
| 4342 |
4342
Compass Group
New York
| $259M | -$41.9M | -14% | 7.43% | 64.6% | 22 | 22.73% | 1.6 |
|
| 4343 |
4343
McLean Asset Management
Tysons,
Virginia
| $259M | -$1.88M | -0.7% | 7.58% | 69.4% | 144 | 13.89% | 0.8 |
|
| 4344 |
PWP
4344
Pursue Wealth Partners
Clayton,
California
| $258M | – | – | 3.15% | 108% | 138 | – | 0 |
|
| 4345 |
4345
First Washington Corp
Seattle,
Washington
| $258M | -$16M | -6% | 5.34% | 142% | 85 | 11.76% | 3.8 |
|
| 4346 |
AB
4346
Atlas Brown
Louisville,
Kentucky
| $258M | +$28M | +12% | 11% | 115% | 198 | 11.11% | 4.5 |
|
| 4347 |
MFGP
4347
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $258M | +$20.5M | +9% | 6.37% | 65.5% | 60 | 1.67% | 2.4 |
|
| 4348 |
4348
Callodine Capital Management
Boston,
Massachusetts
| $258M | -$7.46M | -3% | 3.65% | 53.8% | 48 | 25% | 1.2 |
|
| 4349 |
4349
Norwest Venture Partners XII
Palo Alto,
California
| $258M | – | – | 24.6% | – | 3 | – | 0.6 |
|
| 4350 |
4350
FORA Capital
Miami,
Florida
| $258M | -$138M | -35% | 12.5% | 162% | 521 | 79.85% | 0.2 |
|