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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Vance Wealth
Santa Clarita,
California
| $220M | +$33.5M | +18% | 5.96% | 66.4% | 84 | 16.67% | 1 |
|
| 4502 |
4502
University of Chicago
Chicago,
Illinois
| $219M | -$285K | -0.1% | 1.11% | 62.3% | 6 | 0% | 2.8 |
|
| 4503 |
4503
Atomi Financial Group
New York
| $219M | +$40.2M | +22% | 6.38% | 139% | 290 | 27.93% | 0.2 |
|
| 4504 |
4504
EJF Capital
Arlington,
Virginia
| $219M | -$51.4M | -19% | 2.28% | 127% | 107 | 19.63% | 1.8 |
|
| 4505 |
FC
4505
Fore Capital
New York
| $219M | +$38.1M | +21% | 0.06% | 25.4% | 30 | 36.67% | 0.8 |
|
| 4506 |
4506
Peachtree Investment Partners
Indian River Shores,,
Florida
| $219M | +$59M | +37% | 12.4% | 92.2% | 111 | 20.72% | 2.5 |
|
| 4507 |
4507
Thomas Story & Son
Culver,
Indiana
| $219M | +$12.7M | +6% | 5.41% | 101% | 53 | 1.89% | 6.4 |
|
| 4508 |
4508
Red Lighthouse Investment Management
New York
| $219M | +$12.2M | +6% | 5.35% | 63.4% | 97 | 4.12% | 0.5 |
|
| 4509 |
4509
Parisi Gray Wealth Management
Mendham,
New Jersey
| $219M | +$58M | +36% | 8.72% | 137% | 102 | 18.63% | 3.5 |
|
| 4510 |
4510
Cumberland Advisors
Sarasota,
Florida
| $219M | -$24.9M | -10% | 5.9% | 73.5% | 61 | 9.84% | 3.6 |
|
| 4511 |
SC
4511
Sawyer & Company
Boston,
Massachusetts
| $219M | +$33M | +18% | 7.01% | 111% | 180 | 7.22% | 3.9 |
|
| 4512 |
RI
4512
Rinkey Investments
San Diego,
California
| $219M | +$27.8M | +15% | 2.08% | 38.4% | 65 | 21.54% | 0.8 |
|
| 4513 |
4513
TriaGen Wealth Management
Calabasas,
California
| $219M | +$19.6M | +10% | 7.36% | 132% | 185 | 24.86% | 1.4 |
|
| 4514 |
4514
HighVista Strategies
Boston,
Massachusetts
| $219M | +$95.8M | +78% | 15.9% | 622% | 163 | 51.53% | 0.6 |
|
| 4515 |
4515
Omega Financial Group
Santa Barbara,
California
| $218M | +$1.77M | +0.8% | 2.99% | 45.2% | 83 | 3.61% | 3 |
|
| 4516 |
4516
Ceeto Capital Group
Coral Gables,
Florida
| $218M | +$17.6M | +9% | 9.84% | 94.4% | 165 | 10.3% | 3.7 |
|
| 4517 |
4517
Forest Avenue Capital Management
Miami,
Florida
| $218M | +$79.7M | +58% | 11% | 415% | 36 | 61.11% | 0.2 |
|
| 4518 |
BOC
4518
Barbara Oil Co
Chicago,
Illinois
| $218M | +$9.5M | +5% | 5.14% | 76.9% | 84 | 2.38% | 7.1 |
|
| 4519 |
4519
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $218M | – | – | 4.13% | 63.1% | 796 | – | 0.5 |
|
| 4520 |
4520
Argent Advisors
Monroe,
Louisiana
| $218M | +$8.63M | +4% | 2.62% | 63.1% | 139 | 10.79% | 2.5 |
|
| 4521 |
4521
Roman Butler Fullerton & Co
St Louis,
Missouri
| $218M | +$16.9M | +8% | 10.8% | 134% | 203 | 14.78% | 2.9 |
|
| 4522 |
4522
Continental Grain Company
New York
| $218M | +$12.1M | +6% | 5.11% | 5.73% | 5 | 20% | 2.1 |
|
| 4523 |
4523
Pantechnicon Advisors
London,
United Kingdom
| $218M | -$28.9M | -12% | 5.62% | – | 22 | 36.36% | 0.3 |
|
| 4524 |
4524
Pelion Inc
Salt Lake City,
Utah
| $218M | +$80.6M | +59% | 66.1% | 16.9% | 4 | 0% | 1.5 |
|
| 4525 |
4525
LGT Fund Management
Vaduz,
Liechtenstein
| $218M | -$17.2M | -7% | 10.7% | 121% | 151 | 31.13% | 1 |
|