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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Robinswood Financial
Kirkland,
Washington
| $271M | +$6.08M | +2% | 0.26% | 43.2% | 403 | 14.39% | 1.2 |
|
| 4652 |
4652
Taylor Hoffman Capital Management
Richmond,
Virginia
| $270M | -$5.53M | -2% | 2.28% | – | 116 | 4.31% | 0.5 |
|
| 4653 |
4653
Concentrum Wealth Management
San Jose,
California
| $270M | -$14.5M | -5% | 7.15% | 174% | 85 | 16.47% | 3 |
|
| 4654 |
4654
Ping Capital Management
New York
| $270M | -$143M | -35% | 4.89% | – | 100 | 31% | 0.5 |
|
| 4655 |
4655
Aikya Investment Management
London,
United Kingdom
| $270M | +$29.6M | +12% | 7.79% | 11.1% | 4 | 25% | 0.9 |
|
| 4656 |
4656
ARQ Wealth Advisors
Scottsdale,
Arizona
| $270M | +$6.69M | +3% | 1.51% | 59.3% | 108 | 15.74% | 2 |
|
| 4657 |
4657
SailingStone Capital Partners
Houston,
Texas
| $270M | -$31.9M | -11% | 5.38% | 152% | 12 | 8.33% | 3.5 |
|
| 4658 |
4658
Terril Brothers
St. Louis,
Missouri
| $269M | -$80.6M | -23% | 1.25% | 112% | 77 | 27.27% | 4.1 |
|
| 4659 |
4659
First Sabrepoint Capital Management
Dallas,
Texas
| $269M | -$103M | -28% | 3.13% | 218% | 62 | 45.16% | 1.1 |
|
| 4660 |
4660
Endeavour Capital Advisors
Greenwich,
Connecticut
| $269M | -$44.7M | -14% | 6.09% | 76.7% | 38 | 26.32% | 3.3 |
|
| 4661 |
4661
NIA Impact Advisors
Berkeley,
California
| $269M | -$38.2M | -12% | 0.77% | – | 117 | 19.66% | 1.8 |
|
| 4662 |
4662
Argyle Capital Management
Center Valley,
Pennsylvania
| $269M | +$15.4M | +6% | 3.72% | 106% | 130 | 2.31% | 8.7 |
|
| 4663 |
4663
First American Financial Corporation
Santa Ana,
California
| $269M | -$22.5M | -8% | 1.66% | – | 3 | 0% | 1.3 |
|
| 4664 |
FIM
4664
FWL Investment Management
Dallas,
Texas
| $269M | -$5.61M | -2% | 0.55% | 165% | 335 | 21.49% | 1.1 |
|
| 4665 |
4665
EWA LLC
Pittsbugh,
Pennsylvania
| $269M | +$2.75M | +1% | 3.28% | 102% | 193 | 21.76% | 1.2 |
|
| 4666 |
4666
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $269M | +$18.5M | +7% | 1.25% | 49.9% | 526 | 18.63% | 1.2 |
|
| 4667 |
4667
REDW Wealth
Albuquerque,
New Mexico
| $269M | -$19.4M | -7% | 0.99% | 59.1% | 112 | 15.18% | 3.8 |
|
| 4668 |
4668
Ferguson Shapiro
Decatur,
Georgia
| $269M | -$1.39M | -0.5% | 2.27% | 42.7% | 77 | 23.38% | 1.3 |
|
| 4669 |
4669
Union Heritage Capital
Bloomfield Hills,
Michigan
| $269M | -$2.11M | -0.8% | 1.59% | 82.1% | 64 | 7.81% | 3.2 |
|
| 4670 |
4670
Corbyn Investment Management
Lutherville,
Maryland
| $269M | -$10.4M | -4% | 1.18% | 71% | 67 | 5.97% | 5.1 |
|
| 4671 |
4671
Barometer Capital Management
Toronto,
Ontario, Canada
| $269M | +$18.8M | +8% | 15% | 339% | 204 | 63.24% | 0.5 |
|
| 4672 |
4672
Claris Advisors
St. Louis,
Missouri
| $268M | +$2.46M | +0.9% | 2.08% | 65.7% | 78 | 14.1% | 1.8 |
|
| 4673 |
4673
Next Level Private
Harrison,
New York
| $268M | +$20.5M | +8% | 0.33% | 95.9% | 144 | 11.11% | 1.7 |
|
| 4674 |
4674
United Community Bank
Greenville,
South Carolina
| $268M | +$11.5M | +4% | 2.63% | 72.7% | 517 | 27.47% | 1.6 |
|
| 4675 |
4675
Tyro Capital Management
Miami,
Florida
| $268M | -$37M | -12% | 2.84% | – | 17 | 41.18% | 0.7 |
|