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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Advisor Resource Council
Dallas,
Texas
| $257M | -$983M | -79% | 9.89% | 74.7% | 623 | 74% | 0.4 |
|
| 5077 |
5077
Washington State Investment Board
Olympia,
Washington
| $256M | -$3.92M | -2% | 12.9% | 567% | 2 | 0% | 3.9 |
|
| 5078 |
5078
Campbell Capital Management
Miami,
Florida
| $256M | +$84.9M | +50% | 14.7% | – | 80 | 62.5% | 1.8 |
|
| 5079 |
5079
FSA Wealth Management
Needham,
Massachusetts
| $256M | +$20.7M | +9% | 10.6% | – | 562 | 11.92% | 1.5 |
|
| 5080 |
5080
TOBAM
Paris,
France
| $256M | +$22.2M | +10% | 5.76% | 56% | 284 | 22.54% | 3.1 |
|
| 5081 |
5081
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $256M | +$14.3M | +6% | 6.56% | 66% | 259 | 8.11% | 2.2 |
|
| 5082 |
5082
Global Assets Advisory
Orlando,
Florida
| $256M | -$275M | -52% | 12% | 95.9% | 301 | 39.87% | 0.6 |
|
| 5083 |
5083
Brown Financial Advisors
Milford,
Ohio
| $256M | +$13.7M | +6% | 8.99% | – | 145 | 15.17% | 0.8 |
|
| 5084 |
5084
Lowe Wealth Advisors
Columbia,
Maryland
| $256M | +$20.8M | +9% | 7.05% | 63.3% | 378 | 5.03% | 5.1 |
|
| 5085 |
5085
Exane Asset Management
Paris,
France
| $256M | +$84.3M | +49% | 6.6% | 74.5% | 33 | 42.42% | 0.7 |
|
| 5086 |
5086
Reliant Wealth Planning
Louisville,
Kentucky
| $256M | +$36.9M | +17% | 7.12% | 39.4% | 42 | 30.95% | 1.2 |
|
| 5087 |
5087
BKM Wealth Management
Brookfield,
Wisconsin
| $256M | +$13.1M | +5% | 7.75% | 69.6% | 161 | 4.35% | 1.3 |
|
| 5088 |
5088
Tieton Capital Management
Yakima,
Washington
| $256M | +$37.1M | +17% | 26.2% | 172% | 35 | 5.71% | 5.5 |
|
| 5089 |
5089
Stonebridge Capital Management
Los Angeles,
California
| $256M | +$24.4M | +11% | 11.8% | – | 88 | 5.68% | 8.4 |
|
| 5090 |
5090
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $256M | +$35.3M | +16% | 8.75% | 66.8% | 111 | 10.81% | 6.1 |
|
| 5091 |
MCF
5091
MKA Charitable Fund
San Francisco,
California
| $256M | +$22.9M | +10% | 10.8% | 17.1% | 1 | 0% | 1.5 |
|
| 5092 |
5092
Intel Corp
Santa Clara,
California
| $256M | +$86.8M | +51% | 58.6% | 9.79% | 2 | 0% | 2.1 |
|
| 5093 |
5093
BHK Investment Advisors
Birmingham,
Alabama
| $255M | +$18.9M | +8% | 7.1% | 54.6% | 63 | 1.59% | 4.8 |
|
| 5094 |
5094
West Oak Capital
Westlake Village,
California
| $255M | -$3.29M | -1% | 10.7% | 110% | 327 | 10.7% | 6.6 |
|
| 5095 |
5095
Maryland Capital Advisors
Chester,
Maryland
| $255M | +$28.6M | +13% | 4.77% | – | 276 | 18.12% | 2.5 |
|
| 5096 |
5096
Rakuten Securities
Tokyo,
Japan
| $255M | +$56.9M | +29% | 45.2% | – | 895 | 14.19% | 1.1 |
|
| 5097 |
5097
Martin Capital Partners
Eugene,
Oregon
| $255M | +$171M | +205% | 0.57% | 42.3% | 76 | 25% | 3.7 |
|
| 5098 |
5098
Tyro Capital Management
Miami,
Florida
| $255M | -$13.4M | -5% | 21% | – | 16 | 50% | 0.8 |
|
| 5099 |
5099
Chaney Capital Management
Lynnwood,
Washington
| $255M | +$30.5M | +14% | 9.26% | – | 36 | 5.56% | 1.3 |
|
| 5100 |
5100
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $255M | – | – | 9.31% | – | 661 | – | 2.2 |
|