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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Applied Capital
Little Rock,
Arkansas
| $268M | +$8.04M | +3% | 0.77% | 52.6% | 56 | 17.86% | 2.8 |
|
| 5252 |
5252
S&T Bank
Indiana,
Pennsylvania
| $268M | -$48.3M | -15% | 10.1% | 193% | 433 | 9.7% | 2.4 |
|
| 5253 |
5253
Empower Annuity Insurance Company
Hartford,
Connecticut
| $268M | -$2.95M | -1% | 1.09% | 0.86% | 1 | 0% | 3.3 |
|
| 5254 |
5254
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $268M | -$48.2M | -15% | 3.54% | – | 11 | 9.09% | 1.7 |
|
| 5255 |
5255
ShawSpring Partners
Boston,
Massachusetts
| $268M | -$263M | -50% | 19.4% | 3.53% | 15 | 46.67% | 0.8 |
|
| 5256 |
5256
TCFG Investment Advisors
Laguna Niguel,
California
| $267M | – | – | 2.43% | – | 274 | – | 0 |
|
| 5257 |
5257
TCFG Wealth Management
Laguna Niguel,
California
| $267M | +$11.5M | +4% | 2.43% | – | 293 | 14.68% | 1.1 |
|
| 5258 |
5258
Alexander Labrunerie & Co
Columbia,
Missouri
| $267M | -$8.8M | -3% | 0.02% | – | 130 | 15.38% | 1.5 |
|
| 5259 |
5259
Packer & Co
Cottesloe,
Australia
| $267M | -$108M | -29% | 35.1% | – | 11 | 18.18% | 0.7 |
|
| 5260 |
5260
Emory University
Atlanta,
Georgia
| $267M | +$110M | +70% | 3.38% | – | 8 | 25% | 2.1 |
|
| 5261 |
5261
Cambridge Financial Group
Columbus,
Ohio
| $267M | +$5.59M | +2% | 4.96% | – | 34 | 5.88% | 5.5 |
|
| 5262 |
IP
5262
Indigo Partners
Phoenix,
Arizona
| $267M | -$72.7M | -21% | 21.3% | 2.56% | 2 | 0% | 4.8 |
|
| 5263 |
5263
TRV GP IV
Boston,
Massachusetts
| $267M | +$11.8M | +5% | 54% | 1,102% | 2 | 0% | 2.8 |
|
| 5264 |
OPL
5264
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $267M | -$268M | -50% | 20% | 77.6% | 10 | 10% | 1.3 |
|
| 5265 |
5265
Weinberger Asset Management
Los Angeles,
California
| $267M | -$10.7M | -4% | 1.08% | 89.6% | 97 | 10.31% | 3.1 |
|
| 5266 |
5266
GKV Capital Management
Walnut Creek,
California
| $267M | -$529K | -0.2% | 1.89% | – | 93 | 10.75% | 1.1 |
|
| 5267 |
5267
SGL Investment Advisors
Missoula,
Montana
| $266M | +$16.5M | +7% | 1.6% | – | 127 | 2.36% | 1.2 |
|
| 5268 |
5268
S.A. Mason
Holland,
Michigan
| $266M | +$13.5M | +5% | 0.14% | 116% | 279 | 11.47% | 4.6 |
|
| 5269 |
5269
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $266M | +$14.3M | +6% | 3.27% | – | 195 | 19.49% | 0.9 |
|
| 5270 |
5270
Texas Bank & Trust
Longview,
Texas
| $266M | -$8.71M | -3% | 1% | – | 187 | 11.23% | 1.1 |
|
| 5271 |
5271
Strategic Equity Management
Tucson,
Arizona
| $266M | -$28.9M | -10% | 0.77% | 74.9% | 81 | 29.63% | 1.6 |
|
| 5272 |
5272
LECAP Asset Management
London,
United Kingdom
| $266M | +$14.8M | +6% | 4.52% | 35.6% | 406 | 66.01% | 0.3 |
|
| 5273 |
5273
Delap Wealth Advisory
Lake Oswego,
Oregon
| $266M | +$6.67M | +3% | 0.25% | 73% | 98 | 15.31% | 2.1 |
|
| 5274 |
5274
Tencap Wealth Coaching
South Jordan,
Utah
| $266M | +$1.48M | +0.6% | 0.35% | – | 7 | 0% | 0.3 |
|
| 5275 |
5275
Kondo Wealth Advisors
Pasadena,
California
| $266M | +$4.29M | +2% | 1.09% | – | 75 | 13.33% | 1.1 |
|