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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Stegent Equity Advisors
Houston,
Texas
| $98.4M | +$13.8M | +16% | 7.92% | 96.4% | 86 | 31.4% | 1.1 |
|
| 6977 |
LP
6977
LB Partners
Charlottesville,
Virginia
| $98M | +$6.85M | +8% | 0.21% | – | 30 | 33.33% | 0.2 |
|
| 6978 |
CWA
6978
Clearview Wealth Advisors
Salem,
Oregon
| $98M | +$12.2M | +14% | 6.7% | 45.2% | 132 | 37.12% | 2.1 |
|
| 6979 |
DFA
6979
Davies Financial Advisors
Murrieta,
California
| $98M | – | – | 8.31% | – | 63 | – | 0 |
|
| 6980 |
6980
Audent Global Asset Management
West Hollywood,
California
| $97.8M | +$13.2M | +16% | 16.4% | 112% | 54 | 20.37% | 1.8 |
|
| 6981 |
6981
Richelieu Gestion
Paris,
France
| $97.3M | -$14.5M | -13% | 9.5% | – | 82 | 30.49% | 1.3 |
|
| 6982 |
6982
Cadence Wealth Management
Westborough,
Massachusetts
| $97.2M | -$30.2M | -24% | 3.23% | 56.4% | 44 | 15.91% | 1.5 |
|
| 6983 |
ABP
6983
Arthur B. Page
| $97.2M | +$2.41M | +3% | 10.1% | 40.4% | 44 | 6.82% | 7.1 |
|
| 6984 |
6984
Tsai Capital
New York
| $97M | -$12.1M | -11% | 4.5% | 29.2% | 24 | 8.33% | 1.8 |
|
| 6985 |
GBA
6985
Garrison Bradford & Associates
New York
| $96.9M | +$6.3M | +7% | 6.04% | 62.2% | 34 | 17.65% | 6.6 |
|
| 6986 |
6986
Mainsail Management Company
Austin,
Texas
| $96.8M | -$24.2M | -20% | 19.9% | 55% | 2 | 0% | 1.3 |
|
| 6987 |
6987
Delta Wealth Advisors
Indianapolis,
Indiana
| $96.8M | – | – | 6.39% | – | 47 | – | 0 |
|
| 6988 |
IPI
6988
Inflection Point Investments
London,
United Kingdom
| $96.7M | -$18.7M | -16% | 6.43% | – | 9 | 0% | 0.3 |
|
| 6989 |
6989
Stephen J. Garry & Associates
Garden City,
New York
| $96.6M | +$6.33M | +7% | 7.55% | – | 44 | 18.18% | 0.2 |
|
| 6990 |
6990
Mountain Lake Investment Management
Boca Raton,
Florida
| $96.4M | -$1.33M | -1% | 8.33% | 64% | 22 | 27.27% | 1.8 |
|
| 6991 |
6991
Oxford Asset Management
Oxford,
United Kingdom
| $96.4M | +$29.6M | +44% | 11.2% | – | 393 | 89.57% | 0.1 |
|
| 6992 |
6992
Pictet Bank & Trust
Nassau,
Bahamas
| $96.4M | -$2.34M | -2% | 8.25% | 82.7% | 49 | 22.45% | 5 |
|
| 6993 |
6993
Yorktown Energy Partners IX
New York
| $96.3M | -$2.02M | -2% | 2.44% | 67.3% | 3 | 0% | 3 |
|
| 6994 |
6994
Conrad N. Hilton Foundation
Agoura Hills,
California
| $96.3M | +$84.7M | +730% | 10.4% | – | 6 | 83.33% | 0.1 |
|
| 6995 |
6995
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $96.2M | +$9.34M | +11% | 13.2% | 111% | 76 | 7.89% | 1.5 |
|
| 6996 |
6996
Trustco Bank (New York)
Albany,
New York
| $96.2M | +$3.7M | +4% | 11.5% | 131% | 74 | 5.41% | 6.5 |
|
| 6997 |
6997
Cooksen Wealth
The Woodlands,
Texas
| $96.1M | +$8.07M | +9% | 7.73% | 70.7% | 89 | 49.44% | 0.3 |
|
| 6998 |
6998
Baymount Management
Miami,
Florida
| $96.1M | +$95.3M | +11,660% | 0.3% | – | 5 | 100% | 0 |
|
| 6999 |
6999
Bluegrass Capital Partners
Palm Beach,
Florida
| $96M | +$11.4M | +13% | 14.6% | 60.1% | 11 | 0% | 2.1 |
|
| 7000 |
7000
Oakview Capital Management
Dallas,
Texas
| $95.9M | -$144M | -60% | 3.51% | 21.2% | 15 | 0% | 2.8 |
|