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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Adell Harriman & Carpenter
Houston,
Texas
| $552M | +$16.8M | +3% | 2.23% | 176% | 148 | 16.22% | 4.1 |
|
| 2052 |
2052
NewSquare Capital
Newtown Square,
Pennsylvania
| $552M | +$4.2M | +0.8% | 1.28% | 76.5% | 382 | 31.15% | 2.4 |
|
| 2053 |
2053
Tandem Investment Advisors
Charleston,
South Carolina
| $552M | +$24.3M | +5% | 3.45% | 10.4% | 65 | 6.15% | 2.2 |
|
| 2054 |
2054
FAS Wealth Partners
Leawood,
Kansas
| $552M | +$14.7M | +3% | 0.77% | 72.3% | 194 | 3.61% | 3.5 |
|
| 2055 |
2055
John G. Ullman & Associates
Corning,
New York
| $551M | -$18M | -3% | 1.45% | 156% | 161 | 18.63% | 3.1 |
|
| 2056 |
2056
HGC Investment Management
Toronto,
Ontario, Canada
| $550M | +$40.2M | +8% | 1.47% | 33.2% | 160 | 31.88% | 0.6 |
|
| 2057 |
SFG
2057
Sather Financial Group
Victoria,
Texas
| $550M | +$23.4M | +4% | 3.33% | 70% | 64 | 23.44% | 3 |
|
| 2058 |
2058
Centerbridge Partners
New York
| $550M | -$265M | -32% | 11.5% | 15.9% | 12 | 25% | 1.2 |
|
| 2059 |
2059
Stieven Capital Advisors
St. Louis,
Missouri
| $550M | -$9.21M | -2% | 0.91% | 117% | 63 | 22.22% | 2.6 |
|
| 2060 |
2060
Arbiter Partners Capital Management
New York
| $549M | +$33.6M | +7% | 0.54% | 378% | 57 | 19.3% | 2.7 |
|
| 2061 |
2061
Thomas White International
Chicago,
Illinois
| $548M | -$19.8M | -3% | 0.33% | 34.9% | 270 | 17.04% | 2.4 |
|
| 2062 |
2062
North Point Portfolio Managers
Orange Village,
Ohio
| $547M | +$1.67M | +0.3% | 1.43% | 72.8% | 80 | 11.25% | 3.8 |
|
| 2063 |
2063
Freshford Capital Management
Rye Brook,
New York
| $547M | -$47.2M | -8% | 4.96% | 97.3% | 21 | 28.57% | 1.2 |
|
| 2064 |
2064
Efficient Advisors
Mason,
Ohio
| $547M | -$25.5M | -4% | 0.25% | 30.6% | 50 | 0% | 4.5 |
|
| 2065 |
2065
United Bank (Virginia)
Vienna,
Virginia
| $547M | -$51.3M | -9% | 1.65% | 76.1% | 146 | 7.53% | 2.1 |
|
| 2066 |
2066
Glynn Capital Management
Menlo Park,
California
| $547M | -$38.5M | -7% | 9.46% | 252% | 44 | 4.55% | 3.6 |
|
| 2067 |
2067
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $547M | -$10.6M | -2% | 2.3% | 127% | 568 | 10.39% | 3.3 |
|
| 2068 |
2068
Planning Alternatives
Birmingham,
Michigan
| $547M | -$811K | -0.1% | 0.58% | 69.6% | 52 | 5.77% | 4 |
|
| 2069 |
2069
Weld Capital Management
New York
| $546M | +$1.55M | +0.3% | 2.43% | – | 1,121 | 71.28% | 0.2 |
|
| 2070 |
2070
Bowie Capital Management
Richardson,
Texas
| $546M | +$51.2M | +10% | 3.6% | 31.6% | 41 | 31.71% | 1.6 |
|
| 2071 |
2071
Kays Financial Advisory
Atlanta,
Georgia
| $545M | -$655K | -0.1% | 1.3% | 23.3% | 124 | 9.68% | 2.1 |
|
| 2072 |
2072
Hengehold Capital Management
Cincinnati,
Ohio
| $545M | +$24.7M | +5% | 1.53% | 54.5% | 132 | 6.82% | 3.1 |
|
| 2073 |
2073
Clarius Group LLC
Seattle,
Washington
| $545M | +$47.8M | +10% | 0.24% | 92.1% | 288 | 12.15% | 1.1 |
|
| 2074 |
MAM
2074
Mastrapasqua Asset Management
Nashville,
Tennessee
| $544M | +$16.6M | +3% | 2.84% | 54.9% | 137 | 13.14% | 3.1 |
|
| 2075 |
2075
Singapore Technologies Telemedia
Singapore
| $544M | +$34M | +7% | 6.68% | 173% | 1 | 0% | 2.5 |
|