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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
Kintegral Advisory
New York
| $903M | +$93.8M | +12% | 13.2% | 143% | 290 | 20.34% | 3.3 |
|
| 2052 |
2052
Royal Fund Management
Lady Lake,
Florida
| $903M | +$164M | +22% | 13% | 103% | 323 | 25.39% | 2.7 |
|
| 2053 |
KCM
2053
Kynam Capital Management
Princeton,
New Jersey
| $903M | +$291M | +48% | 32.4% | 320% | 34 | 41.18% | 1.2 |
|
| 2054 |
2054
Nationwide Fund Advisors
Columbus,
Ohio
| $903M | -$12.5M | -1% | 7.79% | 34.1% | 5 | 0% | 3.5 |
|
| 2055 |
2055
ARS Investment Partners
New York
| $902M | +$95.7M | +12% | 16% | 260% | 167 | 13.77% | 3.1 |
|
| 2056 |
2056
Wealthquest
Cincinnati,
Ohio
| $902M | +$87.6M | +11% | 8.7% | 52.1% | 138 | 10.87% | 3.8 |
|
| 2057 |
2057
TCG Crossover Management
Palo Alto,
California
| $902M | +$223M | +33% | 54.4% | 3,013% | 31 | 22.58% | 0.8 |
|
| 2058 |
2058
Soleus Capital Management
Greenwich,
Connecticut
| $901M | -$183M | -17% | 32.1% | 508% | 107 | 46.73% | 0.9 |
|
| 2059 |
2059
Founders Financial Securities
Towson,
Maryland
| $901M | +$129M | +17% | 9.61% | 71% | 392 | 21.68% | 2 |
|
| 2060 |
2060
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $900M | +$48.1M | +6% | 8.91% | 62.2% | 238 | 6.72% | 3.7 |
|
| 2061 |
2061
WBH Advisory
Baltimore,
Maryland
| $899M | +$84.2M | +10% | 10% | 57.6% | 313 | 9.9% | 5.8 |
|
| 2062 |
2062
Private Capital Management (Florida)
Naples,
Florida
| $899M | +$52.8M | +6% | 9.57% | 118% | 156 | 17.95% | 1.9 |
|
| 2063 |
2063
Trinity Street Asset Management
London,
United Kingdom
| $899M | +$120M | +15% | 18.3% | 76.9% | 22 | 22.73% | 2.3 |
|
| 2064 |
2064
Global Endowment Management
Charlotte,
North Carolina
| $898M | -$36.1M | -4% | 8.76% | 46.1% | 139 | 23.74% | 2.5 |
|
| 2065 |
2065
Naspers
South Africa
| $898M | -$333M | -27% | 16.1% | 88.2% | 4 | 0% | 2 |
|
| 2066 |
2066
Arax Advisory Partners
Denver,
Colorado
| $898M | +$94.7M | +12% | 10.6% | 64.7% | 1,457 | 18.12% | 2.9 |
|
| 2067 |
2067
Crescent Grove Advisors
Lake Forest,
Illinois
| $897M | +$94.2M | +12% | 10.4% | 64.1% | 302 | 16.23% | 3 |
|
| 2068 |
2068
Kavar Capital Partners Group
Leawood,
Kansas
| $895M | +$434M | +94% | 8.76% | 77.2% | 171 | 19.3% | 4.8 |
|
| 2069 |
AL
2069
Arnhold LLC
New York
| $895M | +$56.1M | +7% | 11.6% | 164% | 133 | 12.78% | 3.6 |
|
| 2070 |
SBCM
2070
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $895M | +$43M | +5% | 9.91% | 72.3% | 53 | 3.77% | 5.8 |
|
| 2071 |
MCM
2071
Mason Capital Management
New York
| $894M | -$269M | -23% | 1.84% | 18.5% | 9 | 33.33% | 1.3 |
|
| 2072 |
2072
Criteria Caixa
Barcelona,
Spain
| $893M | +$83.7M | +10% | 11.6% | 35.5% | 41 | 26.83% | 2.7 |
|
| 2073 |
2073
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $892M | +$76.3M | +9% | 8.65% | 44.7% | 159 | 13.84% | 4.3 |
|
| 2074 |
2074
First Ascent Asset Management
Denver,
Colorado
| $892M | +$118M | +15% | 8.85% | 4.15% | 53 | 0% | 2.3 |
|
| 2075 |
2075
Bath Savings Trust
Bath,
Maine
| $892M | +$78.2M | +10% | 10% | 57.8% | 162 | 4.94% | 6.2 |
|