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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Adell Harriman & Carpenter
Houston,
Texas
| $395M | +$11.9M | +3% | 4.06% | 176% | 137 | 7.3% | 2.5 |
|
| 2077 |
2077
Serengeti Asset Management
New York
| $394M | -$69.4M | -15% | 7.69% | 14.9% | 40 | 55% | 1.2 |
|
| 2078 |
2078
Alaska Permanent Capital Management
Anchorage,
Alaska
| $394M | +$7.2M | +2% | 3.11% | 42.8% | 24 | 8.33% | 2 |
|
| 2079 |
FPCM
2079
Financial Partners Capital Management
New York
| $394M | +$20.1M | +5% | 5.11% | 34.2% | 109 | 16.51% | 2.2 |
|
| 2080 |
CA
2080
Cornerstone Advisors
Asheville,
North Carolina
| $394M | -$10.2M | -3% | 3.17% | 108% | 248 | 31.85% | 1.4 |
|
| 2081 |
2081
Oak Hill Capital Management
New York
| $393M | -$94.2M | -19% | 9.11% | 1.19% | 4 | 25% | 2.2 |
|
| 2082 |
2082
Arrow Financial
Glens Falls,
New York
| $393M | +$9.8M | +3% | 5.22% | 66.5% | 363 | 8.82% | 2.5 |
|
| 2083 |
2083
Great Point Partners
Greenwich,
Connecticut
| $392M | +$42.8M | +12% | 48.3% | 710% | 53 | 60.38% | 0.7 |
|
| 2084 |
GPCM
2084
Greenbrier Partners Capital Management
Dallas,
Texas
| $392M | +$28M | +8% | 6.59% | 96.1% | 18 | 5.56% | 2.5 |
|
| 2085 |
2085
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $391M | +$14.6M | +4% | 2.63% | 26.3% | 149 | 6.04% | 2.7 |
|
| 2086 |
2086
Land & Buildings Investment Management
Stamford,
Connecticut
| $391M | +$206M | +112% | 6.12% | 53.9% | 26 | 65.38% | 0.5 |
|
| 2087 |
2087
FundX Investment Group
San Francisco,
California
| $391M | -$9.11M | -2% | 2.57% | 94.6% | 59 | 69.49% | 0.2 |
|
| 2088 |
2088
Penn Davis McFarland
Dallas,
Texas
| $390M | +$14.2M | +4% | 6.79% | 86.8% | 42 | 19.05% | 1.7 |
|
| 2089 |
2089
DT Investment Partners
Chadds Ford,
Pennsylvania
| $390M | +$21.5M | +6% | 2.3% | 58% | 75 | 13.33% | 1.8 |
|
| 2090 |
2090
USA Financial Formulas
Ada,
Michigan
| $390M | +$25.3M | +7% | 7.67% | 104% | 329 | 71.43% | 0.1 |
|
| 2091 |
2091
Perigon Wealth Management
San Francisco,
California
| $389M | +$13.1M | +3% | 4.22% | 93.8% | 655 | 38.17% | 0.6 |
|
| 2092 |
2092
Oakwood Capital Management
Los Angeles,
California
| $389M | +$6.4M | +2% | 1.69% | 72.7% | 77 | 11.69% | 2.2 |
|
| 2093 |
IFLIT
2093
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $389M | +$15.9M | +4% | 7.34% | 45.7% | 19 | 10.53% | 1.8 |
|
| 2094 |
2094
Cabot Wealth Management
Salem,
Massachusetts
| $389M | +$9.19M | +2% | 5.01% | 69.3% | 157 | 11.46% | 2 |
|
| 2095 |
2095
Muzinich & Co
New York
| $389M | +$170M | +78% | 5.92% | 9.67% | 54 | 7.41% | 1.2 |
|
| 2096 |
2096
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $388M | +$90.5M | +30% | 7.54% | 70.9% | 186 | 32.26% | 1.2 |
|
| 2097 |
2097
First Nebraska Trust
Lincoln,
Nebraska
| $388M | +$4.43M | +1% | 1.58% | 67.9% | 113 | 5.31% | 2.5 |
|
| 2098 |
VCP
2098
Vernier Capital Partners
New York
| $388M | +$32.2M | +9% | 3.29% | 75.7% | 25 | 64% | 0.3 |
|
| 2099 |
2099
Daiwa SB Investments
Tokyo,
Japan
| $387M | +$41.7M | +12% | 3.7% | 60.5% | 226 | 34.96% | 0.9 |
|
| 2100 |
LLC
2100
Latimer Light Capital
New York
| $387M | +$28M | +8% | 14.7% | 134% | 28 | 46.43% | 0.4 |
|