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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Tensile Capital Management
Larkspur,
California
| $795M | +$22.2M | +3% | 2.4% | 47.7% | 19 | 15.79% | 3 |
|
| 2102 |
2102
KWMG LLC
Overland Park,
Kansas
| $795M | -$12.6M | -2% | 3.12% | 76.2% | 137 | 2.92% | 5.6 |
|
| 2103 |
2103
MMBG Investment Advisors
Miami,
Florida
| $793M | -$30.1M | -4% | 0.38% | 118% | 161 | 9.94% | 1.5 |
|
| 2104 |
2104
First Heartland Consultants
Lake St. Louis,
Missouri
| $793M | +$21.9M | +3% | 2.85% | 59.2% | 415 | 18.55% | 3.4 |
|
| 2105 |
2105
PDT Partners
New York
| $793M | +$65.5M | +9% | 3.29% | 211% | 709 | 41.75% | 0.7 |
|
| 2106 |
2106
Cardiff Park Advisors
Carlsbad,
California
| $792M | -$23.3M | -3% | 2.28% | 88.6% | 331 | 10.57% | 1.5 |
|
| 2107 |
2107
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $792M | -$140M | -15% | 2.9% | 81.9% | 251 | 25.1% | 1.9 |
|
| 2108 |
2108
Jay A. Fishman Ltd
Troy,
Michigan
| $790M | -$35.7M | -4% | 1.81% | 119% | 100 | 6% | 5.7 |
|
| 2109 |
2109
Traphagen Investment Advisors
Oradell,
New Jersey
| $789M | +$18.4M | +2% | 3.4% | 65.8% | 175 | 18.86% | 2.6 |
|
| 2110 |
2110
Harvey Partners
Tarrytown,
New York
| $789M | -$29M | -4% | 1.13% | 174% | 45 | 15.56% | 1.9 |
|
| 2111 |
TFP
2111
Triple Frond Partners
San Francisco,
California
| $788M | +$12.7M | +2% | 2.66% | 92.9% | 10 | 0% | 4.6 |
|
| 2112 |
2112
Dendur Capital
New York
| $788M | +$164M | +26% | 6.14% | 99.6% | 18 | 50% | 1.2 |
|
| 2113 |
2113
Private Ocean
San Rafael,
California
| $788M | -$1.83M | -0.2% | 3.61% | 2.82% | 603 | 22.55% | 3.9 |
|
| 2114 |
C
2114
Chescapmanager
Baltimore,
Maryland
| $785M | +$142M | +22% | 3.41% | 202% | 42 | 7.14% | 2 |
|
| 2115 |
2115
First Business Financial Services
Madison,
Wisconsin
| $785M | -$25.9M | -3% | 3.55% | 74% | 173 | 6.36% | 3.9 |
|
| 2116 |
2116
Intrust Bank
Wichita,
Kansas
| $784M | -$40.5M | -5% | 2.95% | 102% | 399 | 11.28% | 5.6 |
|
| 2117 |
2117
TCI Wealth Advisors
Tucson,
Arizona
| $784M | +$629K | +0.1% | 2.42% | 65% | 206 | 11.17% | 7.6 |
|
| 2118 |
2118
Oak Ridge Investments
Chicago,
Illinois
| $784M | -$27.4M | -3% | 2.28% | 208% | 156 | 14.74% | 3.9 |
|
| 2119 |
2119
Fiduciary Group
Savannah,
Georgia
| $783M | -$30.6M | -4% | 2.92% | 67.1% | 249 | 8.43% | 5.5 |
|
| 2120 |
2120
Inspire Investing
Meridian,
Idaho
| $783M | -$43.4M | -5% | 2.67% | 107% | 905 | 25.52% | 2 |
|
| 2121 |
2121
NEOS Investment Management
Westport,
Connecticut
| $783M | – | – | 2.35% | 163% | 357 | – | 0 |
|
| 2122 |
2122
Symmetry Peak Management
Radnor,
Pennsylvania
| $781M | +$211M | +37% | 1.2% | 320% | 162 | 74.69% | 0.3 |
|
| 2123 |
2123
CAS Investment Partners
Westport,
Connecticut
| $780M | +$123M | +19% | 36.5% | 527% | 5 | 0% | 3.7 |
|
| 2124 |
2124
Murchinson
Toronto,
Ontario, Canada
| $780M | -$8.17M | -1% | 7.72% | 107% | 119 | 76.47% | 0.3 |
|
| 2125 |
2125
Ironvine Capital Partners
Omaha,
Nebraska
| $779M | -$44.2M | -5% | 5.08% | 58.8% | 45 | 6.67% | 4.3 |
|