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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Oakwood Capital Management
Los Angeles,
California
| $384M | +$19.6M | +5% | 0% | 72.7% | 101 | 22.77% | 1.2 |
|
| 2127 |
2127
SC XII Management
Menlo Park,
California
| $384M | +$33.7M | +10% | 16.4% | 73.4% | 2 | 0% | 1.3 |
|
| 2128 |
2128
Vicus Capital
State College,
Pennsylvania
| $384M | -$135M | -26% | 0.95% | 59.6% | 205 | 15.61% | 1.1 |
|
| 2129 |
JA
2129
JVL Advisors
Houston,
Texas
| $384M | -$26.5M | -6% | 0.14% | 89.4% | 22 | 36.36% | 1 |
|
| 2130 |
2130
Mark Asset Management
New York
| $383M | +$4.27M | +1% | 2.63% | 325% | 64 | 25% | 1.1 |
|
| 2131 |
2131
Stelac Advisory Services
New York
| $383M | +$18.8M | +5% | 2.43% | 84.9% | 42 | 4.76% | 1.5 |
|
| 2132 |
2132
Coldstream Capital Management
Bellevue,
Washington
| $382M | +$19.5M | +5% | 0.16% | 71% | 173 | 30.64% | 1.1 |
|
| 2133 |
2133
Lagoda Investment Management
New York
| $382M | +$7.77M | +2% | 5.63% | 250% | 35 | 17.14% | 0.5 |
|
| 2134 |
BLM
2134
Bennett Lawrence Management
New York
| $381M | +$5.72M | +2% | 5.83% | – | 100 | 25% | 0.8 |
|
| 2135 |
2135
Accredited Investors
Edina,
Minnesota
| $381M | -$12.5M | -3% | 0.42% | 74% | 81 | 12.35% | 1.5 |
|
| 2136 |
2136
Evensky & Katz
Coral Gables,
Florida
| $380M | +$9.37M | +3% | 0.36% | 57.1% | 48 | 0% | 1.6 |
|
| 2137 |
DLG
2137
Daniel L. Goodwin
| $380M | -$72.8M | -16% | 10.7% | 72.6% | 134 | 22.39% | 1.3 |
|
| 2138 |
2138
Perigon Wealth Management
San Francisco,
California
| $380M | +$15.3M | +4% | 3.21% | 104% | 219 | 6.85% | 1.1 |
|
| 2139 |
2139
Three Peaks Capital Management
Castle Rock,
Colorado
| $380M | +$88M | +30% | 1.79% | 84.5% | 73 | 17.81% | 1 |
|
| 2140 |
2140
Mather Group
Chicago,
Illinois
| $380M | $0 | 0% | 1.29% | 54.1% | 29 | 0% | 1.3 |
|
| 2141 |
2141
Starwood Capital Group Management
Miami Beach,
Florida
| $380M | +$13.3M | +4% | 5.35% | 16.2% | 4 | 0% | 0.5 |
|
| 2142 |
2142
Checchi Capital Advisers
Beverly Hills,
California
| $379M | +$40.8M | +12% | 0.26% | 68% | 386 | 12.44% | 1 |
|
| 2143 |
2143
Travelers Companies
Saint Paul,
Minnesota
| $379M | -$26.1M | -6% | 7.95% | – | 32 | 18.75% | 1.4 |
|
| 2144 |
2144
Altai Capital Management
West Hollywood,
California
| $379M | +$96.2M | +34% | 27.6% | 24.9% | 7 | 42.86% | 0.9 |
|
| 2145 |
2145
Parthenon LLC
Louisville,
Kentucky
| $379M | +$2.17M | +0.6% | 0.53% | 80.8% | 107 | 5.61% | 1.6 |
|
| 2146 |
TAM
2146
Telemark Asset Management
Boston,
Massachusetts
| $379M | +$20.9M | +6% | 7.42% | 329% | 37 | 43.24% | 0.9 |
|
| 2147 |
2147
Park Presidio Capital
San Francisco,
California
| $379M | +$24.1M | +7% | 1.66% | 94.1% | 18 | 38.89% | 0.4 |
|
| 2148 |
ICRM
2148
Insight Capital Research & Management
Walnut Creek,
California
| $378M | -$21.5M | -5% | 10.7% | 287% | 153 | 61.44% | 0.5 |
|
| 2149 |
2149
Oberweis Asset Management
Lisle,
Illinois
| $378M | +$22M | +6% | 11.7% | 485% | 197 | 29.95% | 0.7 |
|
| 2150 |
GC
2150
Gratia Capital
Los Angeles,
California
| $377M | +$105M | +38% | 0% | 42.4% | 62 | 59.68% | 0.5 |
|