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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Tradition Wealth Management
Edina,
Minnesota
| $689M | -$95.3M | -12% | 13.3% | 69.6% | 1,187 | 12.97% | 1.2 |
|
| 2152 |
2152
TRUE Private Wealth Advisors
Salem,
Oregon
| $687M | -$23.4M | -3% | 8.97% | 89.2% | 250 | 12% | 3.4 |
|
| 2153 |
2153
Oak Ridge Investments
Chicago,
Illinois
| $687M | -$213M | -24% | 16.9% | 208% | 167 | 15.57% | 3.4 |
|
| 2154 |
2154
Prospector Partners
Guilford,
Connecticut
| $687M | -$122M | -15% | 10.5% | 53.6% | 111 | 11.71% | 4.1 |
|
| 2155 |
2155
First Command Bank
Fort Worth,
Texas
| $686M | -$43M | -6% | 12.2% | 34.1% | 464 | 14.87% | 3.1 |
|
| 2156 |
2156
First Command Financial Services
Fort Worth,
Texas
| $686M | -$43M | -6% | 12.2% | 34.4% | 464 | 14.87% | 3.1 |
|
| 2157 |
2157
United Asset Strategies
Garden City,
New York
| $686M | -$100M | -13% | 12.6% | 94.6% | 231 | 19.48% | 2.8 |
|
| 2158 |
2158
MHR Fund Management
New York
| $685M | -$324M | -32% | 29.2% | 332% | 30 | 6.67% | 2 |
|
| 2159 |
2159
Berger Financial Group
Plymouth,
Minnesota
| $684M | -$103M | -13% | 11.5% | 59.9% | 281 | 18.15% | 1.1 |
|
| 2160 |
2160
FourThought Financial
Venice,
Florida
| $684M | -$106M | -13% | 13.4% | – | 1,602 | 11.99% | 1.3 |
|
| 2161 |
2161
Perpetual Investment Management
Sydney,
Australia
| $683M | -$113M | -14% | 11.9% | – | 240 | 20.83% | 1.2 |
|
| 2162 |
2162
CoreView Capital Management
Hong Kong
| $683M | +$180M | +36% | 33.4% | 50.9% | 12 | 33.33% | 0.6 |
|
| 2163 |
2163
Skylands Capital
Milwaukee,
Wisconsin
| $682M | -$144M | -17% | 15.6% | 61% | 161 | 17.39% | 4.2 |
|
| 2164 |
2164
LGT Fund Management
Vaduz,
Liechtenstein
| $682M | -$68.8M | -9% | 18.6% | 121% | 218 | 26.15% | 0.4 |
|
| 2165 |
KC
2165
KCL Capital
New York
| $682M | +$147M | +28% | 29.9% | 106% | 63 | 74.6% | 0.5 |
|
| 2166 |
2166
AltraVue Capital
Bellevue,
Washington
| $680M | -$55.7M | -8% | 5.64% | 221% | 34 | 5.88% | 2.6 |
|
| 2167 |
2167
Litman Gregory Wealth Management
Larkspur,
California
| $680M | -$3.69M | -0.5% | 12.3% | 55.5% | 90 | 41.11% | 2.6 |
|
| 2168 |
2168
J.M. Forbes & Co
Boston,
Massachusetts
| $679M | -$111M | -14% | 12.1% | 112% | 121 | 9.09% | 5.6 |
|
| 2169 |
2169
Oxford Financial Group
Carmel,
Indiana
| $678M | -$111M | -14% | 12.6% | 77.2% | 299 | 22.74% | 1.8 |
|
| 2170 |
MG
2170
Magnolia Group
Omaha,
Nebraska
| $678M | -$52.6M | -7% | 6.24% | 9.52% | 11 | 9.09% | 2.2 |
|
| 2171 |
2171
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $677M | -$36.8M | -5% | 15% | 52.3% | 33 | 15.15% | 1.3 |
|
| 2172 |
2172
Coastline Trust
Providence,
Rhode Island
| $676M | -$147M | -18% | 12.6% | 106% | 335 | 10.75% | 6.2 |
|
| 2173 |
HI
2173
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $675M | -$151M | -18% | 14% | 37.9% | 112 | 8.04% | 3.5 |
|
| 2174 |
BPIM
2174
Brant Point Investment Management
New York
| $674M | -$206M | -23% | 15.2% | 169% | 116 | 37.07% | 2.7 |
|
| 2175 |
2175
King Street Capital Management
New York
| $674M | -$395M | -37% | 13.5% | 140% | 52 | 42.31% | 0.8 |
|