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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Symmetry Partners
Glastonbury,
Connecticut
| $484M | -$5.44M | -1% | 1.17% | 58.5% | 392 | 34.18% | 0.7 |
|
| 2202 |
2202
Hikari Tsushin Inc
Tokyo,
Japan
| $484M | +$26.6M | +6% | 0.17% | 59.5% | 55 | 7.27% | 2.9 |
|
| 2203 |
2203
Berkshire Money Management
Dalton,
Massachusetts
| $484M | +$10.7M | +2% | 1.3% | 61.8% | 35 | 2.86% | 2.2 |
|
| 2204 |
2204
Darrell & King
Charlottesville,
Virginia
| $482M | -$24.6M | -5% | 0.53% | – | 54 | 12.96% | 2.5 |
|
| 2205 |
2205
Arrow Financial
Glens Falls,
New York
| $482M | +$16.5M | +4% | 1.25% | 71.1% | 349 | 8.6% | 4.6 |
|
| 2206 |
BIM
2206
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $482M | +$2.93M | +0.6% | 1.01% | 48.4% | 122 | 12.3% | 3.2 |
|
| 2207 |
BC
2207
Bruce & Co
Chicago,
Illinois
| $482M | +$12.6M | +3% | 4.27% | 94.5% | 42 | 4.76% | 3.8 |
|
| 2208 |
2208
Brightworth
Atlanta,
Georgia
| $481M | +$8.78M | +2% | 2.1% | 21.7% | 94 | 9.57% | 1.9 |
|
| 2209 |
2209
Western Wealth Management
Golden,
Colorado
| $480M | -$281M | -37% | 1.38% | 82.6% | 432 | 17.13% | 0.6 |
|
| 2210 |
2210
Whitney & Co
Rochester,
New York
| $479M | +$34.4M | +8% | 1.71% | 93.2% | 111 | 13.51% | 3.5 |
|
| 2211 |
2211
Jackson Wealth Management
Lake Mary,
Florida
| $477M | +$17.7M | +4% | 1.86% | 72.1% | 137 | 45.99% | 1.3 |
|
| 2212 |
2212
Money Design
Tokyo,
Japan
| $475M | +$55.3M | +13% | 0.61% | 26.4% | 53 | 1.89% | 1.3 |
|
| 2213 |
2213
Atika Capital Management
New York
| $475M | -$34.1M | -7% | 1.48% | 811% | 95 | 42.11% | 0.9 |
|
| 2214 |
2214
Fairholme Capital Management
South Miami,
Florida
| $475M | +$7.67M | +2% | 1.37% | 36.2% | 4 | 25% | 2.1 |
|
| 2215 |
2215
Beacon Pointe Wealth Advisors
Newport Beach,
California
| $475M | +$1.76M | +0.4% | 0.94% | – | 299 | 25.75% | 0.6 |
|
| 2216 |
2216
Tufton Capital Management
Hunt Valley,
Maryland
| $474M | +$960K | +0.2% | 2.95% | 96.1% | 127 | 7.09% | 4.4 |
|
| 2217 |
2217
Cabot Wealth Management
Salem,
Massachusetts
| $473M | -$822K | -0.2% | 1.63% | 69.3% | 137 | 12.41% | 3.6 |
|
| 2218 |
2218
Van Hulzen Asset Management
El Dorado Hills,
California
| $473M | +$15.5M | +3% | 1.93% | 86.3% | 282 | 14.89% | 1.8 |
|
| 2219 |
2219
SPC Financial Inc
Rockville,
Maryland
| $473M | -$23.5M | -5% | 0.96% | 65.1% | 137 | 16.06% | 3.2 |
|
| 2220 |
JCI
2220
Jet Capital Investors
New York
| $473M | -$34.1M | -7% | 0.74% | 147% | 36 | 61.11% | 0.8 |
|
| 2221 |
2221
Foresite Capital Management II
Larkspur,
California
| $473M | +$295M | +166% | 6.9% | 66.2% | 8 | 25% | 3.2 |
|
| 2222 |
2222
Gladstone Capital Management
London,
United Kingdom
| $473M | +$115M | +32% | 0.94% | 304% | 14 | 50% | 0.9 |
|
| 2223 |
2223
Blue Chip Partners
Farmington Hills,
Michigan
| $473M | +$26.5M | +6% | 4.08% | 81.2% | 143 | 9.09% | 3.4 |
|
| 2224 |
2224
Verity & Verity
Beaufort,
South Carolina
| $472M | +$12.4M | +3% | 3.65% | 90.4% | 120 | 11.67% | 3.1 |
|
| 2225 |
2225
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $472M | -$175K | -0% | 1.07% | 48.1% | 44 | 4.55% | 3.6 |
|