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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
Arax Advisory Partners
Denver,
Colorado
| $634M | -$26.5M | -4% | 4.21% | 64.7% | 1,296 | 17.98% | 2.2 |
|
| 2202 |
2202
Dow Chemical Company
Midland,
Michigan
| $634M | +$331M | +110% | 8.19% | 29.4% | 11 | 36.36% | 1.3 |
|
| 2203 |
2203
J. Safra Asset Management
New York
| $632M | -$12.3M | -2% | 4.38% | 84.3% | 94 | 10.64% | 0.8 |
|
| 2204 |
2204
Randolph Company
Cincinnati,
Ohio
| $632M | -$28.8M | -4% | 4.26% | 127% | 50 | 12% | 2.9 |
|
| 2205 |
2205
Greenwood Gearhart
Fayetteville,
Arkansas
| $630M | +$835K | +0.1% | 3.45% | 70.6% | 97 | 9.28% | 3.9 |
|
| 2206 |
2206
Castle Hook Partners
New York
| $630M | -$2.16B | -77% | 7.19% | 1,120% | 54 | 31.48% | 0.9 |
|
| 2207 |
2207
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $629M | -$72.5M | -10% | 3.47% | – | 61 | 13.11% | 1.3 |
|
| 2208 |
2208
RGT Wealth Advisors
Dallas,
Texas
| $627M | +$31.9M | +5% | 6.49% | 9.35% | 137 | 27.01% | 1.3 |
|
| 2209 |
ASM
2209
ATW SPAC Management
New York
| $627M | -$70.5M | -10% | 0.79% | 68.7% | 344 | 19.48% | 0.6 |
|
| 2210 |
2210
Core Alternative Capital
Peachtree Corners,
Georgia
| $627M | +$204M | +48% | 3.5% | 74.5% | 447 | 5.59% | 0.9 |
|
| 2211 |
2211
Pekin Hardy Strauss
Chicago,
Illinois
| $627M | -$82M | -12% | 3.33% | 102% | 340 | 13.82% | 3.5 |
|
| 2212 |
2212
Pictet North America Advisors
Geneva 73,
Switzerland
| $627M | -$128M | -17% | 8.77% | 67.7% | 146 | 8.22% | 3.6 |
|
| 2213 |
2213
Essex Investment Management
Boston,
Massachusetts
| $627M | +$7.5M | +1% | 5.37% | 370% | 446 | 13% | 2.8 |
|
| 2214 |
WCM
2214
Woodson Capital Management
Greenwich,
Connecticut
| $626M | -$96.5M | -13% | 2.4% | 235% | 46 | 15.22% | 1.3 |
|
| 2215 |
2215
Litman Gregory Wealth Management
Larkspur,
California
| $625M | -$54.4M | -8% | 6.71% | 55.5% | 93 | 21.51% | 3.1 |
|
| 2216 |
2216
Coastline Trust
Providence,
Rhode Island
| $625M | -$51M | -8% | 4.88% | 106% | 325 | 10.77% | 6.4 |
|
| 2217 |
2217
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $625M | -$109M | -15% | 5.89% | 39.2% | 986 | 83.87% | 1.7 |
|
| 2218 |
2218
Anderson Hoagland & Co
St Louis,
Missouri
| $625M | -$41.2M | -6% | 4.59% | 104% | 123 | 14.63% | 2.7 |
|
| 2219 |
2219
Hudson Valley Investment Advisors
Goshen,
New York
| $623M | -$19M | -3% | 4.69% | 102% | 236 | 19.07% | 4.2 |
|
| 2220 |
2220
Commodore Capital
New York
| $622M | +$149M | +31% | 36.2% | 2,121% | 34 | 41.18% | 0.7 |
|
| 2221 |
2221
St. James Investment Company
Southlake,
Texas
| $622M | +$10M | +2% | 6.98% | 43.8% | 31 | 6.45% | 3.1 |
|
| 2222 |
2222
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $621M | -$316M | -34% | 3.56% | 241% | 19 | 15.79% | 1.1 |
|
| 2223 |
2223
Verity & Verity
Beaufort,
South Carolina
| $621M | -$31.9M | -5% | 6.79% | 90.4% | 102 | 6.86% | 4.9 |
|
| 2224 |
2224
Mayflower Financial Advisors
Boston,
Massachusetts
| $621M | -$32M | -5% | 6.59% | 68.7% | 356 | 10.39% | 1.4 |
|
| 2225 |
2225
Metis Global Partners
San Diego,
California
| $621M | -$4.48M | -0.7% | 4.51% | 117% | 556 | 10.61% | 0.6 |
|