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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $896M | +$11.1M | +1% | 1.92% | 59.5% | 128 | 9.38% | 6.2 |
|
| 2252 |
2252
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $896M | -$25.2M | -3% | 18.9% | 89.9% | 8 | 25% | 3.7 |
|
| 2253 |
WM
2253
WS Management
Jacksonville,
Florida
| $896M | -$182M | -17% | 6.11% | 309% | 58 | 44.83% | 3.8 |
|
| 2254 |
2254
North of South Capital
London,
United Kingdom
| $895M | +$71.8M | +9% | 20.6% | – | 22 | 27.27% | 0.5 |
|
| 2255 |
2255
Private Advisory Group
Redmond,
Washington
| $895M | +$2.37M | +0.3% | 5.74% | 177% | 245 | 34.69% | 1.8 |
|
| 2256 |
2256
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $895M | -$44M | -5% | 1.46% | 78.9% | 211 | 14.69% | 6.4 |
|
| 2257 |
2257
Arrow Financial
Glens Falls,
New York
| $894M | -$159M | -15% | 2.87% | 71.1% | 170 | 10.59% | 8.6 |
|
| 2258 |
2258
Waycross Partners
Louisville,
Kentucky
| $892M | +$120M | +16% | 6.09% | 98.4% | 67 | 11.94% | 3.1 |
|
| 2259 |
2259
GTCR LLC
Chicago,
Illinois
| $892M | -$148M | -14% | 10.5% | 6.7% | 3 | 0% | 4.3 |
|
| 2260 |
2260
Pacific Life Fund Advisors
Newport Beach,
California
| $891M | -$73M | -8% | 1.03% | 47.6% | 28 | 50% | 0.9 |
|
| 2261 |
2261
Ally Financial
Detroit,
Michigan
| $891M | +$71.2M | +9% | 1.37% | 9.35% | 121 | 21.49% | 2.1 |
|
| 2262 |
2262
Berkshire Money Management
Dalton,
Massachusetts
| $891M | -$28.6M | -3% | 3.81% | 61.8% | 103 | 17.48% | 1.7 |
|
| 2263 |
2263
Tremblant Capital Group
West Palm Beach,
Florida
| $890M | -$75.6M | -8% | 3.73% | 131% | 50 | 18% | 2.4 |
|
| 2264 |
2264
Stokes Family Office
New Orleans,
Louisiana
| $890M | -$46.8M | -5% | 0.68% | 68.1% | 260 | 16.54% | 3.2 |
|
| 2265 |
2265
Perennial Investment Advisors
Los Angeles,
California
| $889M | +$40.2M | +5% | 3.95% | 84.3% | 471 | 21.44% | 2.2 |
|
| 2266 |
2266
Heck Capital Advisors
Rhinelander,
Wisconsin
| $889M | -$1.45B | -62% | 1.68% | 67% | 829 | 73.82% | 2.7 |
|
| 2267 |
2267
Tanglewood Wealth Management
Houston,
Texas
| $889M | +$20.9M | +2% | 3.46% | 64.6% | 37 | 10.81% | 3.6 |
|
| 2268 |
2268
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $888M | -$19M | -2% | 1.72% | 66.7% | 212 | 5.66% | 6.5 |
|
| 2269 |
2269
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $888M | -$66.9M | -7% | 2.13% | 77.5% | 167 | 4.79% | 8.6 |
|
| 2270 |
2270
General Catalyst Group Management
Cambridge,
Massachusetts
| $888M | -$254M | -22% | 12.6% | 161% | 12 | 16.67% | 2.5 |
|
| 2271 |
2271
Prospector Partners
Guilford,
Connecticut
| $887M | -$13.9M | -2% | 2.75% | 53.6% | 106 | 21.7% | 4.8 |
|
| 2272 |
2272
Allen Capital Group
Grand Island,
Nebraska
| $886M | +$52.2M | +6% | 1.08% | 62.8% | 249 | 14.06% | 1.6 |
|
| 2273 |
2273
Carret Asset Management
New York
| $885M | -$27.8M | -3% | 0.94% | 106% | 287 | 5.57% | 7.9 |
|
| 2274 |
2274
Suncoast Equity Management
Tampa,
Florida
| $885M | -$10.9M | -1% | 3.68% | 96.1% | 84 | 11.9% | 3.2 |
|
| 2275 |
2275
MMBG Investment Advisors
Miami,
Florida
| $885M | -$56.9M | -6% | 5.36% | 118% | 172 | 10.47% | 2.4 |
|