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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Twele Capital Management
Minnetonka,
Minnesota
| $456M | +$24.9M | +6% | 7.73% | 37.1% | 47 | 4.26% | 4.5 |
|
| 2277 |
AH
2277
Aviva Holdings
New Providence,
Bahamas
| $456M | +$139M | +44% | 49.5% | 36.5% | 7 | 14.29% | 1.5 |
|
| 2278 |
2278
SNS Financial Group
Minneapolis,
Minnesota
| $455M | +$51.3M | +13% | 10.1% | 54.2% | 210 | 16.67% | 2.3 |
|
| 2279 |
2279
HSG Holding
Na,
Hong Kong
| $455M | +$193M | +73% | 31.4% | 2.94% | 10 | 30% | 1.9 |
|
| 2280 |
2280
Tanglewood Wealth Management
Houston,
Texas
| $455M | +$56.4M | +14% | 10.7% | 64.6% | 16 | 6.25% | 2.1 |
|
| 2281 |
2281
Cabot Wealth Management
Salem,
Massachusetts
| $455M | +$45.3M | +11% | 12.6% | 69.3% | 132 | 5.3% | 3.3 |
|
| 2282 |
2282
Cornerstone Advisory
Hunt Valley,
Maryland
| $455M | +$73.4M | +19% | 11.9% | 53.5% | 158 | 11.39% | 2.1 |
|
| 2283 |
2283
Tandem Investment Advisors
Charleston,
South Carolina
| $454M | +$68.4M | +18% | 11.6% | 10.4% | 73 | 10.96% | 1.6 |
|
| 2284 |
2284
First American Trust
Santa Ana,
California
| $453M | +$56M | +14% | 12.5% | 84.6% | 120 | 11.67% | 3 |
|
| 2285 |
2285
Sun Life Financial
Toronto,
Ontario, Canada
| $453M | -$21.1M | -4% | 13.5% | 65.7% | 639 | 8.76% | 1.9 |
|
| 2286 |
NFAM
2286
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $453M | +$137M | +43% | 20.7% | 104% | 99 | 78.79% | 0.2 |
|
| 2287 |
2287
Pacific Global Investment Management
Glendale,
California
| $453M | +$52.6M | +13% | 13.5% | 48% | 221 | 6.79% | 4.1 |
|
| 2288 |
2288
Mark Asset Management
New York
| $453M | +$82.7M | +22% | 21.7% | 325% | 69 | 36.23% | 1.8 |
|
| 2289 |
2289
Summit Partners
Boston,
Massachusetts
| $452M | -$189M | -30% | 14% | 23.2% | 7 | 0% | 2.7 |
|
| 2290 |
HI
2290
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $452M | +$51.2M | +13% | 17.4% | 37.9% | 118 | 16.1% | 1.9 |
|
| 2291 |
2291
Berkshire Money Management
Dalton,
Massachusetts
| $452M | +$50.2M | +12% | 12.3% | 61.8% | 32 | 15.63% | 2.1 |
|
| 2292 |
2292
Hikari Tsushin Inc
Tokyo,
Japan
| $451M | +$19.6M | +5% | 5.65% | 59.5% | 56 | 7.14% | 2.5 |
|
| 2293 |
2293
Suncoast Equity Management
Tampa,
Florida
| $451M | +$71.1M | +19% | 18.3% | 82.9% | 46 | 13.04% | 2.2 |
|
| 2294 |
CCP
2294
Caymus Capital Partners
The Woodlands,
Texas
| $450M | -$9.3M | -2% | 14.6% | 57.3% | 27 | 40.74% | 0.9 |
|
| 2295 |
2295
Jaffetilchin Investment Partners
Tampa,
Florida
| $450M | +$49.9M | +12% | 11.1% | 88.1% | 326 | 35.28% | 1.1 |
|
| 2296 |
2296
Avidian Wealth Enterprises
Houston,
Texas
| $450M | +$163M | +57% | 12.2% | 71.7% | 143 | 42.66% | 1.2 |
|
| 2297 |
2297
Western Wealth Management
Golden,
Colorado
| $449M | +$77.5M | +21% | 11.8% | 82.6% | 403 | 19.35% | 0.2 |
|
| 2298 |
2298
First Interstate Bank
Billings,
Montana
| $448M | +$43.8M | +11% | 13% | 49.7% | 705 | 16.17% | 2.5 |
|
| 2299 |
2299
University of Notre Dame du Lac
South Bend,
Indiana
| $448M | +$35M | +8% | 19.4% | – | 75 | 28% | 1.1 |
|
| 2300 |
OFM
2300
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $448M | -$82.6M | -16% | 1.48% | 8.26% | 14 | 57.14% | 0.9 |
|