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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 |
TFS
2276
Thoroughbred Financial Services
Brentwood,
Tennessee
| $677M | +$65M | +11% | 10.5% | 166% | 422 | 12.56% | 2.1 |
|
| 2277 |
2277
Canyon Capital Advisors
Dallas,
Texas
| $677M | -$225M | -25% | 4.2% | 78% | 35 | 22.86% | 1.6 |
|
| 2278 |
2278
Pine Valley Investments
Marlton,
New Jersey
| $676M | – | – | 6.76% | 93.9% | 318 | – | 0 |
|
| 2279 |
2279
St. James Investment Company
Southlake,
Texas
| $676M | +$12.8M | +2% | 0.06% | 43.8% | 30 | 16.67% | 3.3 |
|
| 2280 |
2280
Redwood Capital Management
New York
| $676M | -$150M | -18% | 0.29% | 313% | 38 | 13.16% | 2.9 |
|
| 2281 |
2281
TRUE Private Wealth Advisors
Salem,
Oregon
| $676M | +$26.5M | +4% | 5.26% | 89.2% | 254 | 21.26% | 3.6 |
|
| 2282 |
VS
2282
VK Services
Menlo Park,
California
| $676M | +$108M | +19% | 37.3% | 1,605% | 11 | 27.27% | 1.1 |
|
| 2283 |
2283
Ally Financial
Detroit,
Michigan
| $676M | +$34M | +5% | 11.5% | 9.35% | 107 | 20.56% | 2.5 |
|
| 2284 |
2284
Coastline Trust
Providence,
Rhode Island
| $675M | +$3.97M | +0.6% | 5.11% | 106% | 295 | 8.81% | 6.5 |
|
| 2285 |
2285
First Ascent Asset Management
Denver,
Colorado
| $675M | +$21M | +3% | 5.08% | 4.15% | 72 | 9.72% | 1.4 |
|
| 2286 |
2286
Browning West
Los Angeles,
California
| $674M | +$136M | +25% | 17% | 96.8% | 2 | 0% | 2.3 |
|
| 2287 |
2287
First American Trust
Santa Ana,
California
| $674M | +$28.6M | +4% | 7.69% | 84.6% | 164 | 11.59% | 4 |
|
| 2288 |
TAM
2288
Telemark Asset Management
Boston,
Massachusetts
| $673M | +$14M | +2% | 12.1% | 329% | 47 | 31.91% | 1.8 |
|
| 2289 |
2289
Angeles Wealth Management
Santa Monica,
California
| $672M | +$101M | +18% | 7.82% | 80.6% | 227 | 15.86% | 0.8 |
|
| 2290 |
2290
New England Asset Management
Farmington,
Connecticut
| $672M | -$4.76B | -88% | 2.42% | 55.6% | 121 | 19.83% | 6.4 |
|
| 2291 |
2291
Smith Anglin Financial
Dallas,
Texas
| $671M | +$142M | +27% | 5.45% | 52.8% | 179 | 20.67% | 1.3 |
|
| 2292 |
2292
Tang Capital Management
San Diego,
California
| $671M | -$17.2M | -2% | 2.99% | 493% | 127 | 48.82% | 0.5 |
|
| 2293 |
2293
Heartwood Wealth Advisors
Richmond,
Virginia
| $671M | +$32.4M | +5% | 4.02% | 59.4% | 141 | 17.02% | 1.8 |
|
| 2294 |
2294
Silchester International Investors
London,
United Kingdom
| $671M | -$9.02M | -1% | 0.41% | 53.9% | 2 | 0% | 7.8 |
|
| 2295 |
2295
Column Capital Advisors
Indianapolis,
Indiana
| $670M | +$67.5M | +11% | 5.51% | 20.4% | 892 | 12.33% | 2.3 |
|
| 2296 |
2296
Leo Brokerage
Hurst,
Texas
| $670M | – | – | 4.98% | – | 298 | – | 1 |
|
| 2297 |
2297
World Equity Group
Schaumburg,
Illinois
| $670M | +$248M | +59% | 7.86% | 117% | 606 | 61.88% | 0.4 |
|
| 2298 |
2298
Harbor Investment Advisory
Lutherville,
Maryland
| $669M | +$29.1M | +5% | 7.56% | 97.5% | 1,384 | 7.59% | 2.5 |
|
| 2299 |
2299
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $669M | +$40.1M | +6% | 5.31% | 59.5% | 114 | 7.02% | 5.4 |
|
| 2300 |
2300
ICICI Prudential Asset Management
Mumbai,
India
| $669M | +$22.5M | +3% | 9.81% | 62.1% | 156 | 8.97% | 1.4 |
|