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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
SCM
2301
Somerset Capital Management
London,
United Kingdom
| $498M | +$65.2M | +15% | 9.46% | 7.5% | 19 | 15.79% | 3.2 |
|
| 2302 |
2302
Bristlecone Advisors
Bellevue,
Washington
| $498M | +$87.5M | +21% | 8.95% | 103% | 199 | 32.66% | 1.8 |
|
| 2303 |
2303
Campbell Wealth Management
Alexandria,
Virginia
| $498M | +$47.8M | +11% | 6.07% | 11.2% | 67 | 5.97% | 0.8 |
|
| 2304 |
2304
Calton & Associates
Tampa,
Florida
| $498M | +$47.5M | +11% | 7.55% | 73.9% | 401 | 24.94% | 1 |
|
| 2305 |
2305
Greenwich Wealth Management
Greenwich,
Connecticut
| $497M | -$15.2M | -3% | 8.26% | 198% | 199 | 13.57% | 3.5 |
|
| 2306 |
2306
Angeles Investment Advisors
Santa Monica,
California
| $497M | +$33.3M | +7% | 8.09% | 78.3% | 90 | 22.22% | 0.5 |
|
| 2307 |
2307
De Burlo Group
Boston,
Massachusetts
| $495M | +$50.8M | +11% | 13% | 147% | 95 | 32.63% | 3.1 |
|
| 2308 |
2308
Crake Asset Management
London,
United Kingdom
| $495M | – | – | 18.3% | 52.7% | 14 | – | 0 |
|
| 2309 |
2309
Camden National Bank
Camden,
Maine
| $494M | +$34.2M | +7% | 5% | 48.8% | 146 | 21.23% | 1.7 |
|
| 2310 |
2310
Osborne Partners Capital Management
San Francisco,
California
| $494M | -$3.97M | -0.8% | 9.96% | 60.8% | 165 | 8.48% | 4.9 |
|
| 2311 |
2311
Barber Financial Group
Lenexa,
Kansas
| $494M | +$23.3M | +5% | 5% | 39% | 154 | 9.09% | 1.7 |
|
| 2312 |
2312
Antara Capital
New York
| $494M | +$278M | +129% | 7.01% | 39.8% | 54 | 70.37% | 0.2 |
|
| 2313 |
2313
Deltec Asset Management
New York
| $493M | +$95.4M | +24% | 9.02% | 127% | 203 | 33.5% | 2 |
|
| 2314 |
2314
Toth Financial Advisory
Leesburg,
Virginia
| $493M | +$36.6M | +8% | 8.13% | 90.4% | 546 | 25.64% | 2 |
|
| 2315 |
2315
Oakbrook Investments
Lisle,
Illinois
| $491M | -$1.05B | -68% | 9.62% | 26.1% | 648 | 18.21% | 2.6 |
|
| 2316 |
2316
Bain Capital Venture Investors
Boston,
Massachusetts
| $491M | +$43.4M | +10% | 13.4% | 34.2% | 5 | 20% | 1.4 |
|
| 2317 |
2317
Peconic Partners
New York
| $490M | +$60.3M | +14% | 9.7% | 300% | 86 | 58.14% | 1.2 |
|
| 2318 |
2318
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $490M | +$25.8M | +6% | 6.15% | 58.7% | 30 | 3.33% | 4 |
|
| 2319 |
2319
Van Cleef Asset Management
Beachwood,
Ohio
| $490M | +$36.2M | +8% | 8.42% | 104% | 120 | 8.33% | 4.6 |
|
| 2320 |
2320
Perigon Wealth Management
San Francisco,
California
| $490M | +$64.2M | +15% | 10.2% | 104% | 288 | 22.22% | 2.2 |
|
| 2321 |
2321
Adams Street Partners
Chicago,
Illinois
| $490M | -$10.7M | -2% | 11.3% | 399% | 20 | 45% | 1.1 |
|
| 2322 |
2322
WBH Advisory
Baltimore,
Maryland
| $489M | +$43.8M | +10% | 7.46% | 57.6% | 252 | 9.13% | 4.4 |
|
| 2323 |
2323
Michael & Susan Dell Foundation
New York
| $489M | +$384M | +365% | 8.21% | 238% | 31 | 96.77% | 0.2 |
|
| 2324 |
2324
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $488M | – | – | 11.9% | 36.4% | 12 | – | 0 |
|
| 2325 |
HH
2325
Hernani Holdings
Jackson,
Wyoming
| $488M | – | – | 6.33% | – | 4 | – | 0 |
|