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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
NRA
2376
NSI Retail Advisors
Warrendale,
Pennsylvania
| $708M | – | – | 6.88% | 26.2% | 53 | – | 0 |
|
| 2377 |
2377
Stokes Family Office
New Orleans,
Louisiana
| $707M | +$63.4M | +10% | 6.29% | 68.1% | 226 | 16.37% | 1 |
|
| 2378 |
2378
Column Group
San Francisco,
California
| $707M | -$337M | -32% | 8.63% | 95.1% | 6 | 16.67% | 0.5 |
|
| 2379 |
2379
Beacon Financial Group
Dallas,
Texas
| $706M | +$67.3M | +11% | 4.87% | 66.6% | 212 | 9.43% | 3.9 |
|
| 2380 |
2380
Whitegate Investment Counselors
Concord,
New Hampshire
| $706M | +$50.2M | +8% | 5.6% | 48% | 226 | 6.64% | 4.2 |
|
| 2381 |
2381
Biglari Capital Corp
San Antonio,
Texas
| $706M | +$6.67M | +1% | 3.42% | 72.7% | 10 | 0% | 4.2 |
|
| 2382 |
2382
Willis Johnson & Associates
Houston,
Texas
| $706M | +$52.7M | +8% | 5.13% | 50.9% | 102 | 15.69% | 0.4 |
|
| 2383 |
2383
Perpetual Investment Management
Sydney,
Australia
| $705M | +$103M | +17% | 5.92% | – | 248 | 29.44% | 0.4 |
|
| 2384 |
2384
Longfellow Investment Management
Boston,
Massachusetts
| $704M | -$128M | -15% | 8.66% | 45.9% | 519 | 16.57% | 0.4 |
|
| 2385 |
2385
Gagnon Securities
New York
| $704M | +$47.6M | +7% | 9.01% | 129% | 118 | 14.41% | 2.6 |
|
| 2386 |
JC
2386
Joho Capital
New York
| $704M | +$59.9M | +9% | 6.95% | 80.2% | 22 | 4.55% | 1 |
|
| 2387 |
2387
Insight Wealth Strategies
San Ramon,
California
| $704M | -$42.7M | -6% | 5.32% | 83.5% | 242 | 33.88% | 1.4 |
|
| 2388 |
2388
Stanley-Laman Group
Berwyn,
Pennsylvania
| $703M | +$97.6M | +16% | 10.6% | 114% | 254 | 8.66% | 1.5 |
|
| 2389 |
2389
Snow Capital Management
Sewickley,
Pennsylvania
| $703M | +$13.8M | +2% | 4.03% | 58.5% | 150 | 16% | 2.5 |
|
| 2390 |
AC
2390
AMS Capital
Sao Paulo,
Brazil
| $702M | +$69.2M | +11% | 7.58% | 63.1% | 32 | 21.88% | 0.8 |
|
| 2391 |
2391
Artemis Wealth Advisors
New York
| $702M | +$62.7M | +10% | 9.24% | 174% | 90 | 23.33% | 1.7 |
|
| 2392 |
2392
Blue Chip Partners
Farmington Hills,
Michigan
| $701M | +$49.4M | +8% | 6.65% | 81.2% | 165 | 7.88% | 3.5 |
|
| 2393 |
2393
Heritage Trust
Oklahoma City,
Oklahoma
| $700M | +$43.9M | +7% | 7.09% | – | 246 | 7.72% | 2.6 |
|
| 2394 |
2394
LaFleur & Godfrey
Grand Rapids,
Michigan
| $699M | +$185M | +36% | 6.11% | 85.2% | 122 | 29.51% | 3.1 |
|
| 2395 |
OCMI
2395
Oaktop Capital Management II
Chatham,
New Jersey
| $699M | +$50.2M | +8% | 10.8% | 451% | 16 | 0% | 5.3 |
|
| 2396 |
2396
Kahn Brothers Group
New York
| $698M | +$52.3M | +8% | 9.61% | 53.4% | 43 | 2.33% | 5.3 |
|
| 2397 |
2397
Freemont Management
Vaud,
Switzerland
| $697M | +$84.8M | +14% | 8.16% | 113% | 84 | 17.86% | 0.4 |
|
| 2398 |
2398
Circle Wealth Management
Summit,
New Jersey
| $696M | +$69.5M | +11% | 8.9% | 71.8% | 179 | 11.73% | 1.9 |
|
| 2399 |
2399
Criteria Caixa
Barcelona,
Spain
| $696M | +$66.2M | +10% | 5.36% | 35.5% | 45 | 35.56% | 0.8 |
|
| 2400 |
2400
Matrix Asset Advisors
White Plains,
New York
| $696M | +$25.3M | +4% | 5.85% | 84.9% | 94 | 19.15% | 3.9 |
|