We are live on
!
Find out more
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2376 |
SFO
2376
Stokes Family Office
New Orleans,
Louisiana
| $707M | +$63.4M | +10% | 6.29% | 68.1% | 226 | 16.37% |
|
| 2377 |
CG
2377
Column Group
San Francisco,
California
| $707M | -$337M | -32% | 8.63% | 95.1% | 6 | 16.67% |
|
| 2378 |
BFG
2378
Beacon Financial Group
Dallas,
Texas
| $706M | +$67.3M | +11% | 4.87% | 60.3% | 212 | 9.43% |
|
| 2379 |
WIC
2379
Whitegate Investment Counselors
Concord,
New Hampshire
| $706M | +$50.2M | +8% | 5.6% | 48% | 226 | 6.64% |
|
| 2380 |
BCC
2380
Biglari Capital Corp
San Antonio,
Texas
| $706M | +$6.67M | +1% | 3.42% | 72.7% | 10 | 0% |
|
| 2381 |
WJA
2381
Willis Johnson & Associates
Houston,
Texas
| $706M | +$52.7M | +8% | 5.13% | 50.9% | 102 | 15.69% |
|
| 2382 |
PIM
2382
Perpetual Investment Management
Sydney,
Australia
| $705M | +$103M | +17% | 5.92% | – | 248 | 29.44% |
|
| 2383 |
LIM
2383
Longfellow Investment Management
Boston,
Massachusetts
| $704M | -$128M | -15% | 8.66% | 45.9% | 519 | 16.57% |
|
| 2384 |
GS
2384
Gagnon Securities
New York
| $704M | +$47.6M | +7% | 9.01% | 129% | 118 | 14.41% |
|
| 2385 |
JC
2385
Joho Capital
New York
| $704M | +$59.9M | +9% | 6.95% | 80.2% | 22 | 4.55% |
|
| 2386 |
IWS
2386
Insight Wealth Strategies
San Ramon,
California
| $704M | -$42.7M | -6% | 5.32% | 79.5% | 242 | 33.88% |
|
| 2387 |
SLG
2387
Stanley-Laman Group
Berwyn,
Pennsylvania
| $703M | +$97.6M | +16% | 10.6% | 124% | 254 | 8.66% |
|
| 2388 |
SCM
2388
Snow Capital Management
Sewickley,
Pennsylvania
| $703M | +$13.8M | +2% | 4.03% | 58.5% | 150 | 16% |
|
| 2389 |
AC
2389
AMS Capital
Sao Paulo,
Brazil
| $702M | +$69.2M | +11% | 7.58% | 63.1% | 32 | 21.88% |
|
| 2390 |
AWA
2390
Artemis Wealth Advisors
New York
| $702M | +$62.7M | +10% | 9.24% | 174% | 90 | 23.33% |
|
| 2391 |
BCP
2391
Blue Chip Partners
Farmington Hills,
Michigan
| $701M | +$49.4M | +8% | 6.65% | 81.2% | 165 | 7.88% |
|
| 2392 |
HT
2392
Heritage Trust
Oklahoma City,
Oklahoma
| $700M | +$43.9M | +7% | 7.09% | – | 246 | 7.72% |
|
| 2393 |
LG
2393
LaFleur & Godfrey
Grand Rapids,
Michigan
| $699M | +$185M | +36% | 6.11% | 85.2% | 122 | 29.51% |
|
| 2394 |
OCMI
2394
Oaktop Capital Management II
Chatham,
New Jersey
| $699M | +$50.2M | +8% | 10.8% | 451% | 16 | 0% |
|
| 2395 |
KBG
2395
Kahn Brothers Group
New York
| $698M | +$52.3M | +8% | 9.61% | 53.4% | 43 | 2.33% |
|
| 2396 |
FM
2396
Freemont Management
Vaud,
Switzerland
| $697M | +$84.8M | +14% | 8.16% | 113% | 84 | 17.86% |
|
| 2397 |
CWM
2397
Circle Wealth Management
Summit,
New Jersey
| $696M | +$69.5M | +11% | 8.9% | 71.8% | 179 | 11.73% |
|
| 2398 |
CC
2398
Criteria Caixa
Barcelona,
Spain
| $696M | +$67.9M | +11% | 5.36% | 35.5% | 45 | 35.56% |
|
| 2399 |
MAA
2399
Matrix Asset Advisors
White Plains,
New York
| $696M | +$25.3M | +4% | 5.85% | 76.9% | 94 | 19.15% |
|
| 2400 |
CLCM
2400
Center Lake Capital Management
West Palm Beach,
Florida
| $696M | +$155M | +29% | 18.3% | 98.3% | 23 | 39.13% |
|