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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 |
2376
Fortis Capital Management
Bellevue,
Washington
| $977M | +$221M | +29% | 8.04% | 82% | 232 | 18.97% | 2 |
|
| 2377 |
2377
PSG Equity
Boston,
Massachusetts
| $977M | -$58.1M | -6% | 5.62% | 13.7% | 1 | 0% | 4.3 |
|
| 2378 |
2378
Berkshire Money Management
Dalton,
Massachusetts
| $976M | -$71.8M | -7% | 2.56% | 61.8% | 136 | 65.44% | 3.7 |
|
| 2379 |
KL
2379
KIM LLC
Wichita,
Kansas
| $976M | -$259M | -21% | 2.51% | 51.1% | 68 | 8.82% | 0.9 |
|
| 2380 |
2380
UNICOM Systems
Las Vegas,
Nevada
| $976M | -$47.2M | -5% | 2.5% | – | 33 | 36.36% | 0.6 |
|
| 2381 |
2381
Gryphon Financial Partners
Columbus,
Ohio
| $976M | +$41.1M | +4% | 2.65% | 111% | 379 | 16.36% | 3 |
|
| 2382 |
2382
Dymon Asia Capital (Singapore)
Singapore
| $976M | -$53.6M | -5% | 20.2% | 291% | 334 | 66.17% | 0.3 |
|
| 2383 |
2383
Viking Fund Management
Minot,
North Dakota
| $976M | +$113M | +13% | 12.9% | 105% | 153 | 17.65% | 4.3 |
|
| 2384 |
2384
Abu Dhabi Investment Council
Abu Dhabi,
United Arab Emirates
| $975M | – | – | 3.99% | – | 25 | – | 0 |
|
| 2385 |
2385
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $974M | -$67.7M | -6% | 0.38% | 59.5% | 947 | 20.38% | 1.5 |
|
| 2386 |
2386
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $974M | -$22M | -2% | 7.68% | 70.5% | 230 | 39.57% | 2.2 |
|
| 2387 |
2387
Two Creeks Capital Management
New York
| $974M | -$246M | -20% | 10.9% | 38.8% | 30 | 40% | 2.3 |
|
| 2388 |
2388
Stansberry Asset Management
Westlake,
Texas
| $973M | -$14.6M | -1% | 0.8% | 79.6% | 153 | 13.07% | 2.5 |
|
| 2389 |
2389
Jackson Wealth Management
Lake Mary,
Florida
| $972M | -$54.9M | -5% | 2.85% | 72.1% | 152 | 5.26% | 2 |
|
| 2390 |
2390
Cutler Investment Counsel
Jacksonville,
Oregon
| $971M | +$9.8M | +1% | 2.94% | 61.8% | 152 | 9.21% | 5.4 |
|
| 2391 |
2391
Mane Global Capital Management
New York
| $971M | -$891M | -48% | 3.09% | 423% | 86 | 60.47% | 0.6 |
|
| 2392 |
2392
Cascade Financial Partners
San Diego,
California
| $970M | -$16.4M | -2% | 3.57% | – | 288 | 14.58% | 1.6 |
|
| 2393 |
2393
Liberty One Investment Management
Libertyville,
Illinois
| $970M | +$187M | +24% | 5.18% | 40.3% | 166 | 19.88% | 3.5 |
|
| 2394 |
2394
Parkman Healthcare Partners
Stamford,
Connecticut
| $970M | -$80.8M | -8% | 3.4% | 306% | 117 | 37.61% | 1.4 |
|
| 2395 |
2395
Stokes Family Office
New Orleans,
Louisiana
| $969M | -$124M | -11% | 0.05% | 68.1% | 323 | 18.58% | 3.4 |
|
| 2396 |
2396
Bensler
Bellevue,
Washington
| $969M | -$29.9M | -3% | 0.77% | 106% | 206 | 13.11% | 2.4 |
|
| 2397 |
2397
Intrua Financial
Houston,
Texas
| $969M | +$20.8M | +2% | 0.6% | 77.4% | 487 | 11.29% | 2.7 |
|
| 2398 |
2398
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $968M | +$10.3M | +1% | 1.66% | 84.5% | 2,880 | 9.44% | 0.8 |
|
| 2399 |
2399
WNY Asset Management
Williamsville,
New York
| $967M | – | – | 0.74% | – | 249 | – | 2.8 |
|
| 2400 |
2400
Great Lakes Retirement
Sandusky,
Ohio
| $967M | +$4.97M | +0.5% | 0.69% | 118% | 237 | 16.46% | 2.6 |
|