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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Bremer Bank National Association
St Paul,
Minnesota
| $461M | +$10.6M | +2% | 8.31% | 37.4% | 224 | 4.91% | 0.7 |
|
| 2402 |
2402
AlphaStar Capital Management
Cornelius,
North Carolina
| $461M | +$41.4M | +10% | 5.57% | 69.5% | 220 | 5.91% | 1.4 |
|
| 2403 |
2403
Bayview Asset Management
Coral Gables,
Florida
| $459M | +$49.5M | +12% | 8% | 55.4% | 15 | 26.67% | 0.7 |
|
| 2404 |
2404
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $459M | +$19.7M | +4% | 6.59% | 100% | 1,187 | 6.82% | 3.9 |
|
| 2405 |
VCM
2405
Violich Capital Management
San Francisco,
California
| $458M | +$42.8M | +10% | 10.1% | 111% | 120 | 10.83% | 4.4 |
|
| 2406 |
2406
Parcion Private Wealth
Bellevue,
Washington
| $458M | – | – | 6.21% | 114% | 220 | – | 0 |
|
| 2407 |
2407
Academy Capital Management
Waco,
Texas
| $457M | +$9.47M | +2% | 8.31% | 71.2% | 39 | 2.56% | 3.7 |
|
| 2408 |
2408
RVW Wealth
Los Angeles,
California
| $457M | +$36.8M | +9% | 5.99% | 65.8% | 82 | 12.2% | 0.6 |
|
| 2409 |
2409
Gagnon Securities
New York
| $457M | +$34.3M | +8% | 14.2% | 129% | 103 | 17.48% | 2.9 |
|
| 2410 |
2410
Symmetry Peak Management
Radnor,
Pennsylvania
| $457M | +$243M | +114% | 27.6% | 320% | 207 | 72.95% | 0.3 |
|
| 2411 |
2411
Elm Partners Management
Philadelphia,
Pennsylvania
| $457M | +$14.9M | +3% | 6.6% | 46.9% | 42 | 4.76% | 0.8 |
|
| 2412 |
2412
Nalanda India Equity Fund
Mauritius
| $456M | +$37M | +9% | 8.83% | 30.2% | 1 | 0% | 1 |
|
| 2413 |
2413
KWMG LLC
Overland Park,
Kansas
| $456M | +$39.3M | +9% | 4.91% | 76.2% | 118 | 5.93% | 3.2 |
|
| 2414 |
2414
Bank Hapoalim BM
Tel Aviv,
Israel
| $456M | +$48.2M | +12% | 9.57% | 76.6% | 180 | 16.11% | 2.7 |
|
| 2415 |
2415
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $455M | – | – | 1.01% | 2.63% | 11 | – | 0 |
|
| 2416 |
2416
Makaira Partners
La Jolla,
California
| $455M | -$173M | -28% | 9.97% | 22% | 10 | 10% | 3.3 |
|
| 2417 |
2417
Dow Chemical Company
Midland,
Michigan
| $455M | +$6.64M | +1% | 4.24% | 29.4% | 17 | 17.65% | 4.3 |
|
| 2418 |
2418
EAM Investors
Solana Beach,
California
| $455M | +$76.5M | +20% | 60.2% | 6,012% | 364 | 70.33% | 0.3 |
|
| 2419 |
2419
MSD Partners
New York
| $454M | -$291M | -39% | 2.5% | 3.5% | 29 | 44.83% | 2 |
|
| 2420 |
2420
RBO & Co
Saint Helena,
California
| $454M | +$30.9M | +7% | 6.81% | 27.9% | 41 | 4.88% | 4.9 |
|
| 2421 |
GIM
2421
Greylin Investment Management
Orange,
Virginia
| $453M | +$34M | +8% | 11.4% | 52.1% | 75 | 9.33% | 3.8 |
|
| 2422 |
2422
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $453M | – | – | 8.09% | 81.9% | 115 | – | 0 |
|
| 2423 |
2423
Columbus Macro
New Castle,
Pennsylvania
| $452M | +$54.3M | +14% | 5.18% | 48.7% | 183 | 33.33% | 1 |
|
| 2424 |
2424
Symphony Asset Management
San Francisco,
California
| $452M | -$11.8M | -3% | 6.7% | 21.6% | 213 | 42.25% | 1.2 |
|
| 2425 |
2425
Cahaba Wealth Management
Atlanta,
Georgia
| $451M | +$32.5M | +8% | 4.9% | 48.7% | 81 | 11.11% | 1.7 |
|