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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
Salomon & Ludwin
Richmond,
Virginia
| $690M | -$16.8M | -2% | 4.56% | 58.7% | 123 | 9.76% | 1.7 |
|
| 2402 |
2402
Mudrick Capital Management
New York
| $689M | -$38.9M | -5% | 23.3% | 212% | 13 | 15.38% | 1.3 |
|
| 2403 |
2403
Tensile Capital Management
Larkspur,
California
| $688M | -$144M | -17% | 9.14% | 47.7% | 18 | 11.11% | 2.6 |
|
| 2404 |
KCM
2404
Karp Capital Management
Sausalito,
California
| $687M | -$111M | -14% | 2.25% | 21.3% | 174 | 35.63% | 2 |
|
| 2405 |
2405
Private Capital Advisors
Darien,
Connecticut
| $687M | +$59.9M | +10% | 0.83% | 132% | 108 | 23.15% | 3.9 |
|
| 2406 |
2406
Penobscot Investment Management
Boston,
Massachusetts
| $686M | -$55.1M | -7% | 5.83% | 114% | 250 | 8% | 5.2 |
|
| 2407 |
2407
Graticule Asia Macro Advisors
New York
| $686M | +$470M | +218% | 17.7% | – | 109 | 61.47% | 0.4 |
|
| 2408 |
2408
Private Capital Management (Florida)
Naples,
Florida
| $686M | +$9.15M | +1% | 3.89% | 118% | 119 | 66.39% | 1.4 |
|
| 2409 |
2409
Strategic Global Advisors
Newport Beach,
California
| $685M | -$89.6M | -12% | 3.65% | 137% | 148 | 16.22% | 1.9 |
|
| 2410 |
2410
Symmetry Investments
St Helier,
Jersey
| $684M | +$362M | +113% | 4.45% | 148% | 153 | 75.16% | 0.3 |
|
| 2411 |
2411
German American Bancorp
Jasper,
Indiana
| $684M | -$29.4M | -4% | 4.95% | 92.3% | 108 | 14.81% | 2.5 |
|
| 2412 |
2412
CKW Financial Group
Honolulu,
Hawaii
| $684M | +$28.3M | +4% | 5.57% | 70.3% | 255 | 24.31% | 4.5 |
|
| 2413 |
2413
Litman Gregory Wealth Management
Larkspur,
California
| $683M | +$94.8M | +16% | 5.56% | 55.5% | 84 | 40.48% | 4 |
|
| 2414 |
2414
Main Street Financial Solutions
Newtown,
Pennsylvania
| $683M | -$24.3M | -3% | 2.94% | 75.4% | 495 | 16.36% | 1 |
|
| 2415 |
2415
Apriem Advisors
Irvine,
California
| $682M | -$25.1M | -4% | 4.71% | 74.3% | 161 | 14.29% | 4.3 |
|
| 2416 |
2416
F3Logic
Burnsville,
Minnesota
| $681M | -$175M | -20% | 5.78% | 11.8% | 255 | 23.14% | 1.9 |
|
| 2417 |
2417
Mark Asset Management
New York
| $680M | -$199M | -23% | 5.86% | 325% | 61 | 40.98% | 2.1 |
|
| 2418 |
ACM
2418
Aquilo Capital Management
San Francisco,
California
| $680M | -$201M | -23% | 25.2% | 6.84% | 15 | 13.33% | 1.7 |
|
| 2419 |
AAA
2419
Adams Asset Advisors
Dallas,
Texas
| $680M | +$131M | +24% | 34.8% | 66.8% | 79 | 8.86% | 3.8 |
|
| 2420 |
2420
Estabrook Capital Management
New York
| $680M | -$24.6M | -3% | 0.49% | 87.2% | 457 | 10.5% | 4.6 |
|
| 2421 |
2421
Adero Partners
Pleasanton,
California
| $680M | +$70.2M | +12% | 9.16% | 27.7% | 167 | 13.17% | 1.2 |
|
| 2422 |
2422
Thompson Investment Management
Madison,
Wisconsin
| $680M | -$25.9M | -4% | 2.21% | 100% | 202 | 8.42% | 4.9 |
|
| 2423 |
2423
North Point Portfolio Managers
Orange Village,
Ohio
| $679M | -$83.6M | -11% | 8.93% | 72.8% | 83 | 8.43% | 4.8 |
|
| 2424 |
2424
Insight Wealth Strategies
San Ramon,
California
| $678M | -$23.5M | -3% | 3.35% | 83.5% | 170 | 20% | 2 |
|
| 2425 |
VCM
2425
Violich Capital Management
San Francisco,
California
| $677M | -$19M | -3% | 0.37% | 111% | 125 | 12.8% | 5 |
|