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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
J.V. Bruni & Co
Colorado Springs,
Colorado
| $1.1B | +$138M | +14% | 24.4% | 97.9% | 33 | 6.06% | 5.8 |
|
| 2427 |
2427
Vivo Capital
Palo Alto,
California
| $1.1B | -$108M | -9% | 17.5% | 7,491% | 53 | 24.53% | 1.5 |
|
| 2428 |
2428
Miller Investment Management
West Conshohocken,
Pennsylvania
| $1.09B | +$87.7M | +9% | 11.6% | 60.2% | 89 | 10.11% | 7.3 |
|
| 2429 |
2429
Goldstein Advisors
Madison,
Wisconsin
| $1.09B | +$194M | +22% | 14.6% | 62.6% | 275 | 22.55% | 1.9 |
|
| 2430 |
2430
Berkshire Money Management
Dalton,
Massachusetts
| $1.09B | +$118M | +12% | 14.2% | 61.8% | 59 | 16.95% | 3.6 |
|
| 2431 |
2431
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.09B | +$188M | +21% | 20.4% | 90.5% | 11 | 9.09% | 4.6 |
|
| 2432 |
2432
Koch Inc
Wichita,
Kansas
| $1.09B | +$172M | +19% | 62.9% | – | 10 | 20% | 1 |
|
| 2433 |
2433
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $1.09B | +$172M | +19% | 13.8% | 54.9% | 252 | 13.1% | 2 |
|
| 2434 |
2434
Intrua Financial
Houston,
Texas
| $1.09B | +$123M | +13% | 13.4% | 77.4% | 525 | 18.29% | 2.6 |
|
| 2435 |
2435
Stansberry Asset Management
Westlake,
Texas
| $1.09B | +$119M | +12% | 10.5% | 79.6% | 162 | 20.99% | 2.5 |
|
| 2436 |
2436
Alta Park Capital
San Francisco,
California
| $1.09B | +$450M | +70% | 102% | 1,071% | 37 | 59.46% | 1.3 |
|
| 2437 |
2437
Asset Advisors Investment Management
Augusta,
Georgia
| $1.09B | +$41.4M | +4% | 7.73% | 67.5% | 108 | 7.41% | 5.4 |
|
| 2438 |
2438
Rational Advisors
Huntington,
New York
| $1.09B | +$110M | +11% | 6.85% | 37.7% | 208 | 20.19% | 1.6 |
|
| 2439 |
2439
Armis Advisers
Atlanta,
Georgia
| $1.09B | +$53.2M | +5% | 13% | – | 504 | 13.1% | 0.8 |
|
| 2440 |
TCM
2440
Trybe Capital Management
Greenwich,
Connecticut
| $1.09B | +$508M | +87% | 122% | 681% | 8 | 12.5% | 2 |
|
| 2441 |
2441
Legacy Edge Advisors
Syosset,
New York
| $1.09B | +$137M | +14% | 13% | – | 248 | 13.71% | 1.7 |
|
| 2442 |
2442
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $1.09B | +$53.2M | +5% | 9.7% | 70.8% | 29 | 10.34% | 2 |
|
| 2443 |
2443
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $1.09B | +$616M | +131% | 14% | – | 175 | 49.14% | 0.9 |
|
| 2444 |
2444
Palisade Asset Management
Minneapolis,
Minnesota
| $1.08B | +$87.4M | +9% | 13.9% | 61.8% | 205 | 5.37% | 8 |
|
| 2445 |
2445
Graham Holdings Company
Arlington,
Virginia
| $1.08B | +$116M | +12% | 12% | 95.1% | 6 | 0% | 3.8 |
|
| 2446 |
2446
Dock Street Asset Management
Palm Beach,
Florida
| $1.08B | +$131M | +14% | 21.3% | 175% | 68 | 20.59% | 3.9 |
|
| 2447 |
2447
Boulay Financial Advisors
Eden Prairie,
Minnesota
| $1.08B | +$209M | +24% | 13.6% | – | 6 | 16.67% | 0.7 |
|
| 2448 |
2448
Great Waters Wealth Management
Shoreview,
Minnesota
| $1.08B | +$135M | +14% | 10.9% | 49% | 128 | 6.25% | 2.5 |
|
| 2449 |
2449
Hook Mill Capital Partners
New York
| $1.08B | -$56.1M | -5% | 12.8% | 149% | 48 | 41.67% | 1.2 |
|
| 2450 |
2450
KMG Fiduciary Partners
Toledo,
Ohio
| $1.08B | -$276M | -20% | 19.3% | 114% | 272 | 27.94% | 4.3 |
|