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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
Suncoast Equity Management
Tampa,
Florida
| $676M | -$113M | -14% | 7.85% | 82.9% | 62 | 19.35% | 2.5 |
|
| 2427 |
2427
Resonant Capital Advisors
Madison,
Wisconsin
| $674M | +$9.7M | +1% | 2.39% | 56.5% | 232 | 15.52% | 1.5 |
|
| 2428 |
BIM
2428
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $674M | -$57.9M | -8% | 5.96% | 48.4% | 125 | 14.4% | 3.8 |
|
| 2429 |
NRA
2429
NSI Retail Advisors
Warrendale,
Pennsylvania
| $674M | +$51.9M | +8% | 1.76% | 26.2% | 55 | 21.82% | 0.7 |
|
| 2430 |
2430
Redwood Investment Management
Scottsdale,
Arizona
| $673M | -$90.2M | -12% | 3.12% | 62.5% | 369 | 59.89% | 0.6 |
|
| 2431 |
2431
Infrastructure Capital Advisors
New York
| $673M | +$185M | +38% | 10.2% | 52% | 94 | 70.21% | 0.8 |
|
| 2432 |
2432
Nightview Capital
Austin,
Texas
| $672M | +$248M | +58% | 3.7% | 170% | 8 | 25% | 2.8 |
|
| 2433 |
2433
Heartwood Wealth Advisors
Richmond,
Virginia
| $672M | +$5.81M | +0.9% | 2.86% | 59.4% | 124 | 20.16% | 1.4 |
|
| 2434 |
2434
Biglari Capital Corp
San Antonio,
Texas
| $671M | +$10.1M | +2% | 1.21% | 72.7% | 11 | 18.18% | 4.7 |
|
| 2435 |
BCM
2435
Bayesian Capital Management
Brooklyn,
New York
| $670M | +$354M | +112% | 0.77% | 107% | 972 | 85.29% | 0.1 |
|
| 2436 |
2436
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $670M | -$37.4M | -5% | 4.38% | 52.3% | 61 | 39.34% | 2 |
|
| 2437 |
ACG
2437
Aventail Capital Group
New York
| $670M | +$349M | +109% | 34.1% | 154% | 69 | 68.12% | 0.3 |
|
| 2438 |
SM
2438
Sabby Management
Miami Beach,
Florida
| $670M | -$18.2M | -3% | 7.92% | 95.5% | 215 | 44.19% | 0.5 |
|
| 2439 |
2439
Proficio Capital Partners
Newton,
Massachusetts
| $669M | -$49.2M | -7% | 1.58% | 97% | 338 | 28.99% | 2 |
|
| 2440 |
2440
Toth Financial Advisory
Leesburg,
Virginia
| $669M | -$64.3M | -9% | 4.29% | 90.4% | 839 | 23.96% | 2.5 |
|
| 2441 |
2441
JLB & Associates
Plymouth,
Michigan
| $669M | -$35.9M | -5% | 4.24% | 69.9% | 79 | 7.59% | 5.9 |
|
| 2442 |
2442
Advantage Alpha Capital Partners
San Francisco,
California
| $668M | -$33.2M | -5% | 7.57% | 79.2% | 137 | 13.14% | 1.3 |
|
| 2443 |
2443
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $668M | -$33.4M | -5% | 4.76% | 90.5% | 5 | 0% | 3.6 |
|
| 2444 |
2444
TCI Wealth Advisors
Tucson,
Arizona
| $667M | -$9.03M | -1% | 2.71% | 65% | 2,602 | 20.22% | 3.2 |
|
| 2445 |
2445
EFG Asset Management
Portland,
Oregon
| $667M | -$100M | -13% | 11.6% | 211% | 204 | 23.53% | 0.2 |
|
| 2446 |
AAM
2446
Autus Asset Management
Scottsdale,
Arizona
| $667M | -$327M | -33% | 6.72% | 26.3% | 184 | 21.2% | 5.6 |
|
| 2447 |
2447
Keel Point
Huntsville,
Alabama
| $667M | -$223M | -25% | 4.53% | 76.4% | 303 | 21.12% | 2.3 |
|
| 2448 |
2448
Tanglewood Wealth Management
Houston,
Texas
| $666M | +$63M | +10% | 2.75% | 64.6% | 34 | 32.35% | 2.2 |
|
| 2449 |
2449
Baxter Bros Inc
Riverside,
Connecticut
| $666M | -$24.1M | -3% | 2.58% | 73.8% | 136 | 8.09% | 5 |
|
| 2450 |
2450
Regents of the University of California
Oakland,
California
| $666M | -$47.9M | -7% | 3.23% | 76.6% | 44 | 11.36% | 3.2 |
|