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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
UNC Management Company
Chapel Hill,
North Carolina
| $873M | -$59.8M | -6% | 10.5% | 92% | 3 | 33.33% | 1 |
|
| 2427 |
1SP
2427
140 Summer Partners
New York
| $873M | +$103M | +13% | 13.9% | 202% | 22 | 45.45% | 0.9 |
|
| 2428 |
2428
Cheviot Value Management
Beverly Hills,
California
| $872M | +$59.2M | +7% | 3.6% | 77.8% | 465 | 9.46% | 1.1 |
|
| 2429 |
2429
Three Seasons Wealth
Salt Lake City,
Utah
| $872M | +$670M | +332% | 14.6% | 156% | 129 | 30.23% | 1 |
|
| 2430 |
2430
Center for Financial Planning
Southfied,
Michigan
| $872M | +$89.3M | +11% | 8.06% | 57.5% | 724 | 13.95% | 3.5 |
|
| 2431 |
2431
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $871M | +$125M | +17% | 10.9% | 97.3% | 565 | 17.88% | 3.7 |
|
| 2432 |
2432
Parkman Healthcare Partners
Stamford,
Connecticut
| $870M | +$27M | +3% | 6.63% | 306% | 103 | 26.21% | 1.4 |
|
| 2433 |
2433
CKW Financial Group
Honolulu,
Hawaii
| $869M | +$69.2M | +9% | 9.71% | 62.4% | 203 | 10.34% | 5.8 |
|
| 2434 |
GWSG
2434
GPS Wealth Strategies Group
Centennial,
Colorado
| $869M | +$128M | +17% | 17.4% | 118% | 1,677 | 12.1% | 1.6 |
|
| 2435 |
2435
Lodestar Private Asset Management
Alamo,
California
| $868M | +$72.5M | +9% | 7.83% | 58.3% | 229 | 8.73% | 2.1 |
|
| 2436 |
2436
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $868M | +$159M | +23% | 9.49% | 89.5% | 196 | 21.43% | 2.1 |
|
| 2437 |
AP
2437
Archon Partners
Princeton Junction,
New Jersey
| $867M | +$41M | +5% | 11.6% | 86% | 39 | 12.82% | 6.4 |
|
| 2438 |
2438
Sierra Capital
Miami,
Florida
| $866M | +$36.4M | +4% | 4.3% | 32.4% | 214 | 15.89% | 2.6 |
|
| 2439 |
2439
Heritage Trust
Oklahoma City,
Oklahoma
| $866M | +$41.1M | +5% | 7.42% | – | 312 | 8.97% | 4.7 |
|
| 2440 |
2440
Everhart Financial Group
Dublin,
Ohio
| $865M | +$134M | +18% | 12.7% | 123% | 355 | 11.83% | 2.1 |
|
| 2441 |
2441
Biglari Capital Corp
San Antonio,
Texas
| $865M | +$156M | +22% | 27.6% | 72.7% | 13 | 7.69% | 5.8 |
|
| 2442 |
2442
Night Owl Capital Management
Greenwich,
Connecticut
| $865M | +$64.8M | +8% | 24.3% | 162% | 32 | 15.63% | 4.1 |
|
| 2443 |
2443
Teamwork Financial Advisors
San Antonio,
Texas
| $863M | +$112M | +15% | 17.2% | 134% | 201 | 19.4% | 2 |
|
| 2444 |
SL
2444
SWF LLC
Omaha,
Nebraska
| $861M | +$503M | +141% | 2.32% | 87.4% | 6 | 16.67% | 1.6 |
|
| 2445 |
2445
Sozo Ventures GP II
Redwood City,
California
| $861M | -$145M | -14% | 8.82% | 8.44% | 1 | 0% | 1.3 |
|
| 2446 |
2446
Atlas FRM
Greenwich,
Connecticut
| $859M | -$74.3M | -8% | 12.3% | 38.9% | 9 | 0% | 1.9 |
|
| 2447 |
2447
Toth Financial Advisory
Leesburg,
Virginia
| $857M | +$26.5M | +3% | 8.02% | 90.4% | 815 | 22.33% | 4.1 |
|
| 2448 |
2448
Cortland Associates
St Louis,
Missouri
| $857M | +$24.1M | +3% | 7.33% | 57.1% | 60 | 8.33% | 6.1 |
|
| 2449 |
2449
Rossmore Private Capital
Glastonbury,
Connecticut
| $857M | +$44.3M | +5% | 6.93% | 75.4% | 265 | 9.43% | 4.6 |
|
| 2450 |
2450
Isthmus Partners
Madison,
Wisconsin
| $856M | +$57.3M | +7% | 8.85% | 73.7% | 228 | 12.28% | 3.3 |
|