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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
Rational Advisors
Huntington,
New York
| $976M | -$28.8M | -3% | 0.56% | 37.7% | 205 | 16.1% | 1.5 |
|
| 2427 |
2427
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $976M | +$45.3M | +5% | 5.23% | 98% | 170 | 37.65% | 3 |
|
| 2428 |
2428
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $975M | +$17.3M | +2% | 2.58% | 77.5% | 166 | 5.42% | 9.1 |
|
| 2429 |
2429
Walmart Inc
Bentonville,
Arkansas
| $974M | +$64.8M | +7% | 7.95% | – | 3 | 0% | 0.8 |
|
| 2430 |
2430
Inscription Capital
Houston,
Texas
| $974M | +$46M | +5% | 3.16% | – | 760 | 26.32% | 1.5 |
|
| 2431 |
2431
Sixth Street Partners
Dallas,
Texas
| $974M | -$191M | -16% | 5.46% | 5.31% | 8 | 25% | 2.3 |
|
| 2432 |
2432
SYM Financial Corp
Winona Lake,
Indiana
| $973M | +$38.6M | +4% | 3.46% | 64.3% | 461 | 21.26% | 1.8 |
|
| 2433 |
2433
Blue Grotto Capital
Atlanta,
Georgia
| $973M | +$111M | +13% | 4.79% | 300% | 33 | 48.48% | 0.9 |
|
| 2434 |
PAI
2434
Power Alpha Investment
Road Town, Tortola,
British Virgin Islands
| $973M | – | – | 2.4% | – | 5 | – | 0 |
|
| 2435 |
DPC
2435
Dream Peak Capital
Hong Kong,
| $971M | – | – | 1.12% | – | 7 | – | 0 |
|
| 2436 |
2436
Pacific Life Fund Advisors
Newport Beach,
California
| $971M | -$3.93M | -0.4% | 1.61% | 47.6% | 20 | 0% | 1.6 |
|
| 2437 |
2437
Financial Management Professionals
Austin,
Texas
| $970M | +$8.8M | +0.9% | 1.74% | 67.3% | 1,038 | 15.9% | 4.3 |
|
| 2438 |
2438
Gladstone Capital Management
London,
United Kingdom
| $969M | +$53.8M | +6% | 7.17% | 304% | 30 | 30% | 1.3 |
|
| 2439 |
2439
Samsara BioCapital
Palo Alto,
California
| $969M | +$203M | +27% | 30.1% | 1,580% | 30 | 40% | 2.2 |
|
| 2440 |
2440
Shay Capital
New York
| $969M | -$185M | -16% | 1.77% | 166% | 638 | 60.03% | 0.5 |
|
| 2441 |
2441
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $968M | +$120M | +14% | 1.85% | 52.3% | 16 | 0% | 3.5 |
|
| 2442 |
2442
Pembroke Management
Montreal,
Quebec, Canada
| $968M | -$39.9M | -4% | 1.84% | 105% | 97 | 13.4% | 2.2 |
|
| 2443 |
2443
Wedbush Fund Advisers
Pasadena,
California
| $967M | – | – | 1.28% | – | 30 | – | 0 |
|
| 2444 |
2444
Passaic Partners
Newark,
New Jersey
| $966M | +$136M | +16% | 1.65% | 53.2% | 16 | 43.75% | 1.4 |
|
| 2445 |
2445
Clark Asset Management
Stratham,
New Hampshire
| $963M | +$103M | +12% | 1.71% | 51.8% | 249 | 21.29% | 1.2 |
|
| 2446 |
2446
Kadensa Capital
Central,
Hong Kong
| $963M | -$8.11M | -0.8% | 2.99% | 191% | 54 | 29.63% | 0.5 |
|
| 2447 |
2447
Steel Grove Capital Advisors
Memphis,
Tennessee
| $963M | +$120M | +14% | 3.22% | 106% | 226 | 30.09% | 3.1 |
|
| 2448 |
TFP
2448
Triple Frond Partners
San Francisco,
California
| $962M | +$44.2M | +5% | 5.17% | 92.9% | 12 | 8.33% | 3.4 |
|
| 2449 |
2449
V-Square Quantitative Management
Chicago,
Illinois
| $962M | +$369M | +62% | 4.24% | 111% | 697 | 74.75% | 0.6 |
|
| 2450 |
2450
Khrom Capital Management
Miami Beach,
Florida
| $962M | -$468K | -0% | 5.84% | 35.6% | 16 | 31.25% | 1.1 |
|