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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
WPL
2451
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $270M | +$8.25M | +3% | 5.68% | 98.4% | 7 | 42.86% | 0.7 |
|
| 2452 |
CDIA
2452
Capital Directions Investment Advisors
Atlanta,
Georgia
| $269M | -$24.1M | -8% | 0.1% | 7.53% | 77 | 18.18% | 2 |
|
| 2453 |
AP
2453
Advisor Partners
Walnut Creek,
California
| $269M | -$24.2M | -8% | 2.23% | 63.8% | 440 | 37.27% | 1.4 |
|
| 2454 |
WC
2454
Whitnell & Co
Oak Brook,
Illinois
| $269M | +$3.63M | +1% | 1.2% | 36.6% | 428 | 16.59% | 1.6 |
|
| 2455 |
DLCIG
2455
D.L. Carlson Investment Group
Concord,
New Hampshire
| $269M | -$224K | -0.1% | 3.69% | 113% | 134 | 16.42% | 1.7 |
|
| 2456 |
SEM
2456
Suncoast Equity Management
Tampa,
Florida
| $268M | +$26.3M | +11% | 0.2% | 82.9% | 22 | 9.09% | 1.7 |
|
| 2457 |
TA
2457
Tiptree Advisors
New York
| $268M | -$154M | -37% | 6% | – | 45 | 44.44% | 0.9 |
|
| 2458 |
RC
2458
Roundview Capital
Princeton,
New Jersey
| $268M | +$15.9M | +6% | 2.12% | 77.7% | 184 | 17.39% | 1.6 |
|
| 2459 |
DCM
2459
Dynamic Capital Management
St. Helier,
Jersey
| $268M | +$59M | +28% | 1.25% | 49.7% | 494 | 69.64% | 0.2 |
|
| 2460 |
VWM
2460
Venturi Wealth Management
Austin,
Texas
| $268M | +$48M | +22% | 2.42% | 101% | 148 | 28.38% | 0.2 |
|
| 2461 |
SWM
2461
Segment Wealth Management
Houston,
Texas
| $268M | +$4.09M | +2% | 3.92% | 102% | 169 | 15.38% | 2 |
|
| 2462 |
SC
2462
Schooner Capital
Vero Beach,
Florida
| $268M | +$31.4M | +13% | 25.5% | 31.1% | 2 | 50% | 2.8 |
|
| 2463 |
CC
2463
Cognios Capital
Leawood,
Kansas
| $268M | +$71.4M | +36% | 3.31% | 28.5% | 127 | 25.2% | 1 |
|
| 2464 |
IFAM
2464
Institutional & Family Asset Management
Fort Collins,
Colorado
| $267M | -$62K | -0% | 2.16% | 19% | 124 | 0.81% | 0.2 |
|
| 2465 |
PIM
2465
Penobscot Investment Management
Boston,
Massachusetts
| $267M | -$51.7M | -16% | 3.3% | 103% | 192 | 11.46% | 2.3 |
|
| 2466 |
CFG
2466
CKW Financial Group
Honolulu,
Hawaii
| $267M | -$8.9M | -3% | 0.53% | 62.4% | 167 | 7.78% | 1.9 |
|
| 2467 |
2467
Algert Global
San Francisco,
California
| $267M | +$52.6M | +25% | 2.1% | 194% | 434 | 46.31% | 0.7 |
|
| 2468 |
NPGCU
2468
Napier Park Global Capital (US)
New York
| $266M | +$83.9M | +46% | 1.03% | 237% | 59 | 38.98% | 0.6 |
|
| 2469 |
DDSF
2469
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $266M | +$8.8M | +3% | 3.43% | 13.4% | 3 | 0% | 1.3 |
|
| 2470 |
PIM
2470
Parker Investment Management
Menlo Park,
California
| $266M | – | – | 1.79% | 208% | 34 | – | 0 |
|
| 2471 |
II
2471
INCA Investments
Miami,
Florida
| $266M | +$108M | +68% | 37.6% | 128% | 9 | 11.11% | 1.9 |
|
| 2472 |
SNT
2472
Security National Trust
Wheeling,
West Virginia
| $266M | +$11M | +4% | 2.25% | 58.3% | 506 | 11.86% | 2.3 |
|
| 2473 |
ANBT
2473
American National Bank & Trust
Wichita Falls,
Texas
| $266M | +$8.09M | +3% | 1.41% | 102% | 236 | 15.68% | 1.6 |
|
| 2474 |
NCM
2474
Nelson Capital Management
Menlo Park,
California
| $265M | +$5.24M | +2% | 1.22% | 121% | 280 | 12.5% | 1.9 |
|
| 2475 |
2475
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $265M | -$3.25M | -1% | 1.58% | 68.7% | 192 | 25% | 1.2 |
|