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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 |
2451
RVW Wealth
Los Angeles,
California
| $392M | – | – | 9.94% | 65.8% | 64 | – | 0 |
|
| 2452 |
2452
Accident Compensation Corp
Wellington,
New Zealand
| $392M | +$71.1M | +22% | 12% | 24.6% | 128 | 17.97% | 2 |
|
| 2453 |
2453
Jacobi Capital Management
Pittston,
Pennsylvania
| $392M | +$26M | +7% | 10.8% | 76.6% | 1,063 | 9.6% | 1.9 |
|
| 2454 |
2454
Atlantic Investment Management
New York
| $391M | +$10.4M | +3% | 19% | 28.8% | 27 | 51.85% | 1.1 |
|
| 2455 |
TCOT
2455
Trust Company of Toledo
Holland,
Ohio
| $391M | +$34M | +10% | 9.71% | 109% | 186 | 9.14% | 4.5 |
|
| 2456 |
2456
Naples Global Advisors
Naples,
Florida
| $391M | +$39.8M | +11% | 11.8% | 103% | 307 | 9.45% | 3.2 |
|
| 2457 |
2457
PrairieView Partners
St. Paul,
Minnesota
| $389M | +$34.1M | +10% | 8.45% | 34% | 48 | 12.5% | 1.1 |
|
| 2458 |
2458
Greenwood Capital Associates
Greenwood,
South Carolina
| $389M | +$7.61M | +2% | 13.1% | 87.7% | 214 | 46.73% | 1.4 |
|
| 2459 |
2459
Symphony Asset Management
San Francisco,
California
| $389M | +$51M | +15% | 8.74% | 21.6% | 225 | 48% | 1.1 |
|
| 2460 |
2460
Chatham Capital Group
Savannah,
Georgia
| $389M | +$28.6M | +8% | 9.78% | 97% | 160 | 9.38% | 3.5 |
|
| 2461 |
FCPV
2461
FS Capital Partners VI
Los Angeles,
California
| $388M | +$60.4M | +18% | 59.2% | – | 1 | 0% | 1.8 |
|
| 2462 |
2462
Varde Management
Minneapolis,
Minnesota
| $388M | – | – | 27.8% | 149% | 4 | – | 0.6 |
|
| 2463 |
2463
LaFleur & Godfrey
Grand Rapids,
Michigan
| $387M | +$32.7M | +9% | 14% | 98.2% | 65 | 9.23% | 4.1 |
|
| 2464 |
JA
2464
JVL Advisors
Houston,
Texas
| $387M | -$43.7M | -10% | 14.4% | 89.4% | 16 | 43.75% | 1.6 |
|
| 2465 |
2465
Dudley & Shanley
Palm Beach,
Florida
| $386M | -$13.2M | -3% | 17.2% | 67.9% | 31 | 12.9% | 2.3 |
|
| 2466 |
2466
Tekne Capital Management
New York
| $386M | +$185M | +92% | 27.9% | 516% | 13 | 23.08% | 1.8 |
|
| 2467 |
2467
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $386M | +$45.5M | +13% | 12.1% | 55.8% | 161 | 12.42% | 3.3 |
|
| 2468 |
2468
Gateway Advisory
Westfield,
New Jersey
| $386M | +$147M | +61% | 10% | 26% | 71 | 29.58% | 1.8 |
|
| 2469 |
LLL
2469
Lynrock Lake LP
Rye Brook,
New York
| $385M | +$141M | +58% | 5.3% | 21.2% | 23 | 60.87% | 0.2 |
|
| 2470 |
2470
Woodmont Investment Counsel
Nashville,
Tennessee
| $385M | +$29.9M | +8% | 11.6% | 75.3% | 192 | 14.06% | 3.7 |
|
| 2471 |
CAM
2471
Centre Asset Management
New York
| $385M | +$45.5M | +13% | 14.9% | 45.3% | 70 | 24.29% | 1 |
|
| 2472 |
2472
Engle Capital Management
Greenwich,
Connecticut
| $385M | +$159M | +70% | 29.2% | 398% | 25 | 36% | 0.8 |
|
| 2473 |
2473
Foresite Capital Management III
Larkspur,
California
| $384M | +$79.7M | +26% | 39.3% | 444% | 22 | 13.64% | 1.9 |
|
| 2474 |
2474
Martin Investment Management
Palm Beach Gardens,
Florida
| $384M | +$73.3M | +24% | 17.4% | 44% | 44 | 15.91% | 3.2 |
|
| 2475 |
PA
2475
Paracle Advisors
Mercer Island,
Washington
| $384M | +$40.4M | +12% | 10.6% | 30.9% | 67 | 11.94% | 2.3 |
|