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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
KWB Wealth
Redlands,
California
| $693M | +$70M | +11% | 9.69% | 54.8% | 145 | 26.21% | 1.6 |
|
| 2452 |
2452
Rock Creek Group
Washington,
District of Columbia
| $693M | -$82.9M | -11% | 6.41% | 37.2% | 192 | 70.31% | 1.3 |
|
| 2453 |
SIA
2453
Strategic Investment Advisors
Farmington Hills,
Michigan
| $693M | +$85.6M | +14% | 9.9% | 66.1% | 257 | 19.46% | 1.7 |
|
| 2454 |
2454
Simcoe Capital Management
New York
| $693M | +$253K | +0% | 4.22% | 48.7% | 16 | 43.75% | 1.2 |
|
| 2455 |
2455
Atlas Capital Advisors
Jackson,
Wyoming
| $691M | +$83.3M | +14% | 10.3% | – | 952 | 14.18% | 2.6 |
|
| 2456 |
2456
Graham Holdings Company
Arlington,
Virginia
| $690M | +$24.6M | +4% | 4.14% | 95.1% | 5 | 0% | 1.9 |
|
| 2457 |
2457
L.J. Altfest & Co
New York
| $690M | +$55.8M | +9% | 9.07% | 95.6% | 328 | 20.43% | 3.2 |
|
| 2458 |
2458
Poplar Forest Capital
Pasadena,
California
| $688M | -$173M | -20% | 12.2% | 30% | 54 | 5.56% | 4.8 |
|
| 2459 |
2459
Mattern Capital Management
Lakewood,
Colorado
| $688M | +$69.7M | +11% | 10.7% | 31.5% | 139 | 5.04% | 2.9 |
|
| 2460 |
2460
BFSG LLC
Irvine,
California
| $687M | +$71.2M | +12% | 8.9% | 90.7% | 611 | 60.39% | 1 |
|
| 2461 |
2461
Absolute Investment Advisers
Rosemary Beach,
Florida
| $685M | -$13.8M | -2% | 0% | 0.5% | 98 | 20.41% | 1.3 |
|
| 2462 |
2462
AlphaCore Capital
La Jolla,
California
| $684M | +$50.7M | +8% | 7.76% | 85.9% | 421 | 20.67% | 1.1 |
|
| 2463 |
2463
Alley Investment Management Company
Lake Forest,
Illinois
| $684M | +$95.1M | +16% | 10.8% | 54.6% | 84 | 5.95% | 1.6 |
|
| 2464 |
GA
2464
GFS Advisors
Houston,
Texas
| $684M | +$40.6M | +6% | 10.2% | 97.9% | 160 | 10.63% | 4.9 |
|
| 2465 |
LCM
2465
Lonestar Capital Management
San Francisco,
California
| $684M | -$20.6M | -3% | 23.1% | 260% | 29 | 37.93% | 1.3 |
|
| 2466 |
2466
Intrua Financial
Houston,
Texas
| $684M | +$92.7M | +16% | 9.94% | 77.4% | 421 | 23.04% | 1.8 |
|
| 2467 |
2467
Cortland Associates
St Louis,
Missouri
| $683M | +$45.9M | +7% | 10.2% | 58.4% | 55 | 10.91% | 5.9 |
|
| 2468 |
2468
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $683M | -$88.2M | -11% | 15% | – | 72 | 11.11% | 1.8 |
|
| 2469 |
2469
Rockwood Wealth Management
New Hope,
Pennsylvania
| $683M | +$86.9M | +15% | 9.1% | 52.6% | 80 | 17.5% | 1.4 |
|
| 2470 |
2470
Engaged Capital
Newport Beach,
California
| $683M | +$134M | +24% | 14.7% | 26.2% | 10 | 40% | 2.1 |
|
| 2471 |
2471
Recurrent Investment Advisors
Houston,
Texas
| $682M | +$669K | +0.1% | 2.81% | 99.7% | 51 | 13.73% | 3.4 |
|
| 2472 |
2472
Sierra Capital
Miami,
Florida
| $682M | +$58.8M | +9% | 5.33% | 32.4% | 197 | 14.72% | 2.1 |
|
| 2473 |
2473
Genus Capital Management
Vancouver,
British Columbia, Canada
| $681M | +$45.9M | +7% | 0% | – | 369 | 100% | 0 |
|
| 2474 |
2474
Arden Trust
Wilmington,
Delaware
| $681M | +$80.2M | +13% | 10.2% | 22.5% | 259 | 14.67% | 4.4 |
|
| 2475 |
2475
Hill Investment Group Partners
St. Louis,
Missouri
| $679M | +$77.8M | +13% | 9.93% | 50.6% | 76 | 25% | 1.4 |
|