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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
| $743M | +$49.9M | +7% | 6.43% | 54.8% | 147 | 24.49% | 1.7 |
|
| 2452 |
2452
Oldfield Partners
London,
United Kingdom
| $742M | +$13.9M | +2% | 11.5% | 98% | 30 | 6.67% | 3.2 |
|
| 2453 |
2453
XTX Topco
George Town,
Cayman Islands
| $742M | +$285M | +62% | 9.26% | 87.3% | 2,513 | 69% | 0.2 |
|
| 2454 |
2454
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $741M | +$36.7M | +5% | 4.63% | 42.7% | 1,408 | 4.47% | 0.2 |
|
| 2455 |
2455
Stansberry Asset Management
Westlake,
Texas
| $741M | +$139M | +23% | 9.5% | 79.6% | 126 | 11.9% | 1.8 |
|
| 2456 |
2456
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $741M | +$65.9M | +10% | 8.59% | 89.5% | 170 | 10.59% | 1.5 |
|
| 2457 |
2457
Ally Financial
Detroit,
Michigan
| $741M | -$24.5M | -3% | 2.45% | 9.35% | 124 | 32.26% | 2.2 |
|
| 2458 |
2458
Keywise Capital Management (HK)
Hong Kong
| $741M | +$132M | +22% | 21.2% | 684% | 14 | 28.57% | 1.4 |
|
| 2459 |
2459
Condire Management
Dallas,
Texas
| $741M | +$88.5M | +14% | 12% | 187% | 21 | 23.81% | 1.2 |
|
| 2460 |
2460
Atlas FRM
Greenwich,
Connecticut
| $740M | +$160M | +27% | 18.7% | 38.9% | 10 | 30% | 1.4 |
|
| 2461 |
2461
Waddell & Associates
Memphis,
Tennessee
| $740M | -$3.7M | -0.5% | 6.94% | 194% | 156 | 16.03% | 2 |
|
| 2462 |
2462
Alera Investment Advisors
Deerfield,
Illinois
| $739M | -$25.3M | -3% | 7.84% | 28.9% | 182 | 15.38% | 2.5 |
|
| 2463 |
2463
Ashford Capital Management
Wilmington,
Delaware
| $739M | -$7.15M | -1% | 7.73% | 150% | 98 | 12.24% | 4.6 |
|
| 2464 |
2464
Grey Street Capital
Chicago,
Illinois
| $739M | +$529M | +252% | 14.8% | – | 514 | 77.82% | 0.2 |
|
| 2465 |
2465
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $738M | -$108M | -13% | 8.43% | 88.1% | 94 | 14.89% | 1.4 |
|
| 2466 |
2466
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $737M | +$97.5M | +15% | 14.2% | 74.8% | 219 | 11.87% | 4.8 |
|
| 2467 |
2467
Robotti Robert
| $737M | +$42.3M | +6% | 19.1% | 107% | 63 | 17.46% | 4.8 |
|
| 2468 |
2468
Professional Advisory Services
Vero Beach,
Florida
| $737M | +$37.1M | +5% | 7.58% | 69.3% | 79 | 10.13% | 5.7 |
|
| 2469 |
2469
Mattern Capital Management
Lakewood,
Colorado
| $736M | +$48.6M | +7% | 5.99% | 39.8% | 164 | 21.34% | 2.5 |
|
| 2470 |
2470
Dendur Capital
New York
| $736M | +$14.3M | +2% | 8.46% | 99.6% | 18 | 27.78% | 1.2 |
|
| 2471 |
2471
LVZ Inc
Holland,
Michigan
| $735M | +$27.4M | +4% | 6.43% | 52.9% | 162 | 23.46% | 2.7 |
|
| 2472 |
2472
Barlow Wealth Partners
Louisville,
Kentucky
| $735M | +$31.2M | +4% | 9.04% | 101% | 159 | 11.32% | 0.2 |
|
| 2473 |
2473
Fort Baker Capital Management
Larkspur,
California
| $735M | -$107M | -13% | 2.12% | 46.3% | 106 | 56.6% | 0.9 |
|
| 2474 |
2474
Gilbert & Cook
West Des Moines,
Iowa
| $734M | +$27.3M | +4% | 7.91% | 63.2% | 235 | 13.19% | 3 |
|
| 2475 |
2475
Portland Global Advisors
Portland,
Maine
| $734M | +$66.2M | +10% | 3.3% | 43.4% | 137 | 8.76% | 5.7 |
|