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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
Pale Fire Capital SE
Prague,
Czech Republic
| $914M | -$61.1M | -6% | 20.5% | 223% | 70 | 37.14% | 0.8 |
|
| 2452 |
2452
Jag Capital Management
St Louis,
Missouri
| $913M | +$19.2M | +2% | 10.1% | 230% | 161 | 23.6% | 3.7 |
|
| 2453 |
2453
Biglari Capital Corp
San Antonio,
Texas
| $913M | +$48.1M | +6% | 7.62% | 72.7% | 12 | 0% | 6.1 |
|
| 2454 |
2454
One Madison Group
New York
| $913M | -$35.7M | -4% | 3.42% | – | 33 | 30.3% | 0.5 |
|
| 2455 |
2455
Petrus Trust Company
Dallas,
Texas
| $913M | -$51M | -5% | 2.07% | 36.9% | 555 | 80.54% | 0.9 |
|
| 2456 |
2456
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $912M | -$13.3M | -1% | 0.61% | 22.7% | 33 | 0% | 6 |
|
| 2457 |
2457
Sierra Capital
Miami,
Florida
| $912M | +$45.1M | +5% | 4.27% | 32.4% | 210 | 4.29% | 2.8 |
|
| 2458 |
2458
NWF Advisory Services
Los Angeles,
California
| $911M | +$72.8M | +9% | 10.3% | 120% | 465 | 19.78% | 1.1 |
|
| 2459 |
BFS
2459
Bard Financial Services
Branford,
Connecticut
| $911M | +$73.8M | +9% | 10.6% | 90.1% | 213 | 3.76% | 3.7 |
|
| 2460 |
2460
Ion Asset Management
Herzliya,
Israel
| $911M | -$908M | -50% | 17.5% | 125% | 78 | 35.9% | 1.2 |
|
| 2461 |
2461
Walmart Inc
Bentonville,
Arkansas
| $910M | +$316M | +53% | 32.9% | – | 3 | 33.33% | 0.5 |
|
| 2462 |
2462
CoreView Capital Management
Hong Kong
| $909M | +$143M | +19% | 17.1% | 50.9% | 8 | 0% | 3 |
|
| 2463 |
2463
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $906M | +$59.9M | +7% | 11.1% | 127% | 447 | 4.47% | 8.2 |
|
| 2464 |
2464
Golden State Wealth Management
Santa Ana,
California
| $906M | +$84.4M | +10% | 8.01% | – | 1,702 | 10.28% | 1.3 |
|
| 2465 |
2465
GTCR LLC
Chicago,
Illinois
| $906M | -$31.2M | -3% | 21.7% | 6.7% | 3 | 0% | 4.8 |
|
| 2466 |
2466
KWB Wealth
Redlands,
California
| $905M | +$81.9M | +10% | 6.05% | 54.8% | 163 | 14.11% | 2.3 |
|
| 2467 |
2467
Pinnbrook Capital Management
New York
| $904M | +$27.5M | +3% | 23.7% | 913% | 180 | 74.44% | 0.1 |
|
| 2468 |
2468
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $904M | +$113M | +14% | 11.6% | 131% | 103 | 23.3% | 3.3 |
|
| 2469 |
2469
Cooper Financial Group
Irvine,
California
| $903M | +$53.2M | +6% | 8.09% | 87.2% | 421 | 19.71% | 2.6 |
|
| 2470 |
2470
Waterfall Asset Management
New York
| $903M | +$677M | +300% | 1.47% | – | 18 | 33.33% | 0.5 |
|
| 2471 |
2471
Parthenon LLC
Louisville,
Kentucky
| $903M | +$28.4M | +3% | 7.72% | 93.3% | 130 | 3.85% | 8.1 |
|
| 2472 |
2472
JGP Wealth Management
Bend,
Oregon
| $902M | +$77.1M | +9% | 7.64% | 87.8% | 225 | 17.33% | 3.6 |
|
| 2473 |
2473
Cabot Wealth Management
Salem,
Massachusetts
| $902M | +$60.8M | +7% | 6.95% | 69.3% | 136 | 8.09% | 5.8 |
|
| 2474 |
2474
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $902M | -$27.7M | -3% | 16.8% | 89.9% | 8 | 12.5% | 3.2 |
|
| 2475 |
2475
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $901M | +$60.7M | +7% | 5.84% | 47.7% | 200 | 7.5% | 4.6 |
|