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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $804M | -$8.78M | -1% | 1.48% | 47.7% | 195 | 7.18% | 4.4 |
|
| 2477 |
2477
Cutler Investment Counsel
Jacksonville,
Oregon
| $804M | +$11.1M | +1% | 2.3% | 61.8% | 136 | 12.5% | 5 |
|
| 2478 |
2478
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $803M | -$7.32M | -0.9% | 1.26% | 145% | 165 | 10.91% | 3.7 |
|
| 2479 |
2479
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $803M | +$55.1M | +7% | 0.92% | 64.6% | 135 | 35.56% | 1.6 |
|
| 2480 |
2480
Southernsun Asset Management
Memphis,
Tennessee
| $803M | -$40.9M | -5% | 4.86% | 54.7% | 31 | 9.68% | 5.3 |
|
| 2481 |
BPIM
2481
Brant Point Investment Management
New York
| $802M | -$107M | -12% | 4.73% | 169% | 146 | 47.95% | 2.5 |
|
| 2482 |
2482
Pembroke Management
Montreal,
Quebec, Canada
| $802M | +$17.9M | +2% | 6.85% | 105% | 62 | 9.68% | 3.2 |
|
| 2483 |
2483
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $802M | +$28.7M | +4% | 3.69% | 146% | 42 | 7.14% | 7.3 |
|
| 2484 |
2484
Counterpoint Mutual Funds
San Diego,
California
| $801M | +$273M | +52% | 2.73% | 74.3% | 434 | 70.05% | 0.3 |
|
| 2485 |
OCMI
2485
Oaktop Capital Management II
Chatham,
New Jersey
| $801M | -$116M | -13% | 7.26% | 451% | 15 | 0% | 7.4 |
|
| 2486 |
2486
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $801M | +$18.1M | +2% | 4.83% | 151% | 294 | 8.5% | 0.8 |
|
| 2487 |
2487
Lodestar Private Asset Management
Alamo,
California
| $800M | +$14.5M | +2% | 0.19% | 64.4% | 221 | 6.79% | 1.7 |
|
| 2488 |
2488
Institute for Wealth Management
Denver,
Colorado
| $798M | +$5.9M | +0.7% | 4.65% | 137% | 569 | 14.24% | 4.1 |
|
| 2489 |
2489
HCR Wealth Advisors
Los Angeles,
California
| $798M | +$34M | +4% | 3.95% | 107% | 240 | 9.58% | 3.8 |
|
| 2490 |
2490
Spirepoint Private Client
Vero Beach,
Florida
| $798M | +$42.6M | +6% | 3.01% | – | 228 | 10.96% | 0.6 |
|
| 2491 |
2491
Aperture Investors
New York
| $796M | +$8.83M | +1% | 12.6% | 211% | 88 | 30.68% | 1.4 |
|
| 2492 |
2492
Red Cedar Investment Management
Grand Rapids,
Michigan
| $796M | +$7.54M | +1% | 0.58% | 81.4% | 84 | 16.67% | 2.8 |
|
| 2493 |
KL
2493
KIM LLC
Wichita,
Kansas
| $793M | -$195M | -20% | 8.12% | 51.1% | 49 | 2.04% | 1 |
|
| 2494 |
2494
Capital Advisors Ltd
Shaker Heights,
Ohio
| $793M | -$13M | -2% | 0.23% | 61.1% | 1,642 | 11.88% | 3.4 |
|
| 2495 |
2495
Romano Brothers & Co
Evanston,
Illinois
| $792M | -$10.5M | -1% | 0.34% | 110% | 314 | 5.1% | 2 |
|
| 2496 |
2496
Trivium Point Advisory
Westport,
Connecticut
| $792M | +$74.5M | +10% | 2.84% | 106% | 352 | 10.8% | 2.1 |
|
| 2497 |
2497
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $791M | +$34.9M | +5% | 1.75% | 64.4% | 88 | 29.55% | 1.2 |
|
| 2498 |
2498
Financial Management Professionals
Austin,
Texas
| $791M | -$14.3M | -2% | 0.39% | 67.3% | 1,063 | 12.14% | 3.7 |
|
| 2499 |
2499
Alley Investment Management Company
Lake Forest,
Illinois
| $791M | +$985K | +0.1% | 0.01% | 54.6% | 86 | 3.49% | 2.5 |
|
| 2500 |
2500
Sone Capital Management
New York
| $790M | – | – | 4.62% | – | 113 | – | 0 |
|