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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
Tamar Securities
Woodland Hills,
California
| $947M | +$67.4M | +8% | 4.57% | 84.8% | 101 | 10.89% | 2.6 |
|
| 2477 |
2477
Golden State Wealth Management
Santa Ana,
California
| $947M | +$40.7M | +4% | 2.19% | – | 1,773 | 11.56% | 1.5 |
|
| 2478 |
2478
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $946M | +$114M | +14% | 0.59% | – | 5 | 40% | 0.7 |
|
| 2479 |
2479
Sierra Capital
Miami,
Florida
| $945M | +$33.4M | +4% | 1.44% | 32.4% | 222 | 17.57% | 2.9 |
|
| 2480 |
2480
Greenland Capital Management
New York
| $945M | -$56.5M | -6% | 1.79% | 210% | 444 | 54.73% | 0.5 |
|
| 2481 |
2481
NTV Asset Management
Charleston,
West Virginia
| $944M | +$27M | +3% | 3.84% | 110% | 327 | 10.4% | 6.1 |
|
| 2482 |
2482
Institute for Wealth Management
Denver,
Colorado
| $944M | -$16.3M | -2% | 2.8% | 137% | 593 | 14.17% | 4.4 |
|
| 2483 |
2483
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $943M | +$41.8M | +5% | 2.47% | 47.7% | 201 | 8.96% | 4.8 |
|
| 2484 |
2484
Middleton & Co
Boston,
Massachusetts
| $942M | +$16.6M | +2% | 4.01% | 81.8% | 168 | 4.17% | 6.8 |
|
| 2485 |
2485
Onyx Bridge Wealth Group
Tarrytown,
New York
| $940M | +$20.4M | +2% | 2.21% | 74.6% | 390 | 12.05% | 2.1 |
|
| 2486 |
2486
Cooper Financial Group
Irvine,
California
| $940M | +$36.4M | +4% | 2.57% | 87.2% | 411 | 13.87% | 2.8 |
|
| 2487 |
2487
Harvey Investment Company
Louisville,
Kentucky
| $939M | +$2.05M | +0.2% | 1.56% | 56.4% | 102 | 4.9% | 8.7 |
|
| 2488 |
2488
GFI Investment Counsel
Toronto,
Ontario, Canada
| $938M | -$22.9M | -2% | 0.29% | 41.8% | 32 | 25% | 2.9 |
|
| 2489 |
2489
McGuire Investment Group
Wakefield,
Rhode Island
| $936M | +$53.2M | +6% | 7.56% | 202% | 126 | 8.73% | 4.3 |
|
| 2490 |
2490
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $936M | -$19.2M | -2% | 0.21% | 66.7% | 192 | 5.21% | 7.4 |
|
| 2491 |
2491
Blueprint Investment Partners
Greensboro,
North Carolina
| $935M | +$223M | +31% | 7.22% | 91.9% | 131 | 12.98% | 1.3 |
|
| 2492 |
2492
Gryphon Financial Partners
Columbus,
Ohio
| $935M | +$57.6M | +7% | 3.93% | 93.7% | 352 | 13.92% | 3.1 |
|
| 2493 |
2493
Redwood Capital Management
New York
| $934M | -$98M | -9% | 13.3% | 313% | 17 | 0% | 2.6 |
|
| 2494 |
2494
U.S. Global Investors (USGI)
San Antonio,
Texas
| $934M | +$48.2M | +5% | 16.1% | 151% | 167 | 41.32% | 2.4 |
|
| 2495 |
2495
Biglari Capital Corp
San Antonio,
Texas
| $933M | +$19.4M | +2% | 2.22% | 72.7% | 12 | 0% | 6.3 |
|
| 2496 |
2496
Massar Capital Management
Stamford,
Connecticut
| $932M | +$172M | +23% | 6.77% | – | 388 | 73.45% | 0.1 |
|
| 2497 |
PFMOSF
2497
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $932M | +$39.4M | +4% | 2.76% | 209% | 91 | 70.33% | 0.2 |
|
| 2498 |
2498
Portland Global Advisors
Portland,
Maine
| $932M | +$36.1M | +4% | 1.2% | 43.4% | 155 | 9.03% | 6.1 |
|
| 2499 |
2499
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $931M | +$121M | +15% | 1.82% | – | 295 | 16.95% | 3.3 |
|
| 2500 |
2500
Stillwater Capital Advisors
Devon,
Pennsylvania
| $930M | +$42.2M | +5% | 5.88% | 121% | 73 | 6.85% | 5.8 |
|