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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Ionic Capital Management
New York
| $763M | -$214M | -22% | 4.12% | 163% | 163 | 57.67% | 0.7 |
|
| 2502 |
2502
Absher Wealth Management
Chapel Hill,
North Carolina
| $763M | -$1.62M | -0.2% | 1.26% | 65.3% | 71 | 7.04% | 3.6 |
|
| 2503 |
2503
LVZ Inc
Holland,
Michigan
| $762M | -$17.8M | -2% | 1.71% | 52.9% | 165 | 20% | 3 |
|
| 2504 |
2504
Evermay Wealth Management
Arlington,
Virginia
| $761M | +$101M | +15% | 2.17% | 61.1% | 612 | 11.76% | 3.7 |
|
| 2505 |
2505
Barlow Wealth Partners
Louisville,
Kentucky
| $761M | -$28.8M | -4% | 1.8% | 101% | 146 | 15.07% | 1.1 |
|
| 2506 |
2506
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $760M | +$1.66M | +0.2% | 1.71% | 49% | 96 | 11.46% | 4.4 |
|
| 2507 |
2507
JGP Wealth Management
Bend,
Oregon
| $760M | -$13.8M | -2% | 0.53% | 87.8% | 192 | 9.38% | 3.8 |
|
| 2508 |
2508
Baxter Bros Inc
Riverside,
Connecticut
| $759M | -$5.27M | -0.7% | 2.27% | 84.1% | 159 | 8.18% | 6.3 |
|
| 2509 |
2509
Cooper Financial Group
Irvine,
California
| $759M | -$71.3M | -9% | 3.08% | 87.2% | 416 | 16.11% | 2.4 |
|
| 2510 |
2510
Capital Advisors Ltd
Shaker Heights,
Ohio
| $759M | -$34.2M | -4% | 3.12% | 61.1% | 1,637 | 14.05% | 3.6 |
|
| 2511 |
2511
Columbus Macro
New Castle,
Pennsylvania
| $759M | +$37.7M | +5% | 2.58% | 48.7% | 213 | 9.86% | 2.9 |
|
| 2512 |
2512
Banc Funds Company
Chicago,
Illinois
| $758M | -$148M | -16% | 4.48% | 69% | 126 | 10.32% | 6.3 |
|
| 2513 |
2513
U.S. Global Investors (USGI)
San Antonio,
Texas
| $757M | -$251M | -25% | 9.93% | 151% | 157 | 30.57% | 2.1 |
|
| 2514 |
2514
McGowan Group Asset Management
Dallas,
Texas
| $756M | +$9.18M | +1% | 2.26% | 69.8% | 132 | 12.88% | 4 |
|
| 2515 |
2515
IBEX Wealth Advisors
Bedminster,
New Jersey
| $756M | -$93.1M | -11% | 1.17% | 221% | 221 | 52.49% | 0.7 |
|
| 2516 |
TCOT
2516
Trust Company of Toledo
Holland,
Ohio
| $755M | -$7.26M | -1% | 0.31% | 109% | 246 | 7.32% | 6.7 |
|
| 2517 |
2517
Vivo Capital
Palo Alto,
California
| $755M | -$138M | -15% | 19.7% | 7,491% | 43 | 13.95% | 2.1 |
|
| 2518 |
2518
State of Wyoming
Cheyenne,
Wyoming
| $754M | -$29.6M | -4% | 4.33% | 135% | 1,898 | 30.93% | 1.6 |
|
| 2519 |
2519
Cat Rock Capital Management
Greenwich,
Connecticut
| $754M | -$11.5M | -1% | 5.21% | 66.7% | 16 | 18.75% | 2.1 |
|
| 2520 |
2520
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $753M | -$38M | -5% | 1.01% | 64.4% | 109 | 27.52% | 1.2 |
|
| 2521 |
2521
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $753M | -$22.3M | -3% | 2.5% | 68% | 145 | 11.03% | 3.4 |
|
| 2522 |
2522
Emerald Advisors
Bellevue,
Washington
| $752M | +$26.8M | +4% | 2.44% | 71.8% | 99 | 12.12% | 3.2 |
|
| 2523 |
2523
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $752M | +$197M | +36% | 4.37% | 94.6% | 972 | 68.21% | 0.3 |
|
| 2524 |
2524
Rodgers Brothers
Harmony,
Pennsylvania
| $751M | -$15.6M | -2% | 1.08% | 108% | 244 | 9.84% | 6.1 |
|
| 2525 |
2525
Teamwork Financial Advisors
San Antonio,
Texas
| $751M | -$18.9M | -2% | 3.45% | 134% | 204 | 28.92% | 2 |
|