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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
NTV Asset Management
Charleston,
West Virginia
| $910M | -$34.5M | -4% | 0.13% | 110% | 324 | 8.64% | 6.3 |
|
| 2502 |
2502
Harvey Investment Company
Louisville,
Kentucky
| $909M | -$29.7M | -3% | 0.94% | 56.4% | 99 | 2.02% | 9 |
|
| 2503 |
2503
Perseverance Asset Management International
George Town,
Cayman Islands
| $909M | +$227M | +33% | 1.9% | 120% | 23 | 52.17% | 1.1 |
|
| 2504 |
2504
Hartline Investment Corp
Winnetka,
Illinois
| $909M | -$15.8M | -2% | 2.91% | 222% | 115 | 7.83% | 3.5 |
|
| 2505 |
AHT
2505
Amanah Holdings Trust
London,
| $908M | +$225M | +33% | 57.5% | – | 20 | 0% | 0.3 |
|
| 2506 |
BDP
2506
Brehaut David Pascal
| $908M | -$49.8M | -5% | 5.2% | – | 1 | 0% | 0.3 |
|
| 2507 |
2507
Greenwood Capital Associates
Greenwood,
South Carolina
| $908M | -$13.3M | -1% | 0.09% | 87.7% | 311 | 25.72% | 2.3 |
|
| 2508 |
2508
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $907M | -$89.8M | -9% | 2.54% | 44.3% | 83 | 12.05% | 4.9 |
|
| 2509 |
2509
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $907M | +$19.7M | +2% | 0.51% | 61.5% | 162 | 7.41% | 4.1 |
|
| 2510 |
2510
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $906M | -$262M | -22% | 5.08% | 90.5% | 10 | 0% | 4.9 |
|
| 2511 |
2511
Stockman Wealth Management
Billings,
Montana
| $906M | +$47.6M | +6% | 2.9% | 77.5% | 192 | 14.58% | 5.4 |
|
| 2512 |
2512
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $906M | +$14M | +2% | 1.99% | 116% | 431 | 25.29% | 1.8 |
|
| 2513 |
2513
Hill Investment Group Partners
St. Louis,
Missouri
| $906M | +$64.9M | +8% | 2.44% | 50.6% | 52 | 7.69% | 2.8 |
|
| 2514 |
2514
Per Stirling Capital Management
Austin,
Texas
| $905M | +$14.4M | +2% | 0.42% | 63.1% | 333 | 16.82% | 1.9 |
|
| 2515 |
2515
Abner Herrman & Brock
Jersey City,
New Jersey
| $905M | -$74.3M | -8% | 3.07% | 156% | 120 | 14.17% | 3.2 |
|
| 2516 |
2516
Permian Investment Partners
Dallas,
Texas
| $905M | +$22.1M | +3% | 8.6% | 78.6% | 14 | 28.57% | 1.3 |
|
| 2517 |
2517
EnCap Investments
Houston,
Texas
| $905M | – | – | 40.2% | – | 4 | – | 0 |
|
| 2518 |
2518
Sendero Wealth Management
San Antonio,
Texas
| $904M | +$2.01M | +0.2% | 2.76% | 99.2% | 218 | 16.06% | 2.1 |
|
| 2519 |
2519
Asset One Wealth Management
Bellevue,
Washington
| $904M | +$174M | +24% | 0.5% | – | 355 | 27.89% | 0.2 |
|
| 2520 |
2520
Octagon Capital Advisors
New York
| $904M | +$79.9M | +10% | 34.6% | 2,969% | 34 | 35.29% | 1.1 |
|
| 2521 |
AIC
2521
AWM Investment Company
New York
| $903M | -$132M | -13% | 10.9% | 778% | 115 | 26.09% | 3.2 |
|
| 2522 |
2522
Evermay Wealth Management
Arlington,
Virginia
| $902M | +$10.9M | +1% | 1.62% | 56.2% | 623 | 13.16% | 4.2 |
|
| 2523 |
2523
Periscope Capital
Toronto,
Ontario, Canada
| $902M | +$27.5M | +3% | 0.05% | 28.8% | 489 | 41.1% | 0.5 |
|
| 2524 |
2524
GCM Grosvenor Holdings
Chicago,
Illinois
| $901M | +$196M | +28% | 4.7% | 78.7% | 23 | 8.7% | 1.5 |
|
| 2525 |
2525
Goldstein Advisors
Madison,
Wisconsin
| $900M | +$22.5M | +3% | 1.58% | 62.6% | 240 | 12.92% | 2 |
|