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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
JOYN Advisors
Atlanta,
Georgia
| $239M | +$14M | +6% | 2.74% | 0.77% | 39 | 66.67% | 0.8 |
|
| 2527 |
2527
Capital City Trust
Tallahassee,
Florida
| $238M | -$1.44M | -0.6% | 0.09% | 98.5% | 98 | 4.08% | 1.1 |
|
| 2528 |
2528
Tortoise Investment Management
White Plains,
New York
| $238M | -$1.12M | -0.5% | 0.93% | 40.2% | 456 | 15.13% | 1 |
|
| 2529 |
2529
Cutler Capital Management
Worcester,
Massachusetts
| $238M | -$17.5M | -7% | 3.15% | 39.7% | 89 | 11.24% | 0.9 |
|
| 2530 |
ZCG
2530
Zesiger Capital Group
New York
| $238M | -$38.8M | -14% | 4.82% | – | 25 | 12% | 1 |
|
| 2531 |
2531
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $238M | +$4.68M | +2% | 0.26% | 83.8% | 122 | 9.02% | 1 |
|
| 2532 |
2532
Berkshire Money Management
Dalton,
Massachusetts
| $237M | +$94.1M | +66% | 0.79% | 61.8% | 19 | 36.84% | 0.8 |
|
| 2533 |
2533
Aegis Financial
Mc Lean,
Virginia
| $237M | -$71.1M | -23% | 17.1% | 266% | 59 | 18.64% | 1 |
|
| 2534 |
TCM
2534
Texan Capital Management
Houston,
Texas
| $237M | +$5.99M | +3% | 5.34% | 19.3% | 140 | 12.86% | 1.1 |
|
| 2535 |
2535
Guinness Asset Management
London,
United Kingdom
| $237M | -$19.3M | -8% | 10.3% | 73.9% | 66 | 10.61% | 1.1 |
|
| 2536 |
2536
Huntington Steele
Oaks,
Pennsylvania
| $237M | -$12K | -0% | 0.37% | 69.8% | 69 | 5.8% | 1.2 |
|
| 2537 |
2537
Modera Wealth Management
Westwood,
New Jersey
| $236M | +$16.1M | +7% | 2.47% | 68.2% | 85 | 28.24% | 0.8 |
|
| 2538 |
2538
Harrison Street Securities
Chicago,
Illinois
| $236M | +$10.5M | +5% | 4.06% | 41.2% | 34 | 23.53% | 0.7 |
|
| 2539 |
2539
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $236M | -$248M | -51% | 0.62% | 219% | 13 | 53.85% | 0.5 |
|
| 2540 |
2540
Marquette Asset Management
Minneapolis,
Minnesota
| $236M | -$10.6M | -4% | 0.67% | 69.6% | 91 | 9.89% | 1 |
|
| 2541 |
2541
Hudson Valley Investment Advisors
Goshen,
New York
| $235M | +$6.07M | +3% | 1.48% | 102% | 137 | 7.3% | 1.1 |
|
| 2542 |
2542
Savant Capital
Rockford,
Illinois
| $235M | +$3.94M | +2% | 0.92% | 61.2% | 201 | 8.96% | 1 |
|
| 2543 |
2543
Shikiar Asset Management
New York
| $235M | -$7.05M | -3% | 2.81% | 117% | 124 | 20.16% | 0.9 |
|
| 2544 |
2544
Ipswich Investment Management
Beverly,
Massachusetts
| $235M | -$23.2M | -9% | 0.76% | 104% | 150 | 15.33% | 1.1 |
|
| 2545 |
KCM
2545
Kempner Capital Management
Galveston,
Texas
| $235M | -$17.8M | -7% | 1.35% | 60.9% | 73 | 13.7% | 0.9 |
|
| 2546 |
2546
SVA Wealth Management
Madison,
Wisconsin
| $235M | +$773K | +0.3% | 1.61% | 44.5% | 170 | 7.06% | 0.7 |
|
| 2547 |
2547
Bright Rock Capital Management
Hanover,
Massachusetts
| $234M | +$21.4M | +10% | 0.63% | 53.1% | 95 | 24.21% | 0.8 |
|
| 2548 |
2548
Meristem Family Wealth
Minnetonka,
Minnesota
| $234M | -$4.66M | -2% | 0.12% | 67.7% | 113 | 7.08% | 1.1 |
|
| 2549 |
2549
Financial Sense Advisors
San Diego,
California
| $234M | -$21.3M | -8% | 0.52% | 152% | 144 | 29.86% | 0.8 |
|
| 2550 |
YI
2550
YM Investment
Central,
Hong Kong
| $234M | -$396M | -63% | 5.1% | – | 2 | 0% | 0.8 |
|