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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
HUB Investment Partners
Austin,
Texas
| $602M | +$119M | +25% | 6.24% | 95.7% | 275 | 25.09% | 0.9 |
|
| 2527 |
2527
Anson Funds Management
Dallas,
Texas
| $602M | -$7.85M | -1% | 11.1% | 2,010% | 231 | 57.14% | 0.7 |
|
| 2528 |
2528
TT International Asset Management
London,
United Kingdom
| $601M | -$312M | -34% | 8.37% | 308% | 58 | 44.83% | 0.8 |
|
| 2529 |
2529
De Burlo Group
Boston,
Massachusetts
| $601M | +$89M | +17% | 11.5% | 147% | 94 | 12.77% | 2.4 |
|
| 2530 |
2530
Foundation Resource Management
Little Rock,
Arkansas
| $600M | -$3.33M | -0.6% | 0.87% | 84.5% | 52 | 1.92% | 7 |
|
| 2531 |
2531
V Wealth Advisors
Overland Park,
Kansas
| $600M | +$66.6M | +12% | 8.06% | 36.9% | 408 | 13.24% | 2.5 |
|
| 2532 |
2532
Estabrook Capital Management
New York
| $600M | +$23.6M | +4% | 6.31% | 87.2% | 402 | 3.98% | 5.8 |
|
| 2533 |
2533
Sectoral Asset Management
Montreal,
Quebec, Canada
| $600M | +$79.5M | +15% | 20.3% | 168% | 133 | 20.3% | 1.9 |
|
| 2534 |
2534
Financial Management Professionals
Austin,
Texas
| $598M | +$79.6M | +15% | 5.49% | 67.3% | 1,200 | 23% | 2.7 |
|
| 2535 |
2535
Gabelli & Co Investment Advisers
Rye,
New York
| $598M | +$76.5M | +15% | 8.85% | 248% | 336 | 47.92% | 1.2 |
|
| 2536 |
NRA
2536
NSI Retail Advisors
Warrendale,
Pennsylvania
| $597M | +$131M | +28% | 6.03% | 26.2% | 52 | 11.54% | 1.4 |
|
| 2537 |
2537
Lodestar Private Asset Management
Alamo,
California
| $596M | +$35.7M | +6% | 5.69% | 58.3% | 198 | 7.07% | 0.5 |
|
| 2538 |
2538
Oak Hill Capital Management
New York
| $595M | +$119M | +25% | 25% | 1.19% | 1 | 0% | 1.5 |
|
| 2539 |
2539
Valley National Advisers
Bethlehem,
Pennsylvania
| $595M | +$26.5M | +5% | 5.71% | 87.2% | 1,007 | 7.05% | 4.5 |
|
| 2540 |
2540
American National Bank & Trust
Wichita Falls,
Texas
| $594M | +$53M | +10% | 7.47% | 102% | 603 | 9.95% | 2.3 |
|
| 2541 |
2541
Greatmark Investment Partners
Columbus,
Georgia
| $594M | +$33.1M | +6% | 3.11% | 62% | 138 | 11.59% | 5.5 |
|
| 2542 |
CEI
2542
Clark Estates Inc
New York
| $593M | +$89.5M | +18% | 4.54% | 34.5% | 103 | 24.27% | 1.8 |
|
| 2543 |
2543
Institute for Wealth Management
Denver,
Colorado
| $593M | +$69.2M | +13% | 10.9% | 137% | 473 | 8.03% | 3.5 |
|
| 2544 |
2544
LTS One Management
New York
| $592M | -$12M | -2% | 8.08% | 67.9% | 13 | 46.15% | 0.5 |
|
| 2545 |
2545
Fortress Investment Group
New York
| $592M | +$16.2M | +3% | 0.45% | 97.5% | 46 | 54.35% | 2 |
|
| 2546 |
TCOT
2546
Trust Company of Toledo
Holland,
Ohio
| $592M | +$31.5M | +6% | 6.99% | 109% | 213 | 5.16% | 6.7 |
|
| 2547 |
2547
Alpha Omega Wealth Management
Richmond,
Virginia
| $592M | +$13.1M | +2% | 3.76% | 65.9% | 210 | 3.33% | 5.1 |
|
| 2548 |
2548
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $592M | -$29.5M | -5% | 3.15% | 106% | 48 | 12.5% | 2.9 |
|
| 2549 |
2549
Ardsley Advisory Partners
Stamford,
Connecticut
| $592M | +$136M | +30% | 16.5% | 555% | 162 | 62.96% | 0.6 |
|
| 2550 |
2550
Intrua Financial
Houston,
Texas
| $591M | +$110M | +23% | 5.01% | 71% | 369 | 13.82% | 1.8 |
|