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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 |
OCMI
2526
Oaktop Capital Management II
Chatham,
New Jersey
| $751M | -$50M | -6% | 3.28% | 451% | 15 | 0% | 7.7 |
|
| 2527 |
2527
NTV Asset Management
Charleston,
West Virginia
| $751M | -$7.59M | -1% | 0.49% | 110% | 287 | 10.8% | 6.3 |
|
| 2528 |
2528
Jag Capital Management
St Louis,
Missouri
| $751M | +$33.3M | +5% | 5.78% | 269% | 150 | 19.33% | 3.8 |
|
| 2529 |
2529
Hartline Investment Corp
Winnetka,
Illinois
| $750M | -$122M | -14% | 5.96% | 222% | 104 | 10.58% | 3.1 |
|
| 2530 |
2530
Khrom Capital Management
Miami Beach,
Florida
| $748M | -$135M | -15% | 4.15% | 35.6% | 20 | 30% | 1.2 |
|
| 2531 |
2531
Grove Bank & Trust
Miami,
Florida
| $748M | +$27.8M | +4% | 2.36% | 80.5% | 871 | 12.51% | 2.5 |
|
| 2532 |
2532
Claro Advisors
Boston,
Massachusetts
| $747M | +$7.09M | +1% | 4.41% | 98.8% | 557 | 20.65% | 2.4 |
|
| 2533 |
2533
Slow Capital
Greenbrae,
California
| $747M | +$40.4M | +6% | 5.92% | 156% | 123 | 12.2% | 5 |
|
| 2534 |
2534
Oak Root LLC
Santa Barbara,
California
| $746M | -$22M | -3% | 2% | 75.4% | 15 | 6.67% | 1.2 |
|
| 2535 |
2535
Community Bank
Dewitt,
New York
| $746M | -$33.8M | -4% | 0.93% | 86.3% | 404 | 9.16% | 6.9 |
|
| 2536 |
2536
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $746M | +$91.8K | +0% | 1.71% | 97.3% | 539 | 19.29% | 3.9 |
|
| 2537 |
2537
Talon Private Wealth
The Villages,
Florida
| $746M | +$267M | +56% | 0.77% | – | 309 | 48.87% | 0.4 |
|
| 2538 |
2538
Ascent Wealth Partners
New Hartford,
New York
| $746M | +$3.97M | +0.5% | 2.38% | 105% | 171 | 7.02% | 4.2 |
|
| 2539 |
2539
Advisors Preferred
Rockville,
Maryland
| $745M | +$123M | +20% | 1.59% | 102% | 351 | 76.92% | 0.4 |
|
| 2540 |
2540
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $745M | -$1.08B | -59% | 6.07% | 143% | 429 | 45.45% | 1.1 |
|
| 2541 |
2541
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $744M | -$35.6M | -5% | 2.48% | 51.5% | 121 | 9.92% | 2.5 |
|
| 2542 |
2542
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $744M | +$3.54M | +0.5% | 0.13% | 116% | 330 | 22.42% | 1.8 |
|
| 2543 |
2543
Jackson Square Partners
Larkspur,
California
| $744M | -$217M | -23% | 6.95% | 102% | 63 | 17.46% | 3.1 |
|
| 2544 |
2544
Tran Capital Management
San Rafael,
California
| $743M | -$139M | -16% | 7.15% | 173% | 67 | 8.96% | 2.6 |
|
| 2545 |
2545
HHM Wealth Advisors
Chattanooga,
Tennessee
| $743M | +$7.43M | +1% | 2.62% | 62.3% | 1,056 | 16.76% | 2.6 |
|
| 2546 |
2546
Insight Wealth Strategies
San Ramon,
California
| $743M | -$2.95M | -0.4% | 0.07% | 83.5% | 166 | 13.25% | 2.8 |
|
| 2547 |
2547
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $742M | -$1.34M | -0.2% | 3.05% | 95.9% | 264 | 8.33% | 2.9 |
|
| 2548 |
2548
Legato Capital Management
San Francisco,
California
| $742M | -$23M | -3% | 3.51% | 243% | 640 | 23.59% | 1.4 |
|
| 2549 |
2549
Greenwood Capital Associates
Greenwood,
South Carolina
| $741M | -$25M | -3% | 1.63% | 87.7% | 269 | 24.54% | 2.6 |
|
| 2550 |
2550
Signet Financial Management
Parsippany,
New Jersey
| $741M | -$42.2M | -5% | 2.46% | 65.2% | 297 | 15.15% | 3 |
|