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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
CMG
2551
Cavalry Management Group
San Francisco,
California
| $343M | -$53.4M | -13% | 9.26% | 59.6% | 30 | 60% | 0.5 |
|
| 2552 |
HJA
2552
Hugh Johnson Advisors
Albany,
New York
| $342M | +$9.13M | +3% | 4.51% | 41.5% | 96 | 3.13% | 3.2 |
|
| 2553 |
2553
LVW Advisors
Pittsford,
New York
| $342M | +$90.5M | +36% | 5.65% | 79.1% | 141 | 9.22% | 1.7 |
|
| 2554 |
2554
Kays Financial Advisory
Atlanta,
Georgia
| $342M | +$28.3M | +9% | 4.82% | 23.3% | 89 | 11.24% | 2.1 |
|
| 2555 |
SFSIG
2555
San Francisco Sentry Investment Group
San Francisco,
California
| $342M | +$43.8M | +15% | 6.22% | 436% | 979 | 11.75% | 0.9 |
|
| 2556 |
2556
Delta Dental Plan of Michigan
Okemos,
Michigan
| $342M | – | – | 3.08% | – | 29 | – | 0 |
|
| 2557 |
FRM
2557
Fox Run Management
Greenwich,
Connecticut
| $342M | -$11.6M | -3% | 4.11% | 64% | 1,031 | 76.33% | 0.2 |
|
| 2558 |
2558
Hazelview Securities
Toronto,
Ontario, Canada
| $341M | +$11.3M | +3% | 1.07% | – | 52 | 28.85% | 0.6 |
|
| 2559 |
2559
Penn Davis McFarland
Dallas,
Texas
| $341M | +$18.3M | +6% | 3.79% | 100% | 32 | 12.5% | 2.7 |
|
| 2560 |
2560
Hills Bank & Trust
North Liberty,
Iowa
| $341M | +$22.6M | +7% | 6.83% | 52.8% | 136 | 7.35% | 3 |
|
| 2561 |
2561
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| $341M | +$7.06M | +2% | 3.88% | 39.8% | 154 | 2.6% | 3.2 |
|
| 2562 |
2562
Aspiriant LLC
Los Angeles,
California
| $341M | -$852M | -71% | 3.34% | 52.7% | 204 | 60.29% | 2.8 |
|
| 2563 |
2563
Pictet Bank & Trust
Nassau,
Bahamas
| $340M | +$5.74M | +2% | 5.67% | 82.7% | 91 | 14.29% | 2.2 |
|
| 2564 |
2564
Alphabet Inc
Mountain View,
California
| $340M | -$4.25M | -1% | 7.89% | 327% | 8 | 50% | 0.8 |
|
| 2565 |
2565
LSP Investment Advisors
New York
| $339M | – | – | 1% | 79.5% | 27 | – | 0 |
|
| 2566 |
AIA
2566
Allegis Investment Advisors
Idaho Falls,
Idaho
| $339M | -$83.5M | -20% | 4.62% | – | 293 | 32.42% | 1.1 |
|
| 2567 |
TIM
2567
Total Investment Management
Scottsdale,
Arizona
| $339M | +$49.1M | +17% | 4.72% | 44.4% | 41 | 12.2% | 0.8 |
|
| 2568 |
2568
Loeb Partners Corp
New York
| $339M | +$11.7M | +4% | 6.12% | 34.4% | 181 | 23.76% | 2.2 |
|
| 2569 |
2569
Naples Global Advisors
Naples,
Florida
| $339M | +$39.1M | +13% | 5% | 103% | 292 | 9.93% | 2.6 |
|
| 2570 |
2570
Muhlenkamp & Co
Wexford,
Pennsylvania
| $338M | +$20.9M | +7% | 6.46% | 107% | 80 | 15% | 1.9 |
|
| 2571 |
2571
Blue Chip Partners
Farmington Hills,
Michigan
| $338M | +$27.7M | +9% | 6.47% | 81.2% | 127 | 1.57% | 2.5 |
|
| 2572 |
2572
LVZ Inc
Holland,
Michigan
| $338M | +$26.9M | +9% | 3.84% | 52.9% | 73 | 12.33% | 1.6 |
|
| 2573 |
2573
D.L. Carlson Investment Group
Concord,
New Hampshire
| $338M | +$15.6M | +5% | 8.05% | 113% | 138 | 9.42% | 2.7 |
|
| 2574 |
2574
Ritholtz Wealth Management
New York
| $337M | +$70.1M | +26% | 3.97% | 93% | 116 | 36.21% | 0.5 |
|
| 2575 |
2575
Farmers Trust Company
Youngstown,
Ohio
| $337M | +$41.1M | +14% | 7.74% | 73.5% | 165 | 21.21% | 2.6 |
|