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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 |
FAG
2551
Financial Advisory Group
Houston,
Texas
| $363M | +$37.2M | +11% | 10.6% | 20.6% | 72 | 9.72% | 3.4 |
|
| 2552 |
2552
Fusion Family Wealth
Woodbury,
New York
| $362M | +$21.8M | +6% | 10.5% | 58.2% | 261 | 41.76% | 1.8 |
|
| 2553 |
2553
Rutabaga Capital Management
Boston,
Massachusetts
| $362M | +$58.6M | +19% | 15.8% | 57% | 49 | 12.24% | 2.1 |
|
| 2554 |
LCM
2554
Lucha Capital Management
San Francisco,
California
| $362M | +$48.4M | +15% | 25% | 84.3% | 43 | 65.12% | 0.5 |
|
| 2555 |
2555
TrustCore Financial Services
Brentwood,
Tennessee
| $362M | +$181M | +100% | 10.8% | 28.3% | 882 | 49.77% | 0.5 |
|
| 2556 |
2556
ACK Asset Management
Greenwich,
Connecticut
| $362M | +$66.9M | +23% | 18% | 132% | 40 | 42.5% | 0.7 |
|
| 2557 |
2557
Mason Investment Advisory Services
Reston,
Virginia
| $362M | – | – | 10.3% | 76.1% | 80 | – | 0 |
|
| 2558 |
2558
Atlantic Union Bankshares
Glen Allen,
Virginia
| $361M | +$54.4M | +18% | 13.1% | 78.9% | 134 | 9.7% | 3.5 |
|
| 2559 |
OM
2559
Opaleye Management
Boston,
Massachusetts
| $361M | +$93.2M | +35% | 51.5% | 748% | 67 | 50.75% | 0.9 |
|
| 2560 |
VCM
2560
Vivaldi Capital Management
Chicago,
Illinois
| $360M | +$128M | +55% | 8.52% | 69.2% | 251 | 29.48% | 0.7 |
|
| 2561 |
2561
Vision Capital Management
Portland,
Oregon
| $360M | +$42.3M | +13% | 13% | 78.4% | 83 | 12.05% | 2.9 |
|
| 2562 |
2562
SOL Capital Management
Rockville,
Maryland
| $359M | +$46.4M | +15% | 12.6% | 56.6% | 245 | 7.35% | 4.1 |
|
| 2563 |
2563
Ostrum Asset Management US
New York
| $359M | -$319M | -47% | 19.9% | – | 245 | 86.53% | 0.3 |
|
| 2564 |
2564
Baker Ellis Asset Management
Vancouver,
Washington
| $359M | +$29.5M | +9% | 11.3% | 91.9% | 233 | 14.59% | 4 |
|
| 2565 |
PCM
2565
Price Capital Management
Lafayette,
Louisiana
| $358M | +$287M | +401% | 4.96% | 124% | 28 | 89.29% | 0 |
|
| 2566 |
2566
Insight Wealth Strategies
San Ramon,
California
| $358M | +$31.5M | +10% | 9.53% | 83.5% | 155 | 29.68% | 0.2 |
|
| 2567 |
AC
2567
Apertura Capital
Dallas,
Texas
| $358M | +$101M | +40% | 16% | 41.5% | 67 | 91.04% | 0.1 |
|
| 2568 |
2568
FRG Family Wealth Advisors
Bellevue,
Washington
| $357M | +$47.9M | +15% | 13.6% | 76.4% | 131 | 7.63% | 2.8 |
|
| 2569 |
2569
Sensato Investors
San Francisco,
California
| $357M | -$19.5M | -5% | 19.4% | 75.8% | 97 | 36.08% | 0.9 |
|
| 2570 |
2570
Bristlecone Advisors
Bellevue,
Washington
| $357M | +$23.9M | +7% | 13.7% | 103% | 134 | 29.85% | 2.9 |
|
| 2571 |
2571
AlphaStar Capital Management
Cornelius,
North Carolina
| $357M | +$44M | +14% | 9.62% | 69.5% | 236 | 20.34% | 0.9 |
|
| 2572 |
2572
HeadInvest LLC
Portland,
Maine
| $357M | -$274M | -43% | 12.6% | 59.1% | 195 | 8.21% | 3.2 |
|
| 2573 |
2573
First Heartland Consultants
Lake St. Louis,
Missouri
| $357M | +$89M | +33% | 10.9% | 59.2% | 288 | 20.83% | 2.5 |
|
| 2574 |
2574
Exchange Capital Management
Ann Arbor,
Michigan
| $356M | +$48.5M | +16% | 12.7% | 57.8% | 135 | 5.19% | 2.9 |
|
| 2575 |
2575
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $356M | +$53.6M | +18% | 14.1% | 63.2% | 156 | 10.26% | 3.3 |
|