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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 |
2551
Steel Partners Holdings
New York
| $551M | +$8.66M | +2% | 0.9% | – | 5 | 0% | 5.1 |
|
| 2552 |
2552
Allen Capital Group
Grand Island,
Nebraska
| $551M | +$450M | +445% | 4.95% | 62.8% | 198 | 91.92% | 0.4 |
|
| 2553 |
2553
Legato Capital Management
San Francisco,
California
| $550M | +$27M | +5% | 8.7% | 243% | 545 | 16.51% | 0.3 |
|
| 2554 |
2554
CFS Investment Advisory Services
Totowa,
New Jersey
| $550M | +$109M | +25% | 4.81% | 59.7% | 151 | 26.49% | 0.9 |
|
| 2555 |
2555
River Wealth Advisors
Camp Hill,
Pennsylvania
| $550M | +$30.5M | +6% | 5.9% | 80.3% | 217 | 9.22% | 5 |
|
| 2556 |
GIM
2556
Greylin Investment Management
Orange,
Virginia
| $548M | +$6.02M | +1% | 0.88% | 52.1% | 75 | 12% | 5.3 |
|
| 2557 |
KFS
2557
Kurt F. Somerville
| $548M | +$33.6M | +7% | 6.82% | 92.9% | 111 | 8.11% | 6.3 |
|
| 2558 |
2558
Bell Asset Management
Melbourne,
Australia
| $547M | +$13M | +2% | 5.71% | 45.3% | 63 | 9.52% | 3.5 |
|
| 2559 |
2559
Mark Asset Management
New York
| $547M | +$107M | +24% | 28.6% | 325% | 63 | 31.75% | 2.2 |
|
| 2560 |
2560
Toews Corporation
Northfield,
New Jersey
| $546M | +$344M | +170% | 3.9% | 22% | 120 | 95.83% | 1.1 |
|
| 2561 |
2561
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $546M | +$1.25M | +0.2% | 6.26% | 117% | 224 | 7.59% | 4.3 |
|
| 2562 |
2562
Sandia Investment Management
Boston,
Massachusetts
| $546M | -$25.3M | -4% | 1.11% | 20.5% | 325 | 54.46% | 0.5 |
|
| 2563 |
2563
Opus Capital Group
Cincinnati,
Ohio
| $546M | +$29.8M | +6% | 4.16% | 53.7% | 127 | 10.24% | 4.4 |
|
| 2564 |
2564
Penn Davis McFarland
Dallas,
Texas
| $545M | +$34.8M | +7% | 6.94% | 100% | 45 | 8.89% | 4.7 |
|
| 2565 |
2565
Arbor Investment Advisors
Winston Salem,
North Carolina
| $543M | +$54.7M | +11% | 4.67% | 48.5% | 108 | 8.33% | 3.8 |
|
| 2566 |
2566
Rockbridge Investment Management
Syracuse,
New York
| $543M | +$49.3M | +10% | 4.64% | 38.6% | 113 | 9.73% | 2.3 |
|
| 2567 |
MA
2567
Madrone Advisors
Menlo Park,
California
| $543M | +$24.1M | +5% | 14.8% | 10.4% | 7 | 0% | 0.3 |
|
| 2568 |
2568
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $542M | -$64.7M | -11% | 2.15% | 89.5% | 146 | 21.92% | 1.1 |
|
| 2569 |
2569
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $542M | -$4.2M | -0.8% | 9.34% | – | 263 | 12.17% | 2.1 |
|
| 2570 |
2570
KWB Wealth
Redlands,
California
| $542M | +$16M | +3% | 4.82% | 54.8% | 120 | 8.33% | 1.3 |
|
| 2571 |
2571
Sourcerock Group
Denver,
Colorado
| $542M | +$10.2M | +2% | 1.68% | 59.1% | 34 | 47.06% | 0.7 |
|
| 2572 |
2572
BFSG LLC
Irvine,
California
| $542M | +$42.4M | +8% | 6.15% | 90.7% | 204 | 14.71% | 2.4 |
|
| 2573 |
2573
Cipher Capital
New York
| $542M | +$11.6M | +2% | 4.25% | – | 717 | 67.22% | 0.2 |
|
| 2574 |
2574
American National Bank & Trust
Wichita Falls,
Texas
| $541M | +$54M | +11% | 6.09% | 102% | 670 | 22.84% | 2.1 |
|
| 2575 |
2575
Polus Capital Management
London,
United Kingdom
| $541M | +$310M | +134% | 22.2% | – | 20 | 80% | 0.1 |
|