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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
Teewinot Capital Advisers
New York
| $591M | +$85.4M | +17% | 17.6% | 149% | 31 | 16.13% | 3.7 |
|
| 2552 |
2552
Recurrent Investment Advisors
Houston,
Texas
| $591M | +$85.1M | +17% | 1.55% | 99.7% | 53 | 18.87% | 2.5 |
|
| 2553 |
2553
Atlas Venture Advisors
Boston,
Massachusetts
| $590M | +$126M | +27% | 28.9% | 29.2% | 6 | 16.67% | 3.5 |
|
| 2554 |
CBT
2554
Central Bank & Trust
Lexington,
Kentucky
| $590M | +$28.1M | +5% | 10% | 118% | 433 | 26.56% | 5.8 |
|
| 2555 |
2555
River Wealth Advisors
Camp Hill,
Pennsylvania
| $589M | +$39.8M | +7% | 7.58% | 80.3% | 212 | 2.83% | 5.1 |
|
| 2556 |
2556
BFSG LLC
Irvine,
California
| $588M | +$46.6M | +9% | 5.48% | 81.9% | 220 | 17.73% | 2.4 |
|
| 2557 |
2557
RBO & Co
Saint Helena,
California
| $588M | +$14.1M | +2% | 2.89% | 27.9% | 56 | 8.93% | 6 |
|
| 2558 |
2558
Baker Ellis Asset Management
Vancouver,
Washington
| $588M | +$29.6M | +5% | 6.39% | 91.9% | 213 | 6.1% | 5.1 |
|
| 2559 |
2559
Talbot Financial
Bellevue,
Washington
| $588M | +$50M | +9% | 10.7% | 118% | 60 | 6.67% | 0.5 |
|
| 2560 |
2560
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $588M | – | – | 7.21% | 116% | 302 | – | 3.3 |
|
| 2561 |
2561
RMR Wealth Builders
Montclair,
New Jersey
| $588M | +$61.9M | +12% | 7.64% | 91.7% | 224 | 10.71% | 1.7 |
|
| 2562 |
2562
Hartline Investment Corp
Winnetka,
Illinois
| $587M | +$85.7M | +17% | 15.8% | 201% | 120 | 15% | 2 |
|
| 2563 |
2563
Virtue Capital Management
Brentwood,
Tennessee
| $586M | -$24.9M | -4% | 4.98% | 91% | 426 | 15.96% | 1.3 |
|
| 2564 |
2564
Vision Capital Management
Portland,
Oregon
| $586M | +$34.4M | +6% | 6.82% | 78.4% | 107 | 7.48% | 4.9 |
|
| 2565 |
2565
Cipher Capital
New York
| $585M | +$43.5M | +8% | 3.23% | – | 745 | 68.99% | 0.2 |
|
| 2566 |
2566
Passaic Partners
Newark,
New Jersey
| $585M | +$90.9M | +18% | 3.77% | 53.2% | 11 | 45.45% | 0.7 |
|
| 2567 |
LP
2567
LGL Partners
Philadelphia,
Pennsylvania
| $585M | +$461K | +0.1% | 6% | 68.9% | 105 | 11.43% | 3.4 |
|
| 2568 |
2568
Allen Capital Group
Grand Island,
Nebraska
| $585M | +$34M | +6% | 4.16% | 56.9% | 185 | 11.35% | 0.6 |
|
| 2569 |
2569
Bell Asset Management
Melbourne,
Australia
| $585M | +$37.4M | +7% | 4.5% | 45.3% | 65 | 12.31% | 3.5 |
|
| 2570 |
2570
Steel Partners Holdings
New York
| $584M | +$33.3M | +6% | 4.21% | – | 6 | 16.67% | 4.4 |
|
| 2571 |
2571
Flaharty Asset Management
Clearwater,
Florida
| $584M | +$23.6M | +4% | 2.63% | 33.4% | 117 | 11.97% | 2.9 |
|
| 2572 |
2572
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $584M | +$14.1M | +2% | 4.49% | 58.9% | 444 | 13.74% | 1 |
|
| 2573 |
2573
Nordwand Advisors
Radnor,
Pennsylvania
| $583M | -$30.2M | -5% | 4.79% | 93% | 135 | 19.26% | 0.3 |
|
| 2574 |
2574
Rockwood Wealth Management
New Hope,
Pennsylvania
| $583M | +$76.3M | +15% | 3.43% | 48.9% | 77 | 10.39% | 1.1 |
|
| 2575 |
2575
City Holding Co
Charleston,
West Virginia
| $581M | +$25M | +5% | 6.38% | 89.2% | 568 | 18.31% | 5.4 |
|