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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
Harvest Fund Management
Beijing,
China
| $573M | +$75.6M | +15% | 9.12% | 327% | 738 | 21% | 2 |
|
| 2552 |
2552
Arbor Investment Advisors
Winston Salem,
North Carolina
| $572M | +$4.82M | +0.8% | 3.15% | 48.5% | 109 | 11.01% | 4.4 |
|
| 2553 |
2553
Valley National Advisers
Bethlehem,
Pennsylvania
| $572M | -$22.6M | -4% | 3.64% | 87.2% | 1,146 | 22.08% | 4 |
|
| 2554 |
2554
Cornerstone Advisory
Hunt Valley,
Maryland
| $572M | +$2.39M | +0.4% | 3.24% | 53.5% | 220 | 6.82% | 4.3 |
|
| 2555 |
2555
Stansberry Asset Management
Westlake,
Texas
| $571M | +$24.7M | +5% | 3.51% | 79.6% | 116 | 25% | 1.7 |
|
| 2556 |
2556
Penn Davis McFarland
Dallas,
Texas
| $571M | +$9.28M | +2% | 1.48% | 100% | 48 | 12.5% | 4.7 |
|
| 2557 |
2557
Dock Street Asset Management
Palm Beach,
Florida
| $571M | -$10.2M | -2% | 0.97% | 175% | 45 | 11.11% | 5.1 |
|
| 2558 |
LP
2558
LGL Partners
Philadelphia,
Pennsylvania
| $570M | -$14.6M | -2% | 3.29% | 68.9% | 106 | 14.15% | 3.5 |
|
| 2559 |
2559
Clear Creek Financial Management
Silverdale,
Washington
| $570M | -$7.18M | -1% | 2.28% | 86.1% | 348 | 13.22% | 1.6 |
|
| 2560 |
2560
Financial Management Professionals
Austin,
Texas
| $569M | -$29.1M | -5% | 2.91% | 67.3% | 1,118 | 21.02% | 2.9 |
|
| 2561 |
2561
Montanaro Asset Management
London,
United Kingdom
| $568M | -$63.9M | -10% | 8.33% | 49.6% | 45 | 0% | 2.3 |
|
| 2562 |
2562
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $568M | -$11.6M | -2% | 1.7% | 312% | 3 | 33.33% | 1.4 |
|
| 2563 |
2563
Estabrook Capital Management
New York
| $568M | -$32M | -5% | 2.31% | 87.2% | 390 | 5.13% | 6.2 |
|
| 2564 |
2564
Torray Investment Partners
Bethesda,
Maryland
| $567M | -$11.2M | -2% | 0.99% | 82.4% | 97 | 4.12% | 5 |
|
| 2565 |
KC
2565
Keenan Capital
Burlingame,
California
| $567M | +$8.29M | +1% | 4.4% | 110% | 10 | 0% | 3.1 |
|
| 2566 |
2566
Inspire Advisors
Meridian,
Idaho
| $566M | +$47.8M | +9% | 3.09% | 60.2% | 310 | 30.97% | 0.7 |
|
| 2567 |
2567
Focused Wealth Management
Newburgh,
New York
| $566M | +$10.7M | +2% | 2.96% | 73.9% | 1,125 | 13.51% | 4.6 |
|
| 2568 |
2568
WealthPlan Investment Management
Omaha,
Nebraska
| $566M | +$230M | +69% | 4.34% | 74.2% | 378 | 58.2% | 1.3 |
|
| 2569 |
2569
Rockbridge Investment Management
Syracuse,
New York
| $566M | -$3.08M | -0.5% | 4.03% | 38.6% | 111 | 6.31% | 2.8 |
|
| 2570 |
2570
Greatmark Investment Partners
Columbus,
Georgia
| $566M | -$28.5M | -5% | 1.36% | 62% | 137 | 11.68% | 5.8 |
|
| 2571 |
2571
Covalis Capital
London,
United Kingdom
| $565M | +$99.1M | +21% | 11.2% | 37.9% | 67 | 64.18% | 0.3 |
|
| 2572 |
2572
Kepos Capital
New York
| $565M | +$19.2M | +4% | 1.5% | 21.1% | 399 | 34.84% | 1.4 |
|
| 2573 |
GA
2573
GRS Advisors
Chicago,
Illinois
| $565M | +$3.51M | +0.6% | 5.22% | 54.3% | 36 | 38.89% | 0.9 |
|
| 2574 |
2574
Allen Capital Group
Grand Island,
Nebraska
| $565M | -$20M | -3% | 2.45% | 62.8% | 182 | 12.09% | 0.8 |
|
| 2575 |
2575
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $565M | -$57M | -9% | 4.03% | 52.3% | 16 | 12.5% | 1.8 |
|