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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Southeast Asset Advisors
Thomasville,
Georgia
| $338M | +$7.08M | +2% | 2.13% | 91.5% | 113 | 7.96% | 2.9 |
|
| 2577 |
2577
Naples Global Advisors
Naples,
Florida
| $337M | -$1.62M | -0.5% | 2.2% | 103% | 301 | 11.96% | 2.8 |
|
| 2578 |
2578
Flagship Harbor Advisors
Boston,
Massachusetts
| $336M | -$11.5M | -3% | 0.55% | 75.7% | 403 | 17.87% | 1 |
|
| 2579 |
2579
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $336M | +$4.15M | +1% | 0.45% | 58% | 190 | 14.21% | 2.2 |
|
| 2580 |
HJA
2580
Hugh Johnson Advisors
Albany,
New York
| $335M | -$7.45M | -2% | 0.29% | 41.5% | 100 | 9% | 3.3 |
|
| 2581 |
2581
Herald Investment Management
London,
United Kingdom
| $335M | +$16.1M | +5% | 8.73% | 493% | 98 | 13.27% | 2.7 |
|
| 2582 |
2582
Shelter Mutual Insurance
Columbia,
Missouri
| $335M | -$656K | -0.2% | 2.13% | 51.2% | 42 | 2.38% | 4 |
|
| 2583 |
2583
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $335M | +$156M | +87% | 6.31% | 135% | 83 | 60.24% | 0.3 |
|
| 2584 |
WA
2584
Wealthstar Advisors
Plano,
Texas
| $334M | – | – | 3.28% | – | 51 | – | 0 |
|
| 2585 |
CANC
2585
Culbertson A N & Co
Charlottesville,
Virginia
| $334M | -$20.3M | -6% | 2.86% | 87.5% | 108 | 6.48% | 3.5 |
|
| 2586 |
2586
First Heartland Consultants
Lake St. Louis,
Missouri
| $334M | +$1.45M | +0.4% | 0.71% | 59.2% | 286 | 15.38% | 2.4 |
|
| 2587 |
2587
Marietta Investment Partners
Milwaukee,
Wisconsin
| $334M | -$18.1M | -5% | 2.08% | 160% | 141 | 9.22% | 2.4 |
|
| 2588 |
2588
Jacobi Capital Management
Pittston,
Pennsylvania
| $334M | +$24.6M | +8% | 1.1% | 76.6% | 1,039 | 11.07% | 1.2 |
|
| 2589 |
2589
Exane Asset Management
Paris,
France
| $333M | +$11.3M | +4% | 1.01% | 74.5% | 178 | 76.4% | 0.3 |
|
| 2590 |
2590
Madison International Realty Holdings
New York
| $333M | +$7.61M | +2% | 8.65% | – | 12 | 16.67% | 0.8 |
|
| 2591 |
2591
Redwood Investment Management
Scottsdale,
Arizona
| $332M | +$101M | +43% | 2.56% | 62.5% | 153 | 52.94% | 0.1 |
|
| 2592 |
2592
Stelac Advisory Services
New York
| $332M | +$97.4M | +41% | 2.04% | 84.9% | 130 | 51.54% | 1.2 |
|
| 2593 |
1C
2593
1060 Capital
Denver,
Colorado
| $332M | +$28.6M | +9% | 0.4% | 301% | 46 | 84.78% | 0.1 |
|
| 2594 |
FPCM
2594
Financial Partners Capital Management
New York
| $332M | -$210M | -39% | 0.82% | 34.2% | 121 | 38.84% | 3.4 |
|
| 2595 |
GCM
2595
Gabalex Capital Management
New York
| $332M | -$16.3M | -5% | 2.35% | 24.9% | 20 | 20% | 2.3 |
|
| 2596 |
2596
Aviance Capital Partners
Naples,
Florida
| $332M | +$28.6M | +9% | 1.85% | 98.2% | 233 | 12.88% | 2.8 |
|
| 2597 |
2597
Hills Bank & Trust
North Liberty,
Iowa
| $331M | -$9.8M | -3% | 1.48% | 52.8% | 137 | 8.03% | 3.3 |
|
| 2598 |
2598
GM Advisory Group
Melville,
New York
| $331M | -$36.2M | -10% | 1.53% | 53.6% | 139 | 15.83% | 1.5 |
|
| 2599 |
2599
Finepoint Capital
Boston,
Massachusetts
| $331M | -$212M | -39% | 1.42% | 27.4% | 10 | 40% | 1.8 |
|
| 2600 |
FAG
2600
Financial Advisory Group
Houston,
Texas
| $331M | -$3.76M | -1% | 1.77% | 20.6% | 70 | 15.71% | 2.9 |
|