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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
Moody Aldrich Partners
Marblehead,
Massachusetts
| $356M | +$51.6M | +17% | 17.4% | 312% | 113 | 28.32% | 1 |
|
| 2577 |
2577
Metropolis Capital
Amersham,
United Kingdom
| $356M | +$88.8M | +33% | 5.46% | 61.7% | 10 | 10% | 0.3 |
|
| 2578 |
2578
VisionPoint Advisory Group
Dallas,
Texas
| $356M | +$47.1M | +15% | 6.98% | 79.3% | 149 | 44.97% | 0.2 |
|
| 2579 |
IA
2579
Independence Advisors
Wayne,
Pennsylvania
| $356M | +$54.9M | +18% | 10.8% | 24.4% | 100 | 15% | 1.8 |
|
| 2580 |
2580
Thames Capital Management
Roseland,
New Jersey
| $355M | +$118M | +50% | 22.8% | 1,177% | 35 | 45.71% | 0.6 |
|
| 2581 |
2581
Kettle Hill Capital Management
New York
| $355M | +$11.1M | +3% | 12.2% | 37.4% | 53 | 79.25% | 0.3 |
|
| 2582 |
2582
City Holding Co
Charleston,
West Virginia
| $355M | +$48.5M | +16% | 11.7% | 89.2% | 515 | 5.83% | 3.8 |
|
| 2583 |
2583
Antara Capital
New York
| $354M | +$208M | +142% | 1.02% | 39.8% | 61 | 68.85% | 0.1 |
|
| 2584 |
2584
Weaver Consulting Group
Huntington Beach,
California
| $354M | – | – | 4.4% | 56.4% | 1,532 | – | 0 |
|
| 2585 |
2585
Traphagen Investment Advisors
Oradell,
New Jersey
| $354M | – | – | 11% | 65.8% | 105 | – | 0 |
|
| 2586 |
2586
Emerson Point Capital
Larchmont,
New York
| $354M | +$106M | +43% | 26.6% | 94.8% | 30 | 20% | 0.2 |
|
| 2587 |
2587
Serengeti Asset Management
New York
| $354M | +$35.9M | +11% | 1.99% | 14.9% | 32 | 53.13% | 1.4 |
|
| 2588 |
2588
Evermay Wealth Management
Arlington,
Virginia
| $354M | +$44.8M | +15% | 11.5% | 56.2% | 148 | 12.84% | 2.5 |
|
| 2589 |
2589
Almanack Investment Partners
Wayne,
Pennsylvania
| $353M | +$14.6M | +4% | 7% | 77.8% | 271 | 59.78% | 0.9 |
|
| 2590 |
2590
Farmers Trust Company
Youngstown,
Ohio
| $353M | +$33.4M | +10% | 12% | 73.5% | 170 | 14.12% | 3.4 |
|
| 2591 |
2591
Winslow Evans & Crocker
Boston,
Massachusetts
| $352M | +$54.5M | +18% | 16.6% | 76.2% | 1,372 | 23.47% | 3 |
|
| 2592 |
2592
Beaconlight Capital
New York
| $352M | +$63.1M | +22% | 20.5% | 282% | 38 | 63.16% | 0.6 |
|
| 2593 |
2593
Cutter & Co Brokerage
Ballwin,
Missouri
| $352M | +$88.8M | +34% | 15.2% | 40.4% | 308 | 18.18% | 2.2 |
|
| 2594 |
2594
Harber Asset Management
Asheville,
North Carolina
| $351M | -$467K | -0.1% | 19.2% | 63.6% | 47 | 31.91% | 1.6 |
|
| 2595 |
2595
Rodgers Brothers
Harmony,
Pennsylvania
| $351M | +$40.3M | +13% | 11.6% | 108% | 198 | 10.1% | 3.6 |
|
| 2596 |
2596
Grosvenor Holdings
Chicago,
Illinois
| $351M | +$16M | +5% | 16.9% | 54.3% | 16 | 18.75% | 0.5 |
|
| 2597 |
2597
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $351M | +$40.7M | +13% | 10.4% | 28% | 100 | 18% | 1.6 |
|
| 2598 |
ARMC
2598
American Research & Management Company
Marion,
Massachusetts
| $351M | +$53.8M | +18% | 14.3% | 35.1% | 384 | 14.32% | 3.5 |
|
| 2599 |
2599
NTV Asset Management
Charleston,
West Virginia
| $350M | +$41.8M | +14% | 12.9% | 110% | 184 | 10.33% | 4.3 |
|
| 2600 |
2600
Tetrad Corporation
Omaha,
Nebraska
| $350M | +$19.7M | +6% | 2.75% | 45.6% | 6 | 33.33% | 3.8 |
|