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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
BPIH
2601
Broad Peak Investment Holdings
Singapore
| $621M | -$195M | -24% | 7.17% | 52.2% | 22 | 13.64% | 0.9 |
|
| 2602 |
2602
City Holding Co
Charleston,
West Virginia
| $620M | +$59M | +11% | 10.8% | 89.2% | 527 | 10.25% | 6 |
|
| 2603 |
2603
Nemes Rush Group
Novi,
Michigan
| $620M | +$68.5M | +12% | 12.9% | 111% | 704 | 12.36% | 0.5 |
|
| 2604 |
2604
Insight Wealth Strategies
San Ramon,
California
| $619M | +$101M | +20% | 7.52% | 83.5% | 155 | 9.03% | 2.7 |
|
| 2605 |
NRA
2605
NSI Retail Advisors
Warrendale,
Pennsylvania
| $619M | +$147M | +31% | 10.6% | 26.2% | 51 | 29.41% | 1.8 |
|
| 2606 |
2606
Intelligence Driven Advisers
Carlsbad,
California
| $619M | +$55.6M | +10% | 8.93% | 65.6% | 105 | 32.38% | 1.7 |
|
| 2607 |
2607
Hartline Investment Corp
Winnetka,
Illinois
| $618M | +$61.7M | +11% | 15% | 222% | 112 | 9.82% | 2.6 |
|
| 2608 |
2608
Torray Investment Partners
Bethesda,
Maryland
| $618M | +$51.1M | +9% | 12% | 97.2% | 97 | 6.19% | 5.2 |
|
| 2609 |
2609
Auxier Asset Management
Aurora,
Oregon
| $618M | +$32M | +5% | 8.28% | 71.7% | 174 | 5.17% | 7.2 |
|
| 2610 |
2610
Waterloo Capital
Austin,
Texas
| $618M | +$277M | +81% | 9.72% | 79.8% | 397 | 60.96% | 0.8 |
|
| 2611 |
2611
SYM Financial Corp
Winona Lake,
Indiana
| $618M | +$54.3M | +10% | 9.44% | 64.3% | 207 | 24.15% | 1.8 |
|
| 2612 |
2612
St. James Investment Company
Southlake,
Texas
| $617M | -$39.4M | -6% | 5.33% | 43.8% | 27 | 11.11% | 3.4 |
|
| 2613 |
2613
Institute for Wealth Management
Denver,
Colorado
| $616M | +$61.9M | +11% | 13.2% | 137% | 498 | 10.44% | 3.6 |
|
| 2614 |
VCM
2614
Violich Capital Management
San Francisco,
California
| $616M | +$29.9M | +5% | 9.25% | 111% | 107 | 14.02% | 6.7 |
|
| 2615 |
2615
Arvest Investments
Lowell,
Arkansas
| $616M | – | – | 8.26% | 50% | 154 | – | 0 |
|
| 2616 |
2616
Opus Capital Group
Cincinnati,
Ohio
| $615M | +$51.4M | +9% | 8.92% | 53.7% | 124 | 6.45% | 4.5 |
|
| 2617 |
2617
Covalis Capital
London,
United Kingdom
| $615M | +$49.8M | +9% | 2.44% | 37.9% | 81 | 67.9% | 0.3 |
|
| 2618 |
2618
Freshford Capital Management
Rye Brook,
New York
| $615M | +$13.3M | +2% | 11.2% | 97.3% | 24 | 33.33% | 1.8 |
|
| 2619 |
RIA
2619
RPG Investment Advisory
Pleasanton,
California
| $614M | +$70.3M | +13% | 13% | 186% | 87 | 9.2% | 4.1 |
|
| 2620 |
2620
Financial Management Professionals
Austin,
Texas
| $614M | +$45M | +8% | 9.62% | 67.3% | 1,091 | 15.12% | 3 |
|
| 2621 |
2621
Sax Wealth Advisors
Parsippany,
New Jersey
| $613M | +$105M | +21% | 10.7% | 64.3% | 196 | 12.76% | 2 |
|
| 2622 |
2622
Oslo Pensjonsforsikring
Oslo,
| $613M | +$61.9M | +11% | 11.7% | 79% | 17 | 5.88% | 5 |
|
| 2623 |
2623
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $613M | +$77.3M | +14% | 10.3% | 62.2% | 105 | 8.57% | 3.2 |
|
| 2624 |
2624
Heck Capital Advisors
Rhinelander,
Wisconsin
| $613M | +$73.2M | +14% | 9.44% | 67% | 208 | 20.67% | 2.6 |
|
| 2625 |
2625
Ascent Wealth Partners
New Hartford,
New York
| $612M | +$69.5M | +13% | 11% | 105% | 165 | 7.88% | 3.8 |
|