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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 |
2601
BTG Pactual Asset Management US
New York
| $679M | – | – | 2.2% | – | 132 | – | 0 |
|
| 2602 |
2602
FCPM III Services
Naarden,
Netherlands
| $678M | -$29.2M | -4% | 2.74% | – | 7 | 14.29% | 0.4 |
|
| 2603 |
CF
2603
Clarity Financial
Houston,
Texas
| $677M | +$15.6M | +2% | 4.17% | 56.8% | 131 | 12.98% | 1.1 |
|
| 2604 |
2604
Flaharty Asset Management
Clearwater,
Florida
| $677M | +$3.08M | +0.5% | 0.19% | 33.4% | 127 | 13.39% | 3.2 |
|
| 2605 |
RIA
2605
RPG Investment Advisory
Pleasanton,
California
| $677M | +$10.4M | +2% | 2.51% | 186% | 85 | 5.88% | 4.4 |
|
| 2606 |
2606
City Holding Co
Charleston,
West Virginia
| $676M | +$9.8M | +1% | 2.33% | 89.2% | 490 | 7.76% | 6.6 |
|
| 2607 |
2607
Biondo Investment Advisors
Milford,
Pennsylvania
| $676M | +$28.8M | +4% | 7.11% | 83.4% | 93 | 7.53% | 4.8 |
|
| 2608 |
2608
Scopia Capital Management
New York
| $675M | -$238M | -26% | 11.6% | 58.7% | 41 | 41.46% | 1.1 |
|
| 2609 |
2609
Teamwork Financial Advisors
San Antonio,
Texas
| $675M | +$24.9M | +4% | 5.81% | 134% | 194 | 35.05% | 2.2 |
|
| 2610 |
2610
Managed Asset Portfolios
Rochester,
Michigan
| $675M | -$12.5M | -2% | 2.51% | 99.2% | 44 | 11.36% | 4.2 |
|
| 2611 |
2611
Absolute Investment Advisers
Rosemary Beach,
Florida
| $674M | -$58.5M | -8% | 0.03% | 0.5% | 138 | 26.09% | 1.1 |
|
| 2612 |
2612
Valley National Advisers
Bethlehem,
Pennsylvania
| $674M | +$12.1M | +2% | 2.44% | 87.2% | 1,291 | 15.88% | 4 |
|
| 2613 |
2613
McIlrath & Eck
Arlington,
Washington
| $673M | +$42.1M | +7% | 1.48% | 44% | 997 | 11.03% | 3.7 |
|
| 2614 |
2614
Northcape Capital
Sydney,
Australia
| $673M | -$198M | -23% | 0.96% | – | 33 | 15.15% | 3.3 |
|
| 2615 |
2615
Pier Capital
Stamford,
Connecticut
| $672M | -$54.6M | -8% | 2.74% | 223% | 133 | 9.77% | 1.7 |
|
| 2616 |
2616
Vision Capital Management
Portland,
Oregon
| $672M | +$1.75M | +0.3% | 2.57% | 78.4% | 123 | 3.25% | 4.2 |
|
| 2617 |
2617
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $672M | +$52.7M | +9% | 1.13% | 53.4% | 97 | 12.37% | 1.4 |
|
| 2618 |
2618
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $671M | -$478M | -42% | 4.32% | 98.1% | 110 | 57.27% | 0.7 |
|
| 2619 |
2619
Trivium Point Advisory
Westport,
Connecticut
| $671M | +$207M | +44% | 4.57% | 106% | 314 | 34.71% | 2 |
|
| 2620 |
2620
Wilkins Investment Counsel
Boston,
Massachusetts
| $671M | -$14.3M | -2% | 2.75% | 56.2% | 128 | 2.34% | 4.8 |
|
| 2621 |
2621
Intrua Financial
Houston,
Texas
| $670M | -$22.8M | -3% | 2.28% | 71% | 437 | 16.7% | 2.2 |
|
| 2622 |
2622
Naviter Wealth
Little Rock,
Arkansas
| $670M | +$58.6M | +10% | 3.53% | 87.1% | 240 | 7.08% | 1.5 |
|
| 2623 |
2623
CDAM (UK)
London,
United Kingdom
| $670M | -$134M | -17% | 11.2% | 7.89% | 11 | 9.09% | 3.3 |
|
| 2624 |
2624
Torray Investment Partners
Bethesda,
Maryland
| $669M | +$1.56M | +0.2% | 1% | 82.4% | 97 | 9.28% | 5.2 |
|
| 2625 |
2625
Hook Mill Capital Partners
New York
| $669M | +$209M | +45% | 0.03% | 149% | 46 | 39.13% | 0.7 |
|