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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Good Life Advisors
Reading,
Pennsylvania
| $322M | +$57.5M | +22% | 4.98% | 60% | 241 | 13.69% | 0.8 |
|
| 2627 |
2627
Krensavage Asset Management
New York
| $321M | +$15K | +0% | 10.3% | 124% | 16 | 12.5% | 2.3 |
|
| 2628 |
2628
Nelson Capital Management
Menlo Park,
California
| $321M | +$17.4M | +6% | 8.29% | 121% | 370 | 38.11% | 1.9 |
|
| 2629 |
2629
Ironvine Capital Partners
Omaha,
Nebraska
| $321M | – | – | 6.44% | 58.8% | 83 | – | 0 |
|
| 2630 |
2630
ArchPoint Investors
Coral Gables,
Florida
| $321M | +$6.59M | +2% | 4.73% | 111% | 169 | 20.71% | 1.7 |
|
| 2631 |
2631
Monroe Bank & Trust
Monroe,
Michigan
| $320M | +$16.4M | +5% | 3.57% | 24.7% | 266 | 58.65% | 1.6 |
|
| 2632 |
2632
Invesco Private Capital
New York
| $320M | -$33.7M | -10% | 8.4% | 41.9% | 4 | 0% | 4 |
|
| 2633 |
CDIA
2633
Capital Directions Investment Advisors
Atlanta,
Georgia
| $320M | +$8.92M | +3% | 4.1% | 7.53% | 107 | 11.21% | 2.5 |
|
| 2634 |
2634
Columbus Macro
New Castle,
Pennsylvania
| $320M | – | – | 4.16% | 48.7% | 100 | – | 0 |
|
| 2635 |
2635
Stephens Group Asset Management
Little Rock,
Arkansas
| $320M | – | – | 3.62% | 51.4% | 12 | – | 0 |
|
| 2636 |
2636
Herald Investment Management
London,
United Kingdom
| $319M | +$10M | +3% | 5.95% | 493% | 97 | 15.46% | 2.7 |
|
| 2637 |
TC
2637
Tyvor Capital
Oak Brook,
Illinois
| $319M | -$208M | -39% | 14.6% | 20.6% | 54 | 61.11% | 0.5 |
|
| 2638 |
2638
Tanglewood Wealth Management
Houston,
Texas
| $318M | +$2.89M | +0.9% | 3.82% | 59.7% | 11 | 18.18% | 2.5 |
|
| 2639 |
2639
Legion Partners Asset Management
Los Angeles,
California
| $318M | +$39M | +14% | 10.2% | 206% | 19 | 57.89% | 0.4 |
|
| 2640 |
2640
Exchange Capital Management
Ann Arbor,
Michigan
| $318M | +$14.7M | +5% | 6.32% | 57.8% | 264 | 16.29% | 1.8 |
|
| 2641 |
2641
Azzad Asset Management
Falls Church,
Virginia
| $317M | +$18.6M | +6% | 7.14% | 101% | 300 | 11% | 2.3 |
|
| 2642 |
2642
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $317M | +$5.24M | +2% | 3.29% | 18.3% | 111 | 7.21% | 2.1 |
|
| 2643 |
HCP
2643
Holt Capital Partners
Fort Worth,
Texas
| $316M | +$10.4M | +3% | 5.38% | 69.5% | 145 | 5.52% | 3 |
|
| 2644 |
2644
Broadmark Asset Management
San Francisco,
California
| $316M | +$115M | +57% | 5.8% | 39.6% | 14 | 71.43% | 0.4 |
|
| 2645 |
2645
City Holding Co
Charleston,
West Virginia
| $316M | +$17.4M | +6% | 5.56% | 89.2% | 609 | 9.2% | 2.8 |
|
| 2646 |
2646
Whalerock Point Partners
Providence,
Rhode Island
| $316M | +$32.6M | +12% | 6.99% | 103% | 198 | 18.69% | 2.1 |
|
| 2647 |
2647
Managed Asset Portfolios
Rochester,
Michigan
| $316M | -$5.57M | -2% | 3.81% | 99.2% | 26 | 11.54% | 2.8 |
|
| 2648 |
2648
Bristlecone Advisors
Bellevue,
Washington
| $315M | +$7.33M | +2% | 6.8% | 103% | 294 | 52.38% | 1.7 |
|
| 2649 |
2649
Martin & Co
Knoxville,
Tennessee
| $315M | +$8.15M | +3% | 4.47% | 67.8% | 108 | 4.63% | 3.8 |
|
| 2650 |
2650
Deer Park Road Corp
Steamboat Springs,
Colorado
| $315M | – | – | 2.59% | 20.8% | 10 | – | 0 |
|