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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
NTV Asset Management
Charleston,
West Virginia
| $393M | +$41.3M | +12% | 8.12% | 110% | 192 | 13.02% | 4.4 |
|
| 2627 |
2627
Herald Investment Management
London,
United Kingdom
| $392M | +$56.6M | +17% | 14.1% | 493% | 93 | 8.6% | 3.4 |
|
| 2628 |
2628
Capital Advisors Ltd
Shaker Heights,
Ohio
| $392M | +$30.9M | +9% | 6.17% | 61.1% | 433 | 7.39% | 3.8 |
|
| 2629 |
SRAM
2629
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $392M | – | – | 10.9% | 74.7% | 150 | – | 0 |
|
| 2630 |
CM
2630
Capital Management
Glen Allen,
Virginia
| $392M | +$27M | +7% | 7.1% | 63.6% | 89 | 12.36% | 2.8 |
|
| 2631 |
2631
Sentinel Trust
Houston,
Texas
| $392M | +$20.2M | +5% | 6.45% | 79.2% | 37 | 10.81% | 4.2 |
|
| 2632 |
2632
Towercrest Capital Management
Newtown,
Pennsylvania
| $391M | +$30.9M | +9% | 4.18% | 42.6% | 81 | 16.05% | 2 |
|
| 2633 |
2633
Aviance Capital Partners
Naples,
Florida
| $391M | +$50.8M | +15% | 11.4% | 109% | 235 | 11.91% | 3.4 |
|
| 2634 |
2634
Quantitative Advantage
Minnetonka,
Minnesota
| $391M | +$27.7M | +8% | 6.4% | 45.9% | 65 | 29.23% | 1.9 |
|
| 2635 |
2635
Bienville Capital Management
New York
| $391M | -$469M | -55% | 6.53% | 36.3% | 103 | 32.04% | 2.4 |
|
| 2636 |
2636
Avitas Wealth Management
Los Angeles,
California
| $390M | +$27.7M | +8% | 9.45% | 56.2% | 179 | 13.97% | 1 |
|
| 2637 |
2637
Alley Company
Lake Forest,
Illinois
| $389M | +$23M | +6% | 5.82% | 88.2% | 82 | 2.44% | 4.7 |
|
| 2638 |
2638
Exchange Capital Management
Ann Arbor,
Michigan
| $389M | +$9.14M | +2% | 8.09% | 57.8% | 152 | 3.29% | 3.1 |
|
| 2639 |
2639
Bell Asset Management
Melbourne,
Australia
| $389M | -$262M | -40% | 6.89% | 45.3% | 73 | 17.81% | 1.5 |
|
| 2640 |
SCM
2640
Schneider Capital Management
Berwyn,
Pennsylvania
| $389M | +$6.34M | +2% | 15.1% | 52.5% | 46 | 28.26% | 2.4 |
|
| 2641 |
RC
2641
Reik & Co
New York
| $388M | +$8.95M | +2% | 5.19% | 47.2% | 44 | 0% | 5.6 |
|
| 2642 |
CANC
2642
Culbertson A N & Co
Charlottesville,
Virginia
| $388M | +$21.7M | +6% | 8.72% | 87.5% | 110 | 7.27% | 4.9 |
|
| 2643 |
2643
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $388M | +$41.7M | +12% | 8.29% | 34.5% | 310 | 17.1% | 1.2 |
|
| 2644 |
2644
Greenwood Gearhart
Fayetteville,
Arkansas
| $388M | +$25.5M | +7% | 4.58% | 70.6% | 68 | 5.88% | 4.2 |
|
| 2645 |
2645
BDO Wealth Advisors
Jacksonville,
Florida
| $388M | -$2.76M | -0.7% | 6.05% | 38.3% | 671 | 16.24% | 1.6 |
|
| 2646 |
2646
StrategIQ Financial Group
Merrillville,
Indiana
| $388M | +$33.3M | +9% | 5.29% | 12.6% | 205 | 6.83% | 2.4 |
|
| 2647 |
2647
Halbert Hargrove Global Advisors
Long Beach,
California
| $387M | +$10.4M | +3% | 5.03% | 68.2% | 96 | 16.67% | 1.9 |
|
| 2648 |
2648
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $387M | +$24.6M | +7% | 6.91% | 40% | 14 | 0% | 3.5 |
|
| 2649 |
2649
Veracity Capital
Atlanta,
Georgia
| $387M | – | – | 6.66% | 149% | 227 | – | 0 |
|
| 2650 |
TM
2650
Tikvah Management
Charlotte,
North Carolina
| $387M | +$27.9M | +8% | 8% | 169% | 19 | 5.26% | 4 |
|