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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
River Wealth Advisors
Camp Hill,
Pennsylvania
| $584M | +$12.2M | +2% | 0.56% | 80.3% | 220 | 5% | 3.9 |
|
| 2627 |
2627
Claret Asset Management
Montreal,
Quebec, Canada
| $583M | -$26.5M | -4% | 1.63% | 73.3% | 218 | 26.61% | 2.6 |
|
| 2628 |
2628
Hudson Valley Investment Advisors
Goshen,
New York
| $583M | +$7.86M | +1% | 1.51% | 102% | 198 | 12.63% | 4.6 |
|
| 2629 |
2629
Tekne Capital Management
New York
| $583M | -$18.4M | -3% | 1.88% | 516% | 15 | 13.33% | 1.3 |
|
| 2630 |
2630
First Command Bank
Fort Worth,
Texas
| $583M | -$308M | -35% | 0.43% | 34.1% | 478 | 14.23% | 2.7 |
|
| 2631 |
2631
First Command Financial Services
Fort Worth,
Texas
| $583M | -$308M | -35% | 0.43% | 34.4% | 478 | 14.23% | 2.7 |
|
| 2632 |
2632
Biondo Investment Advisors
Milford,
Pennsylvania
| $583M | +$530K | +0.1% | 0.81% | 83.4% | 87 | 4.6% | 3.6 |
|
| 2633 |
2633
Vesa Equity Investment
Luxembourg
| $582M | -$208M | -26% | 25.9% | 2.97% | 1 | 0% | 0.8 |
|
| 2634 |
2634
Miller Investment Management
West Conshohocken,
Pennsylvania
| $582M | +$7.56M | +1% | 1.37% | 60.2% | 96 | 23.96% | 4.2 |
|
| 2635 |
2635
Nexpoint Asset Management
Dallas,
Texas
| $581M | +$123M | +27% | 10.8% | 253% | 246 | 60.57% | 0.5 |
|
| 2636 |
2636
Paragon Capital Management (Colorado)
Denver,
Colorado
| $581M | +$367M | +171% | 0.34% | 109% | 191 | 35.08% | 1.6 |
|
| 2637 |
2637
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $581M | +$940K | +0.2% | 0.83% | – | 171 | 8.77% | 0.2 |
|
| 2638 |
2638
LVW Advisors
Pittsford,
New York
| $581M | +$17.2M | +3% | 0.41% | 79.1% | 248 | 13.71% | 2.3 |
|
| 2639 |
2639
Psagot Value Holdings
Tel Aviv,
Israel
| $580M | -$2.21B | -79% | 1.04% | 45.9% | 475 | 19.58% | 2.3 |
|
| 2640 |
2640
Indus Capital Partners
New York
| $580M | -$9.9M | -2% | 16.4% | 117% | 45 | 33.33% | 1.6 |
|
| 2641 |
NRA
2641
NSI Retail Advisors
Warrendale,
Pennsylvania
| $580M | -$128M | -18% | 0.75% | 26.2% | 53 | 7.55% | 0.3 |
|
| 2642 |
2642
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $579M | +$198M | +52% | 0.38% | 88.9% | 187 | 82.35% | 0.2 |
|
| 2643 |
2643
Signet Financial Management
Parsippany,
New Jersey
| $579M | +$287M | +98% | 0.17% | 65.2% | 256 | 55.47% | 1.3 |
|
| 2644 |
2644
Maltese Capital Management
New York
| $578M | -$51.3M | -8% | 4.35% | 114% | 167 | 28.14% | 2.2 |
|
| 2645 |
2645
Regis Management Company
Menlo Park,
California
| $578M | -$15.1M | -3% | 1.39% | 5.33% | 62 | 3.23% | 4.6 |
|
| 2646 |
2646
G2 Investment Partners Management
New York
| $576M | -$29.9M | -5% | 7.48% | 1,145% | 95 | 43.16% | 1 |
|
| 2647 |
2647
NTV Asset Management
Charleston,
West Virginia
| $576M | +$10.5M | +2% | 1.08% | 110% | 268 | 10.82% | 4.1 |
|
| 2648 |
2648
Stratos Investment Management
Beachwood,
Ohio
| $575M | +$212M | +58% | 0.42% | 58.2% | 235 | 48.51% | 0.9 |
|
| 2649 |
2649
Meag Munich Ergo
Munich,
Germany
| $575M | -$466M | -45% | 5.55% | 82.8% | 332 | 38.55% | 2.8 |
|
| 2650 |
CCM
2650
Cohen Capital Management
Corte Madera,
California
| $575M | -$11.1M | -2% | 1.71% | 91.5% | 154 | 3.9% | 4.9 |
|