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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
NRA
2651
NSI Retail Advisors
Warrendale,
Pennsylvania
| $622M | +$42.1M | +7% | 7.52% | 26.2% | 50 | 4% | 0.5 |
|
| 2652 |
2652
Gilbert & Cook
West Des Moines,
Iowa
| $621M | +$62.6M | +11% | 7.51% | 63.2% | 225 | 16% | 2.2 |
|
| 2653 |
2653
Minot Capital
Broomfield,
Colorado
| $621M | +$35.6M | +6% | 4.3% | 19.6% | 18 | 5.56% | 1.5 |
|
| 2654 |
2654
Bell Asset Management
Melbourne,
Australia
| $620M | +$33.9M | +6% | 12.8% | 45.3% | 59 | 6.78% | 2.8 |
|
| 2655 |
IMOV
2655
Investment Management of Virginia
Richmond,
Virginia
| $620M | +$100M | +19% | 10.4% | 93.4% | 182 | 13.74% | 4.4 |
|
| 2656 |
2656
No Street GP LP
San Francisco,
California
| $620M | +$6.84M | +1% | 8.48% | 246% | 38 | 28.95% | 0.9 |
|
| 2657 |
2657
Capital Advisors Ltd
Shaker Heights,
Ohio
| $620M | +$59.5M | +11% | 8.11% | 61.1% | 988 | 49.6% | 2.4 |
|
| 2658 |
2658
Land & Buildings Investment Management
Stamford,
Connecticut
| $619M | +$24M | +4% | 14.6% | 53.9% | 22 | 40.91% | 1 |
|
| 2659 |
2659
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $618M | +$94.9M | +18% | 10.4% | 117% | 253 | 7.11% | 3.3 |
|
| 2660 |
2660
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $617M | +$103M | +20% | 5.66% | 66.9% | 88 | 32.95% | 1.3 |
|
| 2661 |
2661
Toews Corporation
Northfield,
New Jersey
| $617M | -$164M | -21% | 0.56% | 22% | 123 | 84.55% | 1.4 |
|
| 2662 |
2662
Herald Investment Management
London,
United Kingdom
| $616M | +$8.08M | +1% | 6.83% | 493% | 105 | 5.71% | 4.1 |
|
| 2663 |
2663
Charles Schwab Trust
Henderson,
Nevada
| $616M | +$107M | +21% | 5.07% | 52.7% | 186 | 15.59% | 1.6 |
|
| 2664 |
2664
Sunbelt Securities
Houston,
Texas
| $616M | +$59.3M | +11% | 9.73% | 83.5% | 528 | 28.41% | 2.1 |
|
| 2665 |
2665
Longfellow Investment Management
Boston,
Massachusetts
| $615M | +$2.93M | +0.5% | 0.46% | 45.9% | 452 | 17.92% | 0.9 |
|
| 2666 |
AH
2666
Aviva Holdings
New Providence,
Bahamas
| $615M | -$94.2M | -13% | 14.5% | 36.5% | 5 | 0% | 2.3 |
|
| 2667 |
2667
Crescent Park Management
East Palo Alto,
California
| $614M | -$66.1M | -10% | 4.1% | 87% | 43 | 18.6% | 1.2 |
|
| 2668 |
2668
Wildcat Capital Management
New York
| $614M | -$158M | -20% | 13.9% | 77.7% | 32 | 46.88% | 1.3 |
|
| 2669 |
2669
Deltec Asset Management
New York
| $614M | -$48.7M | -7% | 2.72% | 127% | 325 | 37.23% | 1.9 |
|
| 2670 |
2670
Institute for Wealth Management
Denver,
Colorado
| $614M | +$44M | +8% | 9.99% | 149% | 517 | 11.22% | 2.3 |
|
| 2671 |
2671
Wolf Group Capital Advisors
Fairfax,
Virginia
| $612M | +$428M | +233% | 6.71% | 28.2% | 150 | 34% | 1.7 |
|
| 2672 |
PWMAG
2672
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $611M | +$184M | +43% | 8.21% | 90.7% | 277 | 24.19% | 2.8 |
|
| 2673 |
2673
Plante Moran Financial Advisors
Southfield,
Michigan
| $611M | +$161M | +36% | 9.89% | 69.2% | 1,143 | 29.4% | 3.2 |
|
| 2674 |
CCM
2674
Cohen Capital Management
Corte Madera,
California
| $611M | +$36M | +6% | 9.67% | 91.5% | 154 | 5.19% | 5.3 |
|
| 2675 |
HCM
2675
Harspring Capital Management
New York
| $611M | -$39.1M | -6% | 3.88% | 70.6% | 40 | 22.5% | 1.1 |
|