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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 |
2651
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $850M | +$22.1M | +3% | 2.86% | 117% | 222 | 10.36% | 5.7 |
|
| 2652 |
2652
HHM Wealth Advisors
Chattanooga,
Tennessee
| $850M | -$14.9M | -2% | 1.52% | 62.3% | 919 | 15.02% | 3.2 |
|
| 2653 |
2653
ZEGA Investments
Palm Beach Gardens,
Florida
| $848M | +$101M | +14% | 2.43% | – | 191 | 27.23% | 0.6 |
|
| 2654 |
2654
Mattern Capital Management
Lakewood,
Colorado
| $847M | -$3.63M | -0.4% | 0.09% | 39.8% | 176 | 5.68% | 3.7 |
|
| 2655 |
2655
Community Bank
Dewitt,
New York
| $846M | +$19.3M | +2% | 4.41% | 73.5% | 521 | 10.75% | 5.7 |
|
| 2656 |
2656
Greatmark Investment Partners
Columbus,
Georgia
| $845M | +$11.3M | +1% | 0.78% | 72.5% | 155 | 11.61% | 6.4 |
|
| 2657 |
2657
Covenant Asset Management
Chester,
New Jersey
| $844M | -$40.3M | -5% | 1.53% | 177% | 179 | 11.73% | 4.3 |
|
| 2658 |
2658
Oak Grove Capital
North Hampton,
New Hampshire
| $844M | +$138M | +20% | 12.8% | 470% | 84 | 15.48% | 2.1 |
|
| 2659 |
2659
Annandale Capital
Dallas,
Texas
| $843M | +$255M | +43% | 0.82% | 57.2% | 140 | 20.71% | 2.5 |
|
| 2660 |
2660
Galaxy Group Investments
New York
| $843M | -$1.04B | -55% | 26.8% | – | 70 | 77.14% | 0.2 |
|
| 2661 |
2661
Absher Wealth Management
Chapel Hill,
North Carolina
| $843M | +$6.14M | +0.7% | 2.21% | 65.3% | 91 | 21.98% | 3.9 |
|
| 2662 |
PCM
2662
Prime Capital Management
Hong Kong
| $842M | +$9.6M | +1% | 0.43% | 579% | 6 | 0% | 0.7 |
|
| 2663 |
GA
2663
GFS Advisors
Houston,
Texas
| $842M | +$58.3M | +7% | 3.74% | 97.9% | 179 | 21.23% | 3 |
|
| 2664 |
KCM
2664
Kingdon Capital Management
New York
| $841M | +$35.5M | +4% | 8.9% | 217% | 103 | 59.22% | 0.6 |
|
| 2665 |
2665
Hill Investment Group Partners
St. Louis,
Missouri
| $841M | +$20.3M | +2% | 2.75% | 50.6% | 57 | 17.54% | 2.6 |
|
| 2666 |
2666
Politan Capital Management
New York
| $841M | -$260M | -24% | 3.89% | 75.4% | 21 | 85.71% | 3.3 |
|
| 2667 |
2667
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $841M | +$59.4M | +8% | 2.1% | 97.3% | 556 | 20.68% | 3.7 |
|
| 2668 |
2668
Mizuho Bank
Tokyo,
Japan
| $840M | -$60.6M | -7% | 2.43% | 99.8% | 10 | 50% | 2.5 |
|
| 2669 |
1WCM
2669
12 West Capital Management
New York
| $840M | -$124M | -13% | 3.35% | 169% | 20 | 25% | 2.9 |
|
| 2670 |
2670
Slow Capital
Greenbrae,
California
| $837M | -$13.7M | -2% | 6.76% | 156% | 118 | 4.24% | 5.1 |
|
| 2671 |
2671
Consolidated Investment Group
Englewood,
Colorado
| $836M | +$21.8M | +3% | 5.1% | 140% | 70 | 7.14% | 6 |
|
| 2672 |
2672
Rodgers Brothers
Harmony,
Pennsylvania
| $835M | +$23.7M | +3% | 10.1% | 108% | 243 | 5.35% | 6.6 |
|
| 2673 |
2673
Bain Capital Prairie
Boston,
Massachusetts
| $835M | – | – | 10.4% | – | 1 | – | 0 |
|
| 2674 |
2674
Medicxi Ventures Management
St. Helier,
Jersey
| $835M | +$90.6M | +12% | 14.1% | 369% | 5 | 0% | 3.7 |
|
| 2675 |
2675
Tran Capital Management
San Rafael,
California
| $835M | -$1.73M | -0.2% | 2.43% | 173% | 78 | 15.38% | 2.7 |
|