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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
SFSIG
2676
San Francisco Sentry Investment Group
San Francisco,
California
| $281M | +$99M | +54% | 2.51% | 436% | 768 | 71.48% | 0.6 |
|
| 2677 |
2677
Bank OZK
Little Rock,
Arkansas
| $280M | -$28.7M | -9% | 3.15% | 112% | 138 | 8.7% | 2.8 |
|
| 2678 |
AC
2678
Asturias Capital
New York
| $280M | +$41M | +17% | 6.94% | 94.2% | 20 | 60% | 0.3 |
|
| 2679 |
2679
Pelham Capital
London,
United Kingdom
| $280M | +$109M | +64% | 26.1% | 135% | 2 | 50% | 0.8 |
|
| 2680 |
SCC
2680
Second Curve Capital
Radnor,
Pennsylvania
| $279M | +$7.07M | +3% | 12.1% | 160% | 27 | 7.41% | 2.2 |
|
| 2681 |
2681
Advocacy Wealth Management Services
Atlanta,
Georgia
| $279M | -$7.78M | -3% | 1.21% | 48.3% | 360 | 21.39% | 1.6 |
|
| 2682 |
2682
Tiptree Advisors
New York
| $279M | -$22.2M | -7% | 3.74% | – | 53 | 52.83% | 0.5 |
|
| 2683 |
2683
Azzad Asset Management
Falls Church,
Virginia
| $279M | +$13.5M | +5% | 4.35% | 101% | 322 | 31.37% | 1.9 |
|
| 2684 |
2684
Valley National Advisers
Bethlehem,
Pennsylvania
| $278M | +$15.6M | +6% | 2.53% | 79% | 685 | 6.86% | 1.9 |
|
| 2685 |
2685
Financial Planning & Information Services
De Pere,
Wisconsin
| $278M | +$6.42M | +2% | 1.66% | 13% | 36 | 0% | 3 |
|
| 2686 |
2686
Montecito Bank & Trust
Santa Barbara,
California
| $278M | +$4.23M | +2% | 2.86% | – | 203 | 23.15% | 2.2 |
|
| 2687 |
2687
Rampart Investment Management
Hartford,
Connecticut
| $278M | -$1.26M | -0.5% | 3.22% | 74% | 530 | 6.79% | 0.3 |
|
| 2688 |
2688
Delphi Financial Group
Wilmington,
Delaware
| $278M | -$22.1M | -7% | 2.81% | 66.3% | 25 | 28% | 1.8 |
|
| 2689 |
2689
Contravisory Investment Management
Norwell,
Massachusetts
| $278M | -$6.1M | -2% | 3.07% | 135% | 305 | 61.31% | 0.8 |
|
| 2690 |
2690
Permanens Capital
New York
| $278M | +$9.46M | +4% | 2.24% | 76.9% | 11 | 0% | 1.7 |
|
| 2691 |
2691
Truvvo Partners
New York
| $277M | +$53.4M | +24% | 4.46% | 21.1% | 129 | 13.95% | 1 |
|
| 2692 |
2692
Penserra Capital Management
Orinda,
California
| $276M | -$690M | -71% | 15.3% | 209% | 621 | 29.15% | 1.1 |
|
| 2693 |
RTS
2693
Round Table Services
Westfield,
New Jersey
| $275M | -$2.64M | -0.9% | 1.17% | 16.1% | 128 | 23.44% | 1.5 |
|
| 2694 |
2694
Palouse Capital Management
Spokane,
Washington
| $275M | +$11.7M | +4% | 1.49% | 67.8% | 104 | 11.54% | 1.5 |
|
| 2695 |
2695
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $275M | +$9.7M | +4% | 1.88% | 52.1% | 175 | 18.86% | 3 |
|
| 2696 |
2696
FRG Family Wealth Advisors
Bellevue,
Washington
| $275M | +$15.2M | +6% | 3.7% | 76.4% | 137 | 5.84% | 1.3 |
|
| 2697 |
2697
Koshinski Asset Management
Decatur,
Illinois
| $274M | +$18.9M | +7% | 2.15% | 76.5% | 374 | 22.99% | 1.3 |
|
| 2698 |
2698
Trust Asset Management
Houston,
Texas
| $274M | +$14.7M | +6% | 0.31% | 91.1% | 67 | 23.88% | 1.6 |
|
| 2699 |
2699
Orgel Wealth Management
Altoona,
Wisconsin
| $274M | +$46.2M | +20% | 2.65% | 39.6% | 31 | 22.58% | 0.7 |
|
| 2700 |
CRIM
2700
Castle Ridge Investment Management
Greenwich,
Connecticut
| $274M | +$20M | +8% | 5.93% | – | 44 | 59.09% | 0.4 |
|