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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 |
2676
Fulcrum Capital
Seattle,
Washington
| $308M | – | – | 5.86% | 102% | 73 | – | 0 |
|
| 2677 |
2677
Strategic Global Advisors
Newport Beach,
California
| $308M | +$46.9M | +18% | 7.49% | 137% | 181 | 11.05% | 1.6 |
|
| 2678 |
PL
2678
Polianta Ltd
St Helier,
Jersey
| $308M | -$8.2M | -3% | 4.12% | 31.6% | 99 | 51.52% | 0.4 |
|
| 2679 |
2679
Advisory Alpha
Holland,
Michigan
| $308M | -$50.1M | -14% | 1.65% | 50.3% | 156 | 41.67% | 1.3 |
|
| 2680 |
2680
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $308M | – | – | 3.51% | 28.6% | 53 | – | 0 |
|
| 2681 |
2681
Montecito Bank & Trust
Santa Barbara,
California
| $307M | +$18.7M | +6% | 5% | – | 181 | 7.18% | 2.5 |
|
| 2682 |
2682
Arete Wealth Advisors
Chicago,
Illinois
| $307M | +$56.2M | +22% | 3.31% | 85.3% | 343 | 30.32% | 1.2 |
|
| 2683 |
2683
Rodgers Brothers
Harmony,
Pennsylvania
| $307M | +$22.4M | +8% | 5.97% | 108% | 182 | 13.19% | 3 |
|
| 2684 |
2684
Well Done LLC
Holland,
Michigan
| $307M | -$19.4M | -6% | 5.59% | 80.4% | 159 | 37.74% | 1.3 |
|
| 2685 |
2685
Plancorp LLC
Saint Louis,
Missouri
| $307M | -$32M | -9% | 3.64% | 67.3% | 175 | 6.86% | 1.3 |
|
| 2686 |
2686
United Fire Group
Cedar Rapids,
Iowa
| $306M | +$9.3M | +3% | 4.91% | 27.4% | 118 | 5.08% | 3.9 |
|
| 2687 |
CFP
2687
Cornerstone Financial Partners
Huntersville,
North Carolina
| $306M | +$42.2M | +16% | 5.82% | – | 142 | 29.58% | 1 |
|
| 2688 |
SM
2688
SG3 Management
Dorado,
Puerto Rico
| $305M | -$130M | -30% | 2.51% | 38.7% | 230 | 78.26% | 0.2 |
|
| 2689 |
2689
Dynamic Advisor Solutions
Phoenix,
Arizona
| $305M | +$52.3M | +21% | 5.55% | 70.9% | 258 | 18.99% | 1.8 |
|
| 2690 |
2690
Wealth Architects
Mountain View,
California
| $305M | +$17.3M | +6% | 5.09% | 80.1% | 140 | 14.29% | 2.1 |
|
| 2691 |
RIM
2691
Regent Investment Management
Louisville,
Kentucky
| $305M | +$7.82M | +3% | 5.22% | 44% | 214 | 5.61% | 3.1 |
|
| 2692 |
PCM
2692
Piermont Capital Management
St. Louis,
Missouri
| $305M | +$2.79M | +0.9% | 3.97% | 33.2% | 274 | 25.18% | 1 |
|
| 2693 |
NFAM
2693
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $304M | – | – | 12.5% | 104% | 67 | – | 0 |
|
| 2694 |
2694
Willingdon Wealth Management
Huntersville,
North Carolina
| $304M | +$29.6M | +11% | 4.91% | 15.3% | 382 | 28.53% | 0.7 |
|
| 2695 |
2695
Advanced Asset Management Advisors
Dublin,
Ohio
| $304M | – | – | 6.3% | 93.6% | 124 | – | 0 |
|
| 2696 |
2696
JCIC Asset Management
Toronto,
Ontario, Canada
| $304M | +$10.6M | +4% | 5.31% | – | 71 | 22.54% | 1.9 |
|
| 2697 |
2697
Yale University
New Haven,
Connecticut
| $304M | -$139M | -31% | 0.78% | 33.7% | 8 | 50% | 0.6 |
|
| 2698 |
2698
EnTrust Global Partners Offshore
New York
| $304M | – | – | 1.17% | – | 51 | – | 0 |
|
| 2699 |
PCMK
2699
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $304M | +$5.7M | +2% | 6.71% | 87.5% | 67 | 17.91% | 3.1 |
|
| 2700 |
TRIM
2700
Thompson Rubinstein Investment Management
Portland,
Oregon
| $304M | +$17.2M | +6% | 7.12% | 42.8% | 80 | 3.75% | 3.9 |
|