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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
Cota Capital Management
San Francisco,
California
| $563M | -$13.9M | -2% | 4.3% | 46% | 16 | 0% | 1.3 |
|
| 2677 |
2677
Hardy Reed
Tupelo,
Mississippi
| $563M | +$398K | +0.1% | 0.63% | 69.7% | 108 | 8.33% | 1.8 |
|
| 2678 |
IAIM
2678
International Assets Investment Management
Orlando,
Florida
| $562M | +$21.6M | +4% | 0.26% | 101% | 575 | 22.43% | 1 |
|
| 2679 |
2679
EFG Asset Management (Americas)
Miami,
Florida
| $562M | +$23.3M | +4% | 1.27% | 112% | 145 | 13.1% | 2.5 |
|
| 2680 |
NAH
2680
Neumann Advisory (HK)
Central,
Hong Kong
| $561M | -$60.7M | -10% | 5.87% | 77.3% | 15 | 20% | 1.7 |
|
| 2681 |
2681
Capital Advisors Ltd
Shaker Heights,
Ohio
| $560M | +$2.98M | +0.5% | 1.16% | 61.1% | 512 | 6.64% | 4.4 |
|
| 2682 |
2682
Silvant Capital Management
Atlanta,
Georgia
| $560M | -$74.7M | -12% | 1.23% | 168% | 340 | 5.88% | 2.8 |
|
| 2683 |
PS
2683
Presima Securities
Montreal,
Quebec, Canada
| $559M | -$136M | -20% | 0.67% | 10.3% | 54 | 5.56% | 2.4 |
|
| 2684 |
2684
Donor Advised Charitable Giving
San Francisco,
California
| $559M | -$330M | -37% | 0.21% | 418% | 116 | 58.62% | 1.8 |
|
| 2685 |
CCM
2685
Contrarian Capital Management
Greenwich,
Connecticut
| $559M | -$117M | -17% | 3.52% | 29.4% | 24 | 29.17% | 1.3 |
|
| 2686 |
2686
Gilbert & Cook
West Des Moines,
Iowa
| $559M | +$3.34M | +0.6% | 0.48% | 63.2% | 224 | 12.05% | 2 |
|
| 2687 |
2687
Alley Company
Lake Forest,
Illinois
| $558M | +$7.69M | +1% | 0.48% | 88.2% | 87 | 2.3% | 5.5 |
|
| 2688 |
2688
Traphagen Investment Advisors
Oradell,
New Jersey
| $557M | -$30.7M | -5% | 0.83% | 65.8% | 147 | 8.16% | 1.7 |
|
| 2689 |
2689
Covenant Multifamily Offices
San Antonio,
Texas
| $557M | +$7.49M | +1% | 1.72% | 38.3% | 252 | 9.52% | 1.2 |
|
| 2690 |
2690
Sunbelt Securities
Houston,
Texas
| $556M | +$676K | +0.1% | 0.78% | 83.5% | 442 | 0.9% | 2.1 |
|
| 2691 |
2691
Berger Financial Group
Plymouth,
Minnesota
| $555M | +$1.78M | +0.3% | 0.65% | 59.9% | 210 | 4.29% | 0.6 |
|
| 2692 |
2692
Adero Partners
Pleasanton,
California
| $555M | +$122M | +28% | 0.02% | 27.7% | 149 | 13.42% | 0.9 |
|
| 2693 |
2693
Advocacy Wealth Management Services
Atlanta,
Georgia
| $554M | +$14M | +3% | 0.59% | 48.3% | 209 | 11% | 2 |
|
| 2694 |
2694
Eudaimonia Partners
Winchester,
Tennessee
| $554M | +$21.3M | +4% | 0.51% | – | 409 | 11.98% | 1.4 |
|
| 2695 |
2695
Crosslink Capital
Menlo Park,
California
| $554M | -$51.1M | -8% | 0.27% | 135% | 21 | 19.05% | 3 |
|
| 2696 |
2696
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $553M | +$593K | +0.1% | 0.23% | 116% | 301 | 8.64% | 2.2 |
|
| 2697 |
2697
Valley National Advisers
Bethlehem,
Pennsylvania
| $553M | +$4.87M | +0.9% | 1.09% | 87.2% | 981 | 8.97% | 3.6 |
|
| 2698 |
2698
Permanens Capital
New York
| $552M | -$4.97M | -0.9% | 0.55% | 76.9% | 113 | 62.83% | 2.2 |
|
| 2699 |
2699
Isthmus Partners
Madison,
Wisconsin
| $551M | -$16.6M | -3% | 1.64% | 73.7% | 271 | 46.49% | 2.8 |
|
| 2700 |
2700
Tiger Pacific Capital
New York
| $551M | -$53.4M | -9% | 16.9% | 84.5% | 18 | 33.33% | 1.2 |
|