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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
Traphagen Investment Advisors
Oradell,
New Jersey
| $610M | +$52.5M | +9% | 9.19% | 65.8% | 146 | 9.59% | 1.9 |
|
| 2677 |
2677
Adero Partners
Pleasanton,
California
| $610M | +$55.3M | +10% | 2.65% | 27.7% | 163 | 16.56% | 1 |
|
| 2678 |
2678
EAM Investors
Solana Beach,
California
| $610M | +$17.3M | +3% | 32.6% | 6,012% | 412 | 65.78% | 0.2 |
|
| 2679 |
2679
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $610M | +$56.9M | +10% | 10.2% | 116% | 317 | 13.56% | 2.3 |
|
| 2680 |
IR
2680
IAT Reinsurance
New York
| $609M | -$57.8M | -9% | 2.09% | 60.2% | 89 | 23.6% | 4 |
|
| 2681 |
2681
DCM International VI
Menlo Park,
California
| $609M | – | – | 5.79% | – | 3 | – | 0 |
|
| 2682 |
2682
Granger Management
New York
| $609M | +$37.1M | +6% | 5.17% | 69.9% | 33 | 12.12% | 0.9 |
|
| 2683 |
2683
Regis Management Company
Menlo Park,
California
| $609M | +$31M | +5% | 4.07% | 5.33% | 66 | 10.61% | 4.8 |
|
| 2684 |
2684
DG Capital Management
New York
| $609M | +$116M | +23% | 1.31% | 76.7% | 185 | 30.27% | 0.7 |
|
| 2685 |
2685
McGuire Investment Group
Wakefield,
Rhode Island
| $607M | +$75.7M | +14% | 14.2% | 202% | 128 | 13.28% | 2.1 |
|
| 2686 |
2686
Maltese Capital Management
New York
| $607M | +$28.9M | +5% | 5.69% | 114% | 157 | 15.92% | 2.3 |
|
| 2687 |
2687
Hardy Reed
Tupelo,
Mississippi
| $607M | +$44.7M | +8% | 6.47% | 77.5% | 113 | 15.04% | 1.9 |
|
| 2688 |
2688
Crescent Capital Consulting
New Orleans,
Louisiana
| $607M | +$61.5M | +11% | 8.85% | – | 643 | 25.66% | 0.8 |
|
| 2689 |
2689
Dock Street Asset Management
Palm Beach,
Florida
| $607M | +$71.5M | +13% | 13.9% | 175% | 79 | 12.66% | 2.7 |
|
| 2690 |
GA
2690
GFS Advisors
Houston,
Texas
| $606M | +$146M | +32% | 6.43% | 109% | 181 | 9.94% | 3.7 |
|
| 2691 |
2691
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $606M | +$119M | +24% | 8.34% | 61.7% | 13 | 30.77% | 0.8 |
|
| 2692 |
TIM
2692
Total Investment Management
Scottsdale,
Arizona
| $606M | +$204M | +51% | 5.52% | 44.4% | 76 | 27.63% | 1.7 |
|
| 2693 |
2693
Shay Capital
New York
| $605M | -$170M | -22% | 4.09% | 166% | 753 | 68.79% | 0.3 |
|
| 2694 |
2694
Bremer Bank National Association
St Paul,
Minnesota
| $604M | +$99.1M | +20% | 10.1% | 37.4% | 223 | 11.21% | 2 |
|
| 2695 |
2695
NYL Investors
New York
| $604M | -$291M | -33% | 1.84% | 10.8% | 37 | 10.81% | 2.2 |
|
| 2696 |
2696
Titan Global Capital Management USA
New York
| $604M | -$37.7M | -6% | 4.22% | 191% | 64 | 45.31% | 0.6 |
|
| 2697 |
2697
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $604M | +$56M | +10% | 7.71% | 80.8% | 88 | 4.55% | 1.8 |
|
| 2698 |
2698
Tanglewood Wealth Management
Houston,
Texas
| $603M | +$39.8M | +7% | 6.34% | 64.6% | 27 | 14.81% | 2.6 |
|
| 2699 |
2699
NTV Asset Management
Charleston,
West Virginia
| $603M | +$26.7M | +5% | 7.44% | 110% | 276 | 9.78% | 4.3 |
|
| 2700 |
2700
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $602M | +$37.8M | +7% | 7.3% | 97.3% | 2,328 | 9.15% | 2.2 |
|