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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
ACM
2701
Acertus Capital Management
Morristown,
New Jersey
| $248M | -$129M | -34% | 3.34% | 23.5% | 5 | 40% | 2 |
|
| 2702 |
VI
2702
Versor Investments
New York
| $247M | – | – | 14.8% | 205% | 102 | – | 0 |
|
| 2703 |
2703
AE Wealth Management
Topeka,
Kansas
| $247M | – | – | 0.57% | 72.5% | 189 | – | 0 |
|
| 2704 |
SWK
2704
Stephen W. Kidder
| $247M | -$4.67M | -2% | 1.34% | 94.7% | 100 | 6% | 2.5 |
|
| 2705 |
TC
2705
Tyvor Capital
Oak Brook,
Illinois
| $247M | -$135M | -35% | 4.16% | 20.6% | 57 | 68.42% | 0.4 |
|
| 2706 |
VIA
2706
Vantage Investment Advisors
State College,
Pennsylvania
| $246M | +$21.7M | +10% | 3.63% | 56.3% | 965 | 20.93% | 2 |
|
| 2707 |
IIA
2707
IPG Investment Advisors
San Diego,
California
| $246M | +$8.02M | +3% | 6.16% | 106% | 153 | 38.56% | 1.3 |
|
| 2708 |
RTS
2708
Round Table Services
Westfield,
New Jersey
| $246M | +$78.3M | +47% | 2.45% | 16.1% | 118 | 27.97% | 1.5 |
|
| 2709 |
GG
2709
Greenwood Gearhart
Fayetteville,
Arkansas
| $246M | +$2.16M | +0.9% | 4.29% | 70.6% | 54 | 5.56% | 2.8 |
|
| 2710 |
AFIA
2710
America First Investment Advisors
Omaha,
Nebraska
| $246M | +$7.94M | +3% | 0.32% | 78.2% | 153 | 32.03% | 2.9 |
|
| 2711 |
QSS
2711
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $246M | -$27.4M | -10% | 6.4% | 133% | 491 | 66.8% | 0.3 |
|
| 2712 |
IFS
2712
Ifrah Financial Services
Little Rock,
Arkansas
| $245M | -$5.68M | -2% | 1.6% | 64.1% | 209 | 18.18% | 2 |
|
| 2713 |
SG
2713
Strid Group
Newtown Square,
Pennsylvania
| $245M | +$22.6M | +10% | 2.12% | 50.4% | 41 | 41.46% | 0.6 |
|
| 2714 |
MFW
2714
Meristem Family Wealth
Minnetonka,
Minnesota
| $245M | +$6.42M | +3% | 4.43% | 67.7% | 124 | 20.16% | 1.9 |
|
| 2715 |
RP
2715
Ridgegate Proprietary
Sydney,
Australia
| $245M | +$7.05M | +3% | 3.02% | – | 3 | 0% | 1.8 |
|
| 2716 |
PCM
2716
Palouse Capital Management
Spokane,
Washington
| $244M | +$9.38M | +4% | 7.53% | 67.8% | 110 | 30.91% | 1.5 |
|
| 2717 |
CBOR
2717
Community Bank of Raymore
Raymore,
Missouri
| $244M | +$19.1M | +8% | 9.8% | 89.6% | 51 | 3.92% | 1.7 |
|
| 2718 |
1M
2718
13D Management
New York
| $244M | +$4.11M | +2% | 3.89% | 157% | 37 | 24.32% | 0.9 |
|
| 2719 |
SPIA
2719
Strategic Point Investment Advisors
Providence,
Rhode Island
| $244M | +$14.8M | +6% | 2.35% | 51.9% | 16 | 37.5% | 1.6 |
|
| 2720 |
AMG
2720
Asset Management Group
Stamford,
Connecticut
| $244M | +$2.98M | +1% | 2.72% | 57% | 104 | 3.85% | 2.8 |
|
| 2721 |
ECAU
2721
Everett Capital Advisors (UK)
London,
United Kingdom
| $243M | – | – | 0.1% | 30.7% | 19 | – | 0 |
|
| 2722 |
TBA
2722
Train Babcock Advisors
New York
| $243M | -$6.01M | -2% | 2.35% | 41.9% | 126 | 8.73% | 2.6 |
|
| 2723 |
AIM
2723
Acrospire Investment Management
Chicago,
Illinois
| $243M | +$92.6M | +62% | 10.7% | – | 2,710 | 46.57% | 0.4 |
|
| 2724 |
VIMU
2724
Veritas Investment Management (UK)
London,
United Kingdom
| $243M | +$36.4M | +18% | 1.63% | 151% | 59 | 33.9% | 2.3 |
|
| 2725 |
AB
2725
Atlas Brown
Louisville,
Kentucky
| $243M | $0 | 0% | 1.75% | 115% | 117 | 0% | 2.7 |
|