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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 |
2701
ArchPoint Investors
Coral Gables,
Florida
| $288M | -$79.6M | -22% | 15.1% | 111% | 149 | 35.57% | 2.3 |
|
| 2702 |
2702
TIFF Advisory Services
Radnor,
Pennsylvania
| $288M | +$102M | +55% | 15.6% | 86.3% | 11 | 45.45% | 0.6 |
|
| 2703 |
2703
Plante Moran Financial Advisors
Southfield,
Michigan
| $288M | -$19.8M | -6% | 9.07% | 62.8% | 1,013 | 34.16% | 2.5 |
|
| 2704 |
2704
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $287M | -$34.7M | -11% | 12.8% | 18.3% | 130 | 16.92% | 2.5 |
|
| 2705 |
2705
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $287M | -$28.1M | -9% | 11.3% | 34.5% | 291 | 16.84% | 0.5 |
|
| 2706 |
2706
Avidian Wealth Enterprises
Houston,
Texas
| $286M | -$33.2M | -10% | 12.8% | 71.7% | 127 | 44.88% | 1.6 |
|
| 2707 |
2707
Spectrum Management Group
Indianapolis,
Indiana
| $286M | -$30.1M | -10% | 11.1% | 44% | 250 | 28% | 1.5 |
|
| 2708 |
2708
FNY Investment Advisers
New York
| $286M | -$143M | -33% | 1.89% | 386% | 1,291 | 75.68% | 0.2 |
|
| 2709 |
2709
Lathrop Investment Management
Little Rock,
Arkansas
| $286M | -$101M | -26% | 15.2% | 72.2% | 77 | 31.17% | 3.4 |
|
| 2710 |
2710
Buckhead Capital Management
Atlanta,
Georgia
| $285M | -$40.7M | -12% | 10.3% | 67.6% | 95 | 10.53% | 4.3 |
|
| 2711 |
2711
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $285M | +$49K | +0% | 13% | 48.8% | 271 | 11.44% | 3.3 |
|
| 2712 |
2712
Aviance Capital Partners
Naples,
Florida
| $285M | -$130M | -31% | 15.2% | 98.2% | 221 | 9.95% | 3.2 |
|
| 2713 |
2713
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $284M | -$83.9M | -23% | 14.3% | 91.5% | 132 | 24.24% | 1.5 |
|
| 2714 |
2714
Apriem Advisors
Irvine,
California
| $284M | -$172M | -38% | 11.9% | 74.3% | 169 | 28.99% | 3.5 |
|
| 2715 |
2715
Aristotle Atlantic Partners
Sarasota,
Florida
| $284M | +$120M | +73% | 11.9% | 144% | 93 | 48.39% | 0.5 |
|
| 2716 |
2716
Martin & Co
Knoxville,
Tennessee
| $283M | -$47.2M | -14% | 13.5% | 67.8% | 115 | 2.61% | 4.4 |
|
| 2717 |
2717
South Street Advisors
New York
| $283M | -$359M | -56% | 14.8% | 169% | 72 | 20.83% | 2.9 |
|
| 2718 |
2718
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $283M | -$42.8M | -13% | 13% | 36.3% | 5 | 0% | 2.4 |
|
| 2719 |
2719
Gilbert & Cook
West Des Moines,
Iowa
| $283M | -$39.2M | -12% | 11% | 63.2% | 107 | 17.76% | 1.5 |
|
| 2720 |
2720
Allen Capital Group
Grand Island,
Nebraska
| $283M | -$18M | -6% | 9.49% | 62.8% | 142 | 23.94% | 0.8 |
|
| 2721 |
2721
Summit Trail Advisors
New York
| $283M | -$170M | -38% | 14.9% | 74.8% | 284 | 66.2% | 0.7 |
|
| 2722 |
2722
Eos Management LP
New York
| $283M | -$106M | -27% | 16% | 149% | 28 | 14.29% | 4.1 |
|
| 2723 |
2723
Capital One Investing
Mclean,
Virginia
| $283M | – | – | 8.47% | – | 138 | – | 0 |
|
| 2724 |
2724
AIA International
Hong Kong
| $283M | -$60.6M | -18% | 19.5% | 47.9% | 8 | 12.5% | 0.9 |
|
| 2725 |
2725
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $283M | +$680K | +0.2% | 0.26% | 13.4% | 3 | 0% | 4 |
|