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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Ascent Wealth Partners
New Hartford,
New York
| $327M | +$3.01M | +0.9% | 1.01% | 105% | 123 | 8.94% | 3.8 |
|
| 2727 |
2727
PL Capital Advisors
Naples,
Florida
| $327M | -$13.2M | -4% | 0.99% | 100% | 37 | 0% | 3.2 |
|
| 2728 |
NTCM
2728
Nut Tree Capital Management
New York
| $326M | +$143M | +78% | 1.99% | 101% | 15 | 33.33% | 0.4 |
|
| 2729 |
2729
M Holdings Securities
Portland,
Oregon
| $326M | +$30.4M | +10% | 0.75% | 83.9% | 174 | 18.97% | 2.9 |
|
| 2730 |
2730
Corsair Capital Management
New York
| $326M | -$16.2M | -5% | 2.36% | 435% | 76 | 25% | 1.9 |
|
| 2731 |
2731
DDD Partners
Bellevue,
Washington
| $326M | +$12.7M | +4% | 2.27% | 62.1% | 52 | 19.23% | 1.1 |
|
| 2732 |
PGCM
2732
Prescott Group Capital Management
Tulsa,
Oklahoma
| $325M | -$85.3M | -21% | 4.24% | 148% | 179 | 32.4% | 2.3 |
|
| 2733 |
2733
Rinet Company
Boston,
Massachusetts
| $325M | -$2.32M | -0.7% | 0.32% | 33.1% | 26 | 7.69% | 2.9 |
|
| 2734 |
2734
Heck Capital Advisors
Rhinelander,
Wisconsin
| $325M | -$47.5M | -13% | 0.69% | 67% | 106 | 10.38% | 2 |
|
| 2735 |
2735
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $325M | +$17.7M | +6% | 1.66% | 116% | 235 | 5.53% | 1.2 |
|
| 2736 |
2736
Opus Capital Group
Cincinnati,
Ohio
| $325M | -$8.81M | -3% | 1.53% | 49.7% | 183 | 28.42% | 2.7 |
|
| 2737 |
2737
Steamboat Capital Partners
Rye,
New York
| $324M | -$56.9M | -15% | 0.02% | 280% | 37 | 24.32% | 1.1 |
|
| 2738 |
2738
Omega Fund Management
Boston,
Massachusetts
| $324M | -$68.1M | -17% | 14% | 106% | 15 | 6.67% | 2 |
|
| 2739 |
2739
MidWestOne Financial Group
Iowa City,
Iowa
| $324M | -$40.4M | -11% | 4.17% | 62.7% | 265 | 21.13% | 0.2 |
|
| 2740 |
2740
American National Bank & Trust
Wichita Falls,
Texas
| $324M | +$6.89M | +2% | 1.82% | 102% | 195 | 25.64% | 2.7 |
|
| 2741 |
2741
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $324M | -$3.76M | -1% | 0.6% | 28.6% | 51 | 1.96% | 1.6 |
|
| 2742 |
2742
Forte Capital
Rochester,
New York
| $324M | +$10M | +3% | 1.08% | 98.3% | 94 | 3.19% | 3.5 |
|
| 2743 |
2743
Good Life Advisors
Reading,
Pennsylvania
| $323M | -$24.4M | -7% | 1.23% | 60% | 274 | 9.49% | 1.8 |
|
| 2744 |
2744
Allen Capital Group
Grand Island,
Nebraska
| $323M | +$13.7M | +4% | 1.58% | 56.9% | 136 | 11.76% | 1.3 |
|
| 2745 |
2745
High Falls Advisors
Rochester,
New York
| $323M | +$14.4M | +5% | 1.67% | 56.9% | 101 | 11.88% | 2.5 |
|
| 2746 |
2746
Divergent Wealth Advisors
South Jordan,
Utah
| $323M | +$8.66M | +3% | 0.3% | 14.7% | 42 | 2.38% | 1.3 |
|
| 2747 |
2747
St Louis Trust
Saint Louis,
Missouri
| $323M | +$6.18M | +2% | 0.46% | 71.4% | 78 | 5.13% | 2.8 |
|
| 2748 |
2748
Eversept Partners
New York
| $322M | -$34.8M | -10% | 5.72% | 321% | 76 | 43.42% | 0.7 |
|
| 2749 |
2749
Atlas Venture Advisors
Boston,
Massachusetts
| $322M | +$80.7M | +33% | 41.2% | 29.2% | 7 | 14.29% | 0.6 |
|
| 2750 |
PP
2750
Parplus Partners
New York
| $322M | +$164M | +103% | 1.29% | – | 1 | 0% | 0.8 |
|