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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
Arvest Investments
Lowell,
Arkansas
| $624M | -$6.7M | -1% | 0.46% | 50% | 166 | 11.45% | 0.5 |
|
| 2727 |
2727
Evermay Wealth Management
Arlington,
Virginia
| $624M | -$38.5M | -6% | 2.09% | 56.2% | 635 | 8.35% | 3.1 |
|
| 2728 |
CIA
2728
Covington Investment Advisors
Ligonier,
Pennsylvania
| $623M | +$9.9M | +2% | 5.27% | 100% | 76 | 11.84% | 6 |
|
| 2729 |
2729
SKBA Capital Management
San Francisco,
California
| $623M | -$16.4M | -3% | 1.25% | 53.9% | 78 | 8.97% | 4.4 |
|
| 2730 |
2730
Cynosure Group
Salt Lake City,
Utah
| $623M | +$66.3M | +12% | 1.8% | 56.8% | 347 | 13.54% | 0.6 |
|
| 2731 |
2731
Grove Bank & Trust
Miami,
Florida
| $623M | +$29.3M | +5% | 2.77% | 80.5% | 594 | 10.27% | 3.1 |
|
| 2732 |
2732
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $622M | +$14.5M | +2% | 1.73% | 67.5% | 209 | 12.44% | 1.3 |
|
| 2733 |
2733
Inscription Capital
Houston,
Texas
| $621M | +$14.1M | +2% | 2.78% | – | 371 | 14.29% | 1.8 |
|
| 2734 |
2734
Per Stirling Capital Management
Austin,
Texas
| $621M | +$21.7M | +4% | 1.84% | 63.1% | 253 | 17.79% | 1.1 |
|
| 2735 |
2735
Financial Enhancement Group
Anderson,
Indiana
| $621M | +$12.3M | +2% | 0.85% | 62.2% | 125 | 17.6% | 3.2 |
|
| 2736 |
GA
2736
GFS Advisors
Houston,
Texas
| $620M | +$16.9M | +3% | 0.43% | 97.9% | 203 | 29.06% | 3.6 |
|
| 2737 |
SRFM
2737
Shannon River Fund Management
New York
| $620M | +$171M | +38% | 8.17% | 554% | 27 | 51.85% | 0.6 |
|
| 2738 |
2738
Sharkey, Howes & Javer
Denver,
Colorado
| $619M | +$8.04M | +1% | 2.43% | 60.2% | 126 | 10.32% | 3.1 |
|
| 2739 |
2739
Fort Sheridan Advisors
Highland Park,
Illinois
| $619M | +$88.1M | +17% | 4.9% | 109% | 241 | 17.01% | 2.7 |
|
| 2740 |
2740
Formidable Asset Management
Cincinnati,
Ohio
| $618M | +$5.1M | +0.8% | 1.95% | 52.2% | 443 | 23.02% | 2.2 |
|
| 2741 |
2741
Arkos Global Advisors
Houston,
Texas
| $618M | +$18.4M | +3% | 0.71% | 43.6% | 149 | 16.11% | 2.4 |
|
| 2742 |
2742
Slow Capital
Greenbrae,
California
| $618M | -$6.32M | -1% | 5.32% | 156% | 125 | 6.4% | 4.9 |
|
| 2743 |
2743
Planning Alternatives
Birmingham,
Michigan
| $618M | +$9.11M | +1% | 1.33% | 69.6% | 59 | 18.64% | 5.1 |
|
| 2744 |
2744
Nebula Research & Development
New York
| $618M | +$153M | +33% | 3.36% | – | 1,094 | 64.53% | 0.2 |
|
| 2745 |
2745
Zevin Asset Management
Boston,
Massachusetts
| $618M | +$16.3M | +3% | 5.48% | 71.7% | 88 | 15.91% | 5.3 |
|
| 2746 |
2746
Archford Capital Strategies
Swansea,
Illinois
| $617M | +$21.4M | +4% | 2.15% | 87.4% | 279 | 14.7% | 4.4 |
|
| 2747 |
2747
V-Square Quantitative Management
Chicago,
Illinois
| $617M | -$97.7M | -14% | 3.91% | 111% | 618 | 11.81% | 0.9 |
|
| 2748 |
2748
Tamar Securities
Woodland Hills,
California
| $617M | +$24.2M | +4% | 2.19% | 84.8% | 81 | 9.88% | 2.3 |
|
| 2749 |
2749
Sycamore Partners Management
New York
| $617M | +$215M | +53% | 53.5% | 31.8% | 1 | 0% | 2.5 |
|
| 2750 |
2750
Corsair Capital Management
New York
| $617M | +$261M | +73% | 20.1% | 435% | 119 | 31.09% | 2 |
|