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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Baker Ellis Asset Management
Vancouver,
Washington
| $339M | +$60M | +22% | 16.9% | 91.9% | 205 | 17.56% | 4.4 |
|
| 2752 |
2752
Formidable Asset Management
Cincinnati,
Ohio
| $339M | +$85.1M | +34% | 24.2% | 52.2% | 312 | 41.67% | 0.5 |
|
| 2753 |
2753
Personal CFO Solutions
Chester,
New Jersey
| $338M | +$59.5M | +21% | 22.1% | 91.4% | 359 | 36.21% | 0.5 |
|
| 2754 |
2754
Parsifal Capital Management
Greenwich,
Connecticut
| $338M | +$65M | +24% | 24.2% | 154% | 21 | 52.38% | 0.2 |
|
| 2755 |
2755
Old West Investment Management
Los Angeles,
California
| $338M | +$205M | +154% | 44.9% | 242% | 62 | 22.58% | 2.1 |
|
| 2756 |
PW
2756
Price Wealth
Austin,
Texas
| $338M | +$62M | +22% | 17.2% | 17.5% | 598 | 63.04% | 0.7 |
|
| 2757 |
2757
Intel Corp
Santa Clara,
California
| $338M | +$127M | +61% | 60.9% | 9.79% | 4 | 25% | 2 |
|
| 2758 |
AAA
2758
Adams Asset Advisors
Dallas,
Texas
| $337M | +$87.5M | +35% | 34.4% | 66.8% | 81 | 16.05% | 2.9 |
|
| 2759 |
2759
Lindbrook Capital
Calabasas,
California
| $337M | +$72.5M | +27% | 18.1% | 35.8% | 1,982 | 24.42% | 1 |
|
| 2760 |
2760
INVST
Indianapolis,
Indiana
| $337M | +$95.5M | +40% | 14.7% | 78.5% | 159 | 40.25% | 0.8 |
|
| 2761 |
2761
Mengis Capital Management
Portland,
Oregon
| $337M | +$44M | +15% | 18% | 104% | 162 | 6.17% | 3.3 |
|
| 2762 |
2762
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $337M | +$92.3M | +38% | 19.6% | 77.5% | 259 | 30.5% | 0.7 |
|
| 2763 |
2763
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $337M | +$78.5M | +30% | 20.4% | 81.7% | 189 | 22.22% | 4 |
|
| 2764 |
2764
MPM Asset Management
Boston,
Massachusetts
| $336M | +$172M | +104% | 41.7% | 5.89% | 6 | 16.67% | 2.3 |
|
| 2765 |
2765
Archford Capital Strategies
Swansea,
Illinois
| $336M | +$79.9M | +31% | 18.8% | 87.4% | 258 | 23.26% | 2.6 |
|
| 2766 |
2766
Capital Planning Advisors
Roseville,
California
| $336M | +$67.8M | +25% | 22.9% | 64.2% | 135 | 21.48% | 2.4 |
|
| 2767 |
2767
Waddell & Associates
Memphis,
Tennessee
| $336M | +$84.3M | +34% | 19.5% | 194% | 30 | 33.33% | 0.8 |
|
| 2768 |
2768
D.L. Carlson Investment Group
Concord,
New Hampshire
| $335M | +$70.8M | +27% | 34.1% | 113% | 157 | 22.93% | 3.3 |
|
| 2769 |
VM
2769
VPR Management
Houston,
Texas
| $335M | +$28.6M | +9% | 17.7% | 54.5% | 25 | 0% | 2.1 |
|
| 2770 |
2770
Lathrop Investment Management
Little Rock,
Arkansas
| $335M | +$50.8M | +18% | 21.3% | 72.2% | 69 | 7.25% | 4.2 |
|
| 2771 |
2771
Ovata Capital Management
Hong Kong
| $334M | +$184M | +122% | 16.3% | 69.1% | 199 | 83.42% | 0 |
|
| 2772 |
2772
Sound Income Strategies
Ft Lauderdale,
Florida
| $334M | +$43.8M | +15% | 21.3% | 31.4% | 927 | 12.62% | 1.7 |
|
| 2773 |
2773
Front Street Capital Management
Missoula,
Montana
| $334M | +$57.4M | +21% | 22.4% | 316% | 60 | 13.33% | 2.9 |
|
| 2774 |
2774
St Louis Trust
Saint Louis,
Missouri
| $334M | +$69.3M | +26% | 22.9% | 71.4% | 89 | 17.98% | 3 |
|
| 2775 |
2775
Integral Health Asset Management
New York
| $334M | +$107M | +47% | 36% | 564% | 80 | 61.25% | 0.2 |
|