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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
First Command Bank
Fort Worth,
Texas
| $583M | $0 | 0% | 8.29% | 34.1% | 452 | 0% | 3 |
|
| 2752 |
2752
Corbin Capital Partners
New York
| $582M | +$67.4M | +13% | 4.02% | 87.7% | 149 | 54.36% | 0.3 |
|
| 2753 |
2753
Quest Capital Management
Dallas,
Texas
| $582M | +$72.7M | +14% | 8.7% | 87.7% | 329 | 13.68% | 1.7 |
|
| 2754 |
2754
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $581M | -$102M | -15% | 0.25% | 51.8% | 23 | 17.39% | 1.9 |
|
| 2755 |
2755
Duncker Streett & Co
St. Louis,
Missouri
| $581M | +$52.7M | +10% | 11.5% | 102% | 524 | 3.82% | 4.4 |
|
| 2756 |
2756
Golden State Wealth Management
Santa Ana,
California
| $581M | +$121M | +26% | 8.88% | – | 377 | 22.81% | 1 |
|
| 2757 |
2757
Tarbox Family Office
Newport Beach,
California
| $581M | +$34.5M | +6% | 8.53% | 66.4% | 1,220 | 10.49% | 4 |
|
| 2758 |
2758
G2 Investment Partners Management
New York
| $580M | +$4.22M | +0.7% | 7.72% | 1,145% | 105 | 47.62% | 0.9 |
|
| 2759 |
2759
Curi Wealth Management
Raleigh,
North Carolina
| $579M | +$362M | +167% | 8.41% | 16.2% | 623 | 85.87% | 0.1 |
|
| 2760 |
NAH
2760
Neumann Advisory (HK)
Central,
Hong Kong
| $578M | +$17.2M | +3% | 13.8% | 77.3% | 16 | 12.5% | 1.7 |
|
| 2761 |
2761
Sanders Morris Harris
Houston,
Texas
| $578M | +$28.6M | +5% | 3.5% | 85.8% | 363 | 22.31% | 1.4 |
|
| 2762 |
2762
Dudley & Shanley
Palm Beach,
Florida
| $578M | +$8.97M | +2% | 6.63% | 67.9% | 39 | 28.21% | 2.5 |
|
| 2763 |
CCM
2763
Contrarian Capital Management
Greenwich,
Connecticut
| $577M | +$18.2M | +3% | 0.51% | 29.4% | 23 | 21.74% | 1.4 |
|
| 2764 |
2764
Strategic Wealth Partners Group
Deerfield,
Illinois
| $577M | +$51.6M | +10% | 7.61% | – | 69 | 13.04% | 2.6 |
|
| 2765 |
2765
Shepherd Financial Partners
Winchester,
Massachusetts
| $576M | +$58M | +11% | 8.84% | 88.4% | 160 | 11.88% | 2.6 |
|
| 2766 |
2766
Kathmere Capital Management
Wayne,
Pennsylvania
| $576M | +$24.6M | +4% | 5.22% | 68.3% | 153 | 16.34% | 1.3 |
|
| 2767 |
2767
Hancock Whitney Investment Services
New Orleans,
Louisiana
| $576M | – | – | 7.2% | – | 296 | – | 0 |
|
| 2768 |
PAM
2768
Premier Asset Management
Chicago,
Illinois
| $576M | -$146M | -20% | 13.9% | 104% | 168 | 25% | 2.5 |
|
| 2769 |
2769
Oak Grove Capital
North Hampton,
New Hampshire
| $575M | +$112M | +24% | 18.4% | 470% | 123 | 19.51% | 1.4 |
|
| 2770 |
2770
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $575M | +$38.8M | +7% | 6.04% | 55.8% | 108 | 12.04% | 4 |
|
| 2771 |
2771
Dillon & Associates
Jackson,
Michigan
| $574M | +$51.8M | +10% | 11.9% | 117% | 79 | 10.13% | 5.3 |
|
| 2772 |
IAIM
2772
International Assets Investment Management
Orlando,
Florida
| $573M | +$10.8M | +2% | 9.39% | 101% | 601 | 27.29% | 1.1 |
|
| 2773 |
2773
Oasis Management Company
Grand Cayman,
Cayman Islands
| $573M | -$43.6M | -7% | 7.62% | 368% | 90 | 33.33% | 0.5 |
|
| 2774 |
2774
Intrua Financial
Houston,
Texas
| $572M | +$29.5M | +5% | 8.1% | 77.4% | 392 | 9.69% | 0.9 |
|
| 2775 |
2775
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $572M | +$54.8M | +11% | 7.81% | 98% | 100 | 14% | 2.8 |
|