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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
AMG
2776
Asset Management Group
Stamford,
Connecticut
| $259M | +$5.99M | +2% | 1.65% | 57% | 107 | 4.67% | 3.2 |
|
| 2777 |
2777
Dynamic Advisor Solutions
Phoenix,
Arizona
| $258M | +$1.89M | +0.7% | 1.86% | 70.9% | 238 | 21.01% | 1.7 |
|
| 2778 |
2778
Jacobi Capital Management
Pittston,
Pennsylvania
| $258M | +$63.1M | +32% | 1.78% | 76.6% | 885 | 20.79% | 0.7 |
|
| 2779 |
2779
D'Orazio & Associates
Falls Church,
Virginia
| $257M | +$995K | +0.4% | 0.2% | 61.2% | 368 | 23.64% | 1.8 |
|
| 2780 |
PH
2780
Pinnacle Holdings
Tulsa,
Oklahoma
| $257M | -$2.23M | -0.9% | 0.58% | 79.6% | 228 | 15.35% | 2.5 |
|
| 2781 |
2781
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $257M | +$8.03M | +3% | 3.45% | – | 4 | 0% | 0.5 |
|
| 2782 |
2782
Adirondack Research & Management
Guilderland,
New York
| $257M | -$21.6M | -8% | 3.26% | 47.8% | 119 | 10.92% | 2.3 |
|
| 2783 |
2783
Community Bank of Raymore
Raymore,
Missouri
| $257M | +$12.2M | +5% | 0.81% | 91.9% | 49 | 6.12% | 2.1 |
|
| 2784 |
2784
Strategic Point Investment Advisors
Providence,
Rhode Island
| $257M | +$14.3M | +6% | 2.36% | 51.9% | 19 | 15.79% | 1.6 |
|
| 2785 |
2785
Capital City Trust
Tallahassee,
Florida
| $256M | +$2.54M | +1% | 3.45% | 98.5% | 102 | 7.84% | 3.2 |
|
| 2786 |
2786
Fifth Third Securities
Cincinnati,
Ohio
| $256M | +$11.9M | +5% | 2.32% | 62.7% | 107 | 4.67% | 0.9 |
|
| 2787 |
2787
High Falls Advisors
Rochester,
New York
| $256M | +$24.9M | +11% | 1.82% | 56.9% | 90 | 13.33% | 1.1 |
|
| 2788 |
2788
Intrepid Capital Management
Jacksonville Beach,
Florida
| $256M | -$15.7M | -6% | 0% | 70.2% | 35 | 14.29% | 2.5 |
|
| 2789 |
2789
Peak Financial Management
Wellesley,
Massachusetts
| $255M | +$7.87M | +3% | 2.87% | 58.2% | 47 | 4.26% | 0.9 |
|
| 2790 |
2790
MSD Capital
New York
| $255M | -$19.4M | -7% | 5.34% | 11.5% | 5 | 0% | 3.6 |
|
| 2791 |
AMCA
2791
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $255M | +$31.5M | +14% | 2.17% | 110% | 107 | 20.56% | 2.1 |
|
| 2792 |
TC
2792
TFS Capital
West Chester,
Pennsylvania
| $255M | -$53M | -17% | 4.78% | 53.8% | 921 | 65.26% | 0.4 |
|
| 2793 |
2793
AGF Investments America
Toronto,
Ontario, Canada
| $255M | +$11.8M | +5% | 5.69% | 72.1% | 73 | 4.11% | 1.6 |
|
| 2794 |
KC
2794
KRV Capital
New York
| $255M | -$48.5M | -16% | 6.62% | – | 29 | 48.28% | 0.4 |
|
| 2795 |
2795
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $255M | +$10.8M | +4% | 1.04% | 140% | 203 | 36.95% | 1.5 |
|
| 2796 |
2796
Cutter & Co Brokerage
Ballwin,
Missouri
| $255M | +$12.5M | +5% | 3.31% | 40.4% | 287 | 12.89% | 1.9 |
|
| 2797 |
2797
Mountain Lake Investment Management
Boca Raton,
Florida
| $254M | +$13.3M | +6% | 1.88% | 64% | 36 | 33.33% | 1.1 |
|
| 2798 |
2798
IBEX Wealth Advisors
Bedminster,
New Jersey
| $254M | +$91.9M | +57% | 3.04% | 221% | 139 | 51.8% | 0.3 |
|
| 2799 |
2799
First Reserve GP XII
Stamford,
Connecticut
| $254M | -$67.4M | -21% | 20.6% | – | 3 | 0% | 2.1 |
|
| 2800 |
CFP
2800
Cornerstone Financial Partners
Huntersville,
North Carolina
| $254M | -$45.2M | -15% | 2.37% | – | 158 | 33.54% | 0.9 |
|