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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 |
2776
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $550M | +$118M | +27% | 10.6% | 85.4% | 2,225 | 16.09% | 4.2 |
|
| 2777 |
2777
Cooper Financial Group
Irvine,
California
| $550M | +$134M | +32% | 9.49% | 87.2% | 359 | 14.48% | 2 |
|
| 2778 |
2778
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $550M | +$67.5M | +14% | 7.77% | 53.4% | 87 | 22.99% | 1.2 |
|
| 2779 |
2779
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $550M | +$225M | +69% | 9.9% | 85.6% | 204 | 49.51% | 2.8 |
|
| 2780 |
2780
J. Stern & Co
London,
United Kingdom
| $549M | – | – | 14.7% | – | 36 | – | 0 |
|
| 2781 |
2781
Arkos Global Advisors
Houston,
Texas
| $549M | +$58.3M | +12% | 8.38% | 43.6% | 113 | 15.04% | 2.4 |
|
| 2782 |
2782
Minot Capital
Broomfield,
Colorado
| $549M | +$58.2M | +12% | 9.73% | 19.6% | 13 | 15.38% | 2.9 |
|
| 2783 |
2783
North Point Portfolio Managers
Orange Village,
Ohio
| $549M | +$59.6M | +12% | 14.1% | 72.8% | 56 | 14.29% | 5.4 |
|
| 2784 |
2784
Northwest Bancshares
Warren,
Pennsylvania
| $549M | +$26.1M | +5% | 10.1% | 84.8% | 194 | 13.92% | 3.9 |
|
| 2785 |
2785
Sherborne Investors Management
New York
| $548M | +$41.2M | +8% | 8.13% | 54.2% | 1 | 0% | 1 |
|
| 2786 |
GWSG
2786
GPS Wealth Strategies Group
Centennial,
Colorado
| $548M | +$27.1M | +5% | 12.1% | 118% | 1,331 | 10.29% | 0.9 |
|
| 2787 |
2787
Affinity Asset Advisors
New York
| $548M | +$192M | +54% | 50.7% | 1,487% | 102 | 38.24% | 0.7 |
|
| 2788 |
PCM
2788
Prime Capital Management
Hong Kong
| $547M | +$32.2M | +6% | 7.01% | 579% | 5 | 0% | 1.2 |
|
| 2789 |
SRFM
2789
Shannon River Fund Management
New York
| $547M | +$44.2M | +9% | 25.4% | 554% | 27 | 55.56% | 0.5 |
|
| 2790 |
2790
AWM Capital
Phoenix,
Arizona
| $547M | +$55.2M | +11% | 8.74% | 51.1% | 88 | 19.32% | 1.5 |
|
| 2791 |
2791
Archford Capital Strategies
Swansea,
Illinois
| $546M | +$46.7M | +9% | 9.92% | 87.4% | 290 | 20.34% | 4.2 |
|
| 2792 |
2792
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $546M | +$54.2M | +11% | 9.86% | 81.7% | 268 | 7.09% | 3.9 |
|
| 2793 |
MI
2793
MMCAP International
Grand Cayman,
Cayman Islands
| $546M | +$198M | +57% | 14.3% | 184% | 220 | 22.27% | 1.4 |
|
| 2794 |
2794
Bedel Financial Consulting
Indianapolis,
Indiana
| $546M | +$51.8M | +10% | 9.19% | 104% | 251 | 8.76% | 4 |
|
| 2795 |
2795
Per Stirling Capital Management
Austin,
Texas
| $545M | +$63.5M | +13% | 10.2% | 63.1% | 224 | 19.64% | 0.8 |
|
| 2796 |
2796
Mason Street Advisors
Milwaukee,
Wisconsin
| $545M | +$23.9M | +5% | 8.89% | 32% | 8 | 12.5% | 4.1 |
|
| 2797 |
2797
Center for Financial Planning
Southfied,
Michigan
| $544M | +$81.3M | +18% | 10.7% | 64.4% | 537 | 5.77% | 3.1 |
|
| 2798 |
2798
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $544M | +$61.2M | +13% | 11.2% | 64.4% | 54 | 20.37% | 1.1 |
|
| 2799 |
2799
Nellore Capital Management
Redwood City,
California
| $544M | +$12M | +2% | 16.3% | 73.8% | 11 | 0% | 2.1 |
|
| 2800 |
2800
Grove Bank & Trust
Miami,
Florida
| $544M | +$52.9M | +11% | 10.6% | 80.5% | 744 | 21.91% | 2.6 |
|