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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Marquette Asset Management
Minneapolis,
Minnesota
| $543M | +$121M | +29% | 10.7% | 69.6% | 306 | 44.44% | 3 |
|
| 2802 |
DCM
2802
Divisar Capital Management
San Francisco,
California
| $543M | +$85.7M | +19% | 14.6% | 194% | 35 | 14.29% | 3 |
|
| 2803 |
2803
Oasis Management Company
Grand Cayman,
Cayman Islands
| $542M | -$1.74B | -76% | 15.2% | 368% | 79 | 36.71% | 1.2 |
|
| 2804 |
2804
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $542M | +$62M | +13% | 10.7% | 55.8% | 130 | 13.85% | 4.4 |
|
| 2805 |
2805
Evermay Wealth Management
Arlington,
Virginia
| $542M | +$52.1M | +11% | 10.5% | 56.2% | 697 | 22.96% | 2.4 |
|
| 2806 |
2806
S&T Bank
Indiana,
Pennsylvania
| $541M | +$22.6M | +4% | 11.5% | 193% | 105 | 12.38% | 5.1 |
|
| 2807 |
2807
Arkansas Financial Group
Little Rock,
Arkansas
| $541M | +$49.9M | +10% | 8.79% | 41.4% | 67 | 2.99% | 4 |
|
| 2808 |
2808
MAK Capital One
New York
| $541M | +$1.36M | +0.3% | 20.5% | 200% | 12 | 50% | 4 |
|
| 2809 |
IR
2809
IAT Reinsurance
New York
| $541M | +$36M | +7% | 7.2% | 60.2% | 86 | 13.95% | 4.7 |
|
| 2810 |
2810
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $541M | +$46.1M | +9% | 10.2% | 18.3% | 164 | 12.2% | 4.5 |
|
| 2811 |
2811
Compound Global Advisors
Mercer Island,
Washington
| $540M | +$83.9M | +18% | 12.5% | – | 40 | 15% | 0.6 |
|
| 2812 |
2812
Canal Capital Management
Richmond,
Virginia
| $540M | +$49.7M | +10% | 8% | 67.8% | 163 | 13.5% | 3.7 |
|
| 2813 |
2813
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $540M | -$41.6M | -7% | 0.13% | 35.7% | 13 | 69.23% | 1.3 |
|
| 2814 |
2814
Titleist Asset Management
San Antonio,
Texas
| $540M | +$52.8M | +11% | 10.9% | 101% | 241 | 20.33% | 0.6 |
|
| 2815 |
ET
2815
Entropy Technologies
New York
| $540M | – | – | 13.2% | – | 533 | – | 0 |
|
| 2816 |
2816
Almanack Investment Partners
Wayne,
Pennsylvania
| $539M | +$22.5M | +4% | 6.17% | 77.8% | 189 | 30.16% | 1.9 |
|
| 2817 |
2817
PFG Investments
Woodbury,
New York
| $538M | +$5.25M | +1% | 11.2% | 106% | 558 | 21.68% | 0.6 |
|
| 2818 |
2818
Tortoise Index Solutions
Overland Park,
Kansas
| $538M | +$56.8M | +12% | 6.72% | 52.2% | 65 | 3.08% | 5.4 |
|
| 2819 |
2819
BlueSky Wealth Advisors
New Bern,
North Carolina
| $538M | +$49M | +10% | 8.35% | 45.9% | 72 | 8.33% | 4.3 |
|
| 2820 |
2820
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $538M | +$8.94M | +2% | 10% | 57.8% | 194 | 23.2% | 1.7 |
|
| 2821 |
CANC
2821
Culbertson A N & Co
Charlottesville,
Virginia
| $538M | +$39.3M | +8% | 8.83% | 87.5% | 119 | 3.36% | 7.4 |
|
| 2822 |
2822
Camden National Bank
Camden,
Maine
| $537M | +$50.1M | +10% | 10.2% | 48.8% | 123 | 6.5% | 4.6 |
|
| 2823 |
2823
Gilman Hill Asset Management
New Canaan,
Connecticut
| $537M | +$28.6M | +6% | 11.6% | 54.2% | 224 | 13.84% | 4.4 |
|
| 2824 |
2824
Consolidated Planning Corp
Atlanta,
Georgia
| $537M | +$85.6M | +19% | 11.1% | 84.6% | 186 | 25.27% | 1.5 |
|
| 2825 |
2825
State of Wyoming
Cheyenne,
Wyoming
| $537M | +$72.4M | +16% | 13.1% | 135% | 1,885 | 30.98% | 1.2 |
|