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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
FCG Advisors
Chatham,
New Jersey
| $302M | +$39.8M | +15% | 12.8% | 19.7% | 150 | 11.33% | 2.8 |
|
| 2827 |
2827
Cable Hill Partners
Portland,
Oregon
| $302M | +$50.9M | +20% | 8.77% | 20.3% | 861 | 9.18% | 2.4 |
|
| 2828 |
LA
2828
Lynch & Associates
Newburgh,
Indiana
| $302M | +$33.7M | +13% | 11.5% | 73.5% | 96 | 5.21% | 4.7 |
|
| 2829 |
2829
McAdam LLC
Philadelphia,
Pennsylvania
| $301M | +$48.1M | +19% | 10.2% | 65.4% | 74 | 16.22% | 1.5 |
|
| 2830 |
2830
Fairfield, Bush & Co
Darien,
Connecticut
| $301M | +$10.6M | +4% | 13% | 112% | 157 | 12.1% | 3.9 |
|
| 2831 |
TM
2831
Tikvah Management
Charlotte,
North Carolina
| $301M | +$19.4M | +7% | 13% | 169% | 20 | 5% | 3.4 |
|
| 2832 |
2832
Divergent Wealth Advisors
South Jordan,
Utah
| $301M | +$31.1M | +12% | 9.02% | 14.7% | 45 | 22.22% | 1 |
|
| 2833 |
PT
2833
Plimoth Trust
Plymouth,
Massachusetts
| $301M | +$29.4M | +11% | 11.1% | 110% | 186 | 4.3% | 1.2 |
|
| 2834 |
2834
Filament
Seattle,
Washington
| $300M | +$32.3M | +12% | 11.4% | 46.9% | 40 | 7.5% | 3.9 |
|
| 2835 |
RIM
2835
Regent Investment Management
Louisville,
Kentucky
| $300M | +$33.3M | +12% | 14.2% | 44% | 213 | 10.8% | 3.8 |
|
| 2836 |
2836
BlueDrive Global Investors
London,
United Kingdom
| $300M | -$25.6M | -8% | 14.7% | 25.6% | 11 | 27.27% | 0.8 |
|
| 2837 |
2837
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $300M | +$8.36M | +3% | 3.18% | 43.7% | 6 | 16.67% | 0.7 |
|
| 2838 |
2838
McCutchen Group
Seattle,
Washington
| $300M | +$32.5M | +12% | 11.3% | 2.54% | 28 | 17.86% | 3.4 |
|
| 2839 |
2839
Lyell Wealth Management
Menlo Park,
California
| $300M | +$60.1M | +25% | 18.1% | 144% | 125 | 17.6% | 1.6 |
|
| 2840 |
2840
Golden State Wealth Management
Santa Ana,
California
| $299M | – | – | 11.5% | – | 1,104 | – | 0 |
|
| 2841 |
VHMC
2841
Value Holdings Management Company
Hampton Bays,
New York
| $299M | +$50.8M | +20% | 22.5% | 125% | 38 | 18.42% | 3.5 |
|
| 2842 |
2842
SeaBridge Investment Advisors
Summit,
New Jersey
| $299M | +$23.7M | +9% | 12.7% | 128% | 259 | 7.72% | 3.2 |
|
| 2843 |
2843
Bright Rock Capital Management
Hanover,
Massachusetts
| $299M | +$33.1M | +12% | 13.2% | 53.1% | 78 | 7.69% | 3.4 |
|
| 2844 |
2844
Teewinot Capital Advisers
New York
| $299M | +$68.9M | +30% | 22.7% | 149% | 51 | 33.33% | 3.1 |
|
| 2845 |
2845
Traynor Capital Management
Malvern,
Pennsylvania
| $299M | +$58.7M | +24% | 17.3% | 244% | 187 | 22.46% | 2.3 |
|
| 2846 |
2846
Berman Capital Advisors
Atlanta,
Georgia
| $299M | +$44M | +17% | 12.7% | 48.2% | 1,579 | 22.61% | 0.3 |
|
| 2847 |
2847
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $298M | -$33.6M | -10% | 15.2% | 130% | 57 | 43.86% | 0.8 |
|
| 2848 |
2848
Marquette Asset Management
Minneapolis,
Minnesota
| $298M | +$38M | +15% | 14.2% | 69.6% | 322 | 78.88% | 1 |
|
| 2849 |
2849
Gibson Capital
Wexford,
Pennsylvania
| $298M | +$41M | +16% | 13.4% | 67.2% | 35 | 2.86% | 4.3 |
|
| 2850 |
2850
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $297M | -$13.7M | -4% | 15.1% | 79.4% | 67 | 25.37% | 1.1 |
|