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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
Arcadia Investment Management
Kalamazoo,
Michigan
| $585M | +$20M | +4% | 5.67% | 83.5% | 332 | 13.86% | 4.9 |
|
| 2827 |
2827
Annandale Capital
Dallas,
Texas
| $585M | +$41.5M | +8% | 0.85% | 57.2% | 148 | 27.03% | 1.9 |
|
| 2828 |
2828
Capital Planning Advisors
Roseville,
California
| $584M | +$15M | +3% | 2.34% | 64.2% | 145 | 8.28% | 4.3 |
|
| 2829 |
2829
Engaged Capital
Newport Beach,
California
| $584M | -$33.2M | -5% | 1.28% | 26.2% | 12 | 8.33% | 2 |
|
| 2830 |
2830
Virtue Capital Management
Brentwood,
Tennessee
| $584M | +$27.2M | +5% | 2.51% | 91% | 425 | 21.88% | 1.7 |
|
| 2831 |
AMCI
2831
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $583M | +$52.6M | +10% | 9.91% | – | 1 | 0% | 0.5 |
|
| 2832 |
2832
Third Avenue Management
New York
| $583M | -$43.7M | -7% | 4.41% | 113% | 60 | 5% | 5.1 |
|
| 2833 |
2833
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $583M | +$13.4M | +2% | 1.22% | 44% | 93 | 2.15% | 2.8 |
|
| 2834 |
2834
Rollins Financial Advisors
New York City,
New York
| $582M | +$51.4M | +10% | 9.55% | – | 129 | 10.85% | 0.4 |
|
| 2835 |
2835
Dudley & Shanley
Palm Beach,
Florida
| $582M | -$10.7M | -2% | 0.21% | 67.9% | 37 | 5.41% | 3.3 |
|
| 2836 |
2836
Northside Capital Management
Hood River,
Oregon
| $582M | +$21M | +4% | 3.08% | 99.6% | 116 | 2.59% | 4.3 |
|
| 2837 |
2837
Live Oak Private Wealth
Wilmington,
North Carolina
| $582M | +$3.88M | +0.7% | 0.05% | 65% | 176 | 5.11% | 3.1 |
|
| 2838 |
CCM
2838
Cohen Capital Management
Corte Madera,
California
| $581M | +$13.3M | +2% | 0.24% | 91.5% | 146 | 8.22% | 6.5 |
|
| 2839 |
2839
Dendur Capital
New York
| $580M | -$156M | -21% | 4.81% | 99.6% | 19 | 42.11% | 1.3 |
|
| 2840 |
2840
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $580M | +$35.6M | +7% | 2.89% | – | 140 | 10% | 0.5 |
|
| 2841 |
2841
Alphadyne Asset Management
New York
| $580M | +$227M | +64% | 4.65% | 159% | 46 | 86.96% | 0.1 |
|
| 2842 |
2842
Insight Wealth Partners
Plano,
Texas
| $578M | -$2.71M | -0.5% | 1.82% | 63.2% | 94 | 9.57% | 2.1 |
|
| 2843 |
2843
Advisors Preferred
Rockville,
Maryland
| $578M | -$15.8M | -3% | 2.02% | 102% | 246 | 71.54% | 0.5 |
|
| 2844 |
2844
EFG Asset Management
Portland,
Oregon
| $577M | -$2.12M | -0.4% | 6.61% | 211% | 208 | 15.38% | 1.5 |
|
| 2845 |
WCM
2845
Woodson Capital Management
Greenwich,
Connecticut
| $577M | -$49.3M | -8% | 2.21% | 235% | 47 | 31.91% | 1.5 |
|
| 2846 |
LWANC
2846
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $576M | -$10M | -2% | 3.66% | 63.3% | 688 | 12.79% | 3.7 |
|
| 2847 |
AGM
2847
Alpine Global Management
New York
| $575M | +$58.8M | +11% | 1.78% | 149% | 556 | 80.94% | 0.2 |
|
| 2848 |
2848
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $575M | +$49.2M | +9% | 1.75% | 65.8% | 78 | 14.1% | 1 |
|
| 2849 |
2849
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $575M | -$20.2M | -3% | 5.61% | 34.1% | 9 | 0% | 2.4 |
|
| 2850 |
2850
Fractal Investments
Glastonbury,
Connecticut
| $575M | +$23.9M | +4% | 2.95% | 86.4% | 89 | 16.85% | 1.4 |
|