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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
CRA Financial Services
Northfield,
New Jersey
| $764M | +$33.2M | +5% | 2.73% | 91.9% | 308 | 9.74% | 3.6 |
|
| 2827 |
GECH
2827
Garnet Equity Capital Holdings
New York
| $764M | +$495M | +184% | 2.16% | 302% | 31 | 25.81% | 1.4 |
|
| 2828 |
2828
Mechanics Bank - Trust Department
Walnut Creek,
California
| $764M | +$51.6M | +7% | 2.94% | 76.8% | 215 | 10.23% | 6.6 |
|
| 2829 |
2829
Roble Belko & Company
Sewickley,
Pennsylvania
| $763M | +$25.6M | +3% | 1.87% | 53.3% | 534 | 18.16% | 4.1 |
|
| 2830 |
2830
FCPM III Services
Naarden,
Netherlands
| $763M | +$262M | +52% | 26.9% | – | 11 | 27.27% | 1.2 |
|
| 2831 |
CL
2831
CIM LLC
Albany,
New York
| $763M | -$1.98M | -0.3% | 1.56% | 108% | 181 | 11.05% | 4 |
|
| 2832 |
2832
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $763M | +$474K | +0.1% | 1.71% | – | 233 | 7.3% | 0.9 |
|
| 2833 |
2833
Canyon Capital Advisors
Dallas,
Texas
| $761M | +$31.4M | +4% | 14.1% | 78% | 15 | 20% | 2.3 |
|
| 2834 |
2834
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $760M | +$15.2M | +2% | 2.57% | 101% | 20 | 35% | 1 |
|
| 2835 |
GF
2835
Greenfield FTC
Reno,
Nevada
| $760M | +$253M | +50% | 2.39% | 75.4% | 4 | 50% | 3.3 |
|
| 2836 |
AAA
2836
Adams Asset Advisors
Dallas,
Texas
| $760M | -$15.6M | -2% | 0.03% | 66.8% | 86 | 9.3% | 5.4 |
|
| 2837 |
2837
Arbor Investment Advisors
Winston Salem,
North Carolina
| $760M | -$27.8M | -4% | 1.81% | 48.5% | 134 | 22.39% | 5.1 |
|
| 2838 |
BFCFSI
2838
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| $759M | +$53.1M | +8% | 2.48% | – | 2,810 | 18.61% | 0.9 |
|
| 2839 |
2839
Wahed Invest
New York
| $759M | +$27.4M | +4% | 7.51% | 140% | 218 | 5.05% | 2.8 |
|
| 2840 |
2840
Crawford Fund Management
Boston,
Massachusetts
| $759M | +$134M | +21% | 2.56% | – | 227 | 27.31% | 1.1 |
|
| 2841 |
2841
BlueSky Wealth Advisors
New Bern,
North Carolina
| $758M | +$16.8M | +2% | 1.53% | 45.9% | 82 | 7.32% | 3.2 |
|
| 2842 |
2842
Ramirez Asset Management
New York
| $758M | +$38.1M | +5% | 4.95% | 86.8% | 404 | 16.58% | 1.5 |
|
| 2843 |
OM
2843
Opaleye Management
Boston,
Massachusetts
| $758M | +$50.6M | +7% | 16.1% | 748% | 63 | 47.62% | 1.4 |
|
| 2844 |
2844
United Bank (Virginia)
Vienna,
Virginia
| $757M | -$82M | -10% | 1.99% | 76.1% | 130 | 3.08% | 5.8 |
|
| 2845 |
LWANC
2845
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $756M | +$40.9M | +6% | 3.08% | 71.1% | 706 | 77.05% | 1.4 |
|
| 2846 |
2846
O'Brien Wealth Partners
Waltham,
Massachusetts
| $756M | +$17.9M | +2% | 2.45% | 56.7% | 118 | 24.58% | 2.6 |
|
| 2847 |
2847
Fortis Capital Management
Bellevue,
Washington
| $756M | +$44.5M | +6% | 0.67% | 82% | 218 | 22.94% | 1.9 |
|
| 2848 |
JPC
2848
Jabodon PT Co
Reno,
Nevada
| $756M | +$661M | +696% | 2.18% | 61.9% | 7 | 85.71% | 0.6 |
|
| 2849 |
2849
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $755M | +$31.6M | +4% | 5.59% | 86.4% | 135 | 4.44% | 8.8 |
|
| 2850 |
2850
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| $754M | -$191M | -20% | 2.92% | – | 677 | 87.59% | 0.1 |
|