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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
Sargent Investment Group
Bethesda,
Maryland
| $759M | -$38M | -5% | 2.75% | 113% | 279 | 9.68% | 2.2 |
|
| 2827 |
2827
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $759M | +$38.7M | +5% | 0.32% | 62.6% | 337 | 13.06% | 2.8 |
|
| 2828 |
TC
2828
Torno Capital
Cohasset,
Massachusetts
| $759M | -$227M | -23% | 8.57% | – | 117 | 82.05% | 0.2 |
|
| 2829 |
2829
Cullen Investment Group
Lafayette,
Louisiana
| $758M | -$13.8M | -2% | 1.9% | 102% | 182 | 4.95% | 2 |
|
| 2830 |
2830
Integrity Advisory Solutions
Dallas,
Texas
| $757M | +$62.8M | +9% | 0.49% | – | 314 | 21.97% | 0.4 |
|
| 2831 |
2831
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $757M | -$14.2M | -2% | 2.53% | 72.8% | 208 | 14.9% | 1.5 |
|
| 2832 |
2832
Ranmore Fund Management
Cobham,
United Kingdom
| $757M | +$174M | +30% | 12.6% | – | 26 | 53.85% | 0.4 |
|
| 2833 |
2833
Meridian Wealth Advisors
Austin,
Texas
| $756M | +$34.2M | +5% | 2.31% | 79.9% | 210 | 15.71% | 4.4 |
|
| 2834 |
2834
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $756M | +$7.83M | +1% | 0.36% | 81.7% | 282 | 14.54% | 4.8 |
|
| 2835 |
2835
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $755M | +$11.7M | +2% | 0.54% | 61.6% | 203 | 13.3% | 2.3 |
|
| 2836 |
SF
2836
Symphony Financial
Houston,
Texas
| $755M | +$10.5M | +1% | 0.63% | 95.7% | 341 | 23.75% | 1.3 |
|
| 2837 |
2837
John G. Ullman & Associates
Corning,
New York
| $754M | +$4.32M | +0.6% | 11.3% | 162% | 189 | 13.23% | 4.9 |
|
| 2838 |
2838
HMI Capital Management
San Francisco,
California
| $754M | -$464M | -38% | 26.1% | 5.95% | 13 | 38.46% | 1.6 |
|
| 2839 |
2839
Fiduciary Financial Group
San Rafael,
California
| $754M | +$46.2M | +7% | 0.54% | – | 363 | 14.33% | 1.2 |
|
| 2840 |
2840
Front Street Capital Management
Missoula,
Montana
| $754M | +$49.7M | +7% | 9.8% | 316% | 75 | 5.33% | 5.4 |
|
| 2841 |
PL
2841
Polianta Ltd
St Helier,
Jersey
| $754M | -$10.7M | -1% | 1.12% | 31.6% | 127 | 62.99% | 0.5 |
|
| 2842 |
2842
Resources Management Corp
West Hartford,
Connecticut
| $753M | -$18.5M | -2% | 1.37% | 78.5% | 445 | 10.34% | 5.3 |
|
| 2843 |
2843
Eclectic Associates
Fullerton,
California
| $753M | +$112M | +17% | 0.25% | 53.8% | 161 | 8.7% | 2.6 |
|
| 2844 |
2844
Blue Edge Capital
Richmond,
Virginia
| $753M | +$5.49M | +0.7% | 1.24% | 67.4% | 137 | 10.95% | 5.2 |
|
| 2845 |
2845
ABC Arbitrage
Paris,
France
| $753M | -$315M | -30% | 8.52% | – | 534 | 73.22% | 0.2 |
|
| 2846 |
2846
GCQ Funds Management
Sydney,
Australia
| $753M | +$26.5M | +4% | 16.7% | – | 14 | 50% | 0.7 |
|
| 2847 |
2847
Talon Private Wealth
The Villages,
Florida
| $753M | – | – | 0.9% | – | 187 | – | 1.1 |
|
| 2848 |
2848
Wallington Asset Management
Indianapolis,
Indiana
| $752M | -$36.1M | -5% | 3.69% | 120% | 73 | 16.44% | 7.4 |
|
| 2849 |
2849
Technology Crossover Management IX
Menlo Park,
California
| $752M | -$375M | -33% | 32.8% | 13% | 6 | 0% | 6.4 |
|
| 2850 |
2850
Peterson Wealth Advisors
Orem,
Utah
| $752M | +$1.79M | +0.2% | 0.69% | 50.9% | 110 | 4.55% | 3.7 |
|