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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
BA
2851
BKS Advisors
Southfield,
Michigan
| $283M | +$8.78M | +3% | 5.12% | 58% | 243 | 16.46% | 1.9 |
|
| 2852 |
2852
Cambridge Advisors
Omaha,
Nebraska
| $283M | +$3.96M | +1% | 1.7% | 58.6% | 152 | 7.89% | 2.8 |
|
| 2853 |
2853
Invesco Private Capital
New York
| $283M | +$23.3M | +9% | 8.36% | 41.9% | 8 | 62.5% | 1.6 |
|
| 2854 |
XS
2854
XR Securities
Chicago,
Illinois
| $283M | +$251M | +802% | 3.35% | 17% | 294 | 97.96% | 0 |
|
| 2855 |
2855
TrustCore Financial Services
Brentwood,
Tennessee
| $282M | +$18.6M | +7% | 2.69% | 28.3% | 1,014 | 31.16% | 0.3 |
|
| 2856 |
2856
Teewinot Capital Advisers
New York
| $282M | -$384K | -0.1% | 4.37% | 149% | 56 | 21.43% | 2.4 |
|
| 2857 |
2857
Atlas Capital Advisors
Jackson,
Wyoming
| $282M | -$44.3M | -14% | 0.58% | – | 599 | 30.38% | 0.2 |
|
| 2858 |
2858
Gibson Capital
Wexford,
Pennsylvania
| $282M | +$2.2M | +0.8% | 3.51% | 67.2% | 38 | 0% | 3.7 |
|
| 2859 |
2859
Moody Aldrich Partners
Marblehead,
Massachusetts
| $281M | +$125M | +80% | 12.5% | 336% | 121 | 50.41% | 0.8 |
|
| 2860 |
2860
Pine Brook Road Advisors
Bedford,
New York
| $281M | +$174M | +162% | 25.7% | – | 5 | 80% | 1.3 |
|
| 2861 |
LSC
2861
Lyon Street Capital
Sausalito,
California
| $281M | -$29.3M | -9% | 5.38% | – | 62 | 35.48% | 1.1 |
|
| 2862 |
2862
Hyperion Asset Management
Brisbane,
Australia
| $281M | +$32.6M | +13% | 16.8% | 151% | 12 | 0% | 0.5 |
|
| 2863 |
2863
Clarus Ventures
Cambridge,
Massachusetts
| $281M | +$183M | +188% | 31.1% | 70.3% | 8 | 25% | 2.2 |
|
| 2864 |
GJCM
2864
Grand Jean Capital Management
San Francisco,
California
| $281M | +$16.9M | +6% | 3.16% | 61.4% | 45 | 6.67% | 2.9 |
|
| 2865 |
2865
Hartford Financial Management
Hartford,
Connecticut
| $281M | +$83.3M | +42% | 3.01% | 87.9% | 449 | 31.4% | 2.1 |
|
| 2866 |
2866
Elite Wealth Management
Kirkland,
Washington
| $281M | +$159M | +130% | 7.62% | 142% | 66 | 25.76% | 2 |
|
| 2867 |
2867
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $281M | -$24.9M | -8% | 6.54% | 69.7% | 71 | 7.04% | 4.1 |
|
| 2868 |
2868
Highland Private Wealth Management
Bellevue,
Washington
| $280M | +$118M | +73% | 2.05% | 19% | 175 | 85.71% | 0.5 |
|
| 2869 |
2869
White Pine Capital
Bloomington,
Minnesota
| $280M | +$8.58M | +3% | 5.37% | 143% | 255 | 12.55% | 3 |
|
| 2870 |
2870
Diker Management
New York
| $280M | -$18.7M | -6% | 0.41% | 210% | 69 | 40.58% | 1.7 |
|
| 2871 |
CFSG
2871
Community Financial Services Group
Newport,
Vermont
| $280M | +$24.6M | +10% | 3.15% | – | 93 | 23.66% | 2.3 |
|
| 2872 |
2872
Spearhead Capital Advisors
Wellington,
Florida
| $279M | +$22.7M | +9% | 3.42% | 25.2% | 76 | 14.47% | 0.4 |
|
| 2873 |
2873
Stonebridge Capital Management
Los Angeles,
California
| $279M | +$6.05M | +2% | 0.61% | – | 143 | 9.79% | 3.3 |
|
| 2874 |
2874
Cassaday & Co
Mclean,
Virginia
| $278M | +$155M | +125% | 2.08% | 62.7% | 32 | 6.25% | 2.5 |
|
| 2875 |
2875
ARS Wealth Advisors
St. Petersburg,
Florida
| $278M | +$9.6M | +4% | 2.88% | 62.5% | 120 | 11.67% | 2.7 |
|