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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 |
2851
Divergent Wealth Advisors
South Jordan,
Utah
| $340M | +$17M | +5% | 4.11% | 14.7% | 42 | 2.38% | 1.6 |
|
| 2852 |
HLC
2852
Hunt Lane Capital
New York
| $339M | -$63.6M | -16% | 15.1% | 3.59% | 23 | 39.13% | 1.1 |
|
| 2853 |
2853
Tilden Park Management I
New York
| $339M | +$83.5M | +33% | 5.03% | 29.6% | 10 | 70% | 0.4 |
|
| 2854 |
2854
Welch Capital Partners
Harrison,
New York
| $339M | +$38.2M | +13% | 10.2% | 79.2% | 31 | 19.35% | 2.1 |
|
| 2855 |
2855
D'Orazio & Associates
Falls Church,
Virginia
| $338M | +$26.9M | +9% | 9.37% | 61.2% | 370 | 6.49% | 3 |
|
| 2856 |
2856
JGP Wealth Management
Bend,
Oregon
| $338M | +$49.8M | +17% | 7.11% | 87.8% | 134 | 4.48% | 1.3 |
|
| 2857 |
2857
Ackerman Capital Advisors
Dallas,
Texas
| $338M | +$48.4M | +17% | 5.42% | 40.4% | 202 | 35.15% | 0.6 |
|
| 2858 |
2858
Atlantic Investment Management
New York
| $338M | +$52.9M | +19% | 18% | 28.8% | 20 | 55% | 1.3 |
|
| 2859 |
ARMC
2859
American Research & Management Company
Marion,
Massachusetts
| $338M | +$5.17M | +2% | 7.38% | 35.1% | 355 | 9.01% | 4.2 |
|
| 2860 |
2860
Ausdal Financial Partners
Davenport,
Iowa
| $337M | +$54.9M | +19% | 6.21% | 63.2% | 348 | 16.67% | 2.1 |
|
| 2861 |
2861
Teewinot Capital Advisers
New York
| $337M | +$44M | +15% | 17.1% | 149% | 39 | 38.46% | 2.8 |
|
| 2862 |
2862
Hendershot Investments
Centreville,
Virginia
| $337M | +$24.3M | +8% | 8.53% | 50.5% | 84 | 3.57% | 3.9 |
|
| 2863 |
2863
Penn Davis McFarland
Dallas,
Texas
| $337M | +$17.5M | +5% | 11.3% | 100% | 53 | 24.53% | 2.6 |
|
| 2864 |
OIA
2864
Optimum Investment Advisors
Chicago,
Illinois
| $337M | +$20.2M | +6% | 8.58% | 125% | 1,052 | 14.92% | 2.4 |
|
| 2865 |
2865
Biltmore Capital Advisors
Princeton,
New Jersey
| $337M | -$42.1M | -11% | 3.62% | 80.4% | 82 | 26.83% | 0.6 |
|
| 2866 |
2866
McGuire Investment Group
Wakefield,
Rhode Island
| $337M | +$31.7M | +10% | 10% | 202% | 100 | 11% | 1.1 |
|
| 2867 |
2867
Strategic Value Partners
Greenwich,
Connecticut
| $337M | -$51.8M | -13% | 9.95% | – | 10 | 30% | 1.5 |
|
| 2868 |
2868
Portland Global Advisors
Portland,
Maine
| $337M | +$37.4M | +12% | 7.62% | 43.4% | 116 | 7.76% | 4.5 |
|
| 2869 |
2869
Paradigm Asset Management
New York
| $336M | +$31.7M | +10% | 5.62% | 73.8% | 390 | 13.33% | 2.6 |
|
| 2870 |
2870
Altavista Wealth Management
Asheville,
North Carolina
| $336M | +$14.5M | +5% | 6.08% | 80.6% | 176 | 10.8% | 3.6 |
|
| 2871 |
2871
Overbrook Management Corp
New York
| $336M | -$62.5M | -16% | 11.4% | 157% | 81 | 13.58% | 3.5 |
|
| 2872 |
CPH
2872
C Partners Holding
Zurich,
Switzerland
| $335M | +$48.8M | +17% | 6.39% | 25.6% | 25 | 4% | 2.4 |
|
| 2873 |
2873
Waddell & Associates
Memphis,
Tennessee
| $335M | +$16M | +5% | 6.79% | 194% | 20 | 20% | 0.8 |
|
| 2874 |
2874
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $335M | +$13.5M | +4% | 3.27% | 61.5% | 72 | 11.11% | 1.8 |
|
| 2875 |
2875
Algert Global
San Francisco,
California
| $335M | +$66.6M | +25% | 12.4% | 194% | 476 | 47.48% | 0.5 |
|