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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
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $572M | -$164M | -22% | 9.38% | 94.6% | 1,089 | 67.03% | 0.3 |
|
| 2852 |
2852
Sarissa Capital Management
Greenwich,
Connecticut
| $572M | -$77.3M | -12% | 12.4% | 80% | 10 | 10% | 4 |
|
| 2853 |
2853
Investure LLC
Charlottesville,
Virginia
| $571M | -$179M | -24% | 5.94% | 55.4% | 16 | 12.5% | 3.9 |
|
| 2854 |
2854
Ophir Asset Management
Sydney,
Australia
| $571M | +$67.2M | +13% | 16.9% | 282% | 42 | 52.38% | 0.6 |
|
| 2855 |
2855
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| $571M | +$58.2M | +11% | 9.18% | 95.9% | 244 | 8.2% | 2.2 |
|
| 2856 |
2856
Titleist Asset Management
San Antonio,
Texas
| $571M | +$31.1M | +6% | 9.96% | 101% | 272 | 25% | 0.7 |
|
| 2857 |
KWMG
2857
King Wealth Management Group
Naples,
Florida
| $570M | +$52.9M | +10% | 11.1% | 86% | 151 | 10.6% | 5.4 |
|
| 2858 |
2858
Gateway Advisory
Westfield,
New Jersey
| $570M | +$49.2M | +9% | 5.15% | 26% | 143 | 18.18% | 1.5 |
|
| 2859 |
2859
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $570M | +$224M | +65% | 11.8% | 66.3% | 59 | 8.47% | 2.6 |
|
| 2860 |
2860
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $570M | +$91.6M | +19% | 4.92% | 44% | 97 | 5.15% | 2.5 |
|
| 2861 |
2861
Manchester Global Management
London,
United Kingdom
| $569M | +$262M | +85% | 14.3% | 156% | 22 | 22.73% | 0.9 |
|
| 2862 |
2862
Capital Planning Advisors
Roseville,
California
| $569M | +$40.5M | +8% | 8.99% | 64.2% | 144 | 7.64% | 3.9 |
|
| 2863 |
2863
Tarbox Family Office
Newport Beach,
California
| $569M | +$54.7M | +11% | 7.69% | 66.4% | 106 | 10.38% | 6.6 |
|
| 2864 |
2864
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $569M | +$27.1M | +5% | 6.08% | 55.8% | 136 | 10.29% | 4.4 |
|
| 2865 |
2865
Arkansas Financial Group
Little Rock,
Arkansas
| $568M | +$27.3M | +5% | 4.44% | 41.4% | 70 | 5.71% | 4.1 |
|
| 2866 |
2866
Bay Colony Advisors
Concord,
Massachusetts
| $568M | +$58.4M | +11% | 9.89% | 91.8% | 445 | 19.55% | 2.4 |
|
| 2867 |
2867
Hartline Investment Corp
Winnetka,
Illinois
| $568M | -$50.6M | -8% | 9.89% | 222% | 457 | 86.87% | 0.6 |
|
| 2868 |
2868
Ardmore Road Asset Management
New York
| $568M | +$128M | +29% | 17.6% | 245% | 48 | 60.42% | 0.3 |
|
| 2869 |
2869
First Trust Investment Solutions
Naples,
Florida
| $568M | +$86.3M | +18% | 11.2% | – | 281 | 30.25% | 0.2 |
|
| 2870 |
CCM
2870
Cohen Capital Management
Corte Madera,
California
| $567M | +$42.2M | +8% | 9% | 91.5% | 140 | 5% | 6.6 |
|
| 2871 |
FAG
2871
Financial Advisory Group
Houston,
Texas
| $567M | +$39.5M | +7% | 7.18% | 20.6% | 93 | 7.53% | 5.1 |
|
| 2872 |
2872
Fiduciary Alliance
Greenville,
South Carolina
| $567M | +$58.8M | +12% | 10.9% | 104% | 210 | 19.05% | 0.8 |
|
| 2873 |
2873
Camden National Bank
Camden,
Maine
| $566M | +$29.2M | +5% | 8.16% | 58.2% | 126 | 7.14% | 4.6 |
|
| 2874 |
2874
Stockman Wealth Management
Billings,
Montana
| $566M | +$65.2M | +13% | 12.4% | 77.5% | 185 | 8.11% | 4.7 |
|
| 2875 |
2875
Minot Capital
Broomfield,
Colorado
| $566M | +$17.4M | +3% | 8.74% | 19.6% | 12 | 0% | 3.1 |
|