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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Hartford Financial Management
Hartford,
Connecticut
| $313M | +$63M | +25% | 17.6% | 87.9% | 358 | 8.66% | 3.7 |
|
| 2877 |
PWW
2877
Pettyjohn Wood & White
Lynchburg,
Virginia
| $313M | +$44.8M | +17% | 16.4% | 70.9% | 145 | 13.1% | 4.6 |
|
| 2878 |
2878
First Command Bank
Fort Worth,
Texas
| $313M | +$128M | +70% | 15.7% | 34.1% | 367 | 17.98% | 2.7 |
|
| 2879 |
2879
First Command Financial Services
Fort Worth,
Texas
| $313M | +$128M | +70% | 15.7% | 34.4% | 367 | 17.98% | 2.7 |
|
| 2880 |
2880
Sicart Associates
New York
| $313M | +$50M | +19% | 28.9% | 113% | 118 | 21.19% | 1.6 |
|
| 2881 |
2881
Galibier Capital Management
Toronto,
Ontario, Canada
| $312M | +$82.8M | +36% | 14.3% | 66.8% | 44 | 29.55% | 1 |
|
| 2882 |
2882
ArchPoint Investors
Coral Gables,
Florida
| $312M | +$58.5M | +23% | 25.6% | 111% | 138 | 21.01% | 2.7 |
|
| 2883 |
2883
Edenbrook Capital
Mt. Kisco,
New York
| $312M | +$180M | +136% | 18.1% | 267% | 19 | 26.32% | 0.4 |
|
| 2884 |
2884
Marotta Asset Management
Charlottesville,
Virginia
| $312M | +$52.1M | +20% | 15.3% | 51% | 84 | 10.71% | 0.5 |
|
| 2885 |
2885
Rosenblum Silverman Sutton
San Francisco,
California
| $312M | +$61.2M | +24% | 33.9% | 90.1% | 71 | 19.72% | 3.3 |
|
| 2886 |
2886
IBEX Wealth Advisors
Bedminster,
New Jersey
| $311M | +$54.3M | +21% | 19.2% | 221% | 113 | 32.74% | 1.3 |
|
| 2887 |
2887
Samsara BioCapital
Palo Alto,
California
| $311M | +$137M | +79% | 36.9% | 1,580% | 36 | 33.33% | 0.7 |
|
| 2888 |
2888
American National Bank & Trust
Wichita Falls,
Texas
| $311M | +$56.5M | +22% | 20% | 102% | 223 | 17.49% | 2.8 |
|
| 2889 |
2889
Mitchell Capital Management
Leawood,
Kansas
| $311M | +$54.2M | +21% | 25.4% | 234% | 144 | 14.58% | 2 |
|
| 2890 |
DC
2890
Derby & Company
Newton,
Massachusetts
| $310M | +$60.7M | +24% | 14.4% | 33.7% | 62 | 35.48% | 0.9 |
|
| 2891 |
2891
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $310M | +$46.9M | +18% | 17.4% | 67.9% | 140 | 20% | 3.4 |
|
| 2892 |
2892
Intersect Capital
San Ramon,
California
| $310M | +$58.7M | +23% | 23.1% | 57.2% | 201 | 23.38% | 2.5 |
|
| 2893 |
2893
Summit Wealth Partners
Orlando,
Florida
| $310M | +$63.9M | +26% | 13.4% | 44.9% | 147 | 29.25% | 0.3 |
|
| 2894 |
2894
Portland Global Advisors
Portland,
Maine
| $310M | +$51.2M | +20% | 17.7% | 43.4% | 109 | 11.01% | 4.8 |
|
| 2895 |
2895
Symphony Asset Management
San Francisco,
California
| $309M | -$8.92M | -3% | 15.8% | 21.6% | 52 | 44.23% | 0.7 |
|
| 2896 |
LA
2896
Lynch & Associates
Newburgh,
Indiana
| $309M | +$37M | +14% | 15.3% | 73.5% | 101 | 2.97% | 5.4 |
|
| 2897 |
2897
Cooper Financial Group
Irvine,
California
| $309M | +$69M | +29% | 18.4% | 87.2% | 200 | 29% | 0.8 |
|
| 2898 |
2898
Founders Financial Securities
Towson,
Maryland
| $309M | +$40M | +15% | 17.3% | 71% | 193 | 45.6% | 1 |
|
| 2899 |
2899
Systelligence LLC
Bloomington,
Minnesota
| $309M | +$94.5M | +44% | 18.2% | 57.3% | 62 | 35.48% | 0.3 |
|
| 2900 |
TCIM
2900
TOMS Capital Investment Management
New York
| $308M | -$272M | -47% | 25.9% | 203% | 19 | 89.47% | 0.2 |
|