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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
Tarbox Family Office
Newport Beach,
California
| $602M | -$4.67M | -0.8% | 1.93% | 66.4% | 110 | 5.45% | 7.3 |
|
| 2877 |
2877
Aveo Capital Partners
Englewood,
Colorado
| $601M | -$312M | -34% | 0.02% | 19.1% | 353 | 54.67% | 2.7 |
|
| 2878 |
2878
Callodine Capital Management
Boston,
Massachusetts
| $601M | +$117M | +24% | 2.95% | 53.8% | 50 | 30% | 1.6 |
|
| 2879 |
2879
M Holdings Securities
Portland,
Oregon
| $601M | -$19.2M | -3% | 2.11% | 94.1% | 153 | 21.57% | 1.9 |
|
| 2880 |
2880
Insight Wealth Partners
Plano,
Texas
| $601M | -$129M | -18% | 0.62% | 56.2% | 112 | 18.75% | 2.3 |
|
| 2881 |
SSCM
2881
Summit Street Capital Management
New York
| $601M | -$37.3M | -6% | 1.99% | 217% | 30 | 0% | 6 |
|
| 2882 |
2882
Strategic Point Investment Advisors
Providence,
Rhode Island
| $600M | -$13.2M | -2% | 0.71% | 58.2% | 35 | 2.86% | 4.3 |
|
| 2883 |
2883
Kavar Capital Partners Group
Leawood,
Kansas
| $600M | +$8.26M | +1% | 0.41% | 86.8% | 190 | 14.74% | 4.9 |
|
| 2884 |
2884
St. James Investment Company
Southlake,
Texas
| $600M | +$20.9M | +4% | 9.04% | 43.8% | 33 | 24.24% | 3.6 |
|
| 2885 |
2885
High Probability Advisors
Pittsford,
New York
| $600M | +$41.8M | +7% | 0.13% | 52.6% | 56 | 3.57% | 3 |
|
| 2886 |
2886
Fagan Associates
Troy,
New York
| $600M | -$29.9M | -5% | 2.13% | 127% | 136 | 12.5% | 4.7 |
|
| 2887 |
2887
Chatham Capital Group
Savannah,
Georgia
| $599M | -$8.67M | -1% | 1.47% | 97% | 203 | 7.39% | 5.8 |
|
| 2888 |
2888
Broad Run Investment Management
Arlington,
Virginia
| $599M | -$137M | -19% | 2.11% | 202% | 25 | 8% | 6.3 |
|
| 2889 |
2889
Evolution Wealth Advisors
Aventura,
Florida
| $599M | +$1.16M | +0.2% | 3.02% | 96% | 158 | 15.19% | 2.5 |
|
| 2890 |
2890
Huntleigh Advisors
St. Louis,
Missouri
| $599M | +$134M | +29% | 4.62% | – | 293 | 20.14% | 0.2 |
|
| 2891 |
CBT
2891
Central Bank & Trust
Lexington,
Kentucky
| $599M | -$62.1M | -9% | 3.33% | 118% | 189 | 8.99% | 7.6 |
|
| 2892 |
2892
Formidable Asset Management
Cincinnati,
Ohio
| $598M | -$10.7M | -2% | 0.53% | 62.2% | 409 | 14.91% | 2.7 |
|
| 2893 |
2893
Legacy Financial Advisors
Covington,
Kentucky
| $598M | -$6.91M | -1% | 0.86% | 86.3% | 380 | 13.95% | 2.6 |
|
| 2894 |
2894
Glassman Wealth Services
Vienna,
Virginia
| $598M | +$3.38M | +0.6% | 1.14% | 62.6% | 218 | 22.94% | 3.7 |
|
| 2895 |
2895
Canal Capital Management
Richmond,
Virginia
| $597M | -$20.3M | -3% | 1.07% | 67.8% | 188 | 22.87% | 4.2 |
|
| 2896 |
AMCI
2896
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $597M | -$97.1M | -14% | 14% | – | 2 | 50% | 1.3 |
|
| 2897 |
MA
2897
Madrone Advisors
Menlo Park,
California
| $597M | +$72.2M | +14% | 8.14% | 10.4% | 6 | 0% | 2 |
|
| 2898 |
2898
Embree Financial Group
Chicago,
Illinois
| $597M | +$11.4M | +2% | 2.67% | 87.6% | 214 | 14.49% | 1 |
|
| 2899 |
2899
Radnor Capital Management
Wayne,
Pennsylvania
| $597M | -$1.52M | -0.3% | 1.26% | 96.9% | 328 | 8.54% | 1.9 |
|
| 2900 |
2900
Pier Capital
Stamford,
Connecticut
| $597M | -$104M | -15% | 11.4% | 223% | 131 | 21.37% | 1.9 |
|