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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Tetrad Corporation
Omaha,
Nebraska
| $327M | +$23.8M | +8% | 7.9% | 45.6% | 3 | 0% | 6.5 |
|
| 2902 |
RIM
2902
Regent Investment Management
Louisville,
Kentucky
| $327M | +$22M | +7% | 11.4% | 44% | 218 | 9.17% | 4.2 |
|
| 2903 |
2903
ArchPoint Investors
Coral Gables,
Florida
| $327M | +$31.5M | +11% | 10% | 111% | 142 | 9.86% | 2.6 |
|
| 2904 |
2904
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $327M | +$14.1M | +4% | 6.94% | 33.7% | 138 | 10.87% | 4 |
|
| 2905 |
2905
Marotta Asset Management
Charlottesville,
Virginia
| $327M | – | – | 5.14% | 51% | 88 | – | 0 |
|
| 2906 |
2906
Plancorp LLC
Saint Louis,
Missouri
| $326M | +$64.3M | +25% | 7.72% | 67.3% | 193 | 13.99% | 2.5 |
|
| 2907 |
2907
IBEX Wealth Advisors
Bedminster,
New Jersey
| $326M | +$24.9M | +8% | 6.58% | 221% | 114 | 30.7% | 1.2 |
|
| 2908 |
2908
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $326M | +$60.5M | +23% | 9.08% | 31% | 923 | 68.91% | 0.2 |
|
| 2909 |
2909
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $326M | -$46.1M | -12% | 6.4% | 282% | 26 | 19.23% | 1.7 |
|
| 2910 |
2910
Zevin Asset Management
Boston,
Massachusetts
| $326M | +$15.6M | +5% | 4.8% | 71.7% | 93 | 7.53% | 3.8 |
|
| 2911 |
2911
JBJ Investment Partners
Charleston,
South Carolina
| $326M | +$28.8M | +10% | 4.03% | 46.2% | 54 | 7.41% | 0.6 |
|
| 2912 |
2912
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $326M | +$11M | +4% | 3.84% | 130% | 50 | 68% | 0.8 |
|
| 2913 |
2913
MA Private Wealth
San Carlos,
California
| $326M | -$30M | -8% | 5.48% | 57.5% | 96 | 36.46% | 0.8 |
|
| 2914 |
2914
Lucia Wealth Services
San Diego,
California
| $326M | +$25.4M | +8% | 6.93% | 45.6% | 190 | 15.79% | 1.2 |
|
| 2915 |
WC
2915
Whitnell & Co
Oak Brook,
Illinois
| $326M | +$26.6M | +9% | 6.8% | 36.6% | 275 | 4.73% | 4.4 |
|
| 2916 |
2916
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $325M | +$43.8M | +16% | 12.1% | 106% | 26 | 11.54% | 2.4 |
|
| 2917 |
2917
Geller Advisors
New York
| $325M | +$49.2M | +18% | 8.01% | 20.4% | 78 | 37.18% | 1.7 |
|
| 2918 |
WIP
2918
Wellesley Investment Partners
Wellesley,
Massachusetts
| $325M | +$20.8M | +7% | 4.92% | 22.7% | 127 | 19.69% | 2.4 |
|
| 2919 |
2919
Great Lakes Retirement
Sandusky,
Ohio
| $325M | – | – | 5.75% | 118% | 171 | – | 0 |
|
| 2920 |
2920
Ashmore Group
London,
United Kingdom
| $325M | +$87.4M | +37% | 17% | 103% | 20 | 20% | 1.7 |
|
| 2921 |
AMCA
2921
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $325M | -$29.8M | -8% | 9.58% | 129% | 134 | 13.43% | 3 |
|
| 2922 |
CIA
2922
Covington Investment Advisors
Ligonier,
Pennsylvania
| $324M | +$29.3M | +10% | 7.24% | 100% | 94 | 3.19% | 4.4 |
|
| 2923 |
2923
Rossmore Private Capital
Glastonbury,
Connecticut
| $324M | +$26.8M | +9% | 8.08% | 87.1% | 139 | 4.32% | 1.6 |
|
| 2924 |
WAM
2924
WT Asset Management
Hong Kong
| $324M | +$64M | +25% | 25.9% | 2,732% | 24 | 41.67% | 0.5 |
|
| 2925 |
2925
Moloney Securities Asset Management
Manchester,
Missouri
| $324M | +$24.5M | +8% | 7.46% | 86% | 388 | 22.68% | 1.8 |
|