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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
Cooper Financial Group
Irvine,
California
| $482M | -$9.7M | -2% | 0.07% | 87.2% | 272 | 16.91% | 1.4 |
|
| 2902 |
2902
Capital Planning Advisors
Roseville,
California
| $482M | -$5.38M | -1% | 1.48% | 64.2% | 150 | 5.33% | 2.7 |
|
| 2903 |
2903
Tang Capital Management
San Diego,
California
| $482M | -$20.7M | -4% | 3.57% | 493% | 20 | 20% | 1.2 |
|
| 2904 |
2904
JBJ Investment Partners
Charleston,
South Carolina
| $482M | -$5.4M | -1% | 1.33% | 46.2% | 63 | 7.94% | 1.5 |
|
| 2905 |
2905
Amarillo National Bank
Amarillo,
Texas
| $481M | +$133M | +38% | 0.55% | 63.5% | 104 | 9.62% | 4.5 |
|
| 2906 |
2906
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $481M | -$661M | -58% | 1.84% | 40.2% | 559 | 87.12% | 4.8 |
|
| 2907 |
2907
Gateway Advisory
Westfield,
New Jersey
| $480M | +$10.7M | +2% | 0.81% | 26% | 132 | 32.58% | 1.6 |
|
| 2908 |
2908
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $480M | -$3.4M | -0.7% | 0.44% | 55.7% | 130 | 2.31% | 6.4 |
|
| 2909 |
2909
AGF Investments America
Toronto,
Ontario, Canada
| $480M | +$56.3M | +13% | 3.4% | 72.1% | 74 | 4.05% | 3.7 |
|
| 2910 |
2910
Aveo Capital Partners
Englewood,
Colorado
| $479M | +$26.7M | +6% | 0.85% | 19.1% | 287 | 19.86% | 0.9 |
|
| 2911 |
2911
Blue Edge Capital
Richmond,
Virginia
| $479M | -$2.79M | -0.6% | 0.93% | 67.4% | 108 | 12.96% | 4.1 |
|
| 2912 |
2912
Sound View Wealth Advisors Group
Savannah,
Georgia
| $479M | +$3.06M | +0.6% | 0.08% | 73% | 299 | 10.03% | 1.7 |
|
| 2913 |
2913
Windham Capital Management
Boston,
Massachusetts
| $479M | -$14.9M | -3% | 0.7% | 8.3% | 81 | 9.88% | 2.4 |
|
| 2914 |
2914
Greenline Partners
New York
| $478M | -$10.2M | -2% | 3.46% | 69.6% | 136 | 8.82% | 1.8 |
|
| 2915 |
WWM
2915
Windsor Wealth Management
Indianapolis,
Indiana
| $478M | +$15.2M | +3% | 0.43% | 37.3% | 226 | 7.52% | 2.3 |
|
| 2916 |
2916
Domani Wealth
Lancaster,
Pennsylvania
| $478M | -$17.9M | -4% | 0.34% | 48.6% | 123 | 6.5% | 4 |
|
| 2917 |
2917
Parkside Investments
Deerfield,
Illinois
| $478M | -$42.1M | -8% | 2.9% | 70.4% | 96 | 17.71% | 2.4 |
|
| 2918 |
2918
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $478M | -$1.28M | -0.3% | 2.43% | 34.2% | 49 | 6.12% | 5.6 |
|
| 2919 |
2919
L.J. Altfest & Co
New York
| $477M | +$13.4M | +3% | 1.58% | 95.6% | 289 | 20.76% | 2.5 |
|
| 2920 |
2920
Hohimer Wealth Management
Seattle,
Washington
| $477M | -$11.6M | -2% | 0.08% | 99.7% | 205 | 10.24% | 1.3 |
|
| 2921 |
2921
Mengis Capital Management
Portland,
Oregon
| $476M | -$6.39M | -1% | 1.27% | 104% | 182 | 6.04% | 3.7 |
|
| 2922 |
2922
Luminus Management
Houston,
Texas
| $476M | -$211M | -31% | 0.87% | 8.7% | 95 | 57.89% | 0.8 |
|
| 2923 |
2923
Column Capital Advisors
Indianapolis,
Indiana
| $476M | -$358K | -0.1% | 1.19% | 20.4% | 753 | 5.71% | 1.5 |
|
| 2924 |
ACM
2924
AIGH Capital Management
Baltimore,
Maryland
| $476M | -$79.9M | -14% | 6.87% | 3,007% | 60 | 36.67% | 0.4 |
|
| 2925 |
2925
Core Alternative Capital
Peachtree Corners,
Georgia
| $475M | +$45M | +10% | 0.52% | 74.5% | 99 | 27.27% | 1 |
|