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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
JGP Wealth Management
Bend,
Oregon
| $288M | +$6.24M | +2% | 3.48% | 87.8% | 133 | 7.52% | 1.1 |
|
| 2927 |
NFAM
2927
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $288M | -$286M | -50% | 5.91% | 104% | 82 | 82.93% | 0.1 |
|
| 2928 |
2928
Certified Advisory Corp
Altamonte Springs,
Florida
| $288M | +$18.9M | +7% | 1.7% | 58.2% | 855 | 9.94% | 1.4 |
|
| 2929 |
2929
TrinityPoint Wealth
Milford,
Connecticut
| $287M | +$78.5M | +38% | 1.08% | 28.4% | 211 | 21.33% | 0.6 |
|
| 2930 |
2930
Burleson & Co
Petaluma,
California
| $287M | +$49.3M | +21% | 1.56% | 49.1% | 110 | 12.73% | 1.4 |
|
| 2931 |
CPH
2931
C Partners Holding
Zurich,
Switzerland
| $287M | -$18.7M | -6% | 0.27% | 25.6% | 24 | 4.17% | 2.3 |
|
| 2932 |
IIA
2932
IPG Investment Advisors
San Diego,
California
| $286M | +$11.8M | +4% | 0.11% | 106% | 161 | 28.57% | 2.1 |
|
| 2933 |
2933
Monarch Capital Management
Fort Wayne,
Indiana
| $286M | +$6.15M | +2% | 2.99% | 77% | 101 | 4.95% | 4.9 |
|
| 2934 |
2934
Community Bank of Raymore
Raymore,
Missouri
| $286M | -$30.4M | -10% | 3.36% | 91.9% | 59 | 11.86% | 3.4 |
|
| 2935 |
2935
Ellevest Inc
New York
| $286M | +$34M | +14% | 0.26% | 73.8% | 645 | 46.82% | 0.3 |
|
| 2936 |
CCPM
2936
Cooper Creek Partners Management
New York
| $285M | +$23.6M | +9% | 1.31% | 86.4% | 107 | 71.96% | 0.3 |
|
| 2937 |
2937
Atlantic Investment Management
New York
| $285M | -$86.5M | -23% | 22.2% | 28.8% | 25 | 68% | 1.1 |
|
| 2938 |
2938
Patriot Financial Partners
Radnor,
Pennsylvania
| $285M | +$31.8M | +13% | 3.53% | 16.6% | 22 | 50% | 0.9 |
|
| 2939 |
2939
Forest Hill Capital
Little Rock,
Arkansas
| $284M | -$1.75M | -0.6% | 0.29% | 112% | 49 | 4.08% | 3.7 |
|
| 2940 |
PI
2940
Pennant Investors
Summit,
New Jersey
| $284M | +$57.1M | +25% | 3.54% | 372% | 22 | 36.36% | 0.5 |
|
| 2941 |
2941
Greencape Capital
Melbourne,
Australia
| $283M | +$999K | +0.4% | 1.53% | 98.1% | 7 | 14.29% | 1.7 |
|
| 2942 |
AAM
2942
AR Asset Management
West Hollywood,
California
| $283M | +$7.15M | +3% | 2.35% | 64.9% | 117 | 3.42% | 5 |
|
| 2943 |
WA
2943
WealthTrust Axiom
Wayne,
Pennsylvania
| $283M | -$4.77M | -2% | 0.45% | 125% | 246 | 5.69% | 4.1 |
|
| 2944 |
2944
Diameter Capital Partners
New York
| $283M | -$208M | -42% | 0.05% | 378% | 25 | 60% | 0.4 |
|
| 2945 |
2945
Slow Capital
Greenbrae,
California
| $283M | +$40.4M | +17% | 0.93% | 156% | 178 | 13.48% | 1.3 |
|
| 2946 |
2946
Gould Asset Management
Claremont,
California
| $283M | +$5.63M | +2% | 1.28% | 42.8% | 148 | 7.43% | 3.3 |
|
| 2947 |
2947
Rutabaga Capital Management
Boston,
Massachusetts
| $283M | -$67.9M | -19% | 4.1% | 57% | 50 | 6% | 2.4 |
|
| 2948 |
2948
Northside Capital Management
Hood River,
Oregon
| $283M | +$27.9M | +11% | 0.04% | 99.6% | 96 | 34.38% | 2.4 |
|
| 2949 |
2949
Canal Insurance Company
Greenville,
South Carolina
| $283M | -$21.4M | -7% | 1.37% | 114% | 77 | 28.57% | 3.9 |
|
| 2950 |
2950
Ausdal Financial Partners
Davenport,
Iowa
| $283M | +$21.9M | +8% | 0.89% | 63.2% | 320 | 10.94% | 2.1 |
|