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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
Cannon Financial Strategists
Athens,
Georgia
| $583M | -$763K | -0.1% | 1.18% | 56.7% | 98 | 4.08% | 3.5 |
|
| 2927 |
2927
Brookwood Investment Group
Phoenix,
Arizona
| $582M | – | – | 3.02% | – | 425 | – | 0 |
|
| 2928 |
MAA
2928
Mraz Amerine & Associates
Modesto,
California
| $582M | +$20.6M | +4% | 3.89% | 63.2% | 176 | 9.09% | 5.4 |
|
| 2929 |
2929
MPM BioImpact
Boston,
Massachusetts
| $582M | -$123M | -17% | 10.7% | 550% | 53 | 30.19% | 1.1 |
|
| 2930 |
2930
Physician Wealth Advisors
Midvale,
Utah
| $581M | -$10.9M | -2% | 2.18% | 79.9% | 1,536 | 31.77% | 0.6 |
|
| 2931 |
2931
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $580M | +$12.2M | +2% | 0.05% | 39.5% | 46 | 0% | 3 |
|
| 2932 |
2932
Academy Capital Management
Waco,
Texas
| $580M | -$32.3M | -5% | 4.21% | 85% | 41 | 4.88% | 3.6 |
|
| 2933 |
2933
Nelson Capital Management
Menlo Park,
California
| $579M | -$25.8M | -4% | 3.56% | 121% | 110 | 9.09% | 5.9 |
|
| 2934 |
JC
2934
Joho Capital
New York
| $579M | +$2.62M | +0.5% | 2.47% | 80.2% | 11 | 36.36% | 2.7 |
|
| 2935 |
2935
Ironwood Investment Counsel
Scottsdale,
Arizona
| $579M | -$5.55M | -0.9% | 1.52% | 64% | 255 | 9.41% | 5.2 |
|
| 2936 |
FP
2936
FPR Partners
San Francisco,
California
| $579M | -$331M | -36% | 0.33% | 33% | 11 | 9.09% | 8.2 |
|
| 2937 |
2937
Pacific Capital Wealth Advisors
Corona,
California
| $578M | -$20.5M | -3% | 0.92% | 54.1% | 401 | 79.3% | 2.7 |
|
| 2938 |
2938
EAM Investors
Solana Beach,
California
| $578M | -$127M | -18% | 13.5% | 6,012% | 378 | 68.52% | 0.2 |
|
| 2939 |
2939
Arkansas Financial Group
Little Rock,
Arkansas
| $578M | -$40.8M | -7% | 1.55% | 41.4% | 78 | 5.13% | 4.6 |
|
| 2940 |
2940
Wahed Invest
New York
| $578M | -$23.6M | -4% | 5.1% | 140% | 236 | 11.02% | 2.3 |
|
| 2941 |
2941
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $578M | -$27.9M | -5% | 1.34% | 195% | 70 | 4.29% | 6.7 |
|
| 2942 |
2942
Summit Asset Management
Memphis,
Tennessee
| $578M | +$8.51M | +1% | 0.42% | 53.4% | 169 | 6.51% | 6.2 |
|
| 2943 |
CM
2943
Capital Management
Glen Allen,
Virginia
| $577M | +$19.8M | +4% | 3.94% | 63.6% | 81 | 8.64% | 4.2 |
|
| 2944 |
WCM
2944
Woodson Capital Management
Greenwich,
Connecticut
| $577M | -$44.6M | -7% | 13% | 235% | 38 | 36.84% | 0.9 |
|
| 2945 |
2945
Angelo Gordon & Co
New York
| $576M | +$70.9M | +14% | 0.08% | 90.1% | 80 | 65% | 0.7 |
|
| 2946 |
2946
Pinpoint Asset Management
Hong Kong
| $576M | +$12M | +2% | 8.8% | 185% | 127 | 56.69% | 0.5 |
|
| 2947 |
HA
2947
Harbor Advisors
West Palm Beach,
Florida
| $576M | -$60.6M | -10% | 8.55% | 125% | 199 | 6.53% | 4.7 |
|
| 2948 |
2948
Gilman Hill Asset Management
New Canaan,
Connecticut
| $576M | +$1.31M | +0.2% | 0.13% | 54.2% | 230 | 9.57% | 4.7 |
|
| 2949 |
2949
MYDA Advisors
Woodmere,
New York
| $576M | +$179M | +45% | 6.72% | 232% | 206 | 67.48% | 0.5 |
|
| 2950 |
2950
Eagle Strategies
New York
| $575M | -$2.7M | -0.5% | 2.11% | 77.7% | 224 | 8.93% | 1.6 |
|