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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Archon Capital Management
Seattle,
Washington
| $245M | -$9.9M | -4% | 14.3% | 222% | 31 | 29.03% | 0.8 |
|
| 2952 |
TA
2952
Tamarack Advisers
Carlsbad,
California
| $245M | -$105M | -30% | 21.1% | 46.5% | 33 | 45.45% | 1.3 |
|
| 2953 |
GCA
2953
Gideon Capital Advisors
New York
| $245M | +$32.7M | +15% | 12.8% | 37.6% | 565 | 78.41% | 0.2 |
|
| 2954 |
2954
Altavista Wealth Management
Asheville,
North Carolina
| $245M | -$23.8M | -9% | 9.3% | 80.6% | 155 | 9.03% | 3.3 |
|
| 2955 |
2955
Strid Group
Newtown Square,
Pennsylvania
| $245M | -$37.7M | -13% | 15.4% | 50.4% | 36 | 47.22% | 1.2 |
|
| 2956 |
2956
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $245M | -$115M | -32% | 17.4% | 119% | 40 | 25% | 2 |
|
| 2957 |
2957
Moloney Securities Asset Management
Manchester,
Missouri
| $244M | -$43.9M | -15% | 11.1% | 86% | 334 | 21.26% | 1.4 |
|
| 2958 |
WA
2958
WealthTrust Axiom
Wayne,
Pennsylvania
| $244M | -$52M | -18% | 15.2% | 125% | 236 | 10.17% | 3.9 |
|
| 2959 |
2959
Hardy Reed
Tupelo,
Mississippi
| $244M | – | – | 12.6% | 69.7% | 57 | – | 0 |
|
| 2960 |
2960
Wealthquest
Cincinnati,
Ohio
| $244M | – | – | 9.06% | 52.1% | 132 | – | 1.2 |
|
| 2961 |
LLL
2961
Lynrock Lake LP
Rye Brook,
New York
| $244M | – | – | 4.13% | 21.2% | 21 | – | 0 |
|
| 2962 |
2962
Asset Dedication LLC
San Francisco,
California
| $244M | -$22.5M | -8% | 10.5% | 67.8% | 684 | 21.2% | 1.6 |
|
| 2963 |
2963
Institute for Wealth Management
Denver,
Colorado
| $244M | -$52.7M | -18% | 15.4% | 137% | 361 | 68.7% | 0.6 |
|
| 2964 |
AMG
2964
Asset Management Group
Stamford,
Connecticut
| $244M | -$51.9M | -18% | 12.8% | 57% | 108 | 6.48% | 4.6 |
|
| 2965 |
2965
Martel Wealth Advisors
Vancouver,
Washington
| $243M | -$19M | -7% | 8.09% | 43.4% | 42 | 16.67% | 0.2 |
|
| 2966 |
2966
Meritech Capital Associates IV
Palo Alto,
California
| $243M | +$182M | +299% | 5.35% | – | 5 | 60% | 0.4 |
|
| 2967 |
2967
HNA Capital Group
Haikou,
China
| $243M | -$96.2M | -28% | 13.9% | – | 1 | 0% | 1 |
|
| 2968 |
2968
White Pine Capital
Bloomington,
Minnesota
| $243M | -$40.4M | -14% | 9.89% | 143% | 235 | 10.21% | 3.6 |
|
| 2969 |
2969
Nexthera Capital
New York
| $243M | -$279M | -54% | 20.1% | 161% | 61 | 70.49% | 0.6 |
|
| 2970 |
2970
Haverford Financial Services
Radnor,
Pennsylvania
| $242M | -$39.5M | -14% | 13.9% | 57.9% | 81 | 24.69% | 2.6 |
|
| 2971 |
2971
RMR Advisors
Newton,
Massachusetts
| $242M | -$25.4M | -9% | 7.77% | 2.17% | 126 | 6.35% | 4 |
|
| 2972 |
2972
Heritage Trust
Oklahoma City,
Oklahoma
| $242M | -$36.4M | -13% | 11.8% | – | 475 | 10.95% | 1.3 |
|
| 2973 |
2973
AIA Investment Management
Singapore
| $242M | -$227M | -48% | 17.1% | 63.3% | 13 | 23.08% | 0.8 |
|
| 2974 |
PH
2974
Pinnacle Holdings
Tulsa,
Oklahoma
| $242M | -$47.5M | -16% | 13.7% | 79.6% | 216 | 13.43% | 3.2 |
|
| 2975 |
2975
Mosaic Family Wealth
St. Louis,
Missouri
| $242M | -$2.32M | -0.9% | 13.8% | 85.2% | 676 | 6.36% | 2.3 |
|