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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
MayTech Global Investments
New York
| $478M | +$61.8M | +15% | 15.2% | 158% | 69 | 18.84% | 2 |
|
| 2952 |
2952
Glassman Wealth Services
Vienna,
Virginia
| $478M | +$9.8M | +2% | 7.08% | 62.6% | 1,761 | 11.64% | 2.4 |
|
| 2953 |
2953
Tortoise Index Solutions
Overland Park,
Kansas
| $478M | +$61.7M | +15% | 11.5% | 52.2% | 108 | 25% | 3.1 |
|
| 2954 |
SM
2954
Sciencast Management
Princeton,
New Jersey
| $477M | -$24.4M | -5% | 4.9% | 72.5% | 765 | 79.35% | 0.1 |
|
| 2955 |
2955
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $477M | +$22.8M | +5% | 5.26% | 82.3% | 43 | 34.88% | 0.7 |
|
| 2956 |
2956
Great Point Partners
Greenwich,
Connecticut
| $477M | -$7.14M | -1% | 4.71% | 710% | 40 | 55% | 0.4 |
|
| 2957 |
2957
Column Capital Advisors
Indianapolis,
Indiana
| $476M | +$28.4M | +6% | 5.75% | 20.4% | 750 | 7.47% | 1.2 |
|
| 2958 |
CPH
2958
C Partners Holding
Zurich,
Switzerland
| $476M | +$62.7M | +15% | 6.94% | 25.6% | 21 | 14.29% | 3.3 |
|
| 2959 |
2959
Sound View Wealth Advisors Group
Savannah,
Georgia
| $476M | +$46.3M | +11% | 5.75% | 73% | 294 | 12.59% | 1.5 |
|
| 2960 |
2960
Probity Advisors
Dallas,
Texas
| $475M | +$27.1M | +6% | 4.74% | 61.7% | 203 | 5.91% | 3.2 |
|
| 2961 |
2961
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $474M | +$32.9M | +7% | 4.4% | 40% | 13 | 7.69% | 4.4 |
|
| 2962 |
2962
Arbor Investment Advisors
Winston Salem,
North Carolina
| $474M | +$28.8M | +6% | 5.21% | 48.5% | 107 | 9.35% | 3.3 |
|
| 2963 |
2963
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $474M | +$20.2M | +4% | 5.85% | 86.4% | 145 | 6.21% | 5.5 |
|
| 2964 |
2964
Advanced Asset Management Advisors
Dublin,
Ohio
| $473M | +$24.3M | +5% | 6.76% | 93.6% | 98 | 5.1% | 2.2 |
|
| 2965 |
2965
Strategy Asset Managers
Pasadena,
California
| $473M | +$36.7M | +8% | 6.81% | 115% | 276 | 12.32% | 1.8 |
|
| 2966 |
2966
Lee Financial
Dallas,
Texas
| $471M | +$49.8M | +12% | 6.5% | 75% | 707 | 34.65% | 2 |
|
| 2967 |
CM
2967
Capital Management
Glen Allen,
Virginia
| $471M | +$23.8M | +5% | 4.74% | 52.5% | 85 | 12.94% | 3 |
|
| 2968 |
2968
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $470M | +$47.9M | +11% | 13.1% | 183% | 73 | 0% | 5.3 |
|
| 2969 |
2969
Gateway Advisory
Westfield,
New Jersey
| $470M | +$74.3M | +19% | 4.21% | 26% | 117 | 31.62% | 1.6 |
|
| 2970 |
2970
Dorsey Wright & Associates
Pasadena,
California
| $469M | +$461M | +5,411% | 13.6% | 311% | 385 | 54.81% | 0.4 |
|
| 2971 |
2971
Vanderbilt University
Nashville,
Tennessee
| $469M | +$58.4M | +14% | 13% | 61.8% | 16 | 56.25% | 1 |
|
| 2972 |
2972
Pensionfund Sabic
Sittard,
Netherlands
| $469M | +$36.2M | +8% | 8.14% | 63.6% | 209 | 1.44% | 3.3 |
|
| 2973 |
2973
Old Dominion Capital Management
Charlottesville,
Virginia
| $468M | +$38M | +9% | 6.55% | 45.9% | 175 | 4% | 2.4 |
|
| 2974 |
2974
Fagan Associates
Troy,
New York
| $468M | +$40.6M | +10% | 8.58% | 127% | 136 | 13.24% | 3 |
|
| 2975 |
2975
Spirit of America Management Corp
Syosset,
New York
| $468M | +$45.2M | +11% | 11.1% | 113% | 241 | 6.64% | 4.4 |
|