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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
OpenView Management
Boston,
Massachusetts
| $519M | – | – | 0.17% | – | 3 | – | 0 |
|
| 2952 |
VM
2952
VPR Management
Houston,
Texas
| $519M | +$6.08M | +1% | 1.4% | 54.5% | 28 | 0% | 3.2 |
|
| 2953 |
2953
Destiny Wealth Partners
Tavares,
Florida
| $519M | +$20.7M | +4% | 2.57% | 70.4% | 584 | 15.92% | 0.4 |
|
| 2954 |
2954
Column Capital Advisors
Indianapolis,
Indiana
| $519M | +$43.3M | +9% | 6.32% | 20.4% | 845 | 18.58% | 1.5 |
|
| 2955 |
2955
Disciplina Capital Management
Nashville,
Tennessee
| $518M | +$62M | +14% | 3.71% | 33% | 65 | 36.92% | 1.4 |
|
| 2956 |
2956
Blue Edge Capital
Richmond,
Virginia
| $518M | +$38.8M | +8% | 7.16% | 67.4% | 104 | 8.65% | 4.1 |
|
| 2957 |
2957
Summit Financial Strategies
Columbus,
Ohio
| $518M | -$5.35M | -1% | 6.3% | 59.4% | 134 | 17.91% | 2 |
|
| 2958 |
2958
Cahill Financial Advisors
Edina,
Minnesota
| $518M | +$29.7M | +6% | 6.18% | 55.9% | 869 | 75.03% | 3.6 |
|
| 2959 |
2959
New Legacy Group
New York
| $517M | – | – | 2.9% | – | 32 | – | 0 |
|
| 2960 |
SIA
2960
Strategic Investment Advisors
Farmington Hills,
Michigan
| $517M | +$61.2M | +13% | 5.82% | 66.1% | 196 | 13.27% | 1.6 |
|
| 2961 |
NTCM
2961
Nut Tree Capital Management
New York
| $517M | +$46.7M | +10% | 5.03% | 101% | 12 | 33.33% | 1.2 |
|
| 2962 |
2962
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $517M | +$75.4M | +17% | 6.62% | 71.4% | 144 | 13.19% | 3.3 |
|
| 2963 |
2963
ThornTree Capital Partners
Boston,
Massachusetts
| $517M | -$191M | -27% | 11.2% | 217% | 36 | 52.78% | 1.3 |
|
| 2964 |
2964
Vector Capital Management
San Francisco,
California
| $517M | -$336M | -39% | 26.2% | 42.7% | 7 | 14.29% | 0.7 |
|
| 2965 |
2965
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $516M | +$33.4M | +7% | 5.07% | 80.6% | 135 | 13.33% | 1.3 |
|
| 2966 |
2966
Samsara BioCapital
Palo Alto,
California
| $515M | -$122M | -19% | 13% | 1,580% | 51 | 5.88% | 1.3 |
|
| 2967 |
2967
Corbenic Partners
Bethlehem,
Pennsylvania
| $515M | +$103M | +25% | 7.72% | – | 328 | 23.17% | 2.2 |
|
| 2968 |
2968
Foundation Resource Management
Little Rock,
Arkansas
| $514M | +$70.9M | +16% | 10.7% | 84.5% | 52 | 5.77% | 6.1 |
|
| 2969 |
2969
Octagon Capital Advisors
New York
| $514M | +$108M | +27% | 5.84% | 2,969% | 36 | 38.89% | 0.6 |
|
| 2970 |
2970
Geller Advisors
New York
| $513M | +$54.8M | +12% | 10.1% | 20.4% | 178 | 12.36% | 1.4 |
|
| 2971 |
2971
Philosophy Capital Management
Alamo,
California
| $513M | – | – | 0.79% | 77.5% | 34 | – | 0 |
|
| 2972 |
2972
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $512M | +$70.2M | +16% | 9.64% | 52% | 780 | 8.97% | 4 |
|
| 2973 |
2973
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $512M | +$59.5M | +13% | 7.28% | 84.5% | 455 | 22.42% | 1.7 |
|
| 2974 |
2974
American National Bank & Trust
Wichita Falls,
Texas
| $512M | +$60.5M | +13% | 12.1% | 102% | 350 | 19.71% | 2.4 |
|
| 2975 |
2975
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $512M | +$180M | +54% | 11.8% | 195% | 73 | 26.03% | 4.5 |
|