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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
Ratio Wealth Group
Denver,
Colorado
| $537M | +$74.8M | +16% | 5.68% | – | 81 | 9.88% | 2 |
|
| 2952 |
2952
Kryger Capital
London,
United Kingdom
| $536M | -$92.1M | -15% | 11.2% | 421% | 20 | 80% | 0.1 |
|
| 2953 |
2953
Oak Hill Capital Management
New York
| $536M | -$68.8M | -11% | 5% | 1.19% | 1 | 0% | 2.3 |
|
| 2954 |
2954
Amarillo National Bank
Amarillo,
Texas
| $536M | +$14.5M | +3% | 6.84% | 63.5% | 103 | 11.65% | 5.6 |
|
| 2955 |
2955
Bayberry Capital Partners
New York
| $536M | +$9.5M | +2% | 7.77% | 99.7% | 28 | 46.43% | 0.8 |
|
| 2956 |
2956
Capital Insight Partners
Scottsdale,
Arizona
| $535M | +$46.3M | +9% | 6.55% | 51.7% | 165 | 4.24% | 3.4 |
|
| 2957 |
2957
Occidental Asset Management
Burlingame,
California
| $535M | +$52.8M | +11% | 11.2% | 97.4% | 231 | 22.51% | 3.6 |
|
| 2958 |
2958
HBW Advisory Services
Simi Valley,
California
| $535M | $0 | 0% | 6.35% | 68.6% | 304 | 0% | 1.9 |
|
| 2959 |
2959
Colonial Trust
Spartanburg,
South Carolina
| $534M | +$54.3M | +11% | 8.32% | 75.5% | 1,026 | 10.43% | 1.1 |
|
| 2960 |
2960
Glynn Capital Management
Menlo Park,
California
| $534M | -$1.19M | -0.2% | 10.1% | 252% | 42 | 4.76% | 6.5 |
|
| 2961 |
2961
Fagan Associates
Troy,
New York
| $534M | +$73.7M | +16% | 10.2% | 127% | 127 | 17.32% | 4.7 |
|
| 2962 |
2962
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $533M | +$27.2M | +5% | 7.2% | 61.6% | 825 | 79.27% | 1 |
|
| 2963 |
JCP
2963
JB Capital Partners
Armonk,
New York
| $533M | +$37M | +7% | 13.4% | 142% | 77 | 6.49% | 2.7 |
|
| 2964 |
AMG
2964
Asset Management Group
Stamford,
Connecticut
| $533M | +$33.7M | +7% | 7.1% | 57% | 134 | 3.73% | 7.3 |
|
| 2965 |
2965
Meridian Wealth Advisors
Austin,
Texas
| $532M | +$75.7M | +17% | 12.7% | 79.9% | 180 | 3.89% | 3.9 |
|
| 2966 |
2966
Front Street Capital Management
Missoula,
Montana
| $532M | +$31.2M | +6% | 9.64% | 316% | 93 | 24.73% | 4.7 |
|
| 2967 |
HM
2967
HCEP Management
Hong Kong
| $532M | +$52.4M | +11% | 2.4% | 182% | 23 | 60.87% | 0.7 |
|
| 2968 |
2968
Advantage Alpha Capital Partners
San Francisco,
California
| $532M | +$3.37M | +0.6% | 6.59% | 79.2% | 164 | 9.76% | 1.3 |
|
| 2969 |
BPIH
2969
Broad Peak Investment Holdings
Singapore
| $531M | -$89.4M | -14% | 26.5% | 52.2% | 25 | 36% | 0.7 |
|
| 2970 |
2970
Cigna Investments
Bloomfield,
Connecticut
| $531M | +$44.9M | +9% | 13% | 154% | 471 | 8.28% | 5.4 |
|
| 2971 |
2971
Premier Path Wealth Partners
Madison,
New Jersey
| $531M | +$79.1M | +17% | 9.34% | 98.8% | 365 | 14.52% | 0.2 |
|
| 2972 |
2972
Winslow Asset Management
Beachwood,
Ohio
| $531M | +$39.3M | +8% | 9.67% | 89.9% | 80 | 8.75% | 6.8 |
|
| 2973 |
2973
Sentry LLC
Memphis,
Tennessee
| $531M | +$60.9M | +13% | 13.3% | 52.6% | 128 | 7.81% | 0.9 |
|
| 2974 |
2974
Rollins Financial Advisors
New York City,
New York
| $531M | +$52.1M | +11% | 9.75% | – | 122 | 22.13% | 0.2 |
|
| 2975 |
2975
Fort Sheridan Advisors
Highland Park,
Illinois
| $531M | +$29.7M | +6% | 9.98% | 109% | 216 | 12.04% | 2.9 |
|