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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 |
AMCA
2951
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $545M | +$71.9M | +15% | 8.63% | 129% | 145 | 11.03% | 4.4 |
|
| 2952 |
AA
2952
AF Advisors
Sacramento,
California
| $545M | +$83.9M | +18% | 18.9% | 76.5% | 22 | 4.55% | 2.4 |
|
| 2953 |
2953
Paragon Capital Management (Colorado)
Denver,
Colorado
| $545M | -$20M | -4% | 1.79% | 109% | 245 | 38.78% | 2.3 |
|
| 2954 |
2954
CFM Wealth Partners
Austin,
Texas
| $544M | +$46M | +9% | 10.2% | 152% | 155 | 7.1% | 3.3 |
|
| 2955 |
2955
Biltmore Family Office
Charlotte,
North Carolina
| $543M | +$35.7M | +7% | 7.85% | 78.1% | 255 | 9.8% | 3.7 |
|
| 2956 |
2956
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $543M | +$55.1M | +11% | 4.85% | 83% | 1,116 | 10.66% | 1.7 |
|
| 2957 |
2957
Sentry LLC
Memphis,
Tennessee
| $543M | +$11.9M | +2% | 2.46% | 61.3% | 130 | 6.92% | 1.1 |
|
| 2958 |
2958
Sora Investors
Bryn Mawr,
Pennsylvania
| $543M | -$65.2M | -11% | 1.22% | 179% | 69 | 60.87% | 0.4 |
|
| 2959 |
2959
Legacy Edge Advisors
Syosset,
New York
| $543M | +$62.8M | +13% | 1.59% | – | 180 | 11.67% | 0.4 |
|
| 2960 |
2960
Physician Wealth Advisors
Midvale,
Utah
| $543M | +$67.1M | +14% | 3.37% | 79.9% | 190 | 11.58% | 2.9 |
|
| 2961 |
2961
Glassman Wealth Services
Vienna,
Virginia
| $542M | +$47.4M | +10% | 0.88% | 62.6% | 224 | 23.21% | 3.7 |
|
| 2962 |
2962
Versor Investments
New York
| $542M | +$47.7M | +10% | 2.16% | 240% | 981 | 61.37% | 0.4 |
|
| 2963 |
2963
Ithaka Group
Arlington,
Virginia
| $542M | +$11.3M | +2% | 5.19% | 143% | 36 | 2.78% | 4.5 |
|
| 2964 |
2964
Maltese Capital Management
New York
| $541M | +$22.1M | +4% | 1.96% | 114% | 102 | 22.55% | 2.9 |
|
| 2965 |
2965
Cigna Investments
Bloomfield,
Connecticut
| $540M | +$8.99M | +2% | 5.42% | 154% | 477 | 9.85% | 5.7 |
|
| 2966 |
2966
Seven Post Investment Office
San Francisco,
California
| $540M | +$130M | +32% | 4.23% | 44.4% | 59 | 13.56% | 3.3 |
|
| 2967 |
2967
Cadinha & Co
Honolulu,
Hawaii
| $539M | -$42.7M | -7% | 5.33% | 132% | 98 | 6.12% | 6.3 |
|
| 2968 |
2968
JT Stratford LLC
Gainesville,
Georgia
| $538M | +$36.1M | +7% | 3.51% | 103% | 300 | 24.33% | 2.4 |
|
| 2969 |
MCM
2969
Mason Capital Management
New York
| $538M | -$190M | -26% | 3.1% | 18.5% | 7 | 28.57% | 1.2 |
|
| 2970 |
KPF
2970
K2 Principal Fund
Toronto,
Ontario, Canada
| $538M | -$41.2M | -7% | 1.82% | 76.5% | 341 | 62.17% | 0.4 |
|
| 2971 |
AMG
2971
Asset Management Group
Stamford,
Connecticut
| $537M | +$4.14M | +0.8% | 0.59% | 57% | 134 | 2.24% | 7.6 |
|
| 2972 |
2972
Columbia Asset Management
Ann Arbor,
Michigan
| $536M | +$43.4M | +9% | 2.42% | 94.1% | 177 | 11.3% | 6.3 |
|
| 2973 |
2973
Montanaro Asset Management
London,
United Kingdom
| $536M | -$17.4M | -3% | 3.45% | 49.6% | 48 | 12.5% | 2.6 |
|
| 2974 |
2974
TRB Advisors
New York
| $536M | +$73.4M | +16% | 7.29% | 64% | 12 | 66.67% | 4.2 |
|
| 2975 |
2975
Hudock Inc
Williamsport,
Pennsylvania
| $536M | +$82.3M | +18% | 1.47% | 69.7% | 170 | 20.59% | 6.3 |
|