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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Columbia Asset Management
Ann Arbor,
Michigan
| $380M | -$14M | -4% | 4.54% | 94.1% | 185 | 12.43% | 5 |
|
| 2977 |
2977
HHM Wealth Advisors
Chattanooga,
Tennessee
| $380M | -$10M | -3% | 5.59% | 62.3% | 847 | 23.14% | 1.8 |
|
| 2978 |
2978
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $380M | -$19.1M | -5% | 5.22% | 76.7% | 159 | 16.98% | 2.2 |
|
| 2979 |
2979
Equitec Proprietary Markets
Chicago,
Illinois
| $380M | +$26.8M | +8% | 0.34% | 526% | 367 | 43.32% | 0.6 |
|
| 2980 |
OPPTF
2980
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $379M | -$17.8M | -4% | 5.81% | 13.4% | 307 | 0.98% | 1.8 |
|
| 2981 |
2981
Islet Management
New York
| $379M | -$605M | -61% | 7.02% | 75.3% | 141 | 65.25% | 0.6 |
|
| 2982 |
2982
Elk River Wealth Management
Denver,
Colorado
| $379M | -$16.6M | -4% | 5.09% | 81.8% | 107 | 9.35% | 1.6 |
|
| 2983 |
2983
Lathrop Investment Management
Little Rock,
Arkansas
| $379M | -$21.4M | -5% | 3.65% | 72.2% | 72 | 5.56% | 6 |
|
| 2984 |
2984
PM Capital
Sydney,
Australia
| $378M | -$7.79M | -2% | 3.18% | 105% | 11 | 9.09% | 5.4 |
|
| 2985 |
2985
Schnieders Capital Management
Pasadena,
California
| $378M | +$42.5M | +13% | 6.45% | 103% | 193 | 9.84% | 5 |
|
| 2986 |
2986
Fractal Investments
Glastonbury,
Connecticut
| $378M | +$73.5M | +24% | 6.28% | 86.4% | 93 | 34.41% | 0.5 |
|
| 2987 |
2987
ACK Asset Management
Greenwich,
Connecticut
| $378M | +$20.2M | +6% | 3.28% | 132% | 25 | 24% | 1.5 |
|
| 2988 |
VC
2988
Vision Capital
Toronto,
Ontario, Canada
| $377M | -$51.1M | -12% | 9.5% | 19.8% | 18 | 55.56% | 0.7 |
|
| 2989 |
2989
Bedel Financial Consulting
Indianapolis,
Indiana
| $377M | +$35.4M | +10% | 2.98% | 104% | 223 | 17.49% | 3.5 |
|
| 2990 |
2990
Alpha Capital Management
Austin,
Texas
| $377M | +$11.3M | +3% | 3.08% | 88% | 103 | 3.88% | 3.6 |
|
| 2991 |
2991
EAM Global Investors
Solana Beach,
California
| $376M | -$31.2M | -8% | 35% | 2,399% | 275 | 72.36% | 0.2 |
|
| 2992 |
2992
Sage Mountain Advisors
Atlanta,
Georgia
| $376M | -$189M | -33% | 5.29% | 62.5% | 684 | 48.1% | 1 |
|
| 2993 |
2993
SlateStone Wealth
Jupiter,
Florida
| $376M | -$15.6M | -4% | 3.94% | 79.1% | 194 | 8.76% | 2.1 |
|
| 2994 |
2994
CFO4Life Group
Coppell,
Texas
| $376M | -$27.2M | -7% | 4.62% | 56.7% | 166 | 19.88% | 2.7 |
|
| 2995 |
2995
Intrua Financial
Houston,
Texas
| $375M | -$94.4M | -20% | 5.27% | 71% | 366 | 22.95% | 1.5 |
|
| 2996 |
2996
Principal Street Partners
Memphis,
Tennessee
| $375M | -$10.8M | -3% | 2.08% | 91% | 225 | 20% | 1.8 |
|
| 2997 |
2997
Liberty Wealth Management
Oakland,
California
| $375M | +$128M | +52% | 6.01% | 64.2% | 159 | 12.58% | 1.8 |
|
| 2998 |
PWW
2998
Pettyjohn Wood & White
Lynchburg,
Virginia
| $375M | -$47.7M | -11% | 6.02% | 70.9% | 169 | 7.1% | 5.7 |
|
| 2999 |
2999
Oak Harvest Investment Services
Houston,
Texas
| $375M | +$3.94M | +1% | 4.5% | 120% | 102 | 22.55% | 1.3 |
|
| 3000 |
AO
3000
Allen Operations
New York
| $375M | -$23.2M | -6% | 1.3% | 218% | 45 | 8.89% | 3.2 |
|