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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
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $438M | -$30.7M | -7% | 3.98% | 55.7% | 130 | 3.85% | 8.2 |
|
| 2977 |
2977
Taikang Asset Management (HK)
Hong Kong
| $438M | +$8.81M | +2% | 3.24% | 172% | 70 | 10% | 3.4 |
|
| 2978 |
2978
Insight Advisors
Newtown,
Pennsylvania
| $438M | -$10.1M | -2% | 1.91% | 74% | 294 | 9.52% | 2.1 |
|
| 2979 |
2979
First Dallas Securities
Dallas,
Texas
| $437M | +$257M | +144% | 0% | 163% | 195 | 67.18% | 1.8 |
|
| 2980 |
2980
ECP ControlCo
Summit,
New Jersey
| $436M | -$60.1M | -12% | 11.7% | 42.5% | 9 | 0% | 1.8 |
|
| 2981 |
2981
Howard Financial Services
Dallas,
Texas
| $436M | +$17M | +4% | 3.23% | 55.9% | 155 | 11.61% | 2.5 |
|
| 2982 |
GCMG
2982
Gyroscope Capital Management Group
Naples,
Florida
| $436M | +$2.72M | +0.6% | 3.73% | 24.8% | 244 | 34.02% | 1.6 |
|
| 2983 |
2983
Chemung Canal Trust
Elmira,
New York
| $436M | -$30.1M | -6% | 3.69% | 80.9% | 120 | 6.67% | 6.7 |
|
| 2984 |
2984
Realta Investment Advisors
Wilmington,
Delaware
| $435M | -$22.5M | -5% | 4.05% | 151% | 829 | 6.51% | 1.7 |
|
| 2985 |
2985
Team Hewins
Redwood City,
California
| $435M | +$226M | +108% | 2.12% | 60.5% | 50 | 84% | 0.2 |
|
| 2986 |
2986
Ithaka Group
Arlington,
Virginia
| $434M | -$44.5M | -9% | 5.2% | 143% | 39 | 10.26% | 4.7 |
|
| 2987 |
2987
Affinity Wealth Management
Wilmington,
Delaware
| $434M | -$1.75M | -0.4% | 0.6% | 116% | 107 | 14.02% | 2.3 |
|
| 2988 |
2988
Revolve Wealth Partners
Hackensack,
New Jersey
| $434M | +$7.14M | +2% | 3.37% | 67.4% | 160 | 14.38% | 1.3 |
|
| 2989 |
2989
Probity Advisors
Dallas,
Texas
| $434M | -$24.3M | -5% | 3.48% | 61.7% | 190 | 6.84% | 5.2 |
|
| 2990 |
AGM
2990
Alpine Global Management
New York
| $434M | +$70.3M | +19% | 16.4% | 149% | 287 | 73.87% | 0.5 |
|
| 2991 |
2991
Northside Capital Management
Hood River,
Oregon
| $434M | +$145M | +50% | 0.57% | 99.6% | 120 | 14.17% | 3.9 |
|
| 2992 |
2992
Siemens Pension Trust
Munich Germany,
Germany
| $433M | -$68.8M | -14% | 13.7% | 25.4% | 1 | 0% | 0.8 |
|
| 2993 |
2993
Farmers Trust Company
Youngstown,
Ohio
| $433M | -$33.9M | -7% | 2.77% | 73.5% | 163 | 9.2% | 6.3 |
|
| 2994 |
2994
CFO4Life Group
Coppell,
Texas
| $433M | -$32.9M | -7% | 4.97% | 56.7% | 187 | 12.83% | 3.1 |
|
| 2995 |
2995
Fiduciary Alliance
Greenville,
South Carolina
| $433M | -$32.9M | -7% | 2.69% | 104% | 1,013 | 83.71% | 0.6 |
|
| 2996 |
2996
Charles-Lim Capital
Central,
Hong Kong
| $433M | -$245M | -36% | 18.7% | 4.44% | 9 | 44.44% | 2.3 |
|
| 2997 |
2997
Marotta Asset Management
Charlottesville,
Virginia
| $432M | -$16.2M | -4% | 4.35% | 51% | 113 | 6.19% | 2.8 |
|
| 2998 |
2998
Occidental Asset Management
Burlingame,
California
| $432M | -$9.6M | -2% | 3.18% | 82.5% | 228 | 17.54% | 3.5 |
|
| 2999 |
2999
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $432M | +$10.9M | +3% | 3.06% | 85.4% | 2,141 | 10.09% | 4.2 |
|
| 3000 |
3000
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $432M | -$5.98M | -1% | 4.1% | 61.5% | 113 | 6.19% | 3.6 |
|