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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
Insight Advisors
Newtown,
Pennsylvania
| $593M | +$12.4M | +2% | 2.54% | 74% | 313 | 10.86% | 2.8 |
|
| 2977 |
2977
FCPM III Services
Naarden,
Netherlands
| $592M | +$10.1M | +2% | 14.5% | – | 8 | 12.5% | 0.8 |
|
| 2978 |
2978
Sompo Asset Management
Tokyo,
Japan
| $592M | -$46.1M | -7% | 0.27% | 84.7% | 202 | 9.9% | 3.5 |
|
| 2979 |
2979
Physician Wealth Advisors
Midvale,
Utah
| $592M | +$37.6M | +7% | 0.05% | 79.9% | 1,148 | 83.8% | 0.5 |
|
| 2980 |
2980
Kavar Capital Partners Group
Leawood,
Kansas
| $592M | -$40.5M | -6% | 0.27% | 86.8% | 191 | 14.14% | 4.8 |
|
| 2981 |
2981
GR Financial Group
Tucson,
Arizona
| $591M | +$20.1M | +4% | 2.32% | 75.4% | 24 | 33.33% | 0.9 |
|
| 2982 |
BFCFSI
2982
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| $591M | -$42.3M | -7% | 4.25% | – | 2,291 | 13.84% | 0.2 |
|
| 2983 |
2983
Crestview Partners II
New York
| $590M | -$143M | -19% | 16.1% | 157% | 3 | 0% | 6.2 |
|
| 2984 |
2984
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $589M | +$16.5M | +3% | 0.07% | 52.1% | 133 | 14.29% | 2.1 |
|
| 2985 |
2985
P2 Capital Partners
New York
| $589M | -$287M | -33% | 1.24% | 7.96% | 16 | 37.5% | 3.8 |
|
| 2986 |
2986
Faithward Advisors
Lancaster,
Pennsylvania
| $587M | +$12.5M | +2% | 6.39% | 119% | 305 | 25.25% | 1.9 |
|
| 2987 |
2987
Peninsula Wealth
San Francisco,
California
| $587M | +$14.2M | +2% | 5.28% | 30% | 111 | 17.12% | 2.3 |
|
| 2988 |
2988
Gabelli & Co Investment Advisers
Rye,
New York
| $586M | -$925K | -0.2% | 6.19% | 248% | 312 | 48.4% | 1.4 |
|
| 2989 |
2989
New England Asset Management
Farmington,
Connecticut
| $586M | -$56.8M | -9% | 1.74% | 55.6% | 121 | 0.83% | 5.5 |
|
| 2990 |
2990
Embree Financial Group
Chicago,
Illinois
| $586M | +$24.1M | +4% | 2.82% | 87.6% | 212 | 16.04% | 0.8 |
|
| 2991 |
2991
Thrive Capital Management (New York)
New York
| $585M | -$418M | -42% | 9.65% | 205% | 5 | 40% | 2.4 |
|
| 2992 |
JC
2992
JBF Capital
Aspen,
Colorado
| $585M | -$85.5M | -13% | 4.73% | 93.6% | 102 | 42.16% | 2 |
|
| 2993 |
2993
Ironwood Investment Counsel
Scottsdale,
Arizona
| $584M | -$16.2M | -3% | 1.09% | 64% | 263 | 9.13% | 5 |
|
| 2994 |
2994
Cannon Financial Strategists
Athens,
Georgia
| $583M | +$11.2M | +2% | 1.42% | 56.7% | 101 | 7.92% | 3.2 |
|
| 2995 |
MG
2995
Magnolia Group
Omaha,
Nebraska
| $583M | -$8.01M | -1% | 1.42% | 11.4% | 11 | 27.27% | 3.9 |
|
| 2996 |
2996
Silver Rock Financial
Los Angeles,
California
| $583M | +$175M | +43% | 12.9% | 2.58% | 41 | 34.15% | 1.6 |
|
| 2997 |
2997
CRA Financial Services
Northfield,
New Jersey
| $583M | +$37.7M | +7% | 3.42% | 91.9% | 285 | 12.63% | 3.2 |
|
| 2998 |
2998
Monarch Alternative Capital
New York
| $583M | -$71.9M | -11% | 6.12% | 497% | 6 | 0% | 0.4 |
|
| 2999 |
2999
Towle & Co
Denver,
Colorado
| $582M | -$119M | -17% | 5.96% | 172% | 55 | 10.91% | 1.9 |
|
| 3000 |
3000
Technology Crossover Management VIII
Menlo Park,
California
| $581M | -$348M | -37% | 26.6% | 70% | 6 | 16.67% | 4.8 |
|