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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
IIA
3001
IPG Investment Advisors
San Diego,
California
| $275M | -$17.7M | -6% | 0.57% | 106% | 176 | 32.39% | 1.9 |
|
| 3002 |
3002
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $275M | -$37.9M | -12% | 2.67% | 39.9% | 51 | 9.8% | 1 |
|
| 3003 |
3003
Martel Wealth Advisors
Vancouver,
Washington
| $274M | +$8.6M | +3% | 2.63% | 43.4% | 40 | 10% | 0.7 |
|
| 3004 |
3004
Beacon Pointe Advisors
Newport Beach,
California
| $274M | +$7.53M | +3% | 3.34% | 76.7% | 216 | 24.07% | 0.4 |
|
| 3005 |
3005
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $274M | +$6.02M | +2% | 3.38% | 141% | 18 | 0% | 4.3 |
|
| 3006 |
3006
Human Investing
Lake Oswego,
Oregon
| $274M | +$6.31M | +2% | 2.33% | 56.9% | 380 | 16.05% | 0.4 |
|
| 3007 |
3007
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $274M | -$251M | -48% | 6.52% | 312% | 1 | 0% | 0.5 |
|
| 3008 |
3008
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $274M | +$14.6M | +6% | 6.51% | 17.8% | 1 | 0% | 6 |
|
| 3009 |
3009
Grove Bank & Trust
Miami,
Florida
| $274M | +$13.1M | +5% | 2.35% | 80.5% | 165 | 3.64% | 2.7 |
|
| 3010 |
3010
Lunia Capital
Dallas,
Texas
| $273M | -$196M | -42% | 9.02% | 115% | 40 | 35% | 0.7 |
|
| 3011 |
3011
Red Cedar Investment Management
Grand Rapids,
Michigan
| $273M | -$17.3M | -6% | 2.94% | 81.4% | 28 | 17.86% | 0.7 |
|
| 3012 |
CIM
3012
CIM Investment Management
Pittsburgh,
Pennsylvania
| $273M | +$13.3M | +5% | 3% | 123% | 349 | 21.2% | 2.1 |
|
| 3013 |
3013
FCA Corp
Houston,
Texas
| $273M | +$16.2M | +6% | 2.54% | 57.4% | 177 | 11.86% | 3 |
|
| 3014 |
3014
Fulcrum Capital
Seattle,
Washington
| $273M | +$8.37M | +3% | 6.41% | 102% | 70 | 22.86% | 1.1 |
|
| 3015 |
3015
Harbourvest Partners
Boston,
Massachusetts
| $273M | -$9.5M | -3% | 7.03% | 8.96% | 42 | 42.86% | 0.8 |
|
| 3016 |
3016
Capital Impact Advisors
Boston,
Massachusetts
| $273M | +$47.2M | +21% | 1.75% | – | 132 | 13.64% | 2.8 |
|
| 3017 |
3017
Paradigm Financial Advisors
Des Peres,
Missouri
| $272M | +$7.68M | +3% | 4.03% | 114% | 134 | 11.19% | 3.2 |
|
| 3018 |
3018
Continental Grain Company
New York
| $271M | +$17.1M | +7% | 2.4% | 5.73% | 5 | 20% | 0.4 |
|
| 3019 |
3019
Shulman DeMeo Asset Management
Lake Success,
New York
| $271M | +$8.7M | +3% | 3.19% | 79.3% | 133 | 3.76% | 0.4 |
|
| 3020 |
3020
Quantamental Technologies
White Plains,
New York
| $271M | +$52.4M | +24% | 4.46% | 24.2% | 2,003 | 53.07% | 0.3 |
|
| 3021 |
NIC
3021
Northwest Investment Counselors
Lake Oswego,
Oregon
| $271M | +$12.4M | +5% | 4.31% | 32.4% | 141 | 2.84% | 4.7 |
|
| 3022 |
TF
3022
TimeScale Financial
Danvers,
Massachusetts
| $271M | +$43.6M | +19% | 2.55% | 31.3% | 538 | 83.46% | 0.1 |
|
| 3023 |
3023
Algert Global
San Francisco,
California
| $271M | +$95.6M | +55% | 6.81% | 194% | 446 | 56.5% | 0.5 |
|
| 3024 |
IFS
3024
Ifrah Financial Services
Little Rock,
Arkansas
| $270M | +$7.05M | +3% | 2.43% | 64.1% | 192 | 7.29% | 3 |
|
| 3025 |
3025
Arkansas Financial Group
Little Rock,
Arkansas
| $270M | +$9.6M | +4% | 2.48% | 39.1% | 27 | 3.7% | 3.7 |
|