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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 |
3001
White Lighthouse Investment Management
Bedford,
Massachusetts
| $615M | +$54.8M | +10% | 8.29% | 62% | 141 | 7.8% | 4.8 |
|
| 3002 |
CCM
3002
Cohen Capital Management
Corte Madera,
California
| $614M | +$30.6M | +5% | 8.75% | 91.5% | 157 | 7.01% | 6.6 |
|
| 3003 |
3003
Strategic Global Advisors
Newport Beach,
California
| $614M | +$109M | +22% | 16.6% | 137% | 148 | 12.84% | 2.2 |
|
| 3004 |
3004
Summit Asset Management
Memphis,
Tennessee
| $614M | +$36.1M | +6% | 5.88% | 48.9% | 174 | 6.32% | 6.3 |
|
| 3005 |
3005
Breakwater Capital Group
Paramus,
New Jersey
| $614M | +$52.3M | +9% | 8% | 67.4% | 355 | 12.39% | 1.6 |
|
| 3006 |
3006
James J. Burns & Company
Melville,
New York
| $613M | +$54.8M | +10% | 9.11% | 70.2% | 160 | 13.13% | 1.6 |
|
| 3007 |
AMCI
3007
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $613M | +$16M | +3% | 2.68% | – | 1 | 0% | 1.5 |
|
| 3008 |
3008
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $613M | +$24.3M | +4% | 6.14% | 44% | 103 | 10.68% | 3.4 |
|
| 3009 |
3009
Valley National Advisers
Bethlehem,
Pennsylvania
| $613M | +$58.3M | +11% | 10.5% | 87.2% | 869 | 13.35% | 5.5 |
|
| 3010 |
3010
BWCP LP
Dallas,
Texas
| $612M | +$119M | +24% | 28.3% | 198% | 35 | 54.29% | 0.8 |
|
| 3011 |
3011
Polunin Capital Partners
London,
United Kingdom
| $612M | +$117M | +24% | 4.19% | 268% | 27 | 0% | 1.6 |
|
| 3012 |
3012
Gilman Hill Asset Management
New Canaan,
Connecticut
| $612M | +$36.2M | +6% | 2.84% | 54.2% | 239 | 11.3% | 4.6 |
|
| 3013 |
CBT
3013
Central Bank & Trust
Lexington,
Kentucky
| $612M | +$13M | +2% | 12.7% | 118% | 187 | 6.95% | 7.7 |
|
| 3014 |
3014
L2 Asset Management
Wayland,
Massachusetts
| $611M | +$122M | +25% | 12% | 128% | 366 | 26.23% | 1.3 |
|
| 3015 |
HA
3015
Harbor Advisors
West Palm Beach,
Florida
| $611M | +$35.1M | +6% | 8.71% | 125% | 201 | 9.45% | 4.8 |
|
| 3016 |
3016
Arlington Financial Advisors
Santa Barbara,
California
| $611M | +$41.9M | +7% | 8.04% | 67.6% | 112 | 27.68% | 3.5 |
|
| 3017 |
3017
Oak Grove Capital
North Hampton,
New Hampshire
| $610M | +$131M | +27% | 26.3% | 470% | 83 | 31.33% | 2.2 |
|
| 3018 |
3018
FengHe Fund Management
Singapore
| $610M | +$344M | +129% | 40.1% | 902% | 37 | 72.97% | 0.4 |
|
| 3019 |
3019
OnyxPoint Global Management
New York
| $610M | -$92.6M | -13% | 13.5% | 162% | 34 | 41.18% | 0.7 |
|
| 3020 |
3020
Capricorn Investment Group
Palo Alto,
California
| $610M | +$147M | +32% | 86.9% | 95.9% | 7 | 28.57% | 3.3 |
|
| 3021 |
3021
Acorn Financial Advisory Services
Reston,
Virginia
| $610M | +$56.8M | +10% | 10.9% | 96.9% | 206 | 12.14% | 3.4 |
|
| 3022 |
CFGSD
3022
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $610M | +$81.2M | +15% | 9.61% | 72% | 101 | 9.9% | 2.1 |
|
| 3023 |
3023
Leelyn Smith
Geneva,
Illinois
| $610M | +$46.8M | +8% | 7.7% | 77.3% | 137 | 8.03% | 3.5 |
|
| 3024 |
3024
Watts Gwilliam & Co
Gilbert,
Arizona
| $609M | +$147M | +32% | 19.7% | – | 241 | 19.09% | 0.9 |
|
| 3025 |
3025
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $609M | -$6.08M | -1% | 5.79% | 78.9% | 160 | 8.13% | 2.6 |
|