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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
AWM
3001
Affinity Wealth Management
Wilmington,
Delaware
| $776M | +$116M | +18% | 23.4% | 116% | 119 | 18.49% | 12.3 |
|
| 3002 |
RRA
3002
Round Rock Advisors
Wilton,
Connecticut
| $776M | +$123M | +19% | 22% | 87.4% | 346 | 16.18% | 8.5 |
|
| 3003 |
TCA
3003
Trifecta Capital Advisors
Northbrook,
Illinois
| $776M | +$130M | +20% | 27.4% | 132% | 509 | 49.31% | 5.5 |
|
| 3004 |
AF
3004
Ally Financial
Detroit,
Michigan
| $775M | -$28.7M | -4% | 4.68% | 9.35% | 145 | 23.45% | 8.1 |
|
| 3005 |
HI
3005
Hoey Investments
Coatesville,
Pennsylvania
| $774M | +$81M | +12% | 24.3% | 200% | 482 | 16.8% | 10.8 |
|
| 3006 |
CIA
3006
Covington Investment Advisors
Ligonier,
Pennsylvania
| $774M | +$93.4M | +14% | 18.6% | 100% | 77 | 9.09% | 26.5 |
|
| 3007 |
PM
3007
Pembroke Management
Montreal,
Quebec, Canada
| $774M | +$82.3M | +12% | 21.2% | 94.5% | 112 | 24.11% | 7.8 |
|
| 3008 |
CL
3008
CIM LLC
Albany,
New York
| $773M | +$81.5M | +12% | 19.5% | 108% | 188 | 19.68% | 15.6 |
|
| 3009 |
GCM
3009
Glendon Capital Management
Santa Monica,
California
| $773M | -$32.6M | -4% | 5.62% | 142% | 27 | 11.11% | 14.2 |
|
| 3010 |
CI
3010
Cigna Investments
Bloomfield,
Connecticut
| $773M | +$123M | +19% | 30.4% | 138% | 497 | 11.47% | 24.9 |
|
| 3011 |
HI
3011
Human Investing
Lake Oswego,
Oregon
| $771M | +$84.5M | +12% | 11.8% | 52% | 110 | 17.27% | 14.8 |
|
| 3012 |
FCM
3012
FJ Capital Management
Mclean,
Virginia
| $770M | -$118M | -13% | 12.7% | 97.9% | 173 | 57.8% | 3.9 |
|
| 3013 |
ACM
3013
Alpha Capital Management
Austin,
Texas
| $770M | +$80.5M | +12% | 14.4% | 88% | 135 | 18.52% | 17.8 |
|
| 3014 |
XI
3014
XXEC Inc
Tulsa,
Oklahoma
| $770M | +$200M | +35% | 2.41% | 19.3% | 25 | 16% | 10.5 |
|
| 3015 |
SSA
3015
South Street Advisors
New York
| $769M | +$78.4M | +11% | 25.7% | 169% | 92 | 18.48% | 13.9 |
|
| 3016 |
MCM
3016
Manchester Capital Management
Manchester,
Vermont
| $768M | +$74.2M | +11% | 15.8% | 72.3% | 1,374 | 9.39% | 16.5 |
|
| 3017 |
AFG
3017
Arkansas Financial Group
Little Rock,
Arkansas
| $768M | +$50.6M | +7% | 11.1% | 39.1% | 98 | 5.1% | 18.3 |
|
| 3018 |
CNB
3018
Camden National Bank
Camden,
Maine
| $767M | +$28.2M | +4% | 5.64% | 48.8% | 192 | 18.75% | 16.8 |
|
| 3019 |
SPIA
3019
Strategic Point Investment Advisors
Providence,
Rhode Island
| $767M | +$79.5M | +12% | 10.4% | 51.9% | 36 | 2.78% | 20.8 |
|
| 3020 |
NIM
3020
Nexus Investment Management
Toronto,
Ontario, Canada
| $767M | +$51.8M | +7% | 11.3% | 77.5% | 74 | 8.11% | 21.3 |
|
| 3021 |
ACP
3021
Albar Capital Partners
London,
United Kingdom
| $767M | +$149M | +24% | 21.8% | – | 58 | 72.41% | 1.2 |
|
| 3022 |
SFM
3022
Sphera Funds Management
Tel Aviv,
Israel
| $767M | +$137M | +22% | 18.1% | 245% | 123 | 36.59% | 5.6 |
|
| 3023 |
ISWM
3023
Independent Solutions Wealth Management
Williamsville,
New York
| $766M | +$87.2M | +13% | 17.4% | 111% | 204 | 14.22% | 13.8 |
|
| 3024 |
ACM
3024
Arvin Capital Management
Austin,
Texas
| $766M | -$53M | -6% | 26.2% | – | 80 | 73.75% | 1.1 |
|
| 3025 |
CBT
3025
Crews Bank & Trust
Wauchula,
Florida
| $766M | +$76.2M | +11% | 11.8% | – | 721 | 14.84% | 5.1 |
|