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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Strategic Point Investment Advisors
Providence,
Rhode Island
| $767M | +$79.5M | +12% | 10.4% | 58.2% | 36 | 2.78% | 5.2 |
|
| 3027 |
3027
Nexus Investment Management
Toronto,
Ontario, Canada
| $767M | +$51.8M | +7% | 11.3% | 93.5% | 74 | 8.11% | 5.3 |
|
| 3028 |
3028
Albar Capital Partners
London,
United Kingdom
| $767M | +$149M | +24% | 21.8% | – | 58 | 72.41% | 0.3 |
|
| 3029 |
3029
Sphera Funds Management
Tel Aviv,
Israel
| $767M | +$137M | +22% | 18.1% | 245% | 123 | 36.59% | 1.4 |
|
| 3030 |
3030
Arvin Capital Management
Austin,
Texas
| $766M | -$53M | -6% | 26.2% | – | 80 | 73.75% | 0.3 |
|
| 3031 |
3031
Crews Bank & Trust
Wauchula,
Florida
| $766M | +$76.2M | +11% | 11.8% | – | 721 | 14.84% | 1.3 |
|
| 3032 |
3032
Hendershot Investments
Centreville,
Virginia
| $766M | +$21.6M | +3% | 5.08% | 50.5% | 137 | 8.03% | 5.8 |
|
| 3033 |
3033
NetEase Inc
Hangzhou,
China
| $765M | -$169M | -18% | 23% | 464% | 2 | 0% | 2.5 |
|
| 3034 |
3034
Clearstead Trust
Portland,
Maine
| $765M | +$152M | +25% | 25.8% | 111% | 1,035 | 11.5% | 2.3 |
|
| 3035 |
3035
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $765M | +$117M | +18% | 10% | 41.2% | 143 | 13.29% | 2.8 |
|
| 3036 |
JC
3036
JBF Capital
Aspen,
Colorado
| $764M | +$87.6M | +13% | 17.2% | 93.6% | 133 | 38.35% | 1.9 |
|
| 3037 |
3037
United Capital Management of KS
Salina,
Kansas
| $763M | +$103M | +16% | 34.7% | 272% | 120 | 25.83% | 3.2 |
|
| 3038 |
3038
Essex Investment Management
Boston,
Massachusetts
| $763M | +$132M | +21% | 40.1% | 370% | 330 | 14.85% | 4 |
|
| 3039 |
3039
Kelman-Lazarov Inc
Memphis,
Tennessee
| $763M | +$65.7M | +9% | 9.94% | 46.6% | 156 | 11.54% | 4.3 |
|
| 3040 |
3040
Adams Natural Resources Fund
Baltimore,
Maryland
| $763M | -$100M | -12% | 9.78% | 50.6% | 54 | 5.56% | 7.9 |
|
| 3041 |
3041
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $762M | +$85.8M | +13% | 8.86% | 46.5% | 150 | 10.67% | 2.8 |
|
| 3042 |
3042
Ironwood Investment Counsel
Scottsdale,
Arizona
| $762M | +$68M | +10% | 13.6% | 64% | 278 | 9.35% | 5.4 |
|
| 3043 |
3043
Schnieders Capital Management
Pasadena,
California
| $762M | +$133M | +21% | 17.9% | 103% | 252 | 20.63% | 5.4 |
|
| 3044 |
3044
Knightsbridge Asset Management
Newport Beach,
California
| $762M | +$18.8M | +3% | 36.2% | 150% | 339 | 33.33% | 1.7 |
|
| 3045 |
3045
Westside Investment Management
Santa Monica,
California
| $761M | +$109M | +17% | 22.6% | 114% | 1,534 | 9.52% | 3.6 |
|
| 3046 |
3046
Biltmore Family Office
Charlotte,
North Carolina
| $761M | +$45.4M | +6% | 14.3% | 78.1% | 346 | 9.83% | 4 |
|
| 3047 |
3047
Dean Investment Associates
Beavercreek,
Ohio
| $761M | +$50.4M | +7% | 12% | 63.5% | 206 | 14.08% | 4.9 |
|
| 3048 |
3048
Horst & Graben Wealth Management
Portland,
Oregon
| $760M | +$31.3M | +4% | 13.2% | 55.1% | 208 | 7.69% | 3.1 |
|
| 3049 |
3049
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $760M | +$62.5M | +9% | 5.71% | 82.1% | 246 | 18.29% | 2 |
|
| 3050 |
3050
Keating Financial Advisory Services
Manhattan,
Kansas
| $760M | +$141M | +23% | 16.1% | – | 2,738 | 11.07% | 0.4 |
|