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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
Insight Advisors
Newtown,
Pennsylvania
| $655M | +$30.8M | +5% | 6.29% | 74% | 302 | 8.61% | 3.2 |
|
| 3027 |
3027
Essex Investment Management
Boston,
Massachusetts
| $653M | +$103M | +19% | 26.7% | 370% | 327 | 17.43% | 3.9 |
|
| 3028 |
3028
Marquette Asset Management
Minneapolis,
Minnesota
| $653M | +$56.8M | +10% | 7% | 69.6% | 701 | 81.17% | 0.9 |
|
| 3029 |
3029
ThornTree Capital Partners
Boston,
Massachusetts
| $653M | +$52.7M | +9% | 10.8% | 217% | 20 | 25% | 1.6 |
|
| 3030 |
3030
Security National Bank
Omaha,
Nebraska
| $653M | +$75.2M | +13% | 9% | 125% | 393 | 23.66% | 2.1 |
|
| 3031 |
3031
von Borstel & Associates
The Dalles,
Oregon
| $652M | +$273M | +72% | 6.28% | – | 171 | 76.61% | 0.2 |
|
| 3032 |
3032
Acorn Financial Advisory Services
Reston,
Virginia
| $652M | +$41.8M | +7% | 5.97% | 96.9% | 214 | 10.28% | 3.5 |
|
| 3033 |
3033
Affinity Capital Advisors
Berkeley,
California
| $651M | +$69.5M | +12% | 8.15% | 72.7% | 166 | 12.05% | 3.5 |
|
| 3034 |
3034
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $651M | +$76.3M | +13% | 6.79% | 69.8% | 147 | 33.33% | 1.3 |
|
| 3035 |
3035
Summit Asset Management
Memphis,
Tennessee
| $650M | +$36.5M | +6% | 5.34% | 48.9% | 179 | 9.5% | 6.3 |
|
| 3036 |
3036
MAK Capital One
New York
| $650M | -$47.9M | -7% | 6.87% | 200% | 19 | 42.11% | 2.3 |
|
| 3037 |
3037
Globeflex Capital
San Diego,
California
| $650M | -$558M | -46% | 16% | 186% | 477 | 27.25% | 2.1 |
|
| 3038 |
3038
McMorgan & Co
San Francisco,
California
| $649M | -$28.9M | -4% | 3.95% | 30.1% | 60 | 6.67% | 2.6 |
|
| 3039 |
3039
Arcadia Investment Management
Kalamazoo,
Michigan
| $649M | +$23.3M | +4% | 7.69% | 83.5% | 267 | 8.99% | 6 |
|
| 3040 |
HA
3040
Harbor Advisors
West Palm Beach,
Florida
| $648M | +$37.3M | +6% | 8.06% | 125% | 200 | 10% | 4.9 |
|
| 3041 |
3041
Front Street Capital Management
Missoula,
Montana
| $648M | +$126M | +24% | 17.5% | 316% | 78 | 17.95% | 5.1 |
|
| 3042 |
3042
Almanack Investment Partners
Wayne,
Pennsylvania
| $647M | +$18.2M | +3% | 8.61% | 77.8% | 247 | 36.84% | 2.3 |
|
| 3043 |
3043
Tolleson Wealth Management
Dallas,
Texas
| $646M | +$61.3M | +10% | 6.58% | 56.2% | 90 | 6.67% | 3.9 |
|
| 3044 |
AIM
3044
Aigen Investment Management
New York
| $646M | -$83.4M | -11% | 6.16% | 55.5% | 1,138 | 66.96% | 0.3 |
|
| 3045 |
3045
Point72 Asia (Singapore)
Singapore
| $646M | +$82.8M | +15% | 16.2% | – | 1,302 | 68.13% | 0.2 |
|
| 3046 |
3046
Valley National Advisers
Bethlehem,
Pennsylvania
| $646M | +$33M | +5% | 8% | 87.2% | 913 | 19.17% | 5.2 |
|
| 3047 |
3047
Greystone Financial Group
Bloomfield Hills,
Michigan
| $645M | +$38.2M | +6% | 5.61% | 79.3% | 107 | 18.69% | 1.7 |
|
| 3048 |
3048
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $645M | +$87.8M | +16% | 6.63% | 71.4% | 182 | 8.79% | 4.1 |
|
| 3049 |
3049
Noesis Capital Mangement
Boca Raton,
Florida
| $644M | +$68.4M | +12% | 11.3% | 139% | 136 | 10.29% | 4.7 |
|
| 3050 |
3050
Montecito Bank & Trust
Santa Barbara,
California
| $644M | – | – | 6.61% | – | 274 | – | 6.1 |
|