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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Strid Group
Newtown Square,
Pennsylvania
| $443M | +$36.4M | +9% | 6.12% | 50.4% | 38 | 0% | 2.3 |
|
| 3052 |
3052
Adams Natural Resources Fund
Baltimore,
Maryland
| $443M | +$37.4M | +9% | 9.96% | 50.6% | 57 | 7.02% | 4.4 |
|
| 3053 |
3053
Marietta Wealth Management
Marietta,
Georgia
| $443M | +$41.7M | +10% | 7.4% | 93% | 116 | 4.31% | 2.7 |
|
| 3054 |
3054
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $443M | +$50M | +13% | 5.32% | 71.4% | 133 | 20.3% | 3.2 |
|
| 3055 |
3055
Capital Insight Partners
Scottsdale,
Arizona
| $443M | +$31.1M | +8% | 5.88% | 51.7% | 151 | 5.3% | 2.2 |
|
| 3056 |
3056
Roble Belko & Company
Sewickley,
Pennsylvania
| $442M | +$27.8M | +7% | 6.01% | 53.3% | 354 | 4.8% | 3.4 |
|
| 3057 |
3057
Mirador Capital Partners
Pleasanton,
California
| $442M | +$52.5M | +13% | 7.73% | 120% | 212 | 21.23% | 2.1 |
|
| 3058 |
3058
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $442M | +$51.4M | +13% | 16.7% | 215% | 93 | 20.43% | 0.6 |
|
| 3059 |
3059
Arkansas Financial Group
Little Rock,
Arkansas
| $442M | +$23.7M | +6% | 3.89% | 41.4% | 46 | 6.52% | 3.4 |
|
| 3060 |
3060
Heard Capital LLC
Chicago,
Illinois
| $441M | +$84.7M | +24% | 11.9% | 161% | 62 | 58.06% | 0.6 |
|
| 3061 |
3061
Disciplina Capital Management
Nashville,
Tennessee
| $441M | -$2.82M | -0.6% | 5.14% | 30% | 52 | 0% | 1 |
|
| 3062 |
3062
Ten Capital Wealth Advisors
Spokane,
Washington
| $441M | +$31.6M | +8% | 5.16% | 25% | 499 | 25.85% | 0.4 |
|
| 3063 |
3063
TRB Advisors
New York
| $441M | +$181M | +70% | 13.9% | 64% | 15 | 33.33% | 2 |
|
| 3064 |
3064
Northwest Bancshares
Warren,
Pennsylvania
| $441M | +$17.8M | +4% | 4.72% | 84.8% | 241 | 4.98% | 1.9 |
|
| 3065 |
GPC
3065
Guardian Point Capital
Charlottesville,
Virginia
| $441M | +$42.5M | +11% | 11.8% | 142% | 22 | 27.27% | 1.5 |
|
| 3066 |
3066
Exane Derivatives
Paris,
France
| $441M | +$91.2M | +26% | 7.67% | 42.7% | 1,099 | 25.2% | 1.8 |
|
| 3067 |
3067
Model Capital Management
Wellesley,
Massachusetts
| $441M | -$36.1M | -8% | 0.01% | – | 10 | 90% | 0.2 |
|
| 3068 |
3068
Exane Asset Management
Paris,
France
| $441M | +$181M | +69% | 5.05% | 74.5% | 22 | 54.55% | 0.4 |
|
| 3069 |
3069
Opus Capital Group
Cincinnati,
Ohio
| $441M | +$24.2M | +6% | 4.77% | 49.7% | 144 | 18.06% | 3.4 |
|
| 3070 |
3070
Private Capital Group
West Hartford,
Connecticut
| $440M | +$37.1M | +9% | 6.58% | 30.1% | 2,263 | 10.83% | 2.4 |
|
| 3071 |
3071
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $439M | +$25.6M | +6% | 7.03% | 117% | 204 | 4.41% | 3.7 |
|
| 3072 |
3072
Divergent Wealth Advisors
South Jordan,
Utah
| $439M | +$15.3M | +4% | 4.19% | 14.7% | 16 | 0% | 2.8 |
|
| 3073 |
3073
Marietta Investment Partners
Milwaukee,
Wisconsin
| $439M | +$33.8M | +8% | 9.42% | 160% | 184 | 10.87% | 3.1 |
|
| 3074 |
ARMC
3074
American Research & Management Company
Marion,
Massachusetts
| $439M | +$23.9M | +6% | 9.51% | 35.1% | 402 | 9.95% | 4.2 |
|
| 3075 |
3075
Zeal Asset Management
Central,
Hong Kong
| $438M | +$169M | +63% | 33.6% | 26.9% | 9 | 22.22% | 0.8 |
|