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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
Marquette Asset Management
Minneapolis,
Minnesota
| $422M | +$18.5M | +5% | 2.99% | 69.6% | 320 | 18.13% | 2.1 |
|
| 3052 |
3052
EFG Asset Management
Portland,
Oregon
| $421M | -$44.9M | -10% | 3.52% | 211% | 207 | 14.49% | 1.1 |
|
| 3053 |
3053
Mitchell Capital Management
Leawood,
Kansas
| $421M | -$16.3M | -4% | 1.04% | 234% | 119 | 10.08% | 3.7 |
|
| 3054 |
3054
FengHe Fund Management
Singapore
| $421M | -$84.8M | -17% | 2.61% | 902% | 20 | 35% | 0.5 |
|
| 3055 |
3055
Manitou Investment Management
Toronto,
Ontario, Canada
| $421M | +$509K | +0.1% | 2.25% | 69.3% | 69 | 26.09% | 2.5 |
|
| 3056 |
3056
Hudock Inc
Williamsport,
Pennsylvania
| $419M | -$3.12M | -0.7% | 3.58% | 69.7% | 159 | 6.92% | 7 |
|
| 3057 |
3057
TFC Financial Management
Boston,
Massachusetts
| $419M | +$12.4M | +3% | 3.04% | 66.9% | 713 | 15.15% | 2 |
|
| 3058 |
AWAM
3058
Appian Way Asset Management
New York
| $419M | +$141M | +51% | 3.29% | 49.4% | 66 | 81.82% | 0.2 |
|
| 3059 |
3059
Gifford Fong Associates
Lafayette,
California
| $418M | -$7.89M | -2% | 1.16% | 180% | 141 | 0% | 4.9 |
|
| 3060 |
3060
Wedgewood Partners
St Louis,
Missouri
| $418M | -$202M | -33% | 1.39% | 78.1% | 38 | 50% | 4.6 |
|
| 3061 |
3061
Crestone Asset Management
Boulder,
Colorado
| $418M | -$36.7M | -8% | 4.44% | 6.65% | 123 | 40.65% | 2.1 |
|
| 3062 |
3062
Advanced Asset Management Advisors
Dublin,
Ohio
| $417M | -$14.3M | -3% | 2.97% | 93.6% | 96 | 7.29% | 4.1 |
|
| 3063 |
3063
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $417M | -$5.81M | -1% | 5.5% | 95.4% | 33 | 0% | 6.3 |
|
| 3064 |
3064
EFG Asset Management (Americas)
Miami,
Florida
| $417M | -$14.9M | -3% | 3.39% | 112% | 145 | 10.34% | 3.3 |
|
| 3065 |
3065
Bulltick Wealth Management
Miami,
Florida
| $416M | -$34.1M | -8% | 2.78% | 58.2% | 136 | 22.79% | 1.5 |
|
| 3066 |
3066
Sapience Investments
Newport Beach,
California
| $416M | -$28.5M | -6% | 2.16% | 54.9% | 79 | 10.13% | 3.2 |
|
| 3067 |
3067
Cooper Financial Group
Irvine,
California
| $416M | +$12.7M | +3% | 2.6% | 87.2% | 344 | 13.95% | 1.9 |
|
| 3068 |
3068
Bay Colony Advisors
Concord,
Massachusetts
| $416M | +$1.67M | +0.4% | 2.81% | 91.8% | 382 | 17.54% | 2.6 |
|
| 3069 |
3069
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $416M | +$157M | +60% | 0.69% | 135% | 195 | 79.49% | 0.3 |
|
| 3070 |
3070
Tolleson Wealth Management
Dallas,
Texas
| $416M | +$964K | +0.2% | 3.01% | 56.2% | 82 | 8.54% | 3.1 |
|
| 3071 |
3071
Matthew Goff Investment Advisor
Houston,
Texas
| $415M | -$10.5M | -2% | 2.87% | 89.6% | 95 | 8.42% | 3.7 |
|
| 3072 |
EWA
3072
ERTS Wealth Advisors
Marquette,
Michigan
| $415M | -$13.9M | -3% | 3.74% | 39.3% | 92 | 11.96% | 3.4 |
|
| 3073 |
3073
Sargent Investment Group
Bethesda,
Maryland
| $415M | +$3.41M | +0.8% | 2.32% | 113% | 219 | 14.61% | 2.8 |
|
| 3074 |
3074
Tamar Securities
Woodland Hills,
California
| $415M | +$8.04M | +2% | 3.31% | 84.8% | 75 | 6.67% | 1.9 |
|
| 3075 |
3075
Sunflower Bank
Dallas,
Texas
| $415M | -$15.4M | -4% | 2.59% | 42.7% | 113 | 8.85% | 2.8 |
|