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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Global Assets Advisory
Orlando,
Florida
| $531M | +$350M | +193% | 2.05% | 95.9% | 269 | 47.58% | 0.4 |
|
| 3077 |
3077
S-Bank Fund Management
Helsinki,
Finland
| $531M | – | – | 5.24% | – | 192 | – | 0 |
|
| 3078 |
3078
Huber Capital Management
El Segundo,
California
| $531M | +$29M | +6% | 1.87% | 70.4% | 108 | 4.63% | 4.6 |
|
| 3079 |
3079
Liquid Strategies
Atlanta,
Georgia
| $531M | +$45.1M | +9% | 2.31% | 52.4% | 18 | 44.44% | 2.2 |
|
| 3080 |
3080
Numerai
San Francisco,
California
| $530M | +$165M | +45% | 7.85% | 52.7% | 611 | 56.14% | 0.3 |
|
| 3081 |
3081
Chandler Asset Management
San Diego,
California
| $530M | +$7.15M | +1% | 1.61% | 35.6% | 26 | 15.38% | 5.6 |
|
| 3082 |
3082
Pilgrim Global Advisors
Reno,
Nevada
| $530M | -$17.8M | -3% | 0.8% | – | 4 | 0% | 1 |
|
| 3083 |
3083
Security National Bank
Omaha,
Nebraska
| $529M | -$172M | -24% | 1.93% | 125% | 344 | 15.41% | 2.2 |
|
| 3084 |
3084
Unique Wealth
Clearwater,
Florida
| $529M | +$49.4M | +10% | 2.04% | 68.5% | 172 | 29.65% | 1.1 |
|
| 3085 |
CFGSD
3085
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $529M | +$1.24M | +0.2% | 3.08% | 72% | 99 | 11.11% | 2 |
|
| 3086 |
AA
3086
AF Advisors
Sacramento,
California
| $529M | -$195M | -27% | 7.29% | 14.8% | 24 | 20.83% | 2.7 |
|
| 3087 |
3087
Dividend Assets Capital
Ridgeland,
South Carolina
| $528M | +$13M | +3% | 0.63% | 67.4% | 147 | 10.88% | 6.9 |
|
| 3088 |
3088
Covalis Capital
London,
United Kingdom
| $528M | -$156M | -23% | 3.55% | 37.9% | 93 | 77.42% | 0.2 |
|
| 3089 |
3089
Hexagon Capital Partners
Rogers,
Arkansas
| $528M | -$22.1M | -4% | 3.13% | 104% | 1,965 | 13.28% | 2.4 |
|
| 3090 |
3090
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $528M | +$2.95M | +0.6% | 2.73% | 68.2% | 761 | 16.69% | 3.1 |
|
| 3091 |
3091
Engine Capital Management
New York
| $528M | -$19.2M | -4% | 2.55% | 21.1% | 38 | 18.42% | 1.7 |
|
| 3092 |
ACPLP
3092
Amberjack Capital Partners, L.P.
Houston,
Texas
| $527M | +$117M | +29% | 28.6% | – | 1 | 0% | 0.3 |
|
| 3093 |
3093
Allied Investment Advisors
Billings,
Montana
| $527M | +$31.2M | +6% | 1.16% | 68.4% | 88 | 12.5% | 3.9 |
|
| 3094 |
3094
KPP Advisory Services
Louisville,
Kentucky
| $527M | +$103M | +24% | 3.92% | 87.9% | 311 | 23.15% | 0.9 |
|
| 3095 |
3095
American Money Management
Rancho Santa Fe,
California
| $527M | +$14.7M | +3% | 1.34% | 65% | 141 | 5.67% | 5.1 |
|
| 3096 |
3096
Oasis Management Company
Grand Cayman,
Cayman Islands
| $527M | +$53M | +11% | 5.05% | 368% | 98 | 31.63% | 0.9 |
|
| 3097 |
3097
Towercrest Capital Management
Newtown,
Pennsylvania
| $526M | -$92.4M | -15% | 0.89% | 42.6% | 104 | 16.35% | 5.9 |
|
| 3098 |
3098
West Financial Advisors
Des Moines,
Iowa
| $526M | +$7.6M | +1% | 0.92% | 49.1% | 226 | 19.47% | 2.2 |
|
| 3099 |
3099
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $526M | -$11.6M | -2% | 1.49% | 81.8% | 80 | 6.25% | 7.2 |
|
| 3100 |
3100
Alpha Capital Management
Austin,
Texas
| $526M | -$19.5M | -4% | 3.82% | 88% | 119 | 7.56% | 4.4 |
|