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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
Perryman Financial Advisory
Dallas,
Texas
| $667M | -$14.5M | -2% | 0.4% | – | 179 | 7.26% | 0.2 |
|
| 3077 |
3077
Wellington Shields Capital Management
New York
| $666M | -$19.6M | -3% | 1.34% | 157% | 343 | 13.12% | 5.3 |
|
| 3078 |
3078
Bain Capital Prairie
Boston,
Massachusetts
| $666M | -$169M | -20% | 20.3% | – | 1 | 0% | 0.3 |
|
| 3079 |
3079
Counterpoint Mutual Funds
San Diego,
California
| $666M | -$684M | -51% | 0.28% | 74.3% | 530 | 80.57% | 0.2 |
|
| 3080 |
3080
Northwest Wealth Management
Spencer,
Iowa
| $665M | +$29.8M | +5% | 1.03% | 68.2% | 280 | 20% | 3.2 |
|
| 3081 |
3081
MainStreet Investment Advisors
Chicago,
Illinois
| $665M | -$31.1M | -4% | 0.34% | 61% | 170 | 13.53% | 4.2 |
|
| 3082 |
3082
Covenant Asset Management
Chester,
New Jersey
| $664M | -$180M | -21% | 0.32% | 177% | 183 | 11.48% | 4.2 |
|
| 3083 |
3083
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $664M | -$136M | -17% | 3.86% | 108% | 210 | 19.05% | 2.5 |
|
| 3084 |
3084
SC&H Financial Advisors
Sparks,
Maryland
| $663M | +$16.9M | +3% | 0.49% | 66.2% | 161 | 4.97% | 3.2 |
|
| 3085 |
3085
Gilman Hill Asset Management
New Canaan,
Connecticut
| $663M | +$27.9M | +4% | 4.84% | 54.2% | 240 | 12.08% | 4.9 |
|
| 3086 |
3086
Artemis Wealth Advisors
New York
| $662M | -$32.6M | -5% | 0.84% | 180% | 47 | 19.15% | 2.3 |
|
| 3087 |
3087
Fulcrum Asset Management
London,
United Kingdom
| $662M | +$302M | +84% | 14.5% | – | 233 | 28.33% | 0.6 |
|
| 3088 |
3088
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $661M | -$6.22M | -0.9% | 6.5% | 224% | 167 | 32.34% | 1.2 |
|
| 3089 |
3089
Decheng Capital
Menlo Park,
California
| $661M | -$82.1M | -11% | 28.9% | – | 19 | 26.32% | 1.8 |
|
| 3090 |
3090
Optas LLC
Austin,
Texas
| $661M | +$21.5M | +3% | 2.92% | 118% | 547 | 27.24% | 1.9 |
|
| 3091 |
3091
Globeflex Capital
San Diego,
California
| $661M | +$7.54M | +1% | 8.08% | 186% | 466 | 31.12% | 2 |
|
| 3092 |
3092
Heritage Investment Group
Pompano Beach,
Florida
| $661M | +$3.81M | +0.6% | 0.94% | 54.5% | 128 | 4.69% | 2.8 |
|
| 3093 |
3093
Regatta Capital Group
El Segundo,
California
| $661M | -$1.34M | -0.2% | 2.54% | 78.1% | 225 | 10.67% | 2.8 |
|
| 3094 |
3094
Freemont Management
Vaud,
Switzerland
| $661M | +$87.7M | +15% | 0.66% | 102% | 150 | 28.67% | 1.6 |
|
| 3095 |
3095
Affinity Wealth Management
Wilmington,
Delaware
| $661M | -$42.8M | -6% | 2.14% | 116% | 116 | 18.97% | 3.2 |
|
| 3096 |
3096
Arosa Capital Management
Miami Beach,
Florida
| $660M | -$135M | -17% | 37.7% | 536% | 113 | 66.37% | 0.3 |
|
| 3097 |
3097
United Capital Management of KS
Salina,
Kansas
| $660M | -$53.5M | -7% | 2.17% | 295% | 130 | 32.31% | 2.7 |
|
| 3098 |
3098
Chandler Asset Management
San Diego,
California
| $659M | +$27.5M | +4% | 0.3% | 35.6% | 26 | 26.92% | 5.7 |
|
| 3099 |
3099
Parker Investment Management
Menlo Park,
California
| $659M | -$46.7M | -7% | 2.77% | 208% | 51 | 33.33% | 3.8 |
|
| 3100 |
3100
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $659M | -$10.3M | -2% | 2.41% | 81% | 897 | 8.14% | 4.4 |
|