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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Howard Capital Management
Roswell,
Georgia
| $290M | +$53.1M | +22% | 11.1% | 144% | 44 | 27.27% | 0.7 |
|
| 3102 |
3102
Cumberland Advisors
Sarasota,
Florida
| $290M | -$63.7M | -18% | 8.48% | 73.5% | 81 | 23.46% | 1.5 |
|
| 3103 |
3103
Mass General Brigham
Somerville,
Massachusetts
| $290M | -$146M | -34% | 7.38% | – | 3 | 0% | 0.5 |
|
| 3104 |
3104
Nations Financial Group
Cedar Rapids,
Iowa
| $290M | +$12M | +4% | 7.18% | 105% | 301 | 9.63% | 1.7 |
|
| 3105 |
3105
Archford Capital Strategies
Swansea,
Illinois
| $290M | +$22M | +8% | 7.59% | 87.4% | 224 | 9.82% | 2.9 |
|
| 3106 |
3106
Family Management
New York
| $290M | +$21.5M | +8% | 7.26% | 69% | 215 | 26.98% | 1.4 |
|
| 3107 |
3107
Summit Wealth Partners
Orlando,
Florida
| $289M | – | – | 4.3% | 44.9% | 118 | – | 0 |
|
| 3108 |
PGCM
3108
Prescott Group Capital Management
Tulsa,
Oklahoma
| $289M | -$36.5M | -11% | 3.76% | 148% | 154 | 20.13% | 2.5 |
|
| 3109 |
3109
Blue Pool Management
Causeway Bay,
Hong Kong
| $288M | +$35.5M | +14% | 14.6% | 72.8% | 23 | 13.04% | 1.1 |
|
| 3110 |
BRCA
3110
Birch Run Capital Advisors
Dallas,
Texas
| $288M | -$42.8M | -13% | 6.9% | 8.22% | 21 | 19.05% | 2.6 |
|
| 3111 |
3111
Shulman DeMeo Asset Management
Lake Success,
New York
| $288M | -$9.9M | -3% | 7.66% | 79.3% | 146 | 20.55% | 0.7 |
|
| 3112 |
3112
FCA Corp
Houston,
Texas
| $288M | +$19.9M | +7% | 5.88% | 57.4% | 181 | 16.02% | 3.3 |
|
| 3113 |
3113
SeaBridge Investment Advisors
Summit,
New Jersey
| $288M | -$4.68M | -2% | 6.96% | 128% | 269 | 8.55% | 3.5 |
|
| 3114 |
3114
Martin Investment Management
Palm Beach Gardens,
Florida
| $288M | -$120M | -29% | 9.56% | 44% | 47 | 6.38% | 3.3 |
|
| 3115 |
3115
Huber Financial Advisors
Lincolnshire,
Illinois
| $288M | +$31.9M | +12% | 4.59% | – | 127 | 8.66% | 1.5 |
|
| 3116 |
SL
3116
SWF LLC
Omaha,
Nebraska
| $288M | +$106M | +59% | 8.72% | 87.4% | 2 | 0% | 2 |
|
| 3117 |
3117
Lafayette Investments
Ashton,
Maryland
| $288M | +$11.1M | +4% | 7.46% | 77.9% | 87 | 4.6% | 4 |
|
| 3118 |
3118
Hohimer Wealth Management
Seattle,
Washington
| $288M | – | – | 9.4% | 99.7% | 223 | – | 0 |
|
| 3119 |
3119
Mirova
Paris,
France
| $287M | -$524M | -65% | 5.65% | 64.6% | 193 | 42.49% | 0.5 |
|
| 3120 |
3120
Lindbrook Capital
Calabasas,
California
| $287M | +$22.5M | +8% | 8.56% | 35.8% | 1,600 | 13.13% | 0.8 |
|
| 3121 |
3121
Plante Moran Financial Advisors
Southfield,
Michigan
| $287M | -$56.1M | -16% | 4.51% | 62.8% | 966 | 32.09% | 3.3 |
|
| 3122 |
SA
3122
Strategic Advisors
New York
| $287M | +$20.5M | +8% | 8.52% | 106% | 172 | 9.88% | 3.2 |
|
| 3123 |
MCL
3123
MIK Capital LP
New York
| $287M | – | – | 11.1% | – | 34 | – | 0 |
|
| 3124 |
WCMN
3124
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $287M | +$32M | +13% | 9.52% | 121% | 42 | 11.9% | 4.3 |
|
| 3125 |
3125
Raffa Wealth Management
Washington,
District of Columbia
| $287M | +$6.57M | +2% | 3.21% | 35.8% | 749 | 1.74% | 0.3 |
|