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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
Human Investing
Lake Oswego,
Oregon
| $498M | +$34.7M | +8% | 6.23% | 56.9% | 99 | 12.12% | 2.9 |
|
| 3102 |
3102
Act Two Investors
Santa Cruz,
California
| $498M | +$34.9M | +8% | 5.81% | 53% | 52 | 17.31% | 2 |
|
| 3103 |
3103
Artia Global Partners
Miami,
Florida
| $498M | +$154M | +45% | 52.4% | 725% | 55 | 54.55% | 0.4 |
|
| 3104 |
3104
Crestone Asset Management
Boulder,
Colorado
| $497M | +$54.3M | +12% | 6.29% | 6.65% | 118 | 25.42% | 2.7 |
|
| 3105 |
3105
Tortoise Index Solutions
Overland Park,
Kansas
| $497M | -$41.3M | -8% | 8.17% | 52.2% | 65 | 4.62% | 5.6 |
|
| 3106 |
3106
Farmers Trust Company
Youngstown,
Ohio
| $497M | +$17.2M | +4% | 6.16% | 73.5% | 182 | 12.09% | 5.8 |
|
| 3107 |
3107
Spirit of America Management Corp
Syosset,
New York
| $496M | +$40.6M | +9% | 14.7% | 113% | 288 | 8.33% | 5 |
|
| 3108 |
3108
Crane Advisory
Fullerton,
California
| $496M | +$51.5M | +12% | 4.33% | 38.2% | 44 | 20.45% | 0.8 |
|
| 3109 |
3109
Ramirez Asset Management
New York
| $496M | +$2.68M | +0.5% | 9.64% | 86.8% | 417 | 15.59% | 0.4 |
|
| 3110 |
3110
Engine Capital Management
New York
| $495M | -$111M | -18% | 11.8% | 21.1% | 41 | 12.2% | 1.6 |
|
| 3111 |
3111
Oak Grove Capital
North Hampton,
New Hampshire
| $495M | +$119M | +32% | 21.5% | 470% | 59 | 20.34% | 2.5 |
|
| 3112 |
3112
RK Capital Management (Colorado)
Denver,
Colorado
| $495M | +$25.4M | +5% | 9.42% | 89% | 53 | 24.53% | 2.1 |
|
| 3113 |
3113
Glassman Wealth Services
Vienna,
Virginia
| $495M | -$211M | -30% | 8.22% | 62.6% | 1,979 | 90.85% | 3.3 |
|
| 3114 |
AA
3114
Ancient Art
Austin,
Texas
| $495M | -$105M | -17% | 20.5% | 168% | 18 | 16.67% | 2.6 |
|
| 3115 |
3115
Versor Investments
New York
| $495M | +$3.43M | +0.7% | 6.96% | 240% | 938 | 56.82% | 0.5 |
|
| 3116 |
3116
Boone Capital Management
Atlanta,
Georgia
| $494M | +$66M | +15% | 28.6% | 278% | 24 | 25% | 0.6 |
|
| 3117 |
3117
Hutchinson Capital Management
San Rafael,
California
| $494M | +$35.2M | +8% | 9.82% | 52.6% | 86 | 8.14% | 4.7 |
|
| 3118 |
3118
Bricktown Capital
Detroit,
Michigan
| $494M | +$27.9M | +6% | 4.79% | 46.2% | 25 | 20% | 1 |
|
| 3119 |
3119
Matthew Goff Investment Advisor
Houston,
Texas
| $494M | +$43.2M | +10% | 9.25% | 89.6% | 97 | 8.25% | 3.8 |
|
| 3120 |
3120
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $494M | +$472M | +2,140% | 5.55% | 44.3% | 108 | 74.07% | 0.5 |
|
| 3121 |
3121
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $494M | +$52.9M | +12% | 8.35% | 71.4% | 144 | 18.75% | 4.3 |
|
| 3122 |
3122
MA Private Wealth
San Carlos,
California
| $493M | +$24M | +5% | 6.46% | 57.5% | 80 | 20% | 2.4 |
|
| 3123 |
3123
Stablepoint Partners
Braintree,
Massachusetts
| $493M | +$103M | +26% | 8.7% | 92.8% | 239 | 11.3% | 0.2 |
|
| 3124 |
3124
Chandler Asset Management
San Diego,
California
| $493M | +$58.7M | +14% | 5.03% | 35.6% | 26 | 7.69% | 4.3 |
|
| 3125 |
3125
Columbia Asset Management
Ann Arbor,
Michigan
| $493M | -$200K | -0% | 7.16% | 94.1% | 165 | 0.61% | 6.4 |
|