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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Terril Brothers
St. Louis,
Missouri
| $427M | +$33.9M | +9% | 3.46% | 94.4% | 68 | 16.18% | 3.2 |
|
| 3127 |
PWMAG
3127
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $427M | +$70.8M | +20% | 5.99% | 90.7% | 234 | 19.23% | 2.9 |
|
| 3128 |
RIM
3128
Regent Investment Management
Louisville,
Kentucky
| $427M | +$29.4M | +7% | 7.59% | 44% | 218 | 10.09% | 4.6 |
|
| 3129 |
3129
Thames Capital Management
Roseland,
New Jersey
| $426M | -$7.2M | -2% | 11.1% | 1,177% | 67 | 44.78% | 1 |
|
| 3130 |
3130
Cumberland Advisors
Sarasota,
Florida
| $426M | +$22.8M | +6% | 7.76% | 73.5% | 67 | 13.43% | 2.4 |
|
| 3131 |
3131
Mainstay Capital Management
Grand Blanc,
Michigan
| $426M | +$103M | +32% | 6.13% | 131% | 142 | 25.35% | 1.6 |
|
| 3132 |
3132
Alpha Capital Management
Austin,
Texas
| $426M | +$34M | +9% | 10.5% | 88% | 122 | 13.93% | 2.5 |
|
| 3133 |
EVM
3133
Evelyn V. Moreno
| $426M | +$6.37M | +2% | 8.71% | 39.4% | 62 | 12.9% | 5.5 |
|
| 3134 |
3134
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $426M | +$23.4M | +6% | 3.61% | 26.4% | 4 | 75% | 0.4 |
|
| 3135 |
3135
Aristides Capital
Louisville,
Kentucky
| $426M | +$178M | +72% | 14.9% | 126% | 166 | 36.75% | 0.5 |
|
| 3136 |
3136
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $426M | -$4.77M | -1% | 11.2% | 172% | 9 | 22.22% | 0.9 |
|
| 3137 |
3137
Welch Capital Partners
Harrison,
New York
| $425M | +$42.1M | +11% | 11% | 79.2% | 23 | 8.7% | 3.3 |
|
| 3138 |
3138
Wealth Alliance
Mellville,
New York
| $425M | +$67.7M | +19% | 7.12% | 75.7% | 435 | 14.48% | 0.9 |
|
| 3139 |
3139
MidWestOne Financial Group
Iowa City,
Iowa
| $424M | +$10.5M | +3% | 1.65% | 62.7% | 235 | 11.91% | 1.2 |
|
| 3140 |
3140
AGF Investments America
Toronto,
Ontario, Canada
| $424M | +$28.2M | +7% | 7.48% | 72.1% | 77 | 6.49% | 3.3 |
|
| 3141 |
3141
McDonald Partners
Cleveland,
Ohio
| $423M | +$34M | +9% | 7.18% | 90.7% | 307 | 6.84% | 0.5 |
|
| 3142 |
3142
Glovista Investments
Jersey City,
New Jersey
| $423M | +$94.9M | +29% | 4.2% | 2.48% | 121 | 26.45% | 2.4 |
|
| 3143 |
CT
3143
Chicago Trust
Grayslake,
Illinois
| $423M | +$131M | +45% | 6.55% | 85.9% | 323 | 36.84% | 2.3 |
|
| 3144 |
3144
Harber Asset Management
Asheville,
North Carolina
| $422M | +$72.4M | +21% | 6.86% | 63.6% | 40 | 32.5% | 1.3 |
|
| 3145 |
3145
Realta Investment Advisors
Wilmington,
Delaware
| $422M | +$41.5M | +11% | 8.73% | 151% | 413 | 13.08% | 1.4 |
|
| 3146 |
3146
Sargent Investment Group
Bethesda,
Maryland
| $421M | +$41.7M | +11% | 9.84% | 113% | 222 | 15.77% | 1.5 |
|
| 3147 |
3147
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $421M | -$59.4M | -12% | 5.74% | 60.5% | 204 | 49.02% | 0.7 |
|
| 3148 |
PI
3148
Pennant Investors
Summit,
New Jersey
| $421M | +$58.5M | +16% | 7.57% | 372% | 24 | 25% | 1.3 |
|
| 3149 |
3149
Deer VII & Co
Larchmont,
New York
| $421M | +$39.5M | +10% | 11.7% | 241% | 2 | 50% | 2 |
|
| 3150 |
MCG
3150
McCollum Christoferson Group
Amherst,
New York
| $421M | +$27M | +7% | 6.93% | 59.4% | 73 | 5.48% | 2.4 |
|