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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
Resource Consulting Group
Orlando,
Florida
| $351M | +$119M | +51% | 5.77% | – | 73 | 52.05% | 0.5 |
|
| 3127 |
3127
Covenant Asset Management
Chester,
New Jersey
| $351M | +$35.9M | +11% | 0.31% | 177% | 172 | 12.79% | 3 |
|
| 3128 |
MTC
3128
Matrix Trust Company
Denver,
Colorado
| $351M | -$11.4M | -3% | 7.19% | 51.4% | 54 | 12.96% | 1.4 |
|
| 3129 |
3129
Siguler Guff Advisers
New York
| $351M | -$56.2M | -14% | 8.69% | 37.7% | 6 | 16.67% | 1.4 |
|
| 3130 |
3130
Armbruster Capital Management
Pittsford,
New York
| $351M | -$19.2M | -5% | 6.83% | 66.7% | 111 | 7.21% | 3.9 |
|
| 3131 |
3131
Paragon Capital Management (Colorado)
Denver,
Colorado
| $350M | -$7.61M | -2% | 1.17% | 109% | 168 | 28.57% | 2.7 |
|
| 3132 |
3132
Nicolet Bankshares
Green Bay,
Wisconsin
| $350M | -$33.5M | -9% | 4.62% | 75.5% | 205 | 13.17% | 4.7 |
|
| 3133 |
3133
Sanford Advisory Services
Portage,
Michigan
| $350M | -$3.7M | -1% | 4.18% | – | 120 | 14.17% | 1.4 |
|
| 3134 |
3134
Ironwood Investment Counsel
Scottsdale,
Arizona
| $350M | -$5.72M | -2% | 4.31% | 64% | 198 | 12.12% | 5 |
|
| 3135 |
3135
Partners in Financial Planning
Salem,
Virginia
| $350M | +$35.5M | +11% | 5.81% | 38.9% | 95 | 6.32% | 1.2 |
|
| 3136 |
3136
Tetrad Corporation
Omaha,
Nebraska
| $350M | -$19.9M | -5% | 3.87% | 45.6% | 4 | 25% | 9.3 |
|
| 3137 |
3137
Formula Growth
Montreal,
Quebec, Canada
| $350M | -$11.1M | -3% | 1.64% | 118% | 146 | 23.97% | 2.9 |
|
| 3138 |
3138
Marathon Capital Management
Hunt Valley,
Maryland
| $350M | +$40.4M | +13% | 1.98% | 74% | 164 | 17.07% | 2.2 |
|
| 3139 |
3139
Shah Capital Management
Raleigh,
North Carolina
| $350M | -$35.8M | -9% | 2.56% | 287% | 14 | 21.43% | 3.6 |
|
| 3140 |
3140
Voss Capital
Houston,
Texas
| $350M | +$41.5M | +13% | 6.25% | 78.4% | 52 | 42.31% | 0.9 |
|
| 3141 |
3141
Matthew Goff Investment Advisor
Houston,
Texas
| $350M | -$21.5M | -6% | 5.87% | 89.6% | 82 | 9.76% | 3.4 |
|
| 3142 |
3142
Abundance Wealth Counselors
State College,
Pennsylvania
| $350M | -$19M | -5% | 4.62% | 107% | 145 | 2.76% | 1 |
|
| 3143 |
3143
Astor Investment Management
Chicago,
Illinois
| $350M | -$23.6M | -6% | 1.75% | 23.3% | 31 | 32.26% | 1.6 |
|
| 3144 |
3144
Martel Wealth Advisors
Vancouver,
Washington
| $349M | -$16.9M | -5% | 5.32% | 43.4% | 48 | 4.17% | 3.3 |
|
| 3145 |
3145
Titan Global Capital Management USA
New York
| $349M | -$61.6M | -15% | 2.1% | 191% | 51 | 25.49% | 1 |
|
| 3146 |
3146
Cambridge Advisors
Omaha,
Nebraska
| $349M | -$16.9M | -5% | 5.82% | 58.6% | 182 | 7.14% | 4.9 |
|
| 3147 |
3147
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $348M | -$70.2M | -17% | 5.96% | 71.4% | 139 | 14.39% | 3.9 |
|
| 3148 |
3148
McNamara Financial Services
Marshfield,
Massachusetts
| $348M | -$4.99M | -1% | 6.6% | 42.6% | 60 | 6.67% | 3.9 |
|
| 3149 |
3149
Strategic Wealth Investment Group
Louisville,
Kentucky
| $348M | -$51.4M | -13% | 5.06% | – | 136 | 28.68% | 1.6 |
|
| 3150 |
3150
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $348M | -$135M | -28% | 24.5% | 39.2% | 8 | 50% | 0.8 |
|