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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 |
AO
3126
Allen Operations
New York
| $374M | -$581K | -0.2% | 4.3% | 218% | 44 | 6.82% | 3.5 |
|
| 3127 |
3127
Scarborough Advisors
Annapolis,
Maryland
| $373M | +$52.4M | +16% | 7.42% | 63.3% | 62 | 29.03% | 0.7 |
|
| 3128 |
RIM
3128
Regent Investment Management
Louisville,
Kentucky
| $373M | +$30.6M | +9% | 11.3% | 44% | 203 | 4.93% | 5.9 |
|
| 3129 |
3129
Cambridge Advisors
Omaha,
Nebraska
| $373M | +$23.6M | +7% | 7.91% | 58.6% | 186 | 9.14% | 4.9 |
|
| 3130 |
3130
Endeavour Capital Advisors
Greenwich,
Connecticut
| $372M | -$60.1M | -14% | 4.85% | 105% | 49 | 14.29% | 2.9 |
|
| 3131 |
3131
Symmetry Investments
St Helier,
Jersey
| $372M | -$71.1M | -16% | 13.1% | 148% | 154 | 72.73% | 0.4 |
|
| 3132 |
3132
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $372M | +$10.5M | +3% | 10.1% | 60.5% | 139 | 12.95% | 1.7 |
|
| 3133 |
3133
Ackerman Capital Advisors
Dallas,
Texas
| $372M | +$20.5M | +6% | 6.44% | 46.4% | 120 | 28.33% | 2 |
|
| 3134 |
3134
5AM Venture Management
San Francisco,
California
| $372M | -$150M | -29% | 8.74% | 546% | 23 | 17.39% | 1.5 |
|
| 3135 |
3135
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $372M | +$15.3M | +4% | 6.42% | 99.9% | 72 | 8.33% | 4.8 |
|
| 3136 |
3136
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $372M | +$38.9M | +12% | 0.6% | 47.9% | 129 | 13.95% | 0.8 |
|
| 3137 |
3LCM
3137
3D/L Capital Management
Hartford,
Connecticut
| $372M | +$34.9M | +10% | 9.76% | 13.9% | 113 | 17.7% | 1.4 |
|
| 3138 |
3138
SOA Wealth Advisors
New York
| $372M | +$39.4M | +12% | 7.53% | 79.1% | 1,033 | 7.84% | 1.7 |
|
| 3139 |
3139
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $371M | +$245M | +194% | 5.09% | 53.4% | 81 | 45.68% | 0.5 |
|
| 3140 |
3140
Crestview Partners III
New York
| $371M | -$32.2M | -8% | 5.05% | 51.2% | 3 | 66.67% | 2.8 |
|
| 3141 |
3141
Security National Bank
Omaha,
Nebraska
| $371M | +$12.3M | +3% | 9.92% | 125% | 107 | 13.08% | 3.1 |
|
| 3142 |
AW
3142
Atlas Wealth
Cincinnati,
Ohio
| $371M | – | – | 7.22% | 43.5% | 128 | – | 0 |
|
| 3143 |
3143
Physician Wealth Advisors
Midvale,
Utah
| $371M | +$45.2M | +14% | 8.09% | 79.9% | 159 | 13.84% | 2.4 |
|
| 3144 |
3144
Providence Capital Advisors
Charlotte,
North Carolina
| $370M | +$36.9M | +11% | 11.7% | 47.4% | 350 | 18.29% | 2.7 |
|
| 3145 |
3145
WNY Asset Management
Williamsville,
New York
| $370M | +$94.2M | +34% | 7.74% | – | 195 | 20% | 1.3 |
|
| 3146 |
3146
Investors Research Corp
Atlanta,
Georgia
| $370M | +$43.1M | +13% | 11% | 62.1% | 1,167 | 3.17% | 2.9 |
|
| 3147 |
3147
Manchester Financial
Westlake Village,
California
| $370M | +$22.1M | +6% | 3.82% | 73% | 105 | 15.24% | 2.2 |
|
| 3148 |
3148
AlpInvest Partners
Amsterdam,
Netherlands
| $369M | +$23.6M | +7% | 4.51% | 138% | 33 | 45.45% | 0.8 |
|
| 3149 |
3149
Tolleson Wealth Management
Dallas,
Texas
| $369M | +$37.4M | +11% | 9.74% | 56.2% | 78 | 12.82% | 2.5 |
|
| 3150 |
FPFS
3150
First Personal Financial Services
Charlotte,
North Carolina
| $369M | +$25.1M | +7% | 10.4% | 31.5% | 446 | 14.13% | 4.3 |
|