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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
Scarborough Advisors
Annapolis,
Maryland
| $418M | +$21.1M | +5% | 4.8% | 63.3% | 80 | 22.5% | 0.8 |
|
| 3127 |
3127
FinTrust Capital Advisors
Greenville,
South Carolina
| $418M | +$5.11M | +1% | 3.28% | 23.6% | 1,207 | 2.4% | 3 |
|
| 3128 |
3128
Meritech Capital Associates V
Palo Alto,
California
| $418M | -$58.1M | -12% | 1.67% | 133% | 7 | 14.29% | 2 |
|
| 3129 |
3129
Colonial Trust
Spartanburg,
South Carolina
| $417M | +$24M | +6% | 7.35% | 75.5% | 983 | 13.12% | 0.5 |
|
| 3130 |
CT
3130
Chicago Trust
Grayslake,
Illinois
| $417M | +$18.6M | +5% | 6.75% | 85.9% | 318 | 9.75% | 3.8 |
|
| 3131 |
3131
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $417M | -$28.9M | -6% | 4.32% | 69.7% | 91 | 16.48% | 3.8 |
|
| 3132 |
3132
Tetrad Corporation
Omaha,
Nebraska
| $417M | +$28.5M | +7% | 7.73% | 45.6% | 3 | 0% | 10 |
|
| 3133 |
3133
McNamara Financial Services
Marshfield,
Massachusetts
| $417M | +$15M | +4% | 2.88% | 42.6% | 66 | 4.55% | 4.1 |
|
| 3134 |
3134
Emerald Advisors
Bellevue,
Washington
| $416M | +$28.5M | +7% | 8.01% | 71.8% | 81 | 4.94% | 2.3 |
|
| 3135 |
PWS
3135
Private Wealth Strategies
New Albany,
Ohio
| $416M | +$21.1M | +5% | 5.09% | 18.8% | 81 | 13.58% | 2.4 |
|
| 3136 |
3136
Huber Capital Management
El Segundo,
California
| $416M | +$12M | +3% | 4.03% | 70.4% | 88 | 7.95% | 5.1 |
|
| 3137 |
3137
Kelman-Lazarov Inc
Memphis,
Tennessee
| $416M | +$30.6M | +8% | 4.88% | 46.6% | 100 | 8% | 4.1 |
|
| 3138 |
3138
Tolleson Wealth Management
Dallas,
Texas
| $415M | +$27.9M | +7% | 5.26% | 56.2% | 83 | 15.66% | 2.7 |
|
| 3139 |
3139
Squadra Investments
Rio De Janeiro,
Brazil
| $414M | +$56.6M | +16% | 34.6% | 1.55% | 7 | 57.14% | 2 |
|
| 3140 |
3140
AWM Capital
Phoenix,
Arizona
| $414M | +$58.9M | +17% | 3.57% | 51.1% | 77 | 12.99% | 1.2 |
|
| 3141 |
3141
Bay Colony Advisors
Concord,
Massachusetts
| $414M | +$35.3M | +9% | 6.32% | 91.8% | 368 | 14.4% | 2.4 |
|
| 3142 |
3142
Leelyn Smith
Geneva,
Illinois
| $414M | +$23.2M | +6% | 6.1% | 77.3% | 121 | 14.88% | 2.9 |
|
| 3143 |
3143
G2 Investment Partners Management
New York
| $414M | +$57.1M | +16% | 27.9% | 1,145% | 124 | 58.06% | 0.9 |
|
| 3144 |
3144
Bellecapital
Zurich,
Switzerland
| $413M | +$11.4M | +3% | 8.11% | 152% | 202 | 25.74% | 3.1 |
|
| 3145 |
3145
Abacus Planning Group
Columbia,
South Carolina
| $413M | +$25.3M | +7% | 6.09% | 59.1% | 206 | 8.74% | 3.1 |
|
| 3146 |
3146
Meridian Wealth Advisors
Austin,
Texas
| $413M | +$13.9M | +3% | 7.54% | 79.9% | 192 | 6.77% | 3.2 |
|
| 3147 |
3147
Vise Technologies
New York
| $413M | +$33.5M | +9% | 5.3% | – | 377 | 22.55% | 0.9 |
|
| 3148 |
3148
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $413M | +$18.2M | +5% | 3.3% | 46.5% | 102 | 15.69% | 2 |
|
| 3149 |
3149
Ursa Fund Management
Danville,
California
| $413M | +$143M | +53% | 6.41% | 93.5% | 24 | 45.83% | 0.3 |
|
| 3150 |
3150
Engine Capital Management
New York
| $413M | +$73.6M | +22% | 7.62% | 21.1% | 44 | 27.27% | 1.1 |
|