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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
D.L. Carlson Investment Group
Concord,
New Hampshire
| $520M | -$40.7M | -7% | 0.41% | 113% | 155 | 17.42% | 4.2 |
|
| 3127 |
3127
Aspen Grove Capital
Avon,
Colorado
| $520M | +$48.5M | +10% | 1.79% | 90% | 241 | 19.5% | 1.5 |
|
| 3128 |
JC
3128
JBF Capital
Aspen,
Colorado
| $520M | -$64.8M | -11% | 6.2% | 93.6% | 83 | 30.12% | 2.4 |
|
| 3129 |
3129
Intelligence Driven Advisers
Carlsbad,
California
| $519M | -$12.5M | -2% | 1.71% | 65.6% | 119 | 25.21% | 2.2 |
|
| 3130 |
3130
IFG Advisors
St. Louis,
Missouri
| $519M | +$16.1M | +3% | 1.62% | 78.7% | 153 | 8.5% | 3.3 |
|
| 3131 |
3131
Tufton Capital Management
Hunt Valley,
Maryland
| $519M | -$9.5M | -2% | 0.05% | 96.1% | 124 | 6.45% | 7.9 |
|
| 3132 |
3132
Pasadena Private Wealth
Pasadena,
California
| $519M | +$31.2M | +6% | 2.41% | 53% | 209 | 36.36% | 1.8 |
|
| 3133 |
SA
3133
Strategic Advisors
New York
| $519M | -$34.7M | -6% | 4.13% | 106% | 206 | 13.59% | 5 |
|
| 3134 |
3134
Tolleson Wealth Management
Dallas,
Texas
| $519M | +$31M | +6% | 0.28% | 56.2% | 107 | 23.36% | 3.7 |
|
| 3135 |
3135
111 Capital
Paris,
France
| $518M | +$41.8M | +9% | 1.65% | – | 649 | 72.42% | 0.1 |
|
| 3136 |
3136
AssuredPartners Investment Advisors
Tampa,
Florida
| $518M | +$4.88M | +1% | 1.92% | – | 344 | 12.5% | 0.2 |
|
| 3137 |
3137
Martin & Co
Knoxville,
Tennessee
| $518M | +$114M | +28% | 0.06% | 67.8% | 104 | 2.88% | 9.1 |
|
| 3138 |
3138
Vega Investment Solutions
Paris,
France
| $518M | +$396M | +326% | 2.45% | – | 211 | 66.82% | 0.1 |
|
| 3139 |
YLHM
3139
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $518M | -$56.6M | -10% | 5.43% | 144% | 105 | 12.38% | 1.2 |
|
| 3140 |
3140
FRG Family Wealth Advisors
Bellevue,
Washington
| $518M | -$33.2M | -6% | 4% | 76.4% | 148 | 4.73% | 6.2 |
|
| 3141 |
3141
Morton Capital Management
Calabasas,
California
| $518M | -$13M | -2% | 5.19% | 75.4% | 116 | 6.9% | 2.2 |
|
| 3142 |
3142
Peterson Wealth Advisors
Orem,
Utah
| $518M | -$37.4M | -7% | 1.81% | 50.9% | 96 | 20.83% | 3.4 |
|
| 3143 |
3143
Asio Capital
Lexington,
Kentucky
| $517M | -$12M | -2% | 4.43% | 98% | 116 | 18.97% | 2.6 |
|
| 3144 |
3144
Octagon Capital Advisors
New York
| $517M | -$90.9M | -15% | 6.73% | 2,969% | 40 | 30% | 0.9 |
|
| 3145 |
FBT
3145
First Bank & Trust
Brookings,
South Dakota
| $517M | -$4.33M | -0.8% | 0.14% | 85.6% | 246 | 8.94% | 3.9 |
|
| 3146 |
3146
Stieven Capital Advisors
St. Louis,
Missouri
| $516M | -$45.4M | -8% | 6.55% | 117% | 53 | 22.64% | 3.7 |
|
| 3147 |
3147
Regatta Capital Group
El Segundo,
California
| $516M | +$473K | +0.1% | 2.9% | 78.1% | 195 | 8.72% | 2.4 |
|
| 3148 |
3148
Fulcrum Asset Management
London,
United Kingdom
| $516M | +$495M | +2,314% | – | – | 207 | 54.11% | 0 |
|
| 3149 |
3149
Gries Financial
Cleveland,
Ohio
| $516M | -$47.1M | -8% | 2.04% | 71.3% | 315 | 24.76% | 1.8 |
|
| 3150 |
3150
Blue Fin Capital
Warren,
Rhode Island
| $516M | -$27.1M | -5% | 4.5% | 147% | 140 | 3.57% | 6.7 |
|