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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Marietta Wealth Management
Marietta,
Georgia
| $243M | +$34.4M | +16% | 10.2% | 93% | 121 | 9.92% | 1.8 |
|
| 3152 |
AO
3152
Allen Operations
New York
| $243M | +$39.4M | +19% | 17.2% | 218% | 28 | 0% | 3.2 |
|
| 3153 |
3153
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $243M | – | – | 10.8% | 77.5% | 195 | – | 0 |
|
| 3154 |
3154
Cavalier Investments
Alpharetta,
Georgia
| $243M | -$66.9M | -22% | 16% | 171% | 190 | 54.74% | 0.6 |
|
| 3155 |
3155
MPM Asset Management
Boston,
Massachusetts
| $243M | +$124M | +105% | 8.51% | 5.89% | 8 | 37.5% | 2.7 |
|
| 3156 |
3156
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $242M | +$33.3M | +16% | 15.8% | 18.2% | 15 | 0% | 3.1 |
|
| 3157 |
TFS
3157
Thoroughbred Financial Services
Brentwood,
Tennessee
| $242M | +$38.4M | +19% | 13.5% | 166% | 243 | 36.21% | 0.2 |
|
| 3158 |
3158
Cutler Capital Management
Worcester,
Massachusetts
| $242M | +$21.1M | +10% | 5.31% | 39.7% | 101 | 17.82% | 2.1 |
|
| 3159 |
3159
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $242M | +$26.9M | +13% | 12.2% | 52% | 596 | 7.55% | 3.6 |
|
| 3160 |
3160
Nicolet Bankshares
Green Bay,
Wisconsin
| $242M | +$34M | +16% | 15% | 75.5% | 183 | 13.66% | 2.4 |
|
| 3161 |
3161
Fieldpoint Private Securities
Greenwich,
Connecticut
| $242M | +$16.1M | +7% | 11.6% | 47.2% | 398 | 7.79% | 1.4 |
|
| 3162 |
BCA
3162
Bray Capital Advisors
Naples,
Florida
| $241M | +$41.4M | +21% | 12.2% | 36.6% | 383 | 12.79% | 1.5 |
|
| 3163 |
PAS
3163
Partnervest Advisory Services
Santa Barbara,
California
| $241M | +$33.9M | +16% | 13% | 45.1% | 283 | 39.58% | 2 |
|
| 3164 |
3164
FBL Investment Management Services
West Des Moines,
Iowa
| $241M | +$202M | +515% | 7.81% | 16.6% | 51 | 62.75% | 1.8 |
|
| 3165 |
3165
Alatus Capital
Geneva,
Switzerland
| $241M | +$33.8M | +16% | 26.6% | 33% | 2 | 0% | 1.3 |
|
| 3166 |
3166
First National Corp
Rockland,
Massachusetts
| $240M | +$23.3M | +11% | 11.8% | 56.3% | 540 | 33.7% | 0.2 |
|
| 3167 |
3167
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $240M | +$26.5M | +12% | 10.9% | 12.8% | 115 | 0.87% | 2.5 |
|
| 3168 |
3168
Cahill Financial Advisors
Edina,
Minnesota
| $240M | +$40.3M | +20% | 11.6% | 55.9% | 154 | 8.44% | 3.1 |
|
| 3169 |
3169
McRae Capital Management
Morristown,
New Jersey
| $240M | +$45.7M | +24% | 16% | 78.2% | 93 | 6.45% | 3.9 |
|
| 3170 |
3170
Boston Research & Management
Manchester,
Massachusetts
| $240M | +$30M | +14% | 11.8% | 53.2% | 105 | 5.71% | 4.4 |
|
| 3171 |
3171
Cypress Capital
Franklin,
Tennessee
| $240M | +$22.5M | +10% | 8.13% | 43.6% | 73 | 9.59% | 0.2 |
|
| 3172 |
3172
Simon Quick Advisors
Morristown,
New Jersey
| $240M | -$35.2M | -13% | 12.8% | 77.8% | 468 | 44.23% | 1 |
|
| 3173 |
3173
Wilsey Asset Management
San Diego,
California
| $240M | +$34.2M | +17% | 12.7% | 66.9% | 23 | 13.04% | 3.1 |
|
| 3174 |
3174
Camelot Portfolios
Maumee,
Ohio
| $240M | +$25.1M | +12% | 11.3% | 41.3% | 262 | 22.9% | 2 |
|
| 3175 |
PLFAM
3175
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $240M | +$19.4M | +9% | 11.1% | 81.6% | 105 | 8.57% | 3.8 |
|