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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
Saudi Central Bank
Riyadh,
Saudi Arabia
| $388M | -$16.1M | -4% | 3.95% | 140% | 3 | 0% | 1.4 |
|
| 3152 |
3152
Abacus Planning Group
Columbia,
South Carolina
| $388M | +$22.4M | +6% | 5.84% | 67.8% | 199 | 11.56% | 3 |
|
| 3153 |
3153
Tetrad Corporation
Omaha,
Nebraska
| $388M | -$8.83M | -2% | 1.76% | 45.6% | 3 | 0% | 9.8 |
|
| 3154 |
3154
James J. Burns & Company
Melville,
New York
| $388M | +$143M | +59% | 5.88% | 70.2% | 113 | 30.97% | 0.3 |
|
| 3155 |
3155
Vectors Research Management
New York
| $388M | +$1.77M | +0.5% | 1.99% | 67.3% | 141 | 12.77% | 3.5 |
|
| 3156 |
3156
Emerald Advisors
Bellevue,
Washington
| $388M | +$26.8M | +7% | 8.47% | 71.8% | 79 | 5.06% | 2.2 |
|
| 3157 |
3157
IMA Advisory Services
Denver,
Colorado
| $388M | +$10M | +3% | 7.46% | 74.5% | 352 | 13.64% | 3.5 |
|
| 3158 |
3158
Resource Consulting Group
Orlando,
Florida
| $388M | +$5.21M | +1% | 2.45% | – | 38 | 13.16% | 1 |
|
| 3159 |
3159
Stamos Capital Partners
Menlo Park,
California
| $388M | +$71.6M | +23% | 4.5% | 36.7% | 136 | 32.35% | 1.3 |
|
| 3160 |
3160
Ellis Investment Partners
Berwyn,
Pennsylvania
| $388M | +$20.3M | +6% | 5% | 70.8% | 216 | 5.09% | 3.6 |
|
| 3161 |
IC
3161
Immersion Capital
London,
United Kingdom
| $387M | +$64M | +20% | 21.1% | 63.4% | 12 | 25% | 1 |
|
| 3162 |
CCM
3162
Contrarian Capital Management
Greenwich,
Connecticut
| $387M | -$15.7M | -4% | 4.12% | 29.4% | 40 | 20% | 1.6 |
|
| 3163 |
SXL
3163
Summit X LLC
Chesterfield,
Missouri
| $387M | +$41.1M | +12% | 7.68% | 62.9% | 296 | 29.73% | 3 |
|
| 3164 |
3164
TFC Financial Management
Boston,
Massachusetts
| $387M | +$40.1M | +12% | 4.65% | 66.9% | 705 | 27.09% | 1.7 |
|
| 3165 |
3165
Tolleson Wealth Management
Dallas,
Texas
| $387M | +$17.5M | +5% | 7.37% | 56.2% | 78 | 7.69% | 2.8 |
|
| 3166 |
3166
Hartford Financial Management
Hartford,
Connecticut
| $387M | +$8.6M | +2% | 3.57% | 87.9% | 389 | 5.66% | 5.1 |
|
| 3167 |
SF
3167
Symphony Financial
Houston,
Texas
| $386M | +$8.08M | +2% | 6.81% | 95.7% | 212 | 16.51% | 1.6 |
|
| 3168 |
3168
Consolidated Planning Corp
Atlanta,
Georgia
| $386M | +$24.6M | +7% | 5.36% | 84.6% | 131 | 18.32% | 1.5 |
|
| 3169 |
3169
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $386M | -$2.58M | -0.7% | 0.66% | 46% | 1 | 0% | 1.3 |
|
| 3170 |
3170
Ackerman Capital Advisors
Dallas,
Texas
| $386M | +$13.7M | +4% | 3.27% | 46.4% | 122 | 30.33% | 2.2 |
|
| 3171 |
3171
D'Orazio & Associates
Falls Church,
Virginia
| $386M | -$36.6M | -9% | 1.5% | 66.7% | 162 | 23.46% | 4 |
|
| 3172 |
FPFS
3172
First Personal Financial Services
Charlotte,
North Carolina
| $386M | +$16.5M | +4% | 6.53% | 31.5% | 437 | 18.08% | 4.2 |
|
| 3173 |
3173
Bulltick Wealth Management
Miami,
Florida
| $386M | +$33.6M | +10% | 11.4% | 58.2% | 158 | 33.54% | 1.2 |
|
| 3174 |
3174
IBEX Wealth Advisors
Bedminster,
New Jersey
| $386M | -$57M | -13% | 10.7% | 221% | 191 | 54.97% | 1.8 |
|
| 3175 |
3175
Hutchinson Capital Management
San Rafael,
California
| $385M | -$1.99M | -0.5% | 4.89% | 52.6% | 73 | 9.59% | 4.7 |
|