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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
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $485M | +$45.4M | +10% | 10.9% | – | 139 | 7.91% | 4.5 |
|
| 3152 |
3152
Thrive Wealth Management
Audubon,
Pennsylvania
| $484M | +$34.6M | +8% | 9.6% | 84.1% | 219 | 14.61% | 1.5 |
|
| 3153 |
FBT
3153
First Bank & Trust
Brookings,
South Dakota
| $484M | +$69.5M | +17% | 8.54% | 85.6% | 239 | 24.27% | 3.4 |
|
| 3154 |
3154
Probity Advisors
Dallas,
Texas
| $484M | +$24.5M | +5% | 5.38% | 61.7% | 211 | 5.21% | 4.7 |
|
| 3155 |
3155
Marotta Asset Management
Charlottesville,
Virginia
| $483M | +$17.7M | +4% | 4.48% | 51% | 107 | 4.67% | 3.3 |
|
| 3156 |
CT
3156
Chicago Trust
Grayslake,
Illinois
| $483M | +$33.6M | +7% | 9.11% | 96.7% | 305 | 13.44% | 4.3 |
|
| 3157 |
FA
3157
Financial Advisors
Andover,
Massachusetts
| $483M | +$37M | +8% | 8.53% | 71.5% | 81 | 11.11% | 3.7 |
|
| 3158 |
3158
SOA Wealth Advisors
New York
| $483M | +$33.6M | +7% | 9.08% | 79.1% | 934 | 5.14% | 2.8 |
|
| 3159 |
3159
Kora Management
Brooklyn,
New York
| $483M | +$76.9M | +19% | 22.9% | 307% | 7 | 28.57% | 2 |
|
| 3160 |
3160
Sugarloaf Wealth Management
Duluth,
Georgia
| $483M | +$68.1M | +16% | 6.28% | 10.2% | 722 | 11.91% | 3.3 |
|
| 3161 |
3161
Bright Rock Capital Management
Hanover,
Massachusetts
| $483M | +$41M | +9% | 9.7% | 53.1% | 73 | 12.33% | 5.4 |
|
| 3162 |
3162
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $482M | +$29.4M | +7% | 7.35% | 60% | 66 | 6.06% | 4.4 |
|
| 3163 |
3163
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $482M | +$117M | +32% | 6.67% | 94.2% | 219 | 53.42% | 0.6 |
|
| 3164 |
3164
Capital Advisors Wealth Management
Yakima,
Washington
| $482M | +$43.2M | +10% | 7.2% | 70.5% | 167 | 16.77% | 1.7 |
|
| 3165 |
3165
Stieven Capital Advisors
St. Louis,
Missouri
| $481M | +$15.2M | +3% | 0.91% | 117% | 50 | 20% | 3.2 |
|
| 3166 |
3166
WBI Investments
Red Bank,
New Jersey
| $481M | -$18.2M | -4% | 9.37% | 105% | 260 | 51.92% | 0.9 |
|
| 3167 |
CTAF
3167
Call To Action Foundation
Salt Lake City,
Utah
| $480M | +$45.3M | +10% | 10.1% | – | 1 | 0% | 0.3 |
|
| 3168 |
EWG
3168
Executive Wealth Group
Kirkland,
Washington
| $480M | +$323M | +206% | 2.87% | 14.9% | 57 | 19.3% | 4.1 |
|
| 3169 |
3169
Vanderbilt University
Nashville,
Tennessee
| $480M | +$80.5M | +20% | 3.08% | 76.4% | 71 | 32.39% | 1 |
|
| 3170 |
3170
LECAP Asset Management
London,
United Kingdom
| $480M | +$206M | +75% | 6.49% | 35.6% | 400 | 60% | 0.1 |
|
| 3171 |
3171
Legacy Edge Advisors
Syosset,
New York
| $480M | +$42.9M | +10% | 6.7% | 58.9% | 175 | 16% | 0.2 |
|
| 3172 |
3172
Citizens Business Bank
Ontario,
California
| $480M | +$26.1M | +6% | 9.89% | 108% | 115 | 13.91% | 5.3 |
|
| 3173 |
PPP
3173
Private Portfolio Partners
Paramus,
New Jersey
| $480M | +$44.1M | +10% | 7.51% | 16.9% | 286 | 11.19% | 3.2 |
|
| 3174 |
3174
Valor Management
Chicago,
Illinois
| $480M | +$116M | +32% | 3.99% | 14.5% | 6 | 50% | 0.9 |
|
| 3175 |
3175
American Money Management
Rancho Santa Fe,
California
| $479M | +$35.8M | +8% | 6.76% | 65% | 140 | 5% | 4.5 |
|