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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 |
MAA
3151
Mraz Amerine & Associates
Modesto,
California
| $487M | -$42.4M | -8% | 1.27% | 69.8% | 180 | 7.78% | 5.5 |
|
| 3152 |
3152
Gries Financial
Cleveland,
Ohio
| $486M | -$112M | -19% | 1.52% | 71.3% | 290 | 21.38% | 1.5 |
|
| 3153 |
3153
Heritage Investment Group
Pompano Beach,
Florida
| $486M | +$351K | +0.1% | 0.6% | 51.2% | 106 | 11.32% | 1.8 |
|
| 3154 |
3154
Deer Management Company
Larchmont,
New York
| $486M | -$65.6M | -12% | 5.32% | 154% | 12 | 0% | 2.3 |
|
| 3155 |
3155
Think Investments
San Francisco,
California
| $486M | +$37.6M | +8% | 10.5% | 285% | 23 | 26.09% | 2.7 |
|
| 3156 |
3156
Scientech Research LLC
Jersey City,
New Jersey
| $485M | +$297M | +157% | 0.43% | – | 786 | 78.24% | 0.1 |
|
| 3157 |
3157
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $484M | +$18.1M | +4% | 3.25% | 62.5% | 740 | 5.81% | 2.8 |
|
| 3158 |
3158
PSquared Asset Management
Zurich,
Switzerland
| $484M | -$158M | -25% | 2.62% | 178% | 16 | 56.25% | 0.3 |
|
| 3159 |
3159
Marotta Asset Management
Charlottesville,
Virginia
| $483M | +$24K | +0% | 0.62% | 51% | 110 | 5.45% | 3.3 |
|
| 3160 |
3160
Summit Asset Management
Memphis,
Tennessee
| $483M | +$16.9M | +4% | 0.31% | 48.9% | 162 | 6.17% | 6.1 |
|
| 3161 |
3161
Probity Advisors
Dallas,
Texas
| $483M | -$868K | -0.2% | 0.54% | 61.7% | 216 | 7.41% | 4.9 |
|
| 3162 |
3162
Lineweaver Wealth Advisors
Valley View,
Ohio
| $483M | +$61.5M | +15% | 3.21% | 68.4% | 136 | 16.18% | 2.4 |
|
| 3163 |
3163
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $482M | +$14.5M | +3% | 1.82% | 46.5% | 117 | 13.68% | 2.4 |
|
| 3164 |
3164
Summit Wealth Partners
Orlando,
Florida
| $482M | +$12.6M | +3% | 1.15% | 44.9% | 233 | 9.44% | 2.6 |
|
| 3165 |
3165
Armbruster Capital Management
Pittsford,
New York
| $482M | +$11.6M | +2% | 0.68% | 66.7% | 120 | 12.5% | 4.8 |
|
| 3166 |
3166
West Financial Advisors
Des Moines,
Iowa
| $482M | +$15.5M | +3% | 1.01% | 49.1% | 166 | 10.84% | 2.3 |
|
| 3167 |
3167
Well Done LLC
Holland,
Michigan
| $481M | -$27.2M | -5% | 1.16% | 80.4% | 191 | 9.42% | 4 |
|
| 3168 |
3168
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $481M | -$3.36M | -0.7% | 4.36% | – | 134 | 2.24% | 4.7 |
|
| 3169 |
KAS
3169
Kemnay Advisory Services
New York
| $481M | -$39.4M | -8% | 2.92% | 167% | 27 | 18.52% | 3.5 |
|
| 3170 |
3170
Squadra Investments
Rio De Janeiro,
Brazil
| $481M | -$170M | -26% | 21.8% | 1.55% | 6 | 66.67% | 1.2 |
|
| 3171 |
3171
MJP Associates
Farmington,
Connecticut
| $481M | +$21.2M | +5% | 3.39% | 60.9% | 247 | 13.77% | 1.4 |
|
| 3172 |
3172
Golden State Equity Partners
South Coast Metro,
California
| $480M | – | – | 4.78% | – | 408 | – | 1.2 |
|
| 3173 |
3173
Point72 Asia (Singapore)
Singapore
| $480M | +$95.6M | +25% | 2.66% | – | 1,618 | 73.73% | 0.1 |
|
| 3174 |
3174
Opes Wealth Management
Menlo Park,
California
| $479M | +$46.1M | +11% | 6.49% | 54.1% | 139 | 9.35% | 2.8 |
|
| 3175 |
CRB
3175
Chad R. Baker
| $479M | +$9.48M | +2% | 5.79% | 123% | 54 | 7.41% | 5.8 |
|