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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
Alta Park Capital
San Francisco,
California
| $515M | -$249M | -33% | 7.61% | 1,071% | 39 | 58.97% | 1.4 |
|
| 3152 |
3152
P2 Capital Partners
New York
| $515M | -$73.6M | -13% | 10.8% | 7.96% | 12 | 8.33% | 3.8 |
|
| 3153 |
3153
Fortis Group Advisors
Westwood,
New Jersey
| $515M | -$22M | -4% | 1.65% | 102% | 544 | 16.36% | 1.7 |
|
| 3154 |
3154
Tobias Financial Advisors
Plantation,
Florida
| $515M | +$17.4M | +4% | 0.14% | 44.5% | 116 | 7.76% | 2.3 |
|
| 3155 |
EWA
3155
ERTS Wealth Advisors
Marquette,
Michigan
| $515M | -$15.2M | -3% | 0.8% | 39.3% | 87 | 9.2% | 4.2 |
|
| 3156 |
3156
Manitou Investment Management
Toronto,
Ontario, Canada
| $514M | +$8.27M | +2% | 1.18% | 69.3% | 67 | 19.4% | 3 |
|
| 3157 |
3157
HeadInvest LLC
Portland,
Maine
| $514M | -$15.5M | -3% | 1.41% | 59.1% | 242 | 7.44% | 6 |
|
| 3158 |
3158
Fortis Capital Management
Bellevue,
Washington
| $514M | -$26.7M | -5% | 5.66% | 82% | 165 | 24.85% | 2 |
|
| 3159 |
3159
Amarillo National Bank
Amarillo,
Texas
| $514M | -$30.9M | -6% | 0.99% | 63.5% | 89 | 11.24% | 6.7 |
|
| 3160 |
3160
Sentry LLC
Memphis,
Tennessee
| $514M | -$75.6K | -0% | 7.9% | 52.6% | 134 | 11.19% | 1.7 |
|
| 3161 |
3161
Hohimer Wealth Management
Seattle,
Washington
| $514M | -$17.8M | -3% | 1.71% | 111% | 283 | 24.03% | 1.9 |
|
| 3162 |
3162
Coerente Capital Management
Toronto,
Ontario, Canada
| $513M | -$22.8M | -4% | 0.1% | 54.7% | 42 | 9.52% | 3.4 |
|
| 3163 |
3163
CacheTech Inc
Logan,
Utah
| $513M | -$20.3M | -4% | 1.34% | – | 173 | 35.84% | 0.5 |
|
| 3164 |
3164
Think Investments
San Francisco,
California
| $513M | +$58.2M | +13% | 0.04% | 285% | 23 | 30.43% | 2.5 |
|
| 3165 |
3165
Crestview Partners II
New York
| $513M | -$77.9M | -13% | 13% | 157% | 3 | 0% | 6.4 |
|
| 3166 |
3166
Hoey Investments
Coatesville,
Pennsylvania
| $512M | -$82.8M | -14% | 10.1% | 247% | 408 | 18.14% | 2.4 |
|
| 3167 |
3167
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $512M | -$126M | -20% | 0.83% | 140% | 218 | 35.32% | 3.1 |
|
| 3168 |
3168
Hughes Financial Services
Herndon,
Virginia
| $511M | +$24.5M | +5% | 1.02% | – | 1,060 | 93.96% | 0 |
|
| 3169 |
3169
Columbia Asset Management
Ann Arbor,
Michigan
| $511M | -$35.9M | -7% | 1.55% | 94.1% | 282 | 23.05% | 4.9 |
|
| 3170 |
3170
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $511M | +$6.64M | +1% | 1.22% | 52.3% | 76 | 34.21% | 2.6 |
|
| 3171 |
3171
Strategic Planning Group
Bountiful,
Utah
| $511M | -$33.2M | -6% | 3.89% | 162% | 82 | 6.1% | 1.1 |
|
| 3172 |
3172
Ignite Planners
San Clemente,
California
| $511M | +$55M | +12% | 2.13% | 83.8% | 342 | 15.5% | 1.7 |
|
| 3173 |
3173
AdvisorShares Investments
Bethesda,
Maryland
| $511M | -$7.65M | -1% | 1.02% | 110% | 336 | 41.07% | 1.3 |
|
| 3174 |
PFMOSF
3174
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $510M | -$196M | -28% | 3.05% | 209% | 66 | 74.24% | 0.3 |
|
| 3175 |
3175
Centerbridge Partners
New York
| $510M | +$42.3M | +9% | 4.92% | 15.9% | 9 | 44.44% | 2.5 |
|