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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Cumberland Advisors
Sarasota,
Florida
| $432M | -$45.8M | -10% | 5.09% | 80.7% | 66 | 18.18% | 2.9 |
|
| 3177 |
3177
PAX Financial Group
San Antonio,
Texas
| $431M | -$14.8M | -3% | 4.08% | 56% | 228 | 25.44% | 1.3 |
|
| 3178 |
3178
Avalon Global Asset Management
San Francisco,
California
| $431M | +$145M | +51% | 6.45% | 278% | 54 | 62.96% | 2.2 |
|
| 3179 |
3179
Iowa State Bank
Urbandale,
Iowa
| $431M | +$6.51M | +2% | 1.72% | 85.7% | 127 | 7.09% | 4.7 |
|
| 3180 |
3180
Meridian Wealth Advisors
Austin,
Texas
| $431M | +$19.8M | +5% | 0.38% | 79.9% | 221 | 12.67% | 2.1 |
|
| 3181 |
3181
9258 Wealth Management
Blue Ash,
Ohio
| $431M | -$4.95M | -1% | 2.71% | 49.6% | 392 | 15.05% | 2.1 |
|
| 3182 |
LPC
3182
Lion Point Capital
New York
| $431M | +$57.9M | +16% | 5.11% | 319% | 40 | 30% | 0.9 |
|
| 3183 |
3183
Rowlandmiller & Partners
Atlanta,
Georgia
| $431M | -$16.3M | -4% | 1.39% | 84% | 192 | 5.73% | 4 |
|
| 3184 |
3184
Harfst & Associates
Sheridan,
Wyoming
| $431M | +$37.6M | +10% | 1.13% | 88.1% | 128 | 12.5% | 3.2 |
|
| 3185 |
3185
Marquette Asset Management
Minneapolis,
Minnesota
| $430M | -$46.6M | -10% | 6.91% | 69.6% | 403 | 37.22% | 1.9 |
|
| 3186 |
3186
Dorsey Wright & Associates
Pasadena,
California
| $430M | -$54.4M | -11% | 4.93% | 311% | 366 | 47.54% | 0.5 |
|
| 3187 |
3187
Viridian RIA
Bothell,
Washington
| $430M | -$43.1M | -9% | 5.69% | 63.1% | 87 | 88.51% | 2.8 |
|
| 3188 |
3188
Peak Asset Management
Louisville,
Colorado
| $430M | -$3.5M | -0.8% | 0.83% | 70.1% | 143 | 5.59% | 4.5 |
|
| 3189 |
ST
3189
SAL Trading
Bala Cynwyd,
Pennsylvania
| $430M | +$184M | +75% | 8.75% | 18.9% | 61 | 67.21% | 0.1 |
|
| 3190 |
3190
Marotta Asset Management
Charlottesville,
Virginia
| $430M | -$11.4M | -3% | 4.19% | 51% | 125 | 18.4% | 1.6 |
|
| 3191 |
3191
Hutchinson Capital Management
San Rafael,
California
| $430M | -$19.7M | -4% | 0.32% | 52.6% | 75 | 9.33% | 4.5 |
|
| 3192 |
3192
Cubic Asset Management
Boston,
Massachusetts
| $429M | -$12.1M | -3% | 1.89% | 40.5% | 209 | 8.61% | 4.7 |
|
| 3193 |
FPFS
3193
First Personal Financial Services
Charlotte,
North Carolina
| $429M | -$17.9M | -4% | 4.09% | 31.5% | 379 | 17.41% | 4.6 |
|
| 3194 |
SPC
3194
Stony Point Capital
New York
| $428M | -$106M | -20% | 14.9% | 208% | 45 | 53.33% | 0.5 |
|
| 3195 |
3195
HHM Wealth Advisors
Chattanooga,
Tennessee
| $428M | +$13.4M | +3% | 4.46% | 62.3% | 774 | 16.67% | 1.5 |
|
| 3196 |
3196
Saltoro Capital
Dallas,
Texas
| $427M | -$109M | -20% | 3.95% | 130% | 111 | 62.16% | 0.4 |
|
| 3197 |
3197
Lincoln Capital
Lincoln,
Nebraska
| $427M | +$22.5M | +6% | 0.59% | 67.1% | 115 | 11.3% | 4.1 |
|
| 3198 |
3198
Dark Forest Capital Management
San Juan,
Puerto Rico
| $427M | +$156M | +57% | 1.67% | 63% | 2,009 | 63.76% | 0.3 |
|
| 3199 |
3199
Arisaig Partners (Asia)
Singapore
| $427M | -$165M | -28% | 22.9% | – | 10 | 0% | 0.3 |
|
| 3200 |
3200
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $427M | +$3.76M | +0.9% | 5.16% | 52.1% | 99 | 25.25% | 0.8 |
|