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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 |
CRB
3176
Chad R. Baker
| $444M | +$48.3M | +12% | 12.4% | 123% | 57 | 14.04% | 5.4 |
|
| 3177 |
3177
Deltec Asset Management
New York
| $444M | +$5.35M | +1% | 13% | 127% | 178 | 30.9% | 3.3 |
|
| 3178 |
3178
Crane Advisory
Fullerton,
California
| $444M | +$45.6M | +11% | 6.41% | 38.2% | 38 | 26.32% | 0.8 |
|
| 3179 |
PS
3179
Presima Securities
Montreal,
Quebec, Canada
| $444M | +$58.3M | +15% | 15.4% | 10.3% | 54 | 12.96% | 3.8 |
|
| 3180 |
3180
American Money Management
Rancho Santa Fe,
California
| $444M | +$52.3M | +13% | 10.8% | 65% | 137 | 7.3% | 4.3 |
|
| 3181 |
3181
Crestone Asset Management
Boulder,
Colorado
| $443M | +$25M | +6% | 11.7% | 6.65% | 128 | 24.22% | 2.6 |
|
| 3182 |
3182
Security National Bank
Omaha,
Nebraska
| $443M | +$86.4M | +24% | 10.8% | 125% | 315 | 68.25% | 1.2 |
|
| 3183 |
3183
Realta Investment Advisors
Wilmington,
Delaware
| $443M | +$7.52M | +2% | 12.4% | 151% | 829 | 52.71% | 2.8 |
|
| 3184 |
3184
Divisadero Street Capital Management
Miami,
Florida
| $443M | +$125M | +39% | 22.9% | 718% | 81 | 66.67% | 0.3 |
|
| 3185 |
3185
CFM Wealth Partners
Austin,
Texas
| $442M | +$60.4M | +16% | 12.3% | 152% | 164 | 16.46% | 2.8 |
|
| 3186 |
3186
SJS Investment Consulting
Sylvania,
Ohio
| $442M | +$43.6M | +11% | 9.84% | 69.4% | 1,679 | 6.55% | 1.6 |
|
| 3187 |
3187
Bellecapital
Zurich,
Switzerland
| $442M | +$42.9M | +11% | 13.9% | 152% | 172 | 18.02% | 3.2 |
|
| 3188 |
3188
ML&R Wealth Management
Austin,
Texas
| $442M | +$58.7M | +15% | 10.9% | – | 76 | 14.47% | 1.4 |
|
| 3189 |
3189
Bright Rock Capital Management
Hanover,
Massachusetts
| $442M | +$32.1M | +8% | 9.51% | 53.1% | 72 | 5.56% | 5.4 |
|
| 3190 |
3190
Makena Capital Management
Menlo Park,
California
| $442M | -$25.6M | -5% | 15.3% | 78.7% | 56 | 55.36% | 1 |
|
| 3191 |
3191
Hartford Financial Management
Hartford,
Connecticut
| $441M | +$49.8M | +13% | 9.51% | 87.9% | 399 | 4.26% | 5.5 |
|
| 3192 |
3192
Prestige Wealth Management Group
Flemington,
New Jersey
| $441M | +$35.2M | +9% | 9.99% | 55.8% | 1,088 | 9.28% | 3.4 |
|
| 3193 |
3193
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $441M | +$33.6M | +8% | 9.16% | 71.4% | 131 | 9.92% | 4.5 |
|
| 3194 |
CFMC
3194
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $441M | +$36.3M | +9% | 9.86% | 69.6% | 192 | 7.29% | 6.4 |
|
| 3195 |
3195
Martel Wealth Advisors
Vancouver,
Washington
| $440M | +$38.4M | +10% | 8.49% | 43.4% | 55 | 10.91% | 3.5 |
|
| 3196 |
3196
Hussman Strategic Advisors
Ellicott City,
Maryland
| $440M | -$83.9M | -16% | 10.6% | 43.1% | 314 | 35.03% | 2.8 |
|
| 3197 |
3197
Bulltick Wealth Management
Miami,
Florida
| $440M | +$23.8M | +6% | 11.3% | 58.2% | 126 | 22.22% | 1.8 |
|
| 3198 |
3198
Ardmore Road Asset Management
New York
| $440M | +$144M | +49% | 18.3% | 245% | 44 | 59.09% | 0.4 |
|
| 3199 |
3199
Sunflower Bank
Dallas,
Texas
| $440M | +$24.8M | +6% | 5.24% | 42.7% | 120 | 12.5% | 2.7 |
|
| 3200 |
3200
Sio Capital Management
New York
| $439M | +$116M | +36% | 54.8% | 564% | 61 | 44.26% | 1 |
|