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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $359M | -$58.3M | -14% | 11.3% | 38.2% | 147 | 21.77% | 2.5 |
|
| 3202 |
3202
Technology Crossover Management X
Menlo Park,
California
| $358M | -$373M | -51% | 48.7% | 73.1% | 7 | 0% | 1 |
|
| 3203 |
3203
Hill Investment Group Partners
St. Louis,
Missouri
| $358M | +$53M | +17% | 11.6% | 50.6% | 43 | 25.58% | 0.7 |
|
| 3204 |
RIM
3204
Regent Investment Management
Louisville,
Kentucky
| $358M | -$73.9M | -17% | 13.2% | 44% | 213 | 10.33% | 5.8 |
|
| 3205 |
3205
Old Second National Bank of Aurora
Aurora,
Illinois
| $358M | -$40M | -10% | 13.6% | 93.7% | 369 | 5.69% | 4.9 |
|
| 3206 |
3206
Apeiron RIA
Dallas,
Texas
| $358M | +$148M | +71% | 8.38% | 68.5% | 207 | 55.56% | 0.3 |
|
| 3207 |
MPAM
3207
Monarch Partners Asset Management
Boston,
Massachusetts
| $358M | -$89.6M | -20% | 11.9% | 136% | 192 | 42.19% | 0.9 |
|
| 3208 |
3208
Emerald Advisors
Bellevue,
Washington
| $358M | -$67.8M | -16% | 15.7% | 71.8% | 98 | 18.37% | 1.6 |
|
| 3209 |
3209
Paragon Capital Management (Colorado)
Denver,
Colorado
| $358M | -$177M | -33% | 22.8% | 109% | 225 | 44.89% | 2.2 |
|
| 3210 |
3LCM
3210
3D/L Capital Management
Hartford,
Connecticut
| $358M | -$47.9M | -12% | 11.6% | 13.9% | 136 | 29.41% | 1.1 |
|
| 3211 |
3211
Huber Capital Management
El Segundo,
California
| $358M | -$46.2M | -11% | 9.05% | 70.4% | 110 | 10.91% | 4.7 |
|
| 3212 |
3212
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $358M | -$34.6M | -9% | 11.6% | 55% | 159 | 16.98% | 2.4 |
|
| 3213 |
3213
Financial Advisors Network
Tustin,
California
| $358M | -$48.4M | -12% | 11.6% | – | 131 | 12.98% | 2.6 |
|
| 3214 |
3214
MYDA Advisors
Woodmere,
New York
| $358M | +$104M | +41% | 12.4% | 232% | 272 | 50% | 0.6 |
|
| 3215 |
3215
Inspire Advisors
Meridian,
Idaho
| $357M | +$1.27M | +0.4% | 7.64% | 60.2% | 163 | 59.51% | 0.5 |
|
| 3216 |
3216
Alera Investment Advisors
Deerfield,
Illinois
| $357M | -$79.6M | -18% | 13.7% | 28.9% | 202 | 18.32% | 1.3 |
|
| 3217 |
3217
ACK Asset Management
Greenwich,
Connecticut
| $357M | -$104M | -22% | 13.2% | 132% | 29 | 44.83% | 1.4 |
|
| 3218 |
3218
Howard Capital Management
Roswell,
Georgia
| $357M | -$78.4M | -18% | 16.3% | 144% | 44 | 36.36% | 1.6 |
|
| 3219 |
GTCM
3219
Gyon Technologies Capital Management
Denville,
New Jersey
| $357M | +$215M | +151% | 15.8% | 42.2% | 591 | 79.02% | 0.2 |
|
| 3220 |
FPFS
3220
First Personal Financial Services
Charlotte,
North Carolina
| $357M | -$71.7M | -17% | 13.1% | 31.5% | 345 | 6.67% | 4.8 |
|
| 3221 |
3221
Mitchell Capital Management
Leawood,
Kansas
| $357M | -$90M | -20% | 16.2% | 219% | 140 | 23.57% | 2.9 |
|
| 3222 |
3222
MJP Associates
Farmington,
Connecticut
| $357M | -$41.2M | -10% | 10.9% | 60.9% | 165 | 22.42% | 1.2 |
|
| 3223 |
3223
BT Wealth Management
Atlanta,
Georgia
| $356M | -$27.9M | -7% | 13.7% | 34.8% | 77 | 27.27% | 1.9 |
|
| 3224 |
3224
Ironwood Investment Counsel
Scottsdale,
Arizona
| $356M | -$51.3M | -13% | 11.6% | 64% | 216 | 13.89% | 4.7 |
|
| 3225 |
3225
North Reef Capital Management
Laguna Beach,
California
| $356M | +$111M | +46% | 14.9% | 81.9% | 45 | 48.89% | 0.3 |
|