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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Meridian Wealth Advisors
Austin,
Texas
| $234M | +$90.3M | +63% | 1.22% | 79.9% | 163 | 29.45% | 0.5 |
|
| 3227 |
3227
MPM Asset Management
Boston,
Massachusetts
| $234M | -$13.8M | -6% | 3.35% | 5.89% | 5 | 0% | 2.1 |
|
| 3228 |
3228
World Investment Advisors
Santa Barbara,
California
| $233M | +$6.58M | +3% | 0.79% | 65.4% | 163 | 14.72% | 0.6 |
|
| 3229 |
3229
Northwest Quadrant Wealth Management
Bend,
Oregon
| $233M | +$14.4M | +7% | 0.36% | 45.6% | 66 | 7.58% | 2 |
|
| 3230 |
3230
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $233M | -$18.4M | -7% | 1.09% | 116% | 514 | 77.82% | 0.6 |
|
| 3231 |
CBTWT
3231
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $233M | -$338K | -0.1% | 2.36% | 124% | 136 | 5.15% | 3.1 |
|
| 3232 |
3232
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $233M | -$11.5M | -5% | 0.34% | 116% | 15 | 6.67% | 5 |
|
| 3233 |
3233
North Peak Capital Management
New York
| $233M | +$54.8M | +31% | 5.37% | 301% | 15 | 66.67% | 0.2 |
|
| 3234 |
3234
Tealwood Asset Management
Minneapolis,
Minnesota
| $233M | -$13.1M | -5% | 0.31% | 128% | 102 | 13.73% | 2.1 |
|
| 3235 |
3235
BCM Advisors
Lafayette,
Louisiana
| $232M | +$13.8M | +6% | 2.89% | 59.3% | 40 | 10% | 2.2 |
|
| 3236 |
3236
Bridge City Capital
Lake Oswego,
Oregon
| $232M | +$50.6M | +28% | 2.9% | 120% | 92 | 4.35% | 1.9 |
|
| 3237 |
3237
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $232M | +$9.8M | +4% | 1.7% | 80.3% | 76 | 9.21% | 1.5 |
|
| 3238 |
3238
Sharkey, Howes & Javer
Denver,
Colorado
| $232M | +$11.5M | +5% | 1.19% | 60.2% | 222 | 76.58% | 2.7 |
|
| 3239 |
3239
Cavalier Investments
Alpharetta,
Georgia
| $232M | -$7.44M | -3% | 1.07% | 171% | 134 | 31.34% | 0.7 |
|
| 3240 |
3240
TrueWealth LLC
Atlanta,
Georgia
| $232M | +$6.72M | +3% | 3.45% | – | 766 | 7.7% | 1.6 |
|
| 3241 |
3241
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $232M | -$2.1M | -0.9% | 1.8% | 24.5% | 36 | 11.11% | 3.4 |
|
| 3242 |
3242
NYL Investors
New York
| $232M | +$43.4M | +23% | 0.11% | 12.7% | 28 | 14.29% | 0.9 |
|
| 3243 |
3243
Biltmore Family Office
Charlotte,
North Carolina
| $232M | +$46.8M | +25% | 1.22% | 78.1% | 181 | 16.57% | 1.3 |
|
| 3244 |
3244
Beacon Pointe Advisors
Newport Beach,
California
| $232M | -$42.5M | -16% | 1.22% | 76.7% | 210 | 22.38% | 0.6 |
|
| 3245 |
TLCM
3245
Tiger Legatus Capital Management
New York
| $231M | +$6.36M | +3% | 9.37% | 19.1% | 14 | 35.71% | 1 |
|
| 3246 |
APSP
3246
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $231M | +$3.67M | +2% | 0.48% | 62.1% | 294 | 9.86% | 3.1 |
|
| 3247 |
3247
AlphaMark Advisors
Ft. Wright,
Kentucky
| $231M | +$2.42M | +1% | 1.69% | 26.4% | 559 | 13.24% | 3 |
|
| 3248 |
3248
Birinyi Associates
Westport,
Connecticut
| $231M | -$7.63M | -3% | 2.18% | 113% | 85 | 18.82% | 4.1 |
|
| 3249 |
3249
Oak Grove Capital
North Hampton,
New Hampshire
| $230M | +$43.6M | +23% | 1.25% | 470% | 83 | 32.53% | 0.9 |
|
| 3250 |
FA
3250
FMA Advisory
Harrisburg,
Pennsylvania
| $230M | +$5.1M | +2% | 1.4% | 46.7% | 149 | 5.37% | 1.9 |
|