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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
MJP Associates
Farmington,
Connecticut
| $334M | -$22.3M | -6% | 4.07% | 60.9% | 144 | 17.36% | 1.3 |
|
| 3227 |
AAM
3227
AR Asset Management
West Hollywood,
California
| $334M | -$19.8M | -6% | 4.63% | 64.9% | 120 | 3.33% | 6.8 |
|
| 3228 |
3228
Bulltick Wealth Management
Miami,
Florida
| $334M | -$40.3M | -11% | 5.35% | 58.2% | 135 | 15.56% | 1.2 |
|
| 3229 |
3229
West Financial Advisors
Des Moines,
Iowa
| $334M | -$10.3M | -3% | 5.81% | 49.1% | 194 | 19.59% | 1.2 |
|
| 3230 |
NG
3230
Northstar Group
New York
| $334M | -$12.1M | -4% | 3.61% | 63.9% | 142 | 5.63% | 5.4 |
|
| 3231 |
3231
Occidental Asset Management
Burlingame,
California
| $334M | -$3.77M | -1% | 4.54% | 82.5% | 189 | 10.05% | 3.6 |
|
| 3232 |
3232
Providence Capital Advisors
Charlotte,
North Carolina
| $333M | -$10.2M | -3% | 6.35% | 47.4% | 352 | 16.19% | 2.2 |
|
| 3233 |
3233
TCG Crossover Management
Palo Alto,
California
| $333M | +$98M | +42% | 44% | 3,013% | 25 | 28% | 0.6 |
|
| 3234 |
3234
BDT Capital Partners
Chicago,
Illinois
| $333M | -$46.2M | -12% | 12% | 25.5% | 3 | 0% | 1.2 |
|
| 3235 |
3235
Benjamin Edwards Inc
Clayton,
Missouri
| $333M | -$7.27M | -2% | 4.35% | 66.5% | 754 | 9.95% | 1.6 |
|
| 3236 |
3236
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $333M | -$18.3M | -5% | 6.23% | 39.1% | 48 | 4.17% | 4 |
|
| 3237 |
3237
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $333M | -$335M | -50% | 2.67% | 47.9% | 133 | 13.53% | 0.6 |
|
| 3238 |
MPAM
3238
Monarch Partners Asset Management
Boston,
Massachusetts
| $333M | -$25.2M | -7% | 1.19% | 136% | 176 | 36.93% | 1 |
|
| 3239 |
3239
Harfst & Associates
Sheridan,
Wyoming
| $333M | -$19.7M | -6% | 0.19% | 88.1% | 110 | 10.91% | 4 |
|
| 3240 |
3240
SOA Wealth Advisors
New York
| $332M | -$7.18M | -2% | 5.03% | 79.1% | 1,040 | 6.92% | 1.5 |
|
| 3241 |
3241
Tolleson Wealth Management
Dallas,
Texas
| $332M | -$21.9M | -6% | 6.74% | 56.2% | 70 | 4.29% | 2.6 |
|
| 3242 |
3242
Advisor OS
Chicago,
Illinois
| $332M | -$11.1M | -3% | 4.07% | 61.2% | 213 | 12.68% | 1.4 |
|
| 3243 |
3243
HUB Investment Partners
Austin,
Texas
| $332M | +$11.3M | +4% | 4.68% | 95.7% | 195 | 22.05% | 1.2 |
|
| 3244 |
3244
Alta Fox Capital Management
Fort Worth,
Texas
| $331M | -$145M | -30% | 12% | 261% | 21 | 47.62% | 0.4 |
|
| 3245 |
3245
Abacus Planning Group
Columbia,
South Carolina
| $331M | -$8.14M | -2% | 4.39% | 59.1% | 202 | 15.84% | 3.1 |
|
| 3246 |
3246
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $331M | -$6.87M | -2% | 5.12% | 95.4% | 34 | 5.88% | 5.4 |
|
| 3247 |
3247
Bridger Management
New York
| $331M | -$113M | -25% | 1.33% | 103% | 49 | 22.45% | 1.8 |
|
| 3248 |
3248
Trustees of the Smith College
Northampton,
Massachusetts
| $330M | -$79.4M | -19% | 5.77% | – | 8 | 0% | 0.5 |
|
| 3249 |
3249
Terril Brothers
St. Louis,
Missouri
| $330M | +$33.1M | +11% | 9.97% | 94.4% | 54 | 11.11% | 4 |
|
| 3250 |
3250
Tikehau Investment Management
Paris,
France
| $330M | -$61.7M | -16% | 6.71% | 102% | 17 | 5.88% | 1.8 |
|