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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
Taproot Management
New York
| $617M | – | – | 2.41% | – | 147 | – | 0 |
|
| 3227 |
3227
Mountain Pacific Investment Advisers
Boise,
Idaho
| $617M | -$21.9M | -3% | 1.9% | 82.7% | 147 | 4.08% | 7.8 |
|
| 3228 |
3228
Arcadia Investment Management
Kalamazoo,
Michigan
| $616M | -$32.4M | -5% | 0.72% | 83.5% | 400 | 39.25% | 4 |
|
| 3229 |
3229
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $616M | +$44.2M | +8% | 1.22% | 41.2% | 139 | 12.23% | 2.4 |
|
| 3230 |
3230
Capital Group Investment Management
Raffles Quay,
Singapore
| $616M | +$19.2M | +3% | 3.59% | 145% | 153 | 18.3% | 2.1 |
|
| 3231 |
3231
Riversedge Advisors
Wilmington,
Delaware
| $615M | +$18.3M | +3% | 2.02% | 71.3% | 238 | 26.89% | 1.5 |
|
| 3232 |
3232
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $615M | +$9.7M | +2% | 4.45% | 75.9% | 204 | 7.35% | 5.5 |
|
| 3233 |
3233
Converium Capital
Montreal,
| $614M | – | – | 1.55% | – | 33 | – | 0 |
|
| 3234 |
3234
Advisors Preferred
Rockville,
Maryland
| $614M | -$63.1M | -9% | 2.42% | 102% | 322 | 57.45% | 0.6 |
|
| 3235 |
FBT
3235
First Bank & Trust
Brookings,
South Dakota
| $614M | +$19.7M | +3% | 1.89% | 85.6% | 275 | 12% | 3.8 |
|
| 3236 |
3236
Opes Wealth Management
Menlo Park,
California
| $613M | +$35.4M | +6% | 3.08% | 54.1% | 151 | 6.62% | 3.7 |
|
| 3237 |
3237
Farmers Trust Company
Youngstown,
Ohio
| $613M | +$32.9M | +6% | 3.63% | 73.5% | 203 | 7.39% | 6.4 |
|
| 3238 |
3238
Cornerstone Management
Duluth,
Georgia
| $613M | +$8.48M | +1% | 0.91% | 43.6% | 69 | 10.14% | 4.7 |
|
| 3239 |
3239
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $613M | +$14.2M | +2% | 1.73% | 52.3% | 80 | 8.75% | 3 |
|
| 3240 |
3240
Oak Hill Advisors
New York
| $613M | +$133M | +28% | 8.05% | 42.4% | 14 | 21.43% | 4.4 |
|
| 3241 |
AMCA
3241
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $612M | +$17.7M | +3% | 4.47% | 129% | 137 | 13.14% | 5 |
|
| 3242 |
TAA
3242
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $611M | -$57.6M | -9% | 1.51% | 312% | 65 | 49.23% | 0.9 |
|
| 3243 |
CM
3243
Capital Management
Glen Allen,
Virginia
| $610M | -$26.2M | -4% | 0.52% | 63.6% | 80 | 8.75% | 4.8 |
|
| 3244 |
3244
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $610M | +$62.2M | +11% | 1.68% | 100% | 287 | 16.72% | 3.4 |
|
| 3245 |
3245
Inspire Trust Company
Reno,
Nevada
| $609M | +$60M | +11% | 2.62% | – | 113 | 7.08% | 1.6 |
|
| 3246 |
3246
KTF Investments
Seal Beach,
California
| $609M | – | – | 3.67% | – | 93 | – | 0 |
|
| 3247 |
3247
Austin Asset Management
Austin,
Texas
| $609M | +$60.3M | +11% | 1.79% | 93.4% | 79 | 10.13% | 2.7 |
|
| 3248 |
3248
Strategy Asset Managers
Pasadena,
California
| $608M | +$52.3M | +9% | 3.91% | 115% | 269 | 13.01% | 3.4 |
|
| 3249 |
3249
12th Street Asset Management Company
Nashville,
Tennessee
| $607M | +$15.7M | +3% | 6.13% | 106% | 34 | 17.65% | 3.2 |
|
| 3250 |
MG
3250
Magnolia Group
Omaha,
Nebraska
| $607M | -$24.3M | -4% | 3.15% | 9.52% | 13 | 23.08% | 4 |
|