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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 |
MCM
3226
Mason Capital Management
New York
| $613M | +$51.2M | +9% | 4.41% | 18.5% | 11 | 54.55% | 1.8 |
|
| 3227 |
3227
Providence Capital Advisors
Charlotte,
North Carolina
| $613M | +$18.3M | +3% | 0.21% | 47.4% | 222 | 13.96% | 3.3 |
|
| 3228 |
3228
Principal Street Partners
Memphis,
Tennessee
| $613M | +$19.8M | +3% | 3.16% | 91% | 262 | 12.98% | 3.2 |
|
| 3229 |
3229
12th Street Asset Management Company
Nashville,
Tennessee
| $611M | +$4.52M | +0.7% | 5.62% | 106% | 33 | 6.06% | 3.4 |
|
| 3230 |
3230
Dudley & Shanley
Palm Beach,
Florida
| $611M | -$11M | -2% | 0.39% | 67.9% | 37 | 10.81% | 4.3 |
|
| 3231 |
VV
3231
Verbena Value
Westport,
Connecticut
| $611M | +$30.1M | +5% | 11.1% | – | 33 | 42.42% | 0.2 |
|
| 3232 |
3232
Boston Standard Wealth Management
Winchester,
Massachusetts
| $611M | +$5.03M | +0.8% | 1.63% | 47.1% | 56 | 8.93% | 5.2 |
|
| 3233 |
3233
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $611M | +$108M | +21% | 8.34% | 304% | 289 | 34.95% | 3.3 |
|
| 3234 |
3234
IFG Advisors
St. Louis,
Missouri
| $611M | +$9.8M | +2% | 1.11% | 78.7% | 160 | 10.63% | 4.1 |
|
| 3235 |
3235
FRG Family Wealth Advisors
Bellevue,
Washington
| $611M | -$33.6M | -5% | 1.79% | 76.4% | 168 | 11.9% | 6.1 |
|
| 3236 |
3236
Citizens Business Bank
Ontario,
California
| $610M | +$5.01M | +0.8% | 0.23% | 108% | 141 | 9.22% | 4.6 |
|
| 3237 |
3237
Armbruster Capital Management
Pittsford,
New York
| $610M | +$14.7M | +2% | 0.95% | 66.7% | 137 | 7.3% | 5.7 |
|
| 3238 |
3238
Prosight Management
Dallas,
Texas
| $610M | +$126M | +26% | 1.14% | 39.5% | 54 | 44.44% | 0.9 |
|
| 3239 |
3239
Pandi LLC
Leawood,
Kansas
| $610M | -$19.9M | -3% | 4.93% | – | 4 | 50% | 0.6 |
|
| 3240 |
3240
Blue Fin Capital
Warren,
Rhode Island
| $610M | -$35.2M | -5% | 4.7% | 147% | 155 | 4.52% | 6.9 |
|
| 3241 |
3241
DGS Capital Management
Jersey City,
New Jersey
| $609M | +$24.7M | +4% | 0.28% | 177% | 709 | 34.84% | 1.4 |
|
| 3242 |
3242
Strategy Asset Managers
Pasadena,
California
| $609M | +$1.08M | +0.2% | 2.45% | 115% | 292 | 23.29% | 3.4 |
|
| 3243 |
3243
American International Group
New York
| $609M | -$905M | -60% | 21% | 161% | 2 | 0% | 2.5 |
|
| 3244 |
3244
Opes Wealth Management
Menlo Park,
California
| $609M | -$4.73M | -0.8% | 0.18% | 54.1% | 151 | 5.3% | 3.9 |
|
| 3245 |
3245
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $608M | -$15M | -2% | 5.21% | – | 38 | 55.26% | 0.5 |
|
| 3246 |
3246
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $608M | -$65M | -10% | 4.69% | 99.9% | 79 | 6.33% | 6.8 |
|
| 3247 |
3247
Austin Asset Management
Austin,
Texas
| $608M | -$392K | -0.1% | 0.37% | 93.4% | 87 | 14.94% | 2.6 |
|
| 3248 |
3248
Newbridge Financial Services Group
Boca Raton,
Florida
| $608M | -$35.8M | -6% | 4.12% | 189% | 1,273 | 14.85% | 2 |
|
| 3249 |
3249
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $608M | -$144M | -19% | 1.58% | 140% | 269 | 34.94% | 2.6 |
|
| 3250 |
3250
MYDA Advisors
Woodmere,
New York
| $608M | +$82.7M | +16% | 9.92% | 232% | 222 | 68.47% | 0.4 |
|