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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
SAM
3251
Sequent Asset Management
Houston,
Texas
| $156M | +$5.05M | +3% | 0.28% | 51.3% | 60 | 13.33% | 2.3 |
|
| 3252 |
CIM
3252
Cetera Investment Management
El Segundo,
California
| $156M | -$14.2M | -8% | 3.05% | – | 119 | 11.76% | 0.7 |
|
| 3253 |
3253
Fifth Third Securities
Cincinnati,
Ohio
| $155M | +$23.1M | +17% | 1.92% | 58.9% | 84 | 21.43% | 0.4 |
|
| 3254 |
3254
Tarbox Family Office
Newport Beach,
California
| $155M | +$15.8M | +11% | 3.57% | 60.5% | 597 | 6.03% | 2.2 |
|
| 3255 |
NJBEST
3255
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $155M | +$6.54M | +4% | 4.07% | 42% | 220 | 35.45% | 1.2 |
|
| 3256 |
CLA
3256
Cranberry Lake Advisors
Houston,
Texas
| $155M | +$1.09M | +0.7% | 4.4% | 31.5% | 18 | 33.33% | 2.7 |
|
| 3257 |
3257
Kavar Capital Partners Group
Leawood,
Kansas
| $155M | -$162K | -0.1% | 1.29% | 77.2% | 104 | 10.58% | 2.1 |
|
| 3258 |
QI
3258
Quotient Investors
New York
| $155M | -$57.2M | -27% | 5.21% | 24.9% | 233 | 38.2% | 1.3 |
|
| 3259 |
RCP
3259
RPM Capital Partners
New York
| $154M | +$9.21M | +6% | 7.77% | – | 1 | 0% | 3.3 |
|
| 3260 |
3260
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $154M | +$6.16M | +4% | 3.24% | 55% | 33 | 12.12% | 0.6 |
|
| 3261 |
3261
Inspirion Wealth Advisors
Libertyville,
Illinois
| $154M | +$1.17M | +0.8% | 2.88% | 52.5% | 62 | 4.84% | 1.4 |
|
| 3262 |
CCM
3262
Concourse Capital Management
Atlanta,
Georgia
| $154M | -$7.02M | -4% | 13.1% | 107% | 75 | 33.33% | 0.6 |
|
| 3263 |
KA
3263
Kerrisdale Advisers
Miami,
Florida
| $154M | -$216M | -58% | 1.27% | 78.8% | 42 | 73.81% | 0.6 |
|
| 3264 |
3264
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $154M | +$5.3M | +4% | 2.82% | 112% | 54 | 5.56% | 1.5 |
|
| 3265 |
WAP
3265
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $154M | +$12M | +8% | 2.38% | 60.4% | 150 | 21.33% | 0.2 |
|
| 3266 |
3266
Affinity Wealth Management
Wilmington,
Delaware
| $154M | +$7.08M | +5% | 1.52% | 116% | 70 | 34.29% | 1.3 |
|
| 3267 |
3267
Cahill Financial Advisors
Edina,
Minnesota
| $154M | +$10.5M | +7% | 2.99% | 55.9% | 127 | 9.45% | 1.9 |
|
| 3268 |
LCM
3268
Liberty Capital Management
Birmingham,
Michigan
| $154M | +$5.62M | +4% | 1.09% | – | 255 | 60% | 1 |
|
| 3269 |
FSA
3269
Financial Sense Advisors
San Diego,
California
| $154M | -$24.4M | -14% | 1.2% | 152% | 93 | 34.41% | 1.1 |
|
| 3270 |
AACA
3270
American Assets Capital Advisers
San Diego,
California
| $153M | -$2.09M | -1% | 0.9% | 73.5% | 36 | 16.67% | 1.2 |
|
| 3271 |
BCM
3271
BHZ Capital Management
San Jose,
California
| $153M | +$15.1M | +11% | 9.5% | 3.24% | 112 | 38.39% | 0.4 |
|
| 3272 |
3272
Quadrant Capital Group
Cincinnati,
Ohio
| $153M | +$7.91M | +5% | 4.43% | 105% | 2,231 | 10.04% | 0.9 |
|
| 3273 |
3273
O'Brien Wealth Partners
Waltham,
Massachusetts
| $153M | +$9.8M | +7% | 3.09% | 56.7% | 31 | 0% | 0.7 |
|
| 3274 |
FCPV
3274
FS Capital Partners VI
Los Angeles,
California
| $153M | +$37.1M | +32% | 32% | – | 1 | 0% | 1.8 |
|
| 3275 |
PCMI
3275
Princeton Capital Management Inc
Princeton,
New Jersey
| $153M | +$7.91M | +5% | 6.94% | 57.9% | 78 | 6.41% | 2.2 |
|