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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 |
3251
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $210M | +$670K | +0.3% | 0.83% | 83.3% | 83 | 7.23% | 1.8 |
|
| 3252 |
3252
Viridian RIA
Bothell,
Washington
| $210M | – | – | 0.81% | 63.1% | 45 | – | 0 |
|
| 3253 |
3253
TSP Capital Management Group
Summit,
New Jersey
| $209M | -$10.1M | -5% | 4.04% | 186% | 59 | 5.08% | 2.9 |
|
| 3254 |
3254
Interactive Financial Advisors
New Lenox,
Illinois
| $209M | -$18M | -8% | 0.05% | 47.6% | 113 | 8.85% | 3.3 |
|
| 3255 |
3255
Cahill Financial Advisors
Edina,
Minnesota
| $209M | +$10.2M | +5% | 1.39% | 55.9% | 156 | 17.31% | 2.5 |
|
| 3256 |
3256
Summit Asset Management
Memphis,
Tennessee
| $209M | +$703K | +0.3% | 1.99% | 48.9% | 112 | 8.04% | 3.4 |
|
| 3257 |
PAS
3257
Partnervest Advisory Services
Santa Barbara,
California
| $209M | +$3.76M | +2% | 0.96% | 45.1% | 212 | 22.64% | 2.3 |
|
| 3258 |
3258
Pier 88 Investment Partners
San Francisco,
California
| $209M | -$58.4M | -22% | 0.78% | 36.1% | 121 | 27.27% | 0.7 |
|
| 3259 |
LP
3259
LGL Partners
Philadelphia,
Pennsylvania
| $209M | -$14.5M | -7% | 0.69% | 68.9% | 60 | 6.67% | 1.7 |
|
| 3260 |
3260
HRT Financial
New York
| $209M | +$111M | +113% | 0.91% | 182% | 276 | 86.96% | 0.1 |
|
| 3261 |
3261
Elm Ridge Management
Briarcliff Manor,
New York
| $209M | -$14.7M | -7% | 1.96% | 93.6% | 30 | 23.33% | 2.5 |
|
| 3262 |
EMR
3262
Errol M. Rudman
| $208M | +$2.2M | +1% | 0.02% | 60.5% | 51 | 35.29% | 1.7 |
|
| 3263 |
3263
Point View Wealth Management
Summit,
New Jersey
| $208M | -$2.46M | -1% | 1.02% | 27% | 274 | 13.5% | 2.9 |
|
| 3264 |
3264
SignalPoint Asset Management
Springfield,
Missouri
| $208M | +$1.35M | +0.7% | 1.18% | 36% | 216 | 11.57% | 2.2 |
|
| 3265 |
3265
Aquamarine Capital Management
New York
| $208M | -$732K | -0.4% | 2.24% | 23% | 17 | 0% | 2.7 |
|
| 3266 |
3266
RGT Wealth Advisors
Dallas,
Texas
| $208M | +$21.4M | +11% | 1.04% | 9.35% | 114 | 21.93% | 0.9 |
|
| 3267 |
3267
Taylor Wealth Management Partners
Boston,
Massachusetts
| $208M | -$27.5M | -12% | 4.22% | 62% | 169 | 23.67% | 2 |
|
| 3268 |
3268
Weik Capital Management
Wyomissing,
Pennsylvania
| $208M | -$6.38M | -3% | 1.98% | 66.9% | 135 | 14.07% | 3.2 |
|
| 3269 |
ACM
3269
Ailanthus Capital Management
New York
| $208M | +$29.3M | +16% | 1.88% | – | 17 | 41.18% | 0.2 |
|
| 3270 |
3270
Roanoke Asset Management
Jersey City,
New Jersey
| $208M | -$1.55M | -0.7% | 1.96% | 50.3% | 110 | 8.18% | 3.5 |
|
| 3271 |
3271
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $207M | +$2.11M | +1% | 1.46% | 62.3% | 96 | 15.63% | 2.2 |
|
| 3272 |
VM
3272
VPR Management
Houston,
Texas
| $207M | -$1.96M | -0.9% | 0.22% | 54.5% | 14 | 0% | 0.7 |
|
| 3273 |
3273
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $207M | -$1.52M | -0.7% | 1.77% | 101% | 133 | 11.28% | 2.9 |
|
| 3274 |
3274
Hays Advisory
Franklin,
Tennessee
| $207M | -$74.4M | -26% | 0.26% | 31.8% | 166 | 53.01% | 0.8 |
|
| 3275 |
3275
Shaker Financial Services
Arlington,
Virginia
| $207M | -$4.52M | -2% | 3.59% | 12.9% | 142 | 40.14% | 0.8 |
|