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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
Pier 88 Investment Partners
San Francisco,
California
| $508M | +$54.2M | +12% | 3.01% | 36.1% | 102 | 16.67% | 1.9 |
|
| 3252 |
3252
Noked Israel
Ramat Hasharon,
Israel
| $508M | +$50.4M | +11% | 11.4% | 265% | 19 | 21.05% | 1.3 |
|
| 3253 |
3253
Wedgewood Partners
St Louis,
Missouri
| $508M | -$42.9M | -8% | 5.11% | 78.1% | 20 | 10% | 5.7 |
|
| 3254 |
3254
Ellis Investment Partners
Berwyn,
Pennsylvania
| $508M | -$5.18M | -1% | 0.62% | 70.8% | 250 | 9.6% | 4.2 |
|
| 3255 |
3255
LJI Wealth Management
Indianapolis,
Indiana
| $508M | +$18.4M | +4% | 2.38% | 68.8% | 203 | 15.27% | 1.4 |
|
| 3256 |
3256
Orion Resource Partners
New York
| $507M | -$245M | -33% | 10.2% | – | 24 | 45.83% | 0.3 |
|
| 3257 |
3257
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $507M | -$34.4M | -6% | 3.72% | 34.2% | 42 | 2.38% | 7.7 |
|
| 3258 |
3258
Trifecta Capital Advisors
Northbrook,
Illinois
| $506M | +$28.6M | +6% | 5.41% | 149% | 425 | 8.24% | 1.8 |
|
| 3259 |
3259
Manitou Investment Management
Toronto,
Ontario, Canada
| $506M | -$19.5M | -4% | 1.79% | 69.3% | 56 | 3.57% | 3.4 |
|
| 3260 |
UAG
3260
United Advisor Group
Cincinnati,
Ohio
| $506M | +$63M | +14% | 3.72% | 88% | 403 | 25.06% | 0.5 |
|
| 3261 |
3261
Deltec Asset Management
New York
| $506M | -$1.56M | -0.3% | 10.1% | 127% | 192 | 35.42% | 3.1 |
|
| 3262 |
3262
Bremer Bank National Association
St Paul,
Minnesota
| $506M | -$24.7M | -5% | 0.76% | 37.4% | 177 | 9.6% | 4.2 |
|
| 3263 |
3263
Angelo Gordon & Co
New York
| $505M | +$151M | +43% | 0.81% | 90.1% | 78 | 55.13% | 0.9 |
|
| 3264 |
III
3264
Independent Investors Inc
Nesconset,
New York
| $505M | +$11.8M | +2% | 4.05% | 94.5% | 70 | 7.14% | 8.5 |
|
| 3265 |
3265
LexAurum Advisors
Overland Park,
Kansas
| $505M | +$49.7M | +11% | 0.46% | – | 354 | 16.67% | 2.9 |
|
| 3266 |
3266
Mariner Investment Group
Harrison,
New York
| $505M | +$133M | +36% | 1.99% | – | 60 | 70% | 0.3 |
|
| 3267 |
CFSG
3267
Community Financial Services Group
Newport,
Vermont
| $505M | +$15.8M | +3% | 2.08% | – | 126 | 7.94% | 4.1 |
|
| 3268 |
3268
Schnieders Capital Management
Pasadena,
California
| $504M | -$20.3M | -4% | 2.12% | 103% | 223 | 11.21% | 5.8 |
|
| 3269 |
3269
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $504M | +$38.7M | +8% | 1.35% | 52.3% | 54 | 11.11% | 3.3 |
|
| 3270 |
3270
Paradice Investment Management
Denver,
Colorado
| $504M | -$70.6M | -12% | 3.57% | 72.2% | 27 | 14.81% | 4.3 |
|
| 3271 |
3271
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $503M | +$19M | +4% | 0.03% | 69.8% | 105 | 29.52% | 1.4 |
|
| 3272 |
3272
IFG Advisors
St. Louis,
Missouri
| $503M | +$35.2M | +8% | 0.71% | 78.7% | 155 | 17.42% | 3.1 |
|
| 3273 |
3273
Austin Asset Management
Austin,
Texas
| $503M | -$10.6M | -2% | 1.02% | 93.4% | 71 | 5.63% | 2.1 |
|
| 3274 |
3274
Arlington Financial Advisors
Santa Barbara,
California
| $503M | +$16M | +3% | 0.74% | 67.6% | 93 | 24.73% | 2.9 |
|
| 3275 |
3275
Correct Capital Wealth Management
Clayton,
Missouri
| $503M | +$50.9M | +11% | 7.47% | 83.6% | 124 | 13.71% | 0.9 |
|