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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 |
JCP
3251
JB Capital Partners
Armonk,
New York
| $540M | +$63.1M | +13% | 19.7% | 142% | 82 | 6.1% | 3.3 |
|
| 3252 |
3252
Martel Wealth Advisors
Vancouver,
Washington
| $539M | +$37.4M | +7% | 6.85% | 43.4% | 72 | 6.94% | 3.4 |
|
| 3253 |
3253
Westside Investment Management
Santa Monica,
California
| $539M | +$69.8M | +15% | 12.5% | 114% | 1,338 | 30.94% | 3.4 |
|
| 3254 |
3254
GWN Securities
Palm Beach Gardens,
Florida
| $539M | -$1.23B | -70% | 7.49% | – | 748 | 55.08% | 0.3 |
|
| 3255 |
3255
Meteora Capital
Boca Raton,
Florida
| $539M | +$228M | +73% | 9.58% | 56.9% | 250 | 71.2% | 0.4 |
|
| 3256 |
3256
Perennial Advisors
New York
| $538M | +$37M | +7% | 9.63% | – | 127 | 14.17% | 3.9 |
|
| 3257 |
CRB
3257
Chad R. Baker
| $538M | +$47.3M | +10% | 12.6% | 123% | 50 | 0% | 6.1 |
|
| 3258 |
3258
Amarillo National Bank
Amarillo,
Texas
| $538M | +$24.1M | +5% | 9.12% | 63.5% | 84 | 9.52% | 6.8 |
|
| 3259 |
3259
SeaBridge Investment Advisors
Summit,
New Jersey
| $538M | +$74.8M | +16% | 11.7% | 128% | 212 | 14.62% | 3.4 |
|
| 3260 |
3260
Pier 88 Investment Partners
San Francisco,
California
| $538M | +$16.5M | +3% | 5.28% | 36.1% | 114 | 19.3% | 1.9 |
|
| 3261 |
3261
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $538M | -$4.28M | -0.8% | 0.07% | 69.7% | 97 | 8.25% | 4.4 |
|
| 3262 |
FA
3262
Financial Advisors
Andover,
Massachusetts
| $537M | +$30.1M | +6% | 7.14% | 71.5% | 83 | 8.43% | 4.7 |
|
| 3263 |
3263
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $537M | +$53.3M | +11% | 9.83% | 90.7% | 280 | 7.14% | 6.1 |
|
| 3264 |
3264
Overbrook Management Corp
New York
| $536M | +$111M | +26% | 22.7% | 157% | 52 | 23.08% | 3.6 |
|
| 3265 |
3265
Crawford Fund Management
Boston,
Massachusetts
| $536M | +$117M | +28% | 8.9% | – | 216 | 24.54% | 0.9 |
|
| 3266 |
SXL
3266
Summit X LLC
Chesterfield,
Missouri
| $536M | +$60.7M | +13% | 9.68% | 62.9% | 270 | 16.67% | 3.3 |
|
| 3267 |
3267
First Turn Management
Del Mar,
California
| $536M | +$40M | +8% | 14.9% | – | 42 | 33.33% | 0.7 |
|
| 3268 |
3268
Lebenthal Global Advisors
Hauppauge,
New York
| $536M | +$2.22M | +0.4% | 7.94% | 50.8% | 207 | 24.64% | 1.9 |
|
| 3269 |
3269
Strategy Asset Managers
Pasadena,
California
| $536M | +$50.5M | +10% | 15.4% | 115% | 255 | 10.98% | 3.3 |
|
| 3270 |
3270
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $536M | +$9.4M | +2% | 6.77% | 81.8% | 81 | 3.7% | 7.3 |
|
| 3271 |
3271
Farmers Trust Company
Youngstown,
Ohio
| $535M | +$3.75M | +0.7% | 8.56% | 73.5% | 198 | 12.12% | 6.4 |
|
| 3272 |
3272
Mitchell Capital Management
Leawood,
Kansas
| $535M | +$10.3M | +2% | 23.5% | 219% | 123 | 25.2% | 3.7 |
|
| 3273 |
3273
IFC Advisors
Los Angeles,
California
| $535M | +$55.5M | +12% | 10% | – | 181 | 16.02% | 0.4 |
|
| 3274 |
3274
Corsair Capital Management
New York
| $534M | +$139M | +35% | 39% | 435% | 173 | 41.04% | 1.6 |
|
| 3275 |
3275
Abundance Wealth Counselors
State College,
Pennsylvania
| $534M | +$56.6M | +12% | 16% | 94.7% | 170 | 14.12% | 1.6 |
|