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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
JCIC Asset Management
Toronto,
Ontario, Canada
| $228M | -$13.7M | -6% | 0.01% | – | 140 | 9.29% | 2.1 |
|
| 3277 |
3277
Pictet Bank & Trust
Nassau,
Bahamas
| $228M | +$151K | +0.1% | 0.84% | 82.7% | 62 | 6.45% | 3.4 |
|
| 3278 |
3278
Intellectus Partners
San Francisco,
California
| $228M | -$3.58M | -2% | 1.26% | 157% | 201 | 9.95% | 1.6 |
|
| 3279 |
3279
Bank OZK
Little Rock,
Arkansas
| $227M | -$3.02M | -1% | 0.39% | 112% | 132 | 6.06% | 4.2 |
|
| 3280 |
3280
Capital City Trust
Tallahassee,
Florida
| $227M | -$15.8M | -7% | 2.77% | 98.5% | 101 | 7.92% | 4.7 |
|
| 3281 |
3281
Liberty Capital Management
Birmingham,
Michigan
| $227M | +$4.05M | +2% | 2.83% | – | 121 | 1.65% | 3.9 |
|
| 3282 |
3282
Goldstein Munger & Associates
San Ramon,
California
| $227M | -$2.23M | -1% | 0.7% | 11.9% | 33 | 0% | 4.5 |
|
| 3283 |
3283
Cedar Brook Financial Partners
Cleveland,
Ohio
| $227M | +$9.9M | +5% | 1.42% | 47% | 332 | 18.07% | 0.6 |
|
| 3284 |
3284
Act Two Investors
Santa Cruz,
California
| $227M | +$34.3M | +18% | 3.14% | 53% | 42 | 21.43% | 0.6 |
|
| 3285 |
3285
Growth Interface Management
Orlando,
Florida
| $227M | +$55.5M | +32% | 0.93% | 12% | 10 | 0% | 0.7 |
|
| 3286 |
AIP
3286
Ahrens Investment Partners
Lafayette,
Louisiana
| $226M | +$6.13M | +3% | 1.58% | 82.3% | 184 | 21.74% | 1.7 |
|
| 3287 |
3287
Simon Quick Advisors
Morristown,
New Jersey
| $226M | +$29M | +15% | 0.19% | 69.5% | 575 | 53.74% | 1.1 |
|
| 3288 |
3288
Stansberry Asset Management
Westlake,
Texas
| $226M | -$27.8M | -11% | 3.55% | 79.6% | 56 | 19.64% | 1 |
|
| 3289 |
3289
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $226M | +$6.85M | +3% | 0.58% | 53.6% | 68 | 5.88% | 1.9 |
|
| 3290 |
3290
180 Wealth Advisors
Federal Way,
Washington
| $226M | +$3.96M | +2% | 1.8% | 136% | 273 | 16.85% | 1.3 |
|
| 3291 |
3291
Oakwood Capital Management
Los Angeles,
California
| $226M | -$7.03M | -3% | 1.55% | 72.7% | 54 | 18.52% | 3.2 |
|
| 3292 |
3292
Hudson Way Capital Management
Dallas,
Texas
| $226M | +$20.3M | +10% | 5.01% | 51.3% | 19 | 36.84% | 1 |
|
| 3293 |
3293
Perkins Coie Trust Company
Seattle,
Washington
| $226M | +$5.73M | +3% | 1.74% | 83.2% | 323 | 1.86% | 4 |
|
| 3294 |
3294
Redmond Asset Management
Henrico,
Virginia
| $225M | -$7.18M | -3% | 1.5% | 61.5% | 166 | 12.05% | 3 |
|
| 3295 |
3295
Technology Crossover Management IX
Menlo Park,
California
| $225M | -$26.2M | -10% | 21.8% | 13% | 4 | 25% | 0.8 |
|
| 3296 |
3296
TCI Wealth Advisors
Tucson,
Arizona
| $225M | +$3.16M | +1% | 1.64% | 65% | 1,730 | 22.2% | 3 |
|
| 3297 |
3297
Peak Financial Management
Wellesley,
Massachusetts
| $225M | +$2.42M | +1% | 0.35% | 58.2% | 56 | 3.57% | 2.2 |
|
| 3298 |
3298
SignalPoint Asset Management
Springfield,
Missouri
| $225M | +$15.3M | +7% | 2.08% | 36% | 230 | 13.91% | 3 |
|
| 3299 |
3299
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $225M | +$12.1M | +6% | 0.65% | 76.7% | 89 | 24.72% | 1.2 |
|
| 3300 |
3300
ACON Equity Management
Washington,
District of Columbia
| $225M | -$88M | -28% | 15% | 32.1% | 1 | 0% | 1.8 |
|