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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
Oakmont Corp
Los Angeles,
California
| $455M | +$46M | +11% | 11.9% | 70.2% | 36 | 22.22% | 2.9 |
|
| 3277 |
3277
York Capital Management Global Advisors
New York
| $455M | -$5.34M | -1% | 37.6% | 74.1% | 7 | 0% | 2.3 |
|
| 3278 |
CTAF
3278
Call To Action Foundation
Salt Lake City,
Utah
| $454M | -$26.2M | -5% | 4.04% | – | 1 | 0% | 0.5 |
|
| 3279 |
3279
GR Financial Group
Tucson,
Arizona
| $454M | +$21.9M | +5% | 5.02% | 75.4% | 20 | 20% | 0.8 |
|
| 3280 |
3280
United Capital Management of KS
Salina,
Kansas
| $454M | +$16.8M | +4% | 3.56% | 272% | 84 | 16.67% | 3 |
|
| 3281 |
JCP
3281
JB Capital Partners
Armonk,
New York
| $453M | -$79.5M | -15% | 4.84% | 142% | 77 | 5.19% | 2.8 |
|
| 3282 |
3282
Delta Investment Management
San Francisco,
California
| $453M | +$12.9M | +3% | 2.74% | 65.8% | 237 | 18.57% | 2.2 |
|
| 3283 |
3283
Princeton Global Asset Management
Princeton,
New Jersey
| $453M | +$32.8M | +8% | 3.03% | 110% | 698 | 16.33% | 2.9 |
|
| 3284 |
3284
Gibson Capital
Wexford,
Pennsylvania
| $453M | -$4.66M | -1% | 1.12% | 67.2% | 78 | 12.82% | 3.8 |
|
| 3285 |
3285
Iowa State Bank
Urbandale,
Iowa
| $453M | +$666K | +0.1% | 0.9% | 85.7% | 110 | 8.18% | 5.9 |
|
| 3286 |
3286
LJI Wealth Management
Indianapolis,
Indiana
| $452M | +$65.9M | +17% | 2.54% | 61.5% | 190 | 22.11% | 1 |
|
| 3287 |
3287
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $452M | +$10.8M | +2% | 2.77% | 93.2% | 213 | 8.45% | 4.2 |
|
| 3288 |
3288
Trifecta Capital Advisors
Northbrook,
Illinois
| $452M | +$40.8M | +10% | 7.61% | 149% | 434 | 8.99% | 1.3 |
|
| 3289 |
3289
Contravisory Investment Management
Norwell,
Massachusetts
| $452M | +$124K | +0% | 3.07% | 135% | 392 | 23.72% | 1.6 |
|
| 3290 |
3290
Stieven Capital Advisors
St. Louis,
Missouri
| $451M | -$29.5M | -6% | 0.19% | 117% | 52 | 25% | 3.4 |
|
| 3291 |
3291
Noesis Capital Mangement
Boca Raton,
Florida
| $451M | +$721K | +0.2% | 3.65% | 139% | 110 | 20% | 5 |
|
| 3292 |
3292
SFE Investment Counsel
Los Angeles,
California
| $451M | +$9.5M | +2% | 3.7% | 105% | 120 | 3.33% | 5.7 |
|
| 3293 |
3293
Strategy Asset Managers
Pasadena,
California
| $450M | -$16.6M | -4% | 0.99% | 115% | 292 | 38.01% | 2.8 |
|
| 3294 |
3294
TBH Global Asset Management
Brentwood,
Tennessee
| $450M | -$50.8M | -10% | 3.17% | 70.7% | 248 | 15.73% | 2.3 |
|
| 3295 |
PS
3295
Presima Securities
Montreal,
Quebec, Canada
| $450M | +$19.5M | +5% | 2.61% | 10.3% | 52 | 0% | 4.4 |
|
| 3296 |
3296
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $449M | +$15.7M | +4% | 1.05% | 61.5% | 141 | 10.64% | 3.4 |
|
| 3297 |
3297
Cypress Wealth Services
Palm Desert,
California
| $449M | +$19.9M | +5% | 4.02% | 82.7% | 276 | 11.59% | 2.3 |
|
| 3298 |
CNBTD
3298
Citizens National Bank Trust Department
Meridian,
Mississippi
| $449M | +$18.2M | +4% | 3.79% | 114% | 353 | 6.52% | 2.6 |
|
| 3299 |
3299
Goodman Financial
Houston,
Texas
| $449M | +$11.2M | +3% | 2.53% | 52.5% | 76 | 32.89% | 2.3 |
|
| 3300 |
3300
The Family Firm
Bethesda,
Maryland
| $448M | +$38M | +9% | 0.85% | 40.2% | 892 | 77.8% | 1.2 |
|