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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
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $600M | +$15.4M | +3% | 2.49% | 73.7% | 130 | 11.54% | 3.9 |
|
| 3277 |
3277
Anatole Investment Management
Central,
Hong Kong
| $600M | -$356M | -37% | 23.8% | 3,486% | 18 | 44.44% | 0.3 |
|
| 3278 |
3278
MA Private Wealth
San Carlos,
California
| $599M | +$4.75M | +0.8% | 1.91% | 57.5% | 85 | 8.24% | 3 |
|
| 3279 |
3279
AdvisorShares Investments
Bethesda,
Maryland
| $599M | -$12.9M | -2% | 2.57% | 110% | 369 | 41.73% | 1.3 |
|
| 3280 |
3280
TBH Global Asset Management
Brentwood,
Tennessee
| $599M | +$86.9M | +17% | 3.69% | 83.3% | 292 | 34.25% | 2.4 |
|
| 3281 |
3281
Agave Capital Management
London,
| $599M | – | – | 2.91% | – | 23 | – | 0 |
|
| 3282 |
3282
Stanley Capital Management
Houston,
Texas
| $598M | -$9.6M | -2% | 4.84% | 158% | 40 | 2.5% | 4.1 |
|
| 3283 |
3283
ThornTree Capital Partners
Boston,
Massachusetts
| $598M | -$55.5M | -8% | 3.36% | 217% | 19 | 26.32% | 2 |
|
| 3284 |
VHMC
3284
Value Holdings Management Company
Hampton Bays,
New York
| $598M | -$26.1M | -4% | 1.96% | 125% | 33 | 15.15% | 7.8 |
|
| 3285 |
3285
San Luis Wealth Advisors
San Luis Obispo,
California
| $597M | +$42.4M | +8% | 1.86% | 65% | 190 | 10% | 1.4 |
|
| 3286 |
3286
Perennial Advisors
New York
| $596M | +$19M | +3% | 3.46% | – | 132 | 6.82% | 4.1 |
|
| 3287 |
3287
Fortis Group Advisors
Westwood,
New Jersey
| $596M | +$15.5M | +3% | 3.66% | 102% | 604 | 15.73% | 2 |
|
| 3288 |
3288
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $596M | +$28.2M | +5% | 2.15% | 56.7% | 637 | 34.38% | 1.8 |
|
| 3289 |
RI
3289
RPTC Inc
Jackson,
Wyoming
| $596M | +$23M | +4% | 3.7% | 66.4% | 7 | 0% | 6 |
|
| 3290 |
3290
Armbruster Capital Management
Pittsford,
New York
| $596M | +$7.93M | +1% | 1.65% | 66.7% | 133 | 2.26% | 5.5 |
|
| 3291 |
3291
Clayton Dubilier & Rice
New York
| $595M | -$81.7M | -12% | 20.3% | 176% | 2 | 0% | 2.5 |
|
| 3292 |
3292
Adventist Health System West
Roseville,
California
| $595M | -$18.9M | -3% | 2.01% | 60.2% | 9 | 22.22% | 1.9 |
|
| 3293 |
3293
Carrera Capital Advisors
Troy,
Michigan
| $595M | +$37.4M | +7% | 2.78% | – | 180 | 21.11% | 0.9 |
|
| 3294 |
3294
CVC Management Holdings II
St. Helier,
Jersey
| $595M | -$223M | -27% | 17.6% | – | 4 | 25% | 1.3 |
|
| 3295 |
3295
Providence Capital Advisors
Charlotte,
North Carolina
| $594M | +$17M | +3% | 0.92% | 47.4% | 239 | 18.83% | 3 |
|
| 3296 |
3296
Bricktown Capital
Detroit,
Michigan
| $594M | -$13M | -2% | 1.21% | 46.2% | 26 | 7.69% | 2 |
|
| 3297 |
3297
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $594M | -$83.7M | -12% | 2.23% | 70.2% | 18 | 16.67% | 2.4 |
|
| 3298 |
3298
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $594M | +$11.1M | +2% | 1.37% | 70.3% | 87 | 18.39% | 3 |
|
| 3299 |
3299
Laurel Oak Wealth Management
Marlton,
New Jersey
| $594M | – | – | 3.49% | – | 361 | – | 0 |
|
| 3300 |
3300
TCP Asset Management
Columbus,
Ohio
| $594M | +$33M | +6% | 2.08% | 65% | 120 | 13.33% | 1.8 |
|