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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
CTAF
3301
Call To Action Foundation
Salt Lake City,
Utah
| $475M | +$20.7M | +5% | 5.51% | – | 1 | 0% | 0.8 |
|
| 3302 |
3302
Valor Management
Chicago,
Illinois
| $475M | +$19.9M | +4% | 30.2% | 14.5% | 7 | 57.14% | 1.4 |
|
| 3303 |
3303
VY Capital Management Company
Dubai,
United Arab Emirates
| $474M | – | – | 3.18% | – | 1 | – | 0 |
|
| 3304 |
3304
Lafayette Investments
Ashton,
Maryland
| $474M | +$34.5M | +8% | 10.1% | 77.9% | 147 | 4.08% | 4.7 |
|
| 3305 |
LA
3305
Lynch & Associates
Newburgh,
Indiana
| $473M | +$29.2M | +7% | 7.53% | 73.5% | 122 | 4.1% | 7.3 |
|
| 3306 |
3306
Oldfield Partners
London,
United Kingdom
| $473M | -$56.2M | -11% | 10.5% | 90.3% | 30 | 3.33% | 3.6 |
|
| 3307 |
FPFS
3307
First Personal Financial Services
Charlotte,
North Carolina
| $473M | +$30.7M | +7% | 8.67% | 31.5% | 592 | 42.74% | 3.5 |
|
| 3308 |
3308
Lincoln Capital
Lincoln,
Nebraska
| $473M | +$24.7M | +6% | 7.81% | 67.1% | 114 | 6.14% | 5.8 |
|
| 3309 |
3309
Trust Company of the South
Greensboro,
North Carolina
| $472M | +$49.9M | +12% | 8% | 70.2% | 128 | 10.94% | 0.6 |
|
| 3310 |
3310
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $472M | +$73.3M | +18% | 7.74% | 5.26% | 149 | 74.5% | 0.2 |
|
| 3311 |
3311
Marietta Investment Partners
Milwaukee,
Wisconsin
| $471M | +$15.8M | +3% | 5.35% | 160% | 169 | 9.47% | 4.9 |
|
| 3312 |
3312
Convergence Financial
Columbia,
Missouri
| $471M | +$92.7M | +25% | 5.71% | 70.6% | 164 | 14.63% | 0.6 |
|
| 3313 |
3313
Bender Robert & Associates
Pasadena,
California
| $471M | +$15.6M | +3% | 5.24% | 146% | 80 | 100% | 0 |
|
| 3314 |
GA
3314
GFS Advisors
Houston,
Texas
| $470M | -$150M | -24% | 5.8% | 97.9% | 203 | 46.31% | 5 |
|
| 3315 |
3315
Pasadena Private Wealth
Pasadena,
California
| $470M | +$37.3M | +9% | 5.29% | 53% | 159 | 13.21% | 2 |
|
| 3316 |
3316
Westside Investment Management
Santa Monica,
California
| $470M | +$32.7M | +7% | 8.46% | 114% | 1,030 | 8.06% | 4 |
|
| 3317 |
3317
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $470M | +$69.5M | +17% | 10% | 50.3% | 130 | 9.23% | 2.1 |
|
| 3318 |
3318
New York Life Insurance Company
New York
| $470M | +$71.9M | +18% | 5.42% | 61.5% | 4 | 0% | 4 |
|
| 3319 |
3319
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $469M | +$27M | +6% | 5.76% | 39.1% | 52 | 1.92% | 5.3 |
|
| 3320 |
ARG
3320
Advisory Resource Group
Tulsa,
Oklahoma
| $468M | +$25.2M | +6% | 3.97% | 72% | 164 | 9.15% | 2.6 |
|
| 3321 |
3321
Great Point Wealth Advisors
Boston,
Massachusetts
| $468M | +$30.7M | +7% | 6.97% | – | 61 | 11.48% | 3.1 |
|
| 3322 |
3322
IFG Advisors
St. Louis,
Missouri
| $468M | +$44.7M | +11% | 7.22% | 78.7% | 143 | 8.39% | 3.2 |
|
| 3323 |
3323
Contravisory Investment Management
Norwell,
Massachusetts
| $468M | +$16M | +4% | 8.82% | 135% | 408 | 31.13% | 1.6 |
|
| 3324 |
CFMC
3324
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $467M | +$7.04M | +2% | 6.91% | 69.6% | 207 | 9.66% | 6.6 |
|
| 3325 |
3325
Brass Tax Wealth Management
Cincinnati,
Ohio
| $467M | -$43.6M | -9% | 5.69% | – | 241 | 37.34% | 0.3 |
|