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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 |
3301
Providence Capital Advisors
Charlotte,
North Carolina
| $481M | -$11.9M | -2% | 3.07% | 47.4% | 129 | 10.85% | 4.5 |
|
| 3302 |
3302
Ramirez Asset Management
New York
| $481M | -$14.9M | -3% | 0.83% | 86.8% | 421 | 19% | 1.2 |
|
| 3303 |
3303
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $480M | -$840M | -64% | 12.4% | 3.79% | 2 | 0% | 8.4 |
|
| 3304 |
3304
Austin Asset Management
Austin,
Texas
| $480M | -$22.9M | -5% | 3.3% | 93.4% | 85 | 16.47% | 1.9 |
|
| 3305 |
3305
Oak Grove Capital
North Hampton,
New Hampshire
| $480M | -$190M | -28% | 5.11% | 470% | 82 | 26.83% | 2.3 |
|
| 3306 |
3306
HughesLittle Investment Management
Vancouver,
| $480M | -$48.5M | -9% | 6.11% | 106% | 17 | 0% | 5.8 |
|
| 3307 |
3307
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $480M | +$15.6M | +3% | 2.66% | 94.5% | 152 | 23.68% | 2.8 |
|
| 3308 |
3308
Essex Investment Management
Boston,
Massachusetts
| $479M | -$76.8M | -14% | 4.96% | 370% | 334 | 17.37% | 3.8 |
|
| 3309 |
3309
Caligan Partners
New York
| $479M | +$84.4M | +21% | 16.6% | 2,628% | 17 | 23.53% | 1.1 |
|
| 3310 |
3310
IFC Advisors
Los Angeles,
California
| $479M | +$20.4M | +4% | 1.64% | – | 174 | 23.56% | 0.2 |
|
| 3311 |
3311
SOA Wealth Advisors
New York
| $479M | -$63.9M | -12% | 4.4% | 79.1% | 916 | 8.73% | 3.4 |
|
| 3312 |
3312
Mengis Capital Management
Portland,
Oregon
| $479M | -$10.6M | -2% | 0.13% | 104% | 195 | 6.15% | 5.6 |
|
| 3313 |
IR
3313
IAT Reinsurance
New York
| $479M | +$5.27M | +1% | 2.57% | 60.2% | 82 | 17.07% | 4.9 |
|
| 3314 |
3314
Lincoln Capital
Lincoln,
Nebraska
| $479M | +$3.26M | +0.7% | 2.51% | 67.1% | 122 | 9.02% | 5.9 |
|
| 3315 |
3315
Bellwether Advisors
Lincoln,
Nebraska
| $479M | -$80.5M | -14% | 4.36% | 115% | 533 | 7.13% | 0.8 |
|
| 3316 |
3316
Trust Company of the South
Greensboro,
North Carolina
| $479M | -$12.5M | -3% | 3.35% | 70.2% | 129 | 13.18% | 1.1 |
|
| 3317 |
3317
FFT Wealth Management
Philadelphia,
Pennsylvania
| $478M | -$849M | -64% | 2.5% | 65.6% | 203 | 62.07% | 2.4 |
|
| 3318 |
3318
Retirement Income Solutions
Ann Arbor,
Michigan
| $478M | -$17.7M | -4% | 4.06% | 60.8% | 157 | 12.1% | 3.8 |
|
| 3319 |
3319
Moody Aldrich Partners
Marblehead,
Massachusetts
| $478M | -$62.2M | -12% | 2.48% | 312% | 222 | 36.04% | 1.4 |
|
| 3320 |
3320
Abundance Wealth Counselors
State College,
Pennsylvania
| $478M | +$18.1M | +4% | 2.86% | 107% | 158 | 15.19% | 1.5 |
|
| 3321 |
3321
Trifecta Capital Advisors
Northbrook,
Illinois
| $477M | -$29.1M | -6% | 5.52% | 149% | 437 | 12.81% | 1.9 |
|
| 3322 |
3322
Creekmur Asset Management
Morton,
Illinois
| $477M | +$40.4M | +9% | 1.4% | – | 1,023 | 33.33% | 1 |
|
| 3323 |
3323
Artemis Wealth Advisors
New York
| $477M | -$83.9M | -15% | 7.68% | 180% | 37 | 43.24% | 3.8 |
|
| 3324 |
3324
Drexel Morgan & Co
Radnor,
Pennsylvania
| $476M | -$8.28M | -2% | 7.89% | 50.1% | 56 | 5.36% | 7.7 |
|
| 3325 |
JCP
3325
JB Capital Partners
Armonk,
New York
| $476M | -$46M | -9% | 10.5% | 142% | 81 | 4.94% | 3.2 |
|