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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 |
CIM
3301
CIM Investment Management
Pittsburgh,
Pennsylvania
| $525M | +$86.9M | +20% | 13.9% | 123% | 254 | 5.91% | 4.5 |
|
| 3302 |
3302
TT International Asset Management
London,
United Kingdom
| $525M | -$145M | -22% | 1.95% | 308% | 65 | 41.54% | 0.7 |
|
| 3303 |
3303
Clifford Capital Partners
Alpine,
Utah
| $525M | +$38.4M | +8% | 7.95% | 77.3% | 54 | 31.48% | 2.3 |
|
| 3304 |
3304
Summit Wealth Partners
Orlando,
Florida
| $524M | +$31.4M | +6% | 5.49% | 44.9% | 218 | 6.88% | 3.3 |
|
| 3305 |
3305
UG Investment Advisers
Taipei,
Taiwan
| $524M | +$159M | +43% | 4.79% | 172% | 14 | 14.29% | 1.3 |
|
| 3306 |
3306
PAX Financial Group
San Antonio,
Texas
| $523M | -$41M | -7% | 8.63% | 56% | 273 | 24.18% | 2.7 |
|
| 3307 |
3307
P2 Capital Partners
New York
| $522M | +$7.3M | +1% | 2.62% | 7.96% | 14 | 21.43% | 3.2 |
|
| 3308 |
3308
Front Street Capital Management
Missoula,
Montana
| $522M | -$2.37M | -0.5% | 16.4% | 316% | 73 | 17.81% | 5.1 |
|
| 3309 |
3309
True North Advisors
Dallas,
Texas
| $522M | -$42.3M | -7% | 6.14% | 82.9% | 255 | 17.65% | 2.1 |
|
| 3310 |
CTAF
3310
Call To Action Foundation
Salt Lake City,
Utah
| $522M | +$54.7M | +12% | 10.5% | – | 1 | 0% | 1.5 |
|
| 3311 |
3311
Rempart Asset Management
Montreal,
Canada
| $521M | +$36.1M | +7% | 8.84% | 70.5% | 34 | 0% | 4 |
|
| 3312 |
3312
Ikarian Capital
Dallas,
Texas
| $521M | -$291M | -36% | 20.2% | 5,184% | 195 | 49.74% | 0.7 |
|
| 3313 |
ARG
3313
Advisory Resource Group
Tulsa,
Oklahoma
| $520M | +$29.4M | +6% | 6.05% | 66.5% | 179 | 16.2% | 2.8 |
|
| 3314 |
3314
Mountain Capital Investment Advisors
Westminster,
Colorado
| $520M | +$54.1M | +12% | 8.87% | 63.3% | 75 | 18.67% | 1.6 |
|
| 3315 |
3315
Delta Investment Management
San Francisco,
California
| $520M | +$24.9M | +5% | 7.82% | 65.8% | 262 | 17.94% | 2.5 |
|
| 3316 |
3316
Caligan Partners
New York
| $520M | +$40.9M | +9% | 13.9% | 2,628% | 18 | 16.67% | 1.2 |
|
| 3317 |
3317
Lincoln Capital
Lincoln,
Nebraska
| $520M | +$40.7M | +9% | 4.67% | 67.1% | 123 | 4.88% | 5.9 |
|
| 3318 |
3318
Summit Securities Group
New York
| $520M | -$119M | -19% | 8.92% | 136% | 1,507 | 80.03% | 0.2 |
|
| 3319 |
3319
Commonwealth Financial Services
Vienna,
West Virginia
| $519M | +$31.1M | +6% | 9.15% | 64.2% | 222 | 13.06% | 3.5 |
|
| 3320 |
3320
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $519M | +$31.2M | +6% | 5.99% | 41.2% | 130 | 17.69% | 2.3 |
|
| 3321 |
GWM
3321
Gibbs Wealth Management
Alpharetta,
Georgia
| $519M | +$104M | +25% | 9.53% | – | 383 | 24.02% | 0.8 |
|
| 3322 |
3322
Brass Tax Wealth Management
Cincinnati,
Ohio
| $519M | +$43.2M | +9% | 7.73% | – | 239 | 14.64% | 0.9 |
|
| 3323 |
3323
Edge Wealth Management
New York
| $519M | +$26M | +5% | 5.13% | 75.3% | 84 | 4.76% | 5.9 |
|
| 3324 |
3324
Huntleigh Advisors
St. Louis,
Missouri
| $518M | -$80.4M | -13% | 20.8% | – | 294 | 17.69% | 0.4 |
|
| 3325 |
3325
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $518M | +$63.5M | +14% | 7.77% | – | 227 | 34.8% | 0.6 |
|