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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
First Bankers Trust
Louisville,
Kentucky
| $202M | +$8.95M | +5% | 5.2% | 78.9% | 128 | 3.91% | 3.8 |
|
| 3327 |
3327
Avalon Global Asset Management
San Francisco,
California
| $202M | -$60.2M | -23% | 11.8% | 278% | 58 | 48.28% | 1.6 |
|
| 3328 |
3328
Icon Wealth Partners
Houston,
Texas
| $202M | – | – | 4.66% | – | 878 | – | 0 |
|
| 3329 |
3329
Alliance Wealth Management Group
Flemington,
New Jersey
| $202M | -$191M | -49% | 2.5% | – | 98 | 40.82% | 0.9 |
|
| 3330 |
SIG
3330
Schaller Investment Group
Winston Salem,
North Carolina
| $201M | +$10M | +5% | 4.52% | 21.9% | 48 | 20.83% | 3.1 |
|
| 3331 |
3331
Crestone Asset Management
Boulder,
Colorado
| $201M | -$9.7M | -5% | 4.93% | 6.65% | 49 | 20.41% | 1.1 |
|
| 3332 |
3332
Valicenti Advisory Services
Elmira,
New York
| $201M | +$2.31M | +1% | 6.01% | 134% | 62 | 8.06% | 2.7 |
|
| 3333 |
3333
Aurora Investment Counsel
Atlanta,
Georgia
| $201M | – | – | 8.22% | 31.7% | 107 | – | 0.3 |
|
| 3334 |
3334
Shine Investment Advisory Services
Lone Tree,
Colorado
| $201M | +$8.76M | +5% | 4.99% | 29% | 703 | 11.52% | 0.6 |
|
| 3335 |
3335
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $201M | -$19.4M | -9% | 5.09% | – | 4 | 0% | 1 |
|
| 3336 |
3336
Rainier Group Investment Advisory
Bellevue,
Washington
| $200M | +$14.2M | +8% | 5.48% | 41.4% | 42 | 9.52% | 0.9 |
|
| 3337 |
3337
Ninety One
Cape Town,
South Africa
| $200M | +$10.9M | +6% | 5.67% | 232% | 84 | 21.43% | 1.3 |
|
| 3338 |
3338
Perkins Coie Trust Company
Seattle,
Washington
| $200M | +$7.66M | +4% | 7.15% | 83.2% | 304 | 1.64% | 2.9 |
|
| 3339 |
3339
Somerset Trust
Somerset,
Pennsylvania
| $200M | +$11.6M | +6% | 7.93% | 80.5% | 137 | 3.65% | 3.3 |
|
| 3340 |
3340
Peregrine Asset Advisers
Portland,
Oregon
| $200M | +$10M | +5% | 13% | 182% | 124 | 45.97% | 1.7 |
|
| 3341 |
3341
Fairfield University
Fairfield,
Connecticut
| $200M | +$20.9M | +12% | 5.16% | 61.9% | 4 | 0% | 1.9 |
|
| 3342 |
3342
Kimmeridge Energy Management
New York
| $200M | +$118M | +144% | 13.4% | 19.7% | 3 | 33.33% | 0.4 |
|
| 3343 |
3343
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $200M | +$12.3M | +7% | 4.99% | 82.6% | 169 | 10.65% | 2.9 |
|
| 3344 |
3344
Archon Capital Management
Seattle,
Washington
| $200M | +$13.5M | +7% | 1.24% | 222% | 27 | 33.33% | 0.7 |
|
| 3345 |
3345
Tiger Pacific Capital
New York
| $200M | +$58.9M | +42% | 11.1% | 84.5% | 20 | 50% | 0.4 |
|
| 3346 |
3346
Peddock Capital Advisors
Braintree,
Massachusetts
| $199M | +$4.24M | +2% | 5.05% | 113% | 259 | 5.02% | 1.8 |
|
| 3347 |
3347
Boston Research & Management
Manchester,
Massachusetts
| $199M | +$3.74M | +2% | 7.29% | 53.2% | 98 | 3.06% | 3.8 |
|
| 3348 |
3348
Buckley Wealth Management
Las Vegas,
Nevada
| $199M | – | – | 7% | 88% | 164 | – | 0 |
|
| 3349 |
3349
Empowered Funds
Havertown,
Pennsylvania
| $199M | +$45.2M | +29% | 8.91% | 127% | 130 | 56.15% | 0.3 |
|
| 3350 |
3350
GenWealth Group
Maplewood,
New Jersey
| $199M | +$32.4M | +19% | 5.21% | 73.9% | 60 | 13.33% | 0.4 |
|