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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Cypress Capital
Franklin,
Tennessee
| $218M | -$3.77M | -2% | 1.16% | 43.6% | 68 | 10.29% | 0.7 |
|
| 3352 |
3352
Crewe Advisors
Salt Lake City,
Utah
| $218M | -$90.1M | -29% | 16.4% | 96.1% | 329 | 37.39% | 1.3 |
|
| 3353 |
3353
Albar Capital
London,
United Kingdom
| $218M | -$12.7M | -6% | 3.33% | 163% | 46 | 82.61% | 0.1 |
|
| 3354 |
3354
Interactive Financial Advisors
New Lenox,
Illinois
| $217M | -$563K | -0.3% | 2.24% | 47.6% | 143 | 17.48% | 3.6 |
|
| 3355 |
3355
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $217M | +$727K | +0.3% | 0.99% | 62.5% | 209 | 9.57% | 4.4 |
|
| 3356 |
3356
Arabesque Asset Management
London,
United Kingdom
| $217M | -$1.24M | -0.6% | 7% | 122% | 147 | 50.34% | 0.4 |
|
| 3357 |
BCM
3357
Birmingham Capital Management
Birmingham,
Alabama
| $217M | -$4.25M | -2% | 1.22% | 103% | 102 | 4.9% | 4.9 |
|
| 3358 |
SCM
3358
Symons Capital Management
Pittsburgh,
Pennsylvania
| $217M | -$23.6M | -10% | 3.61% | 25.4% | 81 | 20.99% | 1.4 |
|
| 3359 |
3359
Pasadena Private Wealth
Pasadena,
California
| $217M | +$5.35M | +3% | 0.98% | 53% | 62 | 20.97% | 0.4 |
|
| 3360 |
PWP
3360
Personal Wealth Partners
Bloomington,
Minnesota
| $217M | +$7.35M | +4% | 1.16% | 37.2% | 750 | 61.2% | 0.1 |
|
| 3361 |
IBT
3361
International Biotechnology Trust
London,
United Kingdom
| $216M | -$53.3M | -20% | 9.61% | 11.1% | 66 | 15.15% | 1.4 |
|
| 3362 |
3362
Willow Creek Wealth Management
Sebastopol,
California
| $216M | +$7.01M | +3% | 1.45% | 36.5% | 86 | 5.81% | 1.7 |
|
| 3363 |
3363
Stonebridge Capital Management
Los Angeles,
California
| $216M | -$38M | -15% | 1.09% | – | 146 | 22.6% | 4.3 |
|
| 3364 |
3364
Antara Capital
New York
| $216M | -$243M | -53% | 0.86% | 39.8% | 62 | 72.58% | 0.3 |
|
| 3365 |
3365
Mizuho Trust & Banking
Tokyo,
Japan
| $216M | +$116M | +115% | 1.21% | 36.1% | 20 | 75% | 0.1 |
|
| 3366 |
3366
AMI Investment Management
Kendallville,
Indiana
| $215M | +$19.1M | +10% | 0.96% | 47.9% | 72 | 8.33% | 3.2 |
|
| 3367 |
3367
Holderness Investments Company
Greensboro,
North Carolina
| $215M | -$5.59M | -3% | 2.64% | 144% | 192 | 9.9% | 3.2 |
|
| 3368 |
3368
Longfellow Investment Management
Boston,
Massachusetts
| $215M | +$97.2M | +83% | 1.81% | 45.9% | 139 | 36.69% | 0.6 |
|
| 3369 |
3369
Summit Asset Management
Memphis,
Tennessee
| $215M | +$3.77M | +2% | 1.02% | 48.9% | 119 | 10.92% | 3.9 |
|
| 3370 |
3370
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $215M | -$11M | -5% | 1.54% | 57.3% | 203 | 9.36% | 1.3 |
|
| 3371 |
3371
Charles Schwab Trust
Henderson,
Nevada
| $215M | – | – | 1.66% | 52.7% | 146 | – | 0 |
|
| 3372 |
LCM
3372
Lionstone Capital Management
New York
| $215M | -$10.6M | -5% | 5.1% | 74.1% | 19 | 5.26% | 2.5 |
|
| 3373 |
3373
Ally Invest Advisors
Charlotte,
North Carolina
| $214M | +$30.5M | +17% | 0.35% | 41.1% | 13 | 23.08% | 0.6 |
|
| 3374 |
3374
GVO Asset Management
Zug,
Switzerland
| $214M | +$91.2M | +74% | 4.83% | 71.2% | 14 | 57.14% | 0.5 |
|
| 3375 |
3375
Holloway Wealth Management
Gainesville,
Florida
| $214M | +$3.74M | +2% | 2.46% | 50.7% | 196 | 0% | 1.7 |
|