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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
Principal Street Partners
Memphis,
Tennessee
| $415M | +$48.4M | +13% | 10.4% | 91% | 216 | 26.39% | 1.4 |
|
| 3352 |
3352
Emerald Advisors
Bellevue,
Washington
| $415M | +$64.1M | +18% | 21.8% | 71.8% | 117 | 39.32% | 1.2 |
|
| 3353 |
3353
HHM Wealth Advisors
Chattanooga,
Tennessee
| $414M | +$46.6M | +13% | 8.15% | 62.3% | 720 | 14.03% | 1.3 |
|
| 3354 |
3354
Canal Capital Management
Richmond,
Virginia
| $414M | +$63.3M | +18% | 11.7% | 67.8% | 149 | 18.12% | 3 |
|
| 3355 |
ECM
3355
Endurant Capital Management
San Mateo,
California
| $414M | -$24.8M | -6% | 2.69% | 18.4% | 86 | 61.63% | 0.4 |
|
| 3356 |
3356
Unison Advisors
Washington,
District of Columbia
| $414M | +$13.3M | +3% | 4.57% | 57.8% | 182 | 0.55% | 2.2 |
|
| 3357 |
GA
3357
GRS Advisors
Chicago,
Illinois
| $414M | +$167M | +68% | 15% | 54.3% | 46 | 58.7% | 0.5 |
|
| 3358 |
3358
Paragon Wealth Strategies
Jacksonville,
Florida
| $414M | +$38.4M | +10% | 6.83% | 59.8% | 54 | 31.48% | 1.1 |
|
| 3359 |
3359
Exane Derivatives
Paris,
France
| $413M | -$3.2M | -0.8% | 7.68% | 42.7% | 1,129 | 29.23% | 2.1 |
|
| 3360 |
3360
SOA Wealth Advisors
New York
| $413M | +$22.6M | +6% | 9.49% | 79.1% | 1,024 | 6.45% | 0.9 |
|
| 3361 |
3361
Patriot Financial Partners
Radnor,
Pennsylvania
| $413M | +$36.4M | +10% | 14.6% | 16.6% | 16 | 18.75% | 2.2 |
|
| 3362 |
3362
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $413M | +$49.9M | +14% | 10.5% | 70.3% | 63 | 30.16% | 2.4 |
|
| 3363 |
3363
Abingworth
London,
United Kingdom
| $413M | -$28M | -6% | 10.5% | 187% | 20 | 0% | 2.7 |
|
| 3364 |
3364
Inlet Private Wealth
Jupiter,
Florida
| $412M | +$39.4M | +11% | 11.4% | 111% | 137 | 6.57% | 2.3 |
|
| 3365 |
MTC
3365
Matrix Trust Company
Denver,
Colorado
| $412M | +$21.5M | +6% | 5.19% | 51.4% | 20 | 0% | 2.2 |
|
| 3366 |
3366
True Wind Capital Management
San Francisco,
California
| $412M | – | – | 28.3% | 59.6% | 3 | – | 0 |
|
| 3367 |
3367
Bank of New Hampshire
Laconia,
New Hampshire
| $411M | +$37.3M | +10% | 9.85% | 96.5% | 205 | 10.24% | 0.5 |
|
| 3368 |
3368
Meridian Wealth Advisors
Austin,
Texas
| $411M | +$52.5M | +15% | 11.6% | 79.9% | 207 | 7.25% | 2 |
|
| 3369 |
3369
Pettinga Financial Advisors
Evansville,
Indiana
| $411M | +$19.3M | +5% | 5.51% | 78.1% | 123 | 20.33% | 1.8 |
|
| 3370 |
LCM
3370
Lionstone Capital Management
New York
| $411M | +$29M | +8% | 11.6% | 74.1% | 20 | 20% | 2.7 |
|
| 3371 |
3371
Encompass Wealth Advisors
Portland,
Oregon
| $411M | +$27.6M | +7% | 4.99% | 68.7% | 380 | 5.26% | 0.7 |
|
| 3372 |
3372
FundX Investment Group
San Francisco,
California
| $411M | +$199M | +94% | 9.25% | 94.6% | 48 | 37.5% | 0.9 |
|
| 3373 |
3373
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $411M | +$46.5M | +13% | 7.46% | 72.5% | 101 | 14.85% | 2.2 |
|
| 3374 |
3374
Farmers & Merchants Trust Company
Long Beach,
California
| $411M | +$29.4M | +8% | 8.82% | 79.8% | 186 | 5.91% | 2.2 |
|
| 3375 |
3375
Eagle Health Investments
Greenwich,
Connecticut
| $410M | +$95.1M | +30% | 2.16% | 241% | 29 | 10.34% | 0.8 |
|