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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Albar Capital
London,
United Kingdom
| $445M | -$211M | -32% | 7% | 163% | 49 | 71.43% | 0.3 |
|
| 3427 |
3427
Harfst & Associates
Sheridan,
Wyoming
| $445M | +$16.2M | +4% | 4.01% | 88.1% | 106 | 12.26% | 4.9 |
|
| 3428 |
3428
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $445M | +$42.9M | +11% | 5.58% | 84.8% | 128 | 15.63% | 2.9 |
|
| 3429 |
3429
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $445M | +$133M | +43% | 14.4% | – | 3 | 33.33% | 0.2 |
|
| 3430 |
3430
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $445M | -$648M | -59% | 13.3% | 224% | 150 | 50.67% | 1.4 |
|
| 3431 |
3431
Fortress Investment Group
New York
| $445M | -$21.4M | -5% | 9.16% | 97.5% | 14 | 14.29% | 2.6 |
|
| 3432 |
AWAM
3432
Appian Way Asset Management
New York
| $445M | +$54.2M | +14% | 14.2% | 49.4% | 52 | 69.23% | 0.4 |
|
| 3433 |
3433
EnCap Partners
Houston,
Texas
| $444M | – | – | 15.6% | – | 2 | – | 0 |
|
| 3434 |
CBTWT
3434
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $444M | +$43.7M | +11% | 8.13% | 124% | 144 | 6.25% | 5.7 |
|
| 3435 |
3435
Satovsky Asset Management
New York
| $444M | +$27.7M | +7% | 5.61% | 53.6% | 57 | 12.28% | 2.1 |
|
| 3436 |
3436
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $444M | +$38.6M | +10% | 6.07% | 57.7% | 364 | 14.56% | 3.2 |
|
| 3437 |
3437
Kelly Lawrence W & Associates
Pasadens,
California
| $444M | +$4.97M | +1% | 4.94% | 123% | 178 | 3.37% | 5 |
|
| 3438 |
3438
RDST Capital
Seattle,
Washington
| $443M | +$63.1M | +17% | 6.47% | 43% | 19 | 26.32% | 1.7 |
|
| 3439 |
3439
Impact Partnership Wealth
Marietta,
Georgia
| $443M | +$62.5M | +16% | 5.18% | 47.3% | 290 | 43.1% | 0.7 |
|
| 3440 |
3440
AlphaCore Capital
La Jolla,
California
| $443M | +$29M | +7% | 5.38% | 85.9% | 256 | 15.63% | 1.3 |
|
| 3441 |
3441
Galibier Capital Management
Toronto,
Ontario, Canada
| $443M | +$40.7M | +10% | 8.9% | 66.8% | 43 | 2.33% | 2.7 |
|
| 3442 |
NTCM
3442
Nut Tree Capital Management
New York
| $443M | +$52.3M | +13% | 22.2% | 101% | 14 | 14.29% | 1.8 |
|
| 3443 |
3443
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $443M | +$39.3M | +10% | 4.63% | 64.7% | 134 | 8.96% | 1.4 |
|
| 3444 |
UAG
3444
United Advisor Group
Cincinnati,
Ohio
| $443M | +$121M | +38% | 5.72% | – | 359 | 32.31% | 0.3 |
|
| 3445 |
3445
Independent Solutions Wealth Management
Williamsville,
New York
| $442M | +$5.92M | +1% | 6.06% | 125% | 176 | 11.36% | 3.5 |
|
| 3446 |
3446
Cutter & Co Brokerage
Ballwin,
Missouri
| $442M | +$29.5M | +7% | 5.67% | 40.4% | 229 | 14.41% | 3.9 |
|
| 3447 |
NIC
3447
Northwest Investment Counselors
Lake Oswego,
Oregon
| $442M | +$42.4M | +11% | 8.13% | 32.4% | 625 | 76.96% | 1.8 |
|
| 3448 |
IR
3448
IAT Reinsurance
New York
| $442M | -$32.3M | -7% | 1.9% | 60.2% | 75 | 9.33% | 5.1 |
|
| 3449 |
TWP
3449
Tyche Wealth Partners
Plano,
Texas
| $442M | +$30.8M | +7% | 6.59% | – | 294 | 8.16% | 0.7 |
|
| 3450 |
3450
ESL Trust Services
Rochester,
New York
| $442M | +$30.9M | +8% | 7.32% | 53.9% | 266 | 15.41% | 0.7 |
|