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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Henry James International Management
New York
| $350M | +$17.8M | +5% | 6.09% | 125% | 171 | 10.53% | 1.7 |
|
| 3502 |
CNBTD
3502
Citizens National Bank Trust Department
Meridian,
Mississippi
| $349M | +$20.4M | +6% | 6.03% | 114% | 142 | 4.93% | 1 |
|
| 3503 |
IFS
3503
Ifrah Financial Services
Little Rock,
Arkansas
| $349M | +$16.8M | +5% | 5.14% | 64.1% | 223 | 13.45% | 3.3 |
|
| 3504 |
3504
Physician Wealth Advisors
Midvale,
Utah
| $349M | +$41.8M | +14% | 6.52% | 79.9% | 156 | 11.54% | 1.3 |
|
| 3505 |
3505
Concord Wealth Partners
Abingdon,
Virginia
| $349M | +$52M | +18% | 4.05% | 66% | 1,129 | 16.83% | 0.4 |
|
| 3506 |
3506
Amarillo National Bank
Amarillo,
Texas
| $349M | -$44.9M | -11% | 6.7% | 63.5% | 101 | 7.92% | 4.5 |
|
| 3507 |
3507
Pier 88 Investment Partners
San Francisco,
California
| $348M | +$53.3M | +18% | 3.69% | 36.1% | 118 | 11.86% | 1.3 |
|
| 3508 |
3508
Alight Capital Management
New York
| $348M | -$36.9M | -10% | 9.16% | 466% | 78 | 58.97% | 0.5 |
|
| 3509 |
EEP
3509
Edgehill Endowment Partners
Hamden,
Connecticut
| $348M | +$45.5M | +15% | 3.47% | 11.6% | 7 | 14.29% | 2.1 |
|
| 3510 |
3510
Northwest Quadrant Wealth Management
Bend,
Oregon
| $347M | +$23.6M | +7% | 5.23% | 45.6% | 66 | 6.06% | 3 |
|
| 3511 |
3511
Rock Point Advisors
Burlington,
Vermont
| $347M | +$26.2M | +8% | 4.77% | 82.8% | 101 | 5.94% | 3.5 |
|
| 3512 |
3512
Hunting Hill Global Capital
New York
| $347M | +$36.1M | +12% | 7.3% | 132% | 115 | 53.04% | 0.2 |
|
| 3513 |
3513
Southern Wealth Management
Dallas,
Texas
| $347M | +$43.1M | +14% | 5.87% | 50% | 56 | 3.57% | 1.3 |
|
| 3514 |
3514
First PREMIER Bank
Sioux Falls,
South Dakota
| $346M | +$64.1M | +23% | 5.81% | 63% | 370 | 16.22% | 2.9 |
|
| 3515 |
3515
Mosaic Family Wealth
St. Louis,
Missouri
| $346M | +$262K | +0.1% | 7.07% | 85.2% | 171 | 7.6% | 3.6 |
|
| 3516 |
3516
Orchard Capital Management
Chicago,
Illinois
| $346M | +$28.3M | +9% | 5.51% | 140% | 45 | 8.89% | 0.5 |
|
| 3517 |
3517
Cedar Brook Financial Partners
Cleveland,
Ohio
| $346M | +$57.4M | +20% | 6.35% | 47% | 383 | 20.37% | 1.4 |
|
| 3518 |
3518
Canal Capital Management
Richmond,
Virginia
| $346M | +$52.8M | +18% | 8.67% | 67.8% | 140 | 11.43% | 2.8 |
|
| 3519 |
3519
Johnson Bixby & Associates
Vancouver,
Washington
| $346M | +$29.5M | +9% | 4.37% | 48.7% | 84 | 9.52% | 0.5 |
|
| 3520 |
3520
Fort LP
Chevy Chase,
Maryland
| $346M | -$10.5M | -3% | 7.34% | 56.8% | 292 | 20.55% | 1.9 |
|
| 3521 |
3521
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $346M | +$14.4M | +4% | 7.41% | 73.6% | 1,868 | 12.26% | 3.2 |
|
| 3522 |
3522
SCP Investment
Orinda,
California
| $345M | +$10.7M | +3% | 3.73% | 32.8% | 37 | 48.65% | 0.9 |
|
| 3523 |
3523
Harfst & Associates
Sheridan,
Wyoming
| $345M | +$13.3M | +4% | 6.33% | 88.1% | 148 | 17.57% | 2.5 |
|
| 3524 |
PPP
3524
Private Portfolio Partners
Paramus,
New Jersey
| $345M | +$36.5M | +12% | 6.39% | 16.9% | 270 | 17.04% | 1.6 |
|
| 3525 |
3525
Cloverfields Capital Group
Minneapolis,
Minnesota
| $345M | +$35.8M | +12% | 8.42% | 101% | 77 | 33.77% | 0.4 |
|