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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Clearstead Trust
Portland,
Maine
| $402M | +$19.8M | +5% | 6.73% | 111% | 445 | 6.74% | 2.3 |
|
| 3527 |
3527
Galibier Capital Management
Toronto,
Ontario, Canada
| $402M | -$15.6M | -4% | 3.17% | 66.8% | 43 | 9.3% | 2.6 |
|
| 3528 |
LT
3528
Legacy Trust
Grand Rapids,
Michigan
| $402M | +$1.08M | +0.3% | 2.81% | 95% | 150 | 5.33% | 1.4 |
|
| 3529 |
GJCM
3529
Grand Jean Capital Management
San Francisco,
California
| $401M | +$22.5M | +6% | 5.37% | 61.4% | 48 | 12.5% | 5.2 |
|
| 3530 |
3530
Sovereign Financial Group
Stamford,
Connecticut
| $401M | +$24.4M | +6% | 3.78% | 90.7% | 297 | 9.76% | 2.1 |
|
| 3531 |
3531
LMG Wealth Partners
Shreveport,
Louisiana
| $401M | +$4.04M | +1% | 0.81% | 88.9% | 126 | 7.14% | 1.2 |
|
| 3532 |
3532
TFG Asset Management
Grand Cayman,
Cayman Islands
| $401M | -$40.5M | -9% | 18.4% | 72.1% | 30 | 16.67% | 1.4 |
|
| 3533 |
3533
Johnson & Johnson
New Brunswick,
New Jersey
| $401M | -$4.01B | -91% | 5.59% | 339% | 25 | 32% | 2 |
|
| 3534 |
3534
Castle Rock Wealth Management
Walnut Creek,
California
| $400M | +$34.3M | +9% | 5.07% | 115% | 245 | 8.98% | 2.4 |
|
| 3535 |
3535
Financial Gravity Asset Management
Lakeway,
Texas
| $400M | +$45M | +13% | 1.23% | – | 1,975 | 61.37% | 0.9 |
|
| 3536 |
CBTWT
3536
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $400M | -$7.18M | -2% | 3.36% | 124% | 144 | 6.25% | 5.7 |
|
| 3537 |
3537
Advisors Management Group
La Crosse,
Wisconsin
| $400M | -$2.58M | -0.6% | 1.24% | 125% | 172 | 13.37% | 4.2 |
|
| 3538 |
DL
3538
DOHJ LLC
Seattle,
Washington
| $400M | +$23.2M | +6% | 2.25% | 51.5% | 144 | 10.42% | 2.1 |
|
| 3539 |
JHCM
3539
Juniper Hill Capital Management
Menlo Park,
California
| $400M | +$25M | +7% | 3.24% | 33.6% | 5 | 20% | 1.7 |
|
| 3540 |
3540
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $400M | +$17.9M | +5% | 1.59% | 50.3% | 127 | 13.39% | 1.9 |
|
| 3541 |
3541
Origin Asset Management
London,
United Kingdom
| $400M | +$36.7M | +10% | 13.1% | 59.3% | 18 | 50% | 2.6 |
|
| 3542 |
3542
Hartree Partners
New York
| $400M | +$14.1M | +4% | 3.94% | 138% | 88 | 59.09% | 0.5 |
|
| 3543 |
3543
Miramar Capital
Northbrook,
Illinois
| $400M | +$3.86M | +1% | 1.19% | 47.3% | 64 | 18.75% | 3.4 |
|
| 3544 |
3544
Stordahl Capital Management
Greenwood Village,
Colorado
| $400M | +$377K | +0.1% | 0.26% | 54% | 51 | 1.96% | 4.7 |
|
| 3545 |
3545
OnyxPoint Global Management
New York
| $400M | +$211M | +112% | 6.97% | 162% | 15 | 46.67% | 0.7 |
|
| 3546 |
MAM
3546
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $399M | +$49.5M | +14% | 2.07% | 64.4% | 211 | 29.38% | 0.5 |
|
| 3547 |
NIC
3547
Northwest Investment Counselors
Lake Oswego,
Oregon
| $399M | -$11.2M | -3% | 1% | 32.4% | 533 | 72.8% | 7.3 |
|
| 3548 |
3548
Pettinga Financial Advisors
Evansville,
Indiana
| $399M | +$6.58M | +2% | 3.23% | 78.1% | 124 | 6.45% | 3 |
|
| 3549 |
3549
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $399M | -$24.2M | -6% | 0.72% | 5.26% | 122 | 72.13% | 0.3 |
|
| 3550 |
3550
Paradiem
Covington,
Louisiana
| $399M | -$6.33M | -2% | 2.1% | 107% | 100 | 17% | 2.2 |
|