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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Glen Eagle Advisors
Kingston,
New Jersey
| $195M | +$52.2M | +37% | 19% | 68.5% | 952 | 15.65% | 2.1 |
|
| 3702 |
3702
JCIC Asset Management
Toronto,
Ontario, Canada
| $194M | +$32.9M | +20% | 21.4% | – | 102 | 13.73% | 2.8 |
|
| 3703 |
3703
Stonebridge Capital Management
Los Angeles,
California
| $194M | +$15.9M | +9% | 17.1% | – | 104 | 13.46% | 5.2 |
|
| 3704 |
3704
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $194M | +$107M | +123% | 20.2% | 103% | 35 | 31.43% | 3 |
|
| 3705 |
3705
JT Stratford LLC
Gainesville,
Georgia
| $194M | +$31M | +19% | 18% | 103% | 155 | 38.71% | 1.4 |
|
| 3706 |
3706
Maytus Capital Management
New York
| $194M | +$29M | +18% | 41.8% | 442% | 58 | 74.14% | 0.2 |
|
| 3707 |
3707
IRON Financial
Northbrook,
Illinois
| $194M | +$34.2M | +21% | 12.3% | 60.6% | 129 | 31.01% | 2 |
|
| 3708 |
3708
Strategic Vision Investment
Hong Kong
| $194M | -$338M | -64% | 30.5% | 95.6% | 23 | 52.17% | 0.4 |
|
| 3709 |
3709
Hedeker Wealth
Lincolnshire,
Illinois
| $194M | +$35.2M | +22% | 21.7% | 161% | 73 | 31.51% | 3.1 |
|
| 3710 |
3710
Great Point Wealth Advisors
Boston,
Massachusetts
| $194M | +$74.2M | +62% | 11.9% | – | 48 | 14.58% | 1.1 |
|
| 3711 |
3711
Ashburton (Jersey)
St Helier,
Jersey
| $194M | -$15.7M | -7% | 20.4% | – | 102 | 21.57% | 1.7 |
|
| 3712 |
3712
Clifford Capital Partners
Alpine,
Utah
| $194M | +$38.4M | +25% | 29.6% | 77.3% | 37 | 21.62% | 1.7 |
|
| 3713 |
3713
Spectrum Asset Management (California)
Newport Beach,
California
| $194M | +$88.7M | +85% | 12.6% | 68.3% | 95 | 25.26% | 2 |
|
| 3714 |
3714
Strategic Wealth Partners
Independence,
Ohio
| $194M | +$1.55M | +0.8% | 15.9% | – | 176 | 48.3% | 1.4 |
|
| 3715 |
MKC
3715
M. Kraus & Co
Shelburne,
Vermont
| $193M | +$28.4M | +17% | 16.3% | 65.9% | 51 | 13.73% | 4.4 |
|
| 3716 |
3716
Patriot Financial Partners
Radnor,
Pennsylvania
| $193M | +$24.4M | +14% | 5.14% | 16.6% | 27 | 33.33% | 1.3 |
|
| 3717 |
3717
Rational Advisors
Huntington,
New York
| $193M | +$56.2M | +41% | 23.1% | 37.7% | 545 | 76.15% | 0.5 |
|
| 3718 |
3718
One Charles Private Wealth Services
Hingham,
Massachusetts
| $193M | +$72M | +59% | 19.1% | 99.7% | 104 | 80.77% | 0.1 |
|
| 3719 |
3719
First National Bank of Hutchinson
Hutchinson,
Kansas
| $193M | -$4.8M | -2% | 18.6% | 121% | 96 | 23.96% | 3.2 |
|
| 3720 |
3720
Independent Family Office
Albany,
New York
| $193M | +$32.3M | +20% | 18.5% | 68.4% | 63 | 12.7% | 0.4 |
|
| 3721 |
3721
Rush Island Management
New York
| $193M | +$22.8M | +13% | 24.8% | 15.5% | 31 | 64.52% | 0.5 |
|
| 3722 |
3722
Element Pointe Advisors
Miami,
Florida
| $192M | +$27.7M | +17% | 20.6% | 75.1% | 103 | 30.1% | 0.9 |
|
| 3723 |
3723
Albar Capital
London,
United Kingdom
| $192M | +$87.3M | +83% | 42.4% | 163% | 48 | 81.25% | 0.1 |
|
| 3724 |
LA
3724
LFL Advisers
Evanston,
Illinois
| $192M | +$32.7M | +21% | 31.9% | 83% | 14 | 14.29% | 2.3 |
|
| 3725 |
KCP
3725
KDI Capital Partners
Raleigh,
North Carolina
| $192M | -$28.6M | -13% | 23.1% | 77.1% | 31 | 9.68% | 2.9 |
|