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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Man Investment Partners (US)
New York
| $359M | +$275M | +326% | 3.5% | – | 7 | 28.57% | 0.4 |
|
| 4777 |
4777
Freedom Investment Management
Hartford,
Connecticut
| $359M | +$22.2M | +7% | 11% | 68.5% | 119 | 21.85% | 3.3 |
|
| 4778 |
4778
PCA Investment Advisory Services
Cincinnati,
Ohio
| $358M | +$58.7M | +20% | 12.4% | 71.4% | 61 | 9.84% | 2.3 |
|
| 4779 |
4779
Members Advisory Group
Williamsville,
New York
| $358M | +$66.7M | +23% | 27.2% | 70.6% | 51 | 47.06% | 1.1 |
|
| 4780 |
4780
Extract Advisors
Calabasas,
California
| $358M | +$70.8M | +25% | 12.4% | – | 43 | 53.49% | 0.3 |
|
| 4781 |
4781
Portland Investment Counsel
Burlington,
Ontario, Canada
| $358M | +$46.3M | +15% | 5.96% | 108% | 59 | 8.47% | 2.6 |
|
| 4782 |
4782
Greystone Financial Group
Bloomfield Hills,
Michigan
| $358M | +$4.51M | +1% | 15.4% | 79.3% | 88 | 27.27% | 2.3 |
|
| 4783 |
4783
Providence First Trust
Scottsdale,
Arizona
| $358M | +$73.2M | +26% | 16.8% | 64.1% | 234 | 39.74% | 1.9 |
|
| 4784 |
4784
Metropolitan Life Insurance Company (MetLife)
New York
| $357M | +$29.2M | +9% | 9.29% | 50.8% | 11 | 0% | 7.5 |
|
| 4785 |
4785
Sentry LLC
Memphis,
Tennessee
| $357M | +$43.1M | +14% | 11.9% | 61.3% | 133 | 12.03% | 2.6 |
|
| 4786 |
4786
Permit Capital
West Conshohocken,
Pennsylvania
| $357M | +$63M | +21% | 21.3% | 121% | 21 | 14.29% | 5.1 |
|
| 4787 |
4787
Menlo Ventures Management
Menlo Park,
California
| $357M | +$30.5M | +9% | 9.34% | – | 3 | 0% | 0.3 |
|
| 4788 |
4788
Barrett & Company
Providence,
Rhode Island
| $357M | +$66.6M | +23% | 13.2% | 83.6% | 729 | 13.72% | 2.7 |
|
| 4789 |
GWMT
4789
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| $357M | +$27.1M | +8% | 8.13% | – | 31 | 6.45% | 0.5 |
|
| 4790 |
4790
Incline Global Management
New York
| $357M | +$102M | +40% | 31.1% | 40.1% | 38 | 84.21% | 0.6 |
|
| 4791 |
4791
Chesapeake Wealth Management
Williamsburg,
Virginia
| $357M | +$30.8M | +9% | 11.9% | 65.9% | 173 | 10.98% | 5.6 |
|
| 4792 |
4792
Crestmont Private Wealth
Houston,
Texas
| $356M | +$39.2M | +12% | 11.1% | 54.8% | 119 | 23.53% | 1.9 |
|
| 4793 |
4793
Bank of Stockton
Stockton,
California
| $356M | +$32.8M | +10% | 26.8% | 99.2% | 135 | 8.15% | 6.8 |
|
| 4794 |
4794
Cora Capital Advisors
Marlton,
New Jersey
| $356M | +$54.2M | +18% | 18.6% | 70.5% | 154 | 18.83% | 2 |
|
| 4795 |
4795
Ascension Capital Advisors
Houston,
Texas
| $356M | +$38.4M | +12% | 11% | 59.3% | 100 | 21% | 1.6 |
|
| 4796 |
TM
4796
TigerOak Management
Albuquerque,
New Mexico
| $356M | +$38.5M | +12% | 17.8% | – | 140 | 10.71% | 1.2 |
|
| 4797 |
4797
BCR Wealth Strategies
Vestavia,
Alabama
| $356M | +$36.9M | +12% | 8.55% | 42.2% | 36 | 11.11% | 2.8 |
|
| 4798 |
4798
eCIO Inc
Madison,
Wisconsin
| $356M | +$128M | +56% | 3.97% | – | 48 | 16.67% | 1 |
|
| 4799 |
NAH
4799
Neumann Advisory (HK)
Central,
Hong Kong
| $356M | +$38.4M | +12% | 14.3% | 77.3% | 6 | 0% | 5.9 |
|
| 4800 |
4800
Eaton-Cambridge
Phoenix,
Arizona
| $356M | +$36.2M | +11% | 9.8% | – | 73 | 27.4% | 1.2 |
|