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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Arrow Investment Advisors
Laurel,
Maryland
| $141M | -$11.4M | -7% | 4.2% | 38.1% | 110 | 33.64% | 0.9 |
|
| 5802 |
GBI
5802
GP Brinson Investments
Chicago,
Illinois
| $141M | +$8.78M | +7% | 4.36% | 51.2% | 16 | 0% | 0.7 |
|
| 5803 |
5803
Stevard LLC
Chicago,
Illinois
| $141M | +$13.8M | +11% | 23.5% | – | 53 | 15.09% | 1.4 |
|
| 5804 |
5804
Sheets Smith Investment Management
Houston,
Texas
| $141M | – | – | 11.7% | – | 58 | – | 0.5 |
|
| 5805 |
5805
Client First Capital
San Diego,
California
| $141M | – | – | 5.07% | 54.6% | 26 | – | 0 |
|
| 5806 |
5806
ARQ Wealth Advisors
Scottsdale,
Arizona
| $141M | -$14.8M | -10% | 6.07% | 59.3% | 50 | 8% | 1.4 |
|
| 5807 |
5807
William Allan Corp
Fort Collins,
Colorado
| $141M | – | – | 11.1% | 94.2% | 91 | – | 0 |
|
| 5808 |
5808
CJM Wealth Advisers
Falls Church,
Virginia
| $141M | – | – | 9.23% | 76.8% | 58 | – | 0 |
|
| 5809 |
5809
Roth Financial Partners
Kingwood,
Texas
| $140M | +$11.6M | +9% | 7.04% | 61% | 28 | 7.14% | 0.8 |
|
| 5810 |
5810
Stegner Investment Associates
Louisville,
Kentucky
| $140M | +$8.27M | +6% | 9.33% | 84.8% | 24 | 16.67% | 1.1 |
|
| 5811 |
5811
Main Management Fund Advisors
San Francisco,
California
| $140M | +$10.9M | +8% | 3.15% | 80% | 7 | 14.29% | 0.7 |
|
| 5812 |
5812
Aristotle Pacific Capital
Newport Beach,
California
| $140M | +$26.6M | +23% | 2.18% | 1.84% | 19 | 10.53% | 0.8 |
|
| 5813 |
5813
Medina Value Partners
Los Angeles,
California
| $140M | – | – | 9.16% | 80% | 18 | – | 0 |
|
| 5814 |
5814
Cohen Investment Advisors
Bedford,
New Hampshire
| $140M | +$9.9M | +8% | 8.9% | 90.6% | 79 | 1.27% | 1 |
|
| 5815 |
5815
Broadview Financial Management
Wauwatosa,
Wisconsin
| $140M | +$11M | +8% | 5.7% | 52.4% | 48 | 4.17% | 3.2 |
|
| 5816 |
5816
Solas Capital Management
Darien,
Connecticut
| $140M | -$3.4M | -2% | 1.18% | 62.5% | 30 | 36.67% | 1.2 |
|
| 5817 |
5817
Lokken Investment Group
Lewes,
Delaware
| $140M | +$14.1M | +11% | 8.13% | 65.3% | 141 | 18.44% | 0.8 |
|
| 5818 |
5818
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| $140M | – | – | 13.3% | 96.2% | 36 | – | 0 |
|
| 5819 |
AFP
5819
Advus Financial Partners
Winter Park,
Florida
| $140M | -$41.1M | -23% | 7.36% | 56.5% | 108 | 57.41% | 0.3 |
|
| 5820 |
5820
RiverVest Venture Management
St. Louis,
Missouri
| $140M | -$455M | -76% | 35.4% | 16.5% | 6 | 16.67% | 0.8 |
|
| 5821 |
5821
swisspartners Advisors
Zurich,
Switzerland
| $140M | -$2.42M | -2% | 6.02% | 75.9% | 33 | 12.12% | 1.1 |
|
| 5822 |
5822
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $140M | -$439M | -76% | 13.7% | 88.9% | 170 | 85.88% | 0.9 |
|
| 5823 |
5823
ELCO Management
New York
| $140M | +$9.9M | +8% | 6.98% | 98.3% | 150 | 22.67% | 2.5 |
|
| 5824 |
DC
5824
Dryden Capital
Miami,
Florida
| $140M | – | – | 1.36% | – | 50 | – | 0 |
|
| 5825 |
5825
Ford Foundation
New York
| $140M | – | – | 4.43% | – | 24 | – | 0 |
|