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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Moneta Group Investment Advisors
St Louis,
Missouri
| $957M | +$118M | +14% | 11.3% | 64.3% | 268 | 26.49% | 2.2 |
|
| 1427 |
1427
3EDGE Asset Management
Naples,
Florida
| $955M | +$10.5M | +1% | 5.27% | 44.1% | 21 | 61.9% | 0.4 |
|
| 1428 |
1428
Argent Trust Co
Nashville,
Tennessee
| $955M | +$103M | +12% | 12.5% | 86.2% | 446 | 11.88% | 2 |
|
| 1429 |
1429
Davidson Investment Advisors
Great Falls,
Montana
| $954M | +$92.4M | +11% | 13.2% | 79% | 103 | 8.74% | 4.1 |
|
| 1430 |
1430
Hikari Power
Tokyo,
Japan
| $954M | +$65.8M | +7% | 11.2% | 53.5% | 128 | 7.81% | 1.9 |
|
| 1431 |
1431
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $953M | +$132M | +16% | 12.2% | 16% | 239 | 19.25% | 0.9 |
|
| 1432 |
1432
Packer & Co
Cottesloe,
Australia
| $952M | +$141M | +17% | 17.9% | – | 26 | 7.69% | 2.3 |
|
| 1433 |
OHM
1433
Ordinal Holdings ManageCo
New York
| $952M | -$80.5M | -8% | 7.8% | 19.5% | 1 | 0% | 1.3 |
|
| 1434 |
1434
TT International
London,
United Kingdom
| $948M | +$172M | +22% | 20.9% | – | 54 | 48.15% | 1 |
|
| 1435 |
1435
Torray Investment Partners
Bethesda,
Maryland
| $948M | +$105M | +12% | 14.7% | 82.4% | 107 | 7.48% | 3 |
|
| 1436 |
1436
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $948M | +$140M | +17% | 22.1% | 192% | 145 | 60% | 0.5 |
|
| 1437 |
FVP
1437
Firefly Value Partners
Newtown,
Pennsylvania
| $947M | -$250M | -21% | 14.5% | 25.7% | 35 | 45.71% | 2.7 |
|
| 1438 |
1438
Huber Capital Management
El Segundo,
California
| $944M | -$153M | -14% | 15% | 70.4% | 107 | 8.41% | 4.2 |
|
| 1439 |
1439
Neville Rodie & Shaw
New York
| $944M | +$119M | +14% | 14.1% | 125% | 256 | 8.59% | 4.3 |
|
| 1440 |
1440
Beacon Investment Advisory Services
Morristown,
New Jersey
| $943M | +$39.2M | +4% | 13.4% | 95.8% | 260 | 19.23% | 1.8 |
|
| 1441 |
1441
Rockland Trust
Hanover,
Massachusetts
| $943M | +$128M | +16% | 11.3% | 61.5% | 255 | 15.69% | 3 |
|
| 1442 |
1442
Avenir Corporation
Alexandria,
Virginia
| $943M | +$142M | +18% | 17.1% | 34.4% | 70 | 12.86% | 3.4 |
|
| 1443 |
1443
CCMP Capital
New York
| $940M | +$22.3M | +2% | 2.43% | 12.3% | 1 | 0% | 1.5 |
|
| 1444 |
1444
Iconiq Capital
San Francisco,
California
| $938M | +$228M | +32% | 24.1% | 0.88% | 53 | 18.87% | 2.6 |
|
| 1445 |
1445
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $936M | – | – | 11.7% | 80.6% | 125 | – | 0.3 |
|
| 1446 |
LIC
1446
Lodestar Investment Counsel
Chicago,
Illinois
| $935M | +$114M | +14% | 12.1% | 45.1% | 170 | 1.76% | 4.1 |
|
| 1447 |
1447
Relative Value Partners Group
| $935M | +$73.9M | +9% | 7.96% | 8.9% | 171 | 12.87% | 2 |
|
| 1448 |
1448
Capital Advisors Inc
Tulsa,
Oklahoma
| $935M | -$604M | -39% | 16.8% | 82.7% | 193 | 43.01% | 2.4 |
|
| 1449 |
1449
Alaska Wealth Advisors
Anchorage,
Alaska
| $934M | +$612M | +190% | 9.16% | 44.3% | 65 | 18.46% | 0.8 |
|
| 1450 |
1450
Beaumont Financial Advisors
Needham,
Massachusetts
| $933M | +$320M | +52% | 11.9% | 93.3% | 245 | 25.71% | 2.2 |
|