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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
Eagle Global Advisors
Houston,
Texas
| $1.51B | -$31.6M | -2% | 0.29% | 105% | 285 | 15.44% | 3.3 |
|
| 1427 |
1427
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1.51B | +$4.76M | +0.3% | 0.78% | 50% | 1,120 | 5.63% | 4.2 |
|
| 1428 |
1428
SteelPeak Wealth
Woodland Hills,
California
| $1.51B | +$82.2M | +6% | 4.25% | 140% | 485 | 24.95% | 0.9 |
|
| 1429 |
1429
Aristotle Atlantic Partners
Sarasota,
Florida
| $1.51B | -$4.76M | -0.3% | 1.3% | 144% | 102 | 3.92% | 2.6 |
|
| 1430 |
1430
Cooper Investors
Melbourne, Victoria,
Australia
| $1.51B | -$15.6M | -1% | 3.54% | 57.5% | 47 | 25.53% | 2.5 |
|
| 1431 |
1431
Integrated Advisors Network
Dallas,
Texas
| $1.51B | +$149M | +11% | 0.74% | 107% | 646 | 17.34% | 1.1 |
|
| 1432 |
1432
Governors Lane
New York
| $1.5B | +$100M | +7% | 0.28% | 133% | 277 | 50.9% | 0.3 |
|
| 1433 |
1433
WealthPLAN Partners
Omaha,
Nebraska
| $1.5B | +$82.7M | +6% | 0.98% | 71.6% | 394 | 14.97% | 2.6 |
|
| 1434 |
1434
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.5B | -$1.32M | -0.1% | 0.13% | 78.9% | 269 | 9.67% | 4.3 |
|
| 1435 |
1435
Northeast Financial Consultants
Westport,
Connecticut
| $1.5B | +$13M | +0.9% | 0.54% | 63.8% | 363 | 7.44% | 2.5 |
|
| 1436 |
1436
Siemens Fonds Invest
Munich,
Germany
| $1.5B | +$656M | +78% | 0.92% | 126% | 419 | 61.1% | 0.3 |
|
| 1437 |
1437
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $1.5B | +$114M | +8% | 1.15% | 82% | 281 | 11.39% | 5.1 |
|
| 1438 |
1438
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $1.49B | +$14.5M | +1% | 1.04% | 70.4% | 246 | 8.13% | 4 |
|
| 1439 |
1439
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $1.49B | +$7.56M | +0.5% | 0.49% | 45.6% | 989 | 14.46% | 1.8 |
|
| 1440 |
1440
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.49B | -$429M | -22% | 0.9% | 7.58% | 20 | 5% | 1.7 |
|
| 1441 |
1441
Greenlight Capital
New York
| $1.49B | -$102M | -6% | 3.21% | 169% | 80 | 38.75% | 1 |
|
| 1442 |
1442
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.49B | -$75.8M | -5% | 0.49% | 70.7% | 212 | 9.43% | 3.4 |
|
| 1443 |
1443
W.R. Berkley Corp
Greenwich,
Connecticut
| $1.49B | +$483M | +48% | 1.78% | 38.7% | 525 | 42.86% | 0.3 |
|
| 1444 |
1444
Kepos Capital
New York
| $1.48B | +$138M | +10% | 1.94% | 21.1% | 695 | 51.65% | 0.4 |
|
| 1445 |
1445
Advisor Partners
Walnut Creek,
California
| $1.48B | -$40.6M | -3% | 0.76% | 63.8% | 863 | 10.08% | 3.6 |
|
| 1446 |
1446
Sowell Financial Services
North Little Rock,
Arkansas
| $1.48B | -$28.6M | -2% | 1.06% | 95.6% | 575 | 28.35% | 2.2 |
|
| 1447 |
1447
Financial Advocates Investment Management
Olympia,
Washington
| $1.48B | -$16.3M | -1% | 1.05% | 89.9% | 812 | 18.84% | 1.9 |
|
| 1448 |
1448
Sadoff Investment Management
Milwaukee,
Wisconsin
| $1.48B | -$20.5M | -1% | 0.87% | 49.2% | 96 | 5.21% | 4 |
|
| 1449 |
1449
Welch Group
Birmingham,
Alabama
| $1.48B | +$10.3M | +0.7% | 0.46% | 73.2% | 194 | 5.15% | 4.1 |
|
| 1450 |
1450
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $1.48B | +$71.1M | +5% | 0.04% | 74.8% | 845 | 14.44% | 1.2 |
|