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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
SIMG
1601
Sonora Investment Management Group
Tucson,
Arizona
| $1.19B | +$46.2M | +4% | 5.23% | 78.3% | 288 | 13.19% | 1.2 |
|
| 1602 |
OAM
1602
Ostrum Asset Management
Paris,
France
| $1.19B | +$45.2M | +4% | 6.18% | 107% | 680 | 2.5% | 0.4 |
|
| 1603 |
RIA
1603
Regal Investment Advisors
Kentwood,
Michigan
| $1.19B | +$60.5M | +5% | 5.03% | 64.7% | 556 | 16.01% | 1.8 |
|
| 1604 |
WCP
1604
Waterfront Capital Partners
New York
| $1.19B | -$129M | -10% | 8.13% | 88.3% | 50 | 50% | 0.7 |
|
| 1605 |
MTIM
1605
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.19B | -$177M | -13% | 6.41% | 143% | 334 | 40.42% | 1.1 |
|
| 1606 |
SB
1606
Simmons Bank
Pine Bluff,
Arkansas
| $1.19B | +$18.7M | +2% | 6.58% | 92.9% | 342 | 7.02% | 5.2 |
|
| 1607 |
SBIA
1607
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.19B | +$100M | +9% | 10.9% | 61.9% | 534 | 12.36% | 4.5 |
|
| 1608 |
NPF
1608
Norris Perne & French
Grand Rapids,
Michigan
| $1.19B | +$95.7M | +9% | 8.46% | 79.9% | 138 | 9.42% | 4.7 |
|
| 1609 |
P
1609
Pitcairn
Conshohocken,
Pennsylvania
| $1.19B | +$98.9M | +9% | 7.81% | 111% | 672 | 13.1% | 4.2 |
|
| 1610 |
AIA
1610
Angeles Investment Advisors
Santa Monica,
California
| $1.19B | -$29M | -2% | 8.63% | 71.7% | 181 | 25.97% | 0.7 |
|
| 1611 |
1611
Meridian Wealth Management
Lexington,
Kentucky
| $1.19B | +$39.6M | +3% | 8.77% | 117% | 571 | 9.11% | 2.3 |
|
| 1612 |
APCM
1612
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.19B | +$95.7M | +9% | 2.74% | 42.8% | 55 | 47.27% | 2.7 |
|
| 1613 |
1613
JB Capital
Wethersfield,
Connecticut
| $1.19B | +$89.8M | +8% | 5.26% | 76% | 179 | 12.29% | 1.3 |
|
| 1614 |
PIMG
1614
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.18B | +$48.5M | +4% | 3.9% | 52.9% | 245 | 5.31% | 3.2 |
|
| 1615 |
AP
1615
Appleton Partners
Boston,
Massachusetts
| $1.18B | +$60.2M | +5% | 7.38% | 101% | 301 | 6.64% | 5.3 |
|
| 1616 |
TC
1616
Telemus Capital
Southfield,
Michigan
| $1.18B | +$49.2M | +4% | 6.95% | 27.9% | 341 | 9.68% | 4.6 |
|
| 1617 |
ZB
1617
Zions Bancorporation
Salt Lake City,
Utah
| $1.18B | +$20.7M | +2% | 5.58% | 22.9% | 923 | 4.88% | 4 |
|
| 1618 |
OCM
1618
Opti Capital Management
New York
| $1.18B | -$54.2M | -4% | 0% | 0.01% | 49 | 2.04% | 0.7 |
|
| 1619 |
1619
First Merchants Corp
Muncie,
Indiana
| $1.18B | +$59.6M | +5% | 7.3% | 55.6% | 216 | 5.56% | 6.3 |
|
| 1620 |
1620
CloudAlpha Capital Management
Hong Kong
| $1.18B | -$629M | -35% | 28.8% | 2,704% | 55 | 70.91% | 0.2 |
|
| 1621 |
GIM
1621
Goelzer Investment Management
Carmel,
Indiana
| $1.18B | +$31M | +3% | 5.62% | 97.2% | 227 | 4.85% | 5.5 |
|
| 1622 |
LWMT
1622
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.18B | +$63M | +6% | 5.11% | 46.9% | 20 | 10% | 5.3 |
|
| 1623 |
AF
1623
Alerus Financial
Grand Forks,
North Dakota
| $1.18B | +$56.6M | +5% | 6.27% | 97.1% | 173 | 15.61% | 3.4 |
|
| 1624 |
FSA
1624
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.18B | +$79.7M | +7% | 7.3% | 130% | 166 | 13.86% | 5.5 |
|
| 1625 |
OC
1625
Oakworth Capital
Birmingham,
Alabama
| $1.18B | +$58.7M | +5% | 5.56% | 64.3% | 653 | 13.63% | 5.2 |
|