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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.28B | -$62.2M | -5% | 5.98% | 63.2% | 302 | 8.94% | 3 |
|
| 1627 |
1627
Level Four Advisory Services
Dallas,
Texas
| $1.28B | -$35M | -3% | 2.67% | 92.2% | 721 | 20.94% | 2.3 |
|
| 1628 |
1628
Foster & Motley
Cincinnati,
Ohio
| $1.28B | -$9.8M | -0.8% | 1.9% | 68.8% | 373 | 9.65% | 3.6 |
|
| 1629 |
1629
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $1.27B | -$291M | -19% | 6.61% | 135% | 415 | 71.81% | 1.6 |
|
| 1630 |
1630
Banc Funds Company
Chicago,
Illinois
| $1.27B | -$53.2M | -4% | 1.08% | 69% | 202 | 8.42% | 4.3 |
|
| 1631 |
1631
Rothschild Investment LLC
Chicago,
Illinois
| $1.27B | -$16.8M | -1% | 0.83% | 99.4% | 557 | 15.08% | 4 |
|
| 1632 |
1632
Global Retirement Partners
San Rafael,
California
| $1.27B | +$1.14B | +885% | 2.92% | – | 2,852 | 90.85% | 0.3 |
|
| 1633 |
1633
Tokio Marine Asset Management
Tokyo,
Japan
| $1.27B | +$4.03M | +0.3% | 3.93% | 142% | 545 | 14.68% | 2.5 |
|
| 1634 |
1634
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.27B | -$114M | -8% | 2.28% | 162% | 267 | 25.84% | 3.4 |
|
| 1635 |
1635
Centaurus Financial
Anaheim,
California
| $1.27B | -$54.8M | -4% | 4.25% | 83.5% | 1,000 | 20% | 2 |
|
| 1636 |
1636
Tributary Capital Management
Omaha,
Nebraska
| $1.27B | -$58.1M | -4% | 5.22% | 82.6% | 231 | 7.36% | 3.5 |
|
| 1637 |
1637
O'Shares Investment Advisers
Boston,
Massachusetts
| $1.27B | -$135M | -10% | 8.06% | 71.8% | 296 | 8.11% | 1.9 |
|
| 1638 |
1SP
1638
140 Summer Partners
New York
| $1.26B | +$621M | +96% | 4.91% | 202% | 23 | 52.17% | 0.5 |
|
| 1639 |
1639
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.26B | -$134M | -10% | 6.34% | 121% | 120 | 7.5% | 7.1 |
|
| 1640 |
1640
Clarius Group LLC
Seattle,
Washington
| $1.26B | $0 | 0% | 6.31% | 92.1% | 493 | 0% | 2.1 |
|
| 1641 |
1641
Csenge Advisory Group
Clearwater,
Florida
| $1.26B | +$139M | +12% | 3.2% | 66.3% | 724 | 38.4% | 1.4 |
|
| 1642 |
1642
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.26B | -$51.2M | -4% | 2.92% | 58.6% | 278 | 13.67% | 4.9 |
|
| 1643 |
1643
Hodges Capital Management
Dallas,
Texas
| $1.26B | -$121M | -9% | 1.21% | 200% | 267 | 21.72% | 2.9 |
|
| 1644 |
1644
Technology Crossover Management VIII
Menlo Park,
California
| $1.26B | -$1.09B | -46% | 33.9% | 77.9% | 10 | 20% | 1.9 |
|
| 1645 |
1645
SouthState Corp
Winter Haven,
Florida
| $1.26B | -$26.9M | -2% | 1.28% | 78.9% | 787 | 18.04% | 2.4 |
|
| 1646 |
1646
Prana Capital Management
Greenwich,
Connecticut
| $1.26B | -$9.3M | -0.7% | 4.53% | 36.6% | 107 | 45.79% | 0.7 |
|
| 1647 |
1647
Edgestream Partners
Princeton,
New Jersey
| $1.26B | -$348M | -22% | 1.17% | 41.7% | 671 | 52.31% | 0.5 |
|
| 1648 |
1648
Portolan Capital Management
Boston,
Massachusetts
| $1.25B | -$232M | -16% | 5.7% | 738% | 183 | 54.1% | 1.1 |
|
| 1649 |
1649
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.25B | +$130M | +12% | 8.48% | 7.58% | 23 | 21.74% | 2 |
|
| 1650 |
1650
Avenir Corporation
Alexandria,
Virginia
| $1.25B | -$46.3M | -4% | 2.18% | 34.4% | 73 | 9.59% | 4.5 |
|