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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Cambria Investment Management
Manhattan Beach,
California
| $1.71B | +$66.1M | +4% | 2.95% | 72% | 673 | 31.35% | 1.3 |
|
| 1677 |
1677
Efficient Advisors
Mason,
Ohio
| $1.71B | -$61.5M | -3% | 1.46% | 30.6% | 59 | 3.39% | 7.3 |
|
| 1678 |
1678
Punch & Associates Investment Management
Edina,
Minnesota
| $1.71B | -$12.3M | -0.7% | 1.66% | 97.5% | 167 | 10.78% | 4.4 |
|
| 1679 |
1679
Mariner Investment Group
Harrison,
New York
| $1.71B | +$1.38B | +418% | 2.13% | – | 130 | 55.38% | 0.3 |
|
| 1680 |
1680
ARS Investment Partners
New York
| $1.71B | +$197M | +13% | 12.4% | 260% | 215 | 13.49% | 3.5 |
|
| 1681 |
1681
Rebalance
Palo Alto,
California
| $1.71B | +$53.2M | +3% | 1.25% | 47.6% | 109 | 9.17% | 2.1 |
|
| 1682 |
1682
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.71B | +$38.9M | +2% | 2.81% | 88.1% | 483 | 15.94% | 3.3 |
|
| 1683 |
1683
Cadence Bank
Tupelo,
Mississippi
| $1.71B | +$60.9M | +4% | 4.2% | 70.9% | 356 | 12.08% | 3.8 |
|
| 1684 |
1684
Legacy Private Trust
Neenah,
Wisconsin
| $1.7B | +$26.7M | +2% | 2.33% | 71.1% | 267 | 6.74% | 5.9 |
|
| 1685 |
1685
Patten & Patten
Chattanooga,
Tennessee
| $1.7B | +$1.95M | +0.1% | 3.46% | 85.7% | 354 | 6.5% | 6.6 |
|
| 1686 |
1686
Broadwood Capital
New York
| $1.7B | +$40.6M | +2% | 3.94% | 110% | 13 | 15.38% | 6.2 |
|
| 1687 |
1687
Founders Financial Securities
Towson,
Maryland
| $1.7B | +$227M | +15% | 1.93% | 71% | 588 | 19.22% | 2.3 |
|
| 1688 |
1688
Strategic Blueprint
Atlanta,
Georgia
| $1.7B | -$597M | -26% | 2.57% | 82.1% | 797 | 27.35% | 2.6 |
|
| 1689 |
1689
SVB Wealth
Boston,
Massachusetts
| $1.7B | -$162M | -9% | 2.29% | 170% | 419 | 9.31% | 0.8 |
|
| 1690 |
1690
Morningstar Investment Management
Chicago,
Illinois
| $1.69B | -$1.03B | -38% | 1.66% | 48.2% | 489 | 36.81% | 0.8 |
|
| 1691 |
1691
Cryder Capital Partners
London,
United Kingdom
| $1.69B | -$119M | -7% | 4.67% | 55.7% | 11 | 9.09% | 7.3 |
|
| 1692 |
1692
Summit Global Investments
Bountiful,
Utah
| $1.69B | -$20.4M | -1% | 2.52% | 68.4% | 556 | 31.29% | 1.5 |
|
| 1693 |
1693
Hilltop Holdings
Dallas,
Texas
| $1.69B | -$201M | -11% | 2.32% | 96.7% | 1,000 | 21.5% | 3.3 |
|
| 1694 |
1694
Symmetry Partners
Glastonbury,
Connecticut
| $1.69B | +$771M | +84% | 1.25% | 61.4% | 215 | 23.26% | 2.2 |
|
| 1695 |
1695
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.69B | -$46.7M | -3% | 4.3% | 104% | 728 | 13.6% | 3.6 |
|
| 1696 |
1696
Everence Capital Management
Goshen,
Indiana
| $1.69B | +$20.4M | +1% | 3.61% | 108% | 847 | 13.81% | 4.2 |
|
| 1697 |
TFS
1697
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.69B | +$68.2M | +4% | 3.9% | 166% | 607 | 12.19% | 3.1 |
|
| 1698 |
1698
Granite Investment Partners
El Segundo,
California
| $1.69B | -$74M | -4% | 5.89% | 131% | 271 | 18.08% | 5.1 |
|
| 1699 |
1699
Evolve Private Wealth
Los Angeles,
California
| $1.69B | – | – | 3.93% | – | 924 | – | 0 |
|
| 1700 |
1700
Garde Capital
Seattle,
Washington
| $1.69B | -$366M | -18% | 1.89% | 67.6% | 246 | 18.29% | 5.2 |
|