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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Schechter Investment Advisors
Birmingham,
Michigan
| $1.36B | +$29.9M | +2% | 4.99% | 36.1% | 727 | 17.61% | 1.7 |
|
| 1727 |
1727
Rivulet Capital
Summit,
New Jersey
| $1.35B | -$90M | -6% | 10.5% | 27.4% | 15 | 13.33% | 1.9 |
|
| 1728 |
1728
Avalon Trust
Santa Fe,
New Mexico
| $1.35B | +$89M | +7% | 7.08% | 118% | 330 | 8.18% | 1.3 |
|
| 1729 |
1729
M.D. Sass LLC
New York
| $1.35B | -$41.2M | -3% | 8.97% | 80.1% | 39 | 23.08% | 1.9 |
|
| 1730 |
1730
Thomasville National Bank
Thomasville,
Georgia
| $1.35B | +$101M | +8% | 6.89% | – | 247 | 8.5% | 5.8 |
|
| 1731 |
1731
Valley Wealth Managers
Paramus,
New Jersey
| $1.35B | +$94.2M | +8% | 7.47% | 118% | 449 | 25.61% | 2.9 |
|
| 1732 |
1732
Sonora Investment Management Group
Tucson,
Arizona
| $1.35B | +$71.6M | +6% | 6.2% | 78.3% | 312 | 16.99% | 1.9 |
|
| 1733 |
1733
Hamilton Capital
Columbus,
Ohio
| $1.35B | +$32.7M | +2% | 3.95% | – | 134 | 14.18% | 2.3 |
|
| 1734 |
1734
Pacific Heights Asset Management
San Francisco,
California
| $1.35B | +$72M | +6% | 9.57% | 181% | 72 | 1.39% | 9.1 |
|
| 1735 |
1735
Cacti Asset Management
Atlanta,
Georgia
| $1.34B | +$74.5M | +6% | 9.78% | 171% | 80 | 5% | 8.6 |
|
| 1736 |
1736
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $1.34B | +$167M | +14% | 7.37% | 31% | 1,390 | 51.73% | 0.5 |
|
| 1737 |
1737
Advisornet Financial
Minnetonka,
Minnesota
| $1.34B | +$237M | +22% | 6.65% | 71.2% | 2,295 | 14.12% | 3.3 |
|
| 1738 |
1738
Trek Financial
Scottsdale,
Arizona
| $1.34B | +$77.7M | +6% | 9.01% | 144% | 467 | 33.83% | 1.6 |
|
| 1739 |
1739
Trust Point Inc
La Crosse,
Wisconsin
| $1.33B | +$86M | +7% | 6.86% | 82.6% | 536 | 11.94% | 0.7 |
|
| 1740 |
1740
GYL Financial Synergies
West Hartford,
Connecticut
| $1.33B | +$35.1M | +3% | 6.54% | 36% | 384 | 10.94% | 2.6 |
|
| 1741 |
1741
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.33B | +$78.5M | +6% | 6.79% | 116% | 109 | 4.59% | 6.1 |
|
| 1742 |
1742
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.33B | +$105M | +9% | 6.33% | 66.8% | 265 | 9.81% | 5.5 |
|
| 1743 |
1743
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.33B | +$309M | +30% | 31% | 121% | 2 | 0% | 2.6 |
|
| 1744 |
1744
Stadion Money Management
Watkinsville,
Georgia
| $1.33B | +$104M | +9% | 5.73% | 55.3% | 22 | 0% | 2.8 |
|
| 1745 |
1745
GSA Capital Partners
London,
United Kingdom
| $1.32B | -$106M | -7% | 9.35% | 94.7% | 2,115 | 52.72% | 0.5 |
|
| 1746 |
1746
Hills Bank & Trust
North Liberty,
Iowa
| $1.32B | +$89.5M | +7% | 5.75% | 52.8% | 305 | 6.89% | 5 |
|
| 1747 |
1747
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.32B | +$77.6M | +6% | 6.68% | 58.6% | 304 | 9.54% | 5.1 |
|
| 1748 |
GPCM
1748
Greenbrier Partners Capital Management
Dallas,
Texas
| $1.32B | +$111M | +9% | 5.57% | 96.1% | 14 | 7.14% | 9.1 |
|
| 1749 |
1749
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.32B | +$152M | +13% | 6.45% | 88.1% | 1,365 | 74.58% | 0.9 |
|
| 1750 |
1750
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.32B | +$171M | +15% | 7.07% | 76.6% | 564 | 10.11% | 4.5 |
|