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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Mount Yale Investment Advisors
Denver,
Colorado
| $534M | +$41.4M | +8% | 14.4% | 81.9% | 331 | 13.6% | 0.9 |
|
| 2077 |
2077
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $533M | +$77.4M | +17% | 10.1% | 44.7% | 198 | 8.59% | 2.1 |
|
| 2078 |
MG
2078
Meditor Group
Hamilton,
Bermuda
| $533M | +$47.9M | +10% | 12.9% | 41.1% | 9 | 33.33% | 2.3 |
|
| 2079 |
2079
Lenox Wealth Advisors
New York
| $533M | +$62M | +13% | 10.7% | 35.7% | 650 | 45.54% | 0.9 |
|
| 2080 |
2080
Savant Capital
Rockford,
Illinois
| $533M | +$55M | +12% | 12.1% | 61.2% | 288 | 10.07% | 3.7 |
|
| 2081 |
2081
Bangor Savings Bank
Bangor,
Maine
| $532M | +$46.2M | +9% | 9.85% | 54.6% | 163 | 4.91% | 3.8 |
|
| 2082 |
IC
2082
Immersion Capital
London,
United Kingdom
| $531M | +$198M | +59% | 26.6% | 63.4% | 5 | 0% | 0.8 |
|
| 2083 |
2083
Pure Financial Advisors
San Diego,
California
| $530M | +$37.2M | +8% | 9.97% | 47.2% | 153 | 16.34% | 0.5 |
|
| 2084 |
2084
Dynamic Advisor Solutions
Phoenix,
Arizona
| $530M | +$59.3M | +13% | 10.3% | 70.9% | 460 | 19.57% | 1.7 |
|
| 2085 |
2085
Stearns Financial Services Group
Greensboro,
North Carolina
| $530M | +$41.2M | +8% | 9.21% | 26.1% | 181 | 12.15% | 3.3 |
|
| 2086 |
2086
Ironvine Capital Partners
Omaha,
Nebraska
| $530M | +$38M | +8% | 14.9% | 58.8% | 62 | 9.68% | 1.1 |
|
| 2087 |
NM
2087
Newtyn Management
New York
| $529M | +$17.6M | +3% | 3.98% | 52% | 41 | 29.27% | 0.8 |
|
| 2088 |
2088
Merriman Wealth Management
Seattle,
Washington
| $528M | +$64.9M | +14% | 11.6% | 18.3% | 237 | 42.19% | 1 |
|
| 2089 |
2089
Fund Evaluation Group
Cincinnati,
Ohio
| $527M | +$126M | +31% | 11.3% | 51.6% | 22 | 18.18% | 2.1 |
|
| 2090 |
AIM
2090
Axiom Investment Management
New York
| $527M | +$52.9M | +11% | 13.6% | – | 466 | 31.33% | 0.2 |
|
| 2091 |
2091
Colonial Trust Advisors
Spartanburg,
South Carolina
| $527M | +$118M | +29% | 13.7% | 80% | 156 | 12.18% | 3.9 |
|
| 2092 |
2092
North Point Portfolio Managers
Orange Village,
Ohio
| $527M | +$73.9M | +16% | 16.2% | 72.8% | 78 | 16.67% | 3.4 |
|
| 2093 |
2093
CDAM (UK)
London,
United Kingdom
| $526M | +$69.7M | +15% | 19% | 7.89% | 15 | 6.67% | 0.8 |
|
| 2094 |
2094
Tompkins Financial
Ithaca,
New York
| $526M | +$73.6M | +16% | 10.5% | 84.4% | 441 | 16.1% | 3.6 |
|
| 2095 |
MAM
2095
Mastrapasqua Asset Management
Nashville,
Tennessee
| $526M | +$76.4M | +17% | 17.5% | 54.9% | 138 | 15.22% | 2.9 |
|
| 2096 |
2096
Private Capital Group
West Hartford,
Connecticut
| $526M | +$62.4M | +13% | 12.6% | 30.1% | 2,490 | 12.21% | 1 |
|
| 2097 |
VCM
2097
V3 Capital Management
Dallas,
Texas
| $525M | +$87.2M | +20% | 18.3% | 20.5% | 25 | 72% | 0.6 |
|
| 2098 |
2098
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $525M | +$55.1M | +12% | 11.7% | 312% | 1 | 0% | 0.3 |
|
| 2099 |
2099
TRUE Private Wealth Advisors
Salem,
Oregon
| $525M | -$42.2M | -7% | 8.98% | 89.2% | 249 | 26.51% | 2 |
|
| 2100 |
2100
Ally Financial
Detroit,
Michigan
| $525M | -$241M | -32% | 12.8% | 9.35% | 134 | 23.88% | 1.6 |
|