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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Chai Trust Company
Chicago,
Illinois
| $760M | +$28.6M | +4% | 5.71% | 12.7% | 22 | 13.64% | 4.4 |
|
| 2102 |
2102
Permian Investment Partners
Dallas,
Texas
| $760M | +$187M | +33% | 11.9% | 78.6% | 18 | 33.33% | 1.3 |
|
| 2103 |
2103
ShawSpring Partners
Boston,
Massachusetts
| $759M | +$129M | +21% | 23.5% | 3.53% | 7 | 0% | 1.8 |
|
| 2104 |
2104
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $758M | +$70.9M | +10% | 8.46% | 145% | 146 | 10.27% | 2.8 |
|
| 2105 |
2105
United Asset Strategies
Garden City,
New York
| $758M | +$40.5M | +6% | 8.64% | 111% | 248 | 17.74% | 2.9 |
|
| 2106 |
2106
Wedmont Private Capital
West Chester,
Pennsylvania
| $758M | +$89.8M | +13% | 7.5% | 87.5% | 494 | 16.4% | 0.8 |
|
| 2107 |
2107
Leuthold Group
Minneapolis,
Minnesota
| $757M | +$15.1M | +2% | 7.87% | 126% | 225 | 30.22% | 1.9 |
|
| 2108 |
2108
Bouchey Financial Group
Troy,
New York
| $757M | +$62.8M | +9% | 7.64% | 66.7% | 104 | 11.54% | 3.3 |
|
| 2109 |
2109
Estate Counselors
Thiensville,
Wisconsin
| $757M | +$41.6M | +6% | 3.49% | 60% | 177 | 51.98% | 2.2 |
|
| 2110 |
2110
Transamerica Financial Advisors
St. Petersburg,
Florida
| $757M | +$54.3M | +8% | 5.44% | 77.1% | 728 | 19.51% | 1.3 |
|
| 2111 |
2111
James Investment Research
Alpha,
Ohio
| $756M | +$40.7M | +6% | 6.56% | 110% | 655 | 21.37% | 3.4 |
|
| 2112 |
2112
Cozad Asset Management
Champaign,
Illinois
| $755M | +$44M | +6% | 7.33% | 132% | 391 | 10.23% | 2.7 |
|
| 2113 |
2113
Arax Advisory Partners
Denver,
Colorado
| $755M | +$32.7M | +5% | 4.68% | 64.7% | 1,326 | 8.3% | 2.5 |
|
| 2114 |
2114
Marex Group
London,
| $755M | +$51.4M | +7% | 10.2% | 254% | 349 | 50.43% | 0.2 |
|
| 2115 |
MCM
2115
McKinley Capital Management
Anchorage,
Alaska
| $755M | +$8.25M | +1% | 10.6% | 63.3% | 179 | 18.44% | 3.8 |
|
| 2116 |
2116
Daymark Wealth Partners
Cincinnati,
Ohio
| $754M | +$188M | +33% | 7.07% | 96.4% | 304 | 28.62% | 0.2 |
|
| 2117 |
2117
Flat Footed LLC
Wilson,
Wyoming
| $752M | +$204M | +37% | 3.06% | 152% | 51 | 52.94% | 0.4 |
|
| 2118 |
2118
Private Ocean
San Rafael,
California
| $752M | -$53.7M | -7% | 4.29% | 2.82% | 703 | 31.29% | 2.9 |
|
| 2119 |
2119
Nottingham Advisors
Amherst,
New York
| $751M | +$13.6M | +2% | 4.74% | 47.6% | 154 | 14.94% | 3.9 |
|
| 2120 |
BIC
2120
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $751M | -$50.3M | -6% | 1.86% | 36% | 162 | 11.11% | 5.3 |
|
| 2121 |
2121
Core Alternative Capital
Peachtree Corners,
Georgia
| $749M | -$37M | -5% | 3.08% | 74.5% | 511 | 27.98% | 1.2 |
|
| 2122 |
2122
Aveo Capital Partners
Englewood,
Colorado
| $749M | +$84.3M | +13% | 5.24% | 19.1% | 375 | 22.67% | 1.5 |
|
| 2123 |
2123
Pekin Hardy Strauss
Chicago,
Illinois
| $749M | +$22.1M | +3% | 3.58% | 105% | 336 | 13.39% | 3.7 |
|
| 2124 |
2124
Steel Grove Capital Advisors
Memphis,
Tennessee
| $749M | +$44.8M | +6% | 7.5% | 106% | 201 | 15.42% | 2.9 |
|
| 2125 |
KC
2125
KCL Capital
New York
| $748M | +$35.3M | +5% | 35.5% | 106% | 38 | 50% | 0.4 |
|