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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
Hilltop Holdings
Dallas,
Texas
| $882M | +$24.8M | +3% | 9.92% | 96.7% | 645 | 19.53% | 3.5 |
|
| 2102 |
2102
Jacobs & Co
San Francisco,
California
| $882M | +$79.2M | +10% | 11.3% | 105% | 125 | 7.2% | 7.2 |
|
| 2103 |
2103
Harvey Partners
Tarrytown,
New York
| $880M | +$91.7M | +12% | 14.4% | 174% | 48 | 22.92% | 2 |
|
| 2104 |
2104
Lyell Wealth Management
Menlo Park,
California
| $880M | +$136M | +18% | 15.5% | 144% | 201 | 13.93% | 3.5 |
|
| 2105 |
2105
JNBA Financial Advisors
Bloomington,
Minnesota
| $879M | +$78.4M | +10% | 10.4% | 61.8% | 763 | 8.65% | 4.6 |
|
| 2106 |
2106
Concentric Capital Strategies
Stamford,
Connecticut
| $878M | -$90.1M | -9% | 13.7% | 165% | 336 | 75.3% | 0.2 |
|
| 2107 |
2107
PDS Planning
Dublin,
Ohio
| $878M | +$105M | +14% | 9.23% | 62.7% | 382 | 15.97% | 2.2 |
|
| 2108 |
2108
Marks Group Wealth Management
Minnetonka,
Minnesota
| $877M | +$69.7M | +9% | 11.8% | 62.8% | 297 | 10.77% | 2.5 |
|
| 2109 |
2109
Wealthcare Capital Management
Richmond,
Virginia
| $877M | +$60.5M | +7% | 8.46% | 46.2% | 90 | 26.67% | 4.4 |
|
| 2110 |
2110
TD Capital Management
Memphis,
Tennessee
| $876M | +$59.9M | +7% | 7.96% | 40.5% | 440 | 12.73% | 2.2 |
|
| 2111 |
2111
Jay A. Fishman Ltd
Troy,
Michigan
| $874M | +$84.1M | +11% | 13.7% | 119% | 98 | 8.16% | 6 |
|
| 2112 |
2112
Anchor Investment Management
Columbia,
South Carolina
| $873M | +$108M | +14% | 9.7% | 75.1% | 1,002 | 8.18% | 4.9 |
|
| 2113 |
2113
Meeder Advisory Services
Dublin,
Ohio
| $873M | +$77.7M | +10% | 10.6% | 91.4% | 437 | 11.21% | 0.9 |
|
| 2114 |
2114
Verity & Verity
Beaufort,
South Carolina
| $873M | +$74.2M | +9% | 9.53% | 90.4% | 111 | 11.71% | 5 |
|
| 2115 |
2115
Carronade Capital Management
Darien,
Connecticut
| $872M | +$192M | +28% | 0.46% | 215% | 34 | 55.88% | 0.7 |
|
| 2116 |
2116
Smith Anglin Financial
Dallas,
Texas
| $871M | +$48.9M | +6% | 10.4% | 52.8% | 196 | 16.33% | 1.8 |
|
| 2117 |
2117
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $871M | +$75.1M | +9% | 18.2% | 101% | 15 | 6.67% | 1.8 |
|
| 2118 |
2118
Morningstar Investment Management
Chicago,
Illinois
| $870M | +$141M | +19% | 8.39% | 48.2% | 212 | 28.77% | 0.9 |
|
| 2119 |
2119
HSG Holding
Na,
Hong Kong
| $869M | -$63.1M | -7% | 13.9% | 2.94% | 20 | 5% | 3.6 |
|
| 2120 |
2120
Oak Ridge Investments
Chicago,
Illinois
| $869M | +$85.5M | +11% | 13.5% | 223% | 156 | 14.1% | 3.8 |
|
| 2121 |
SGCIA
2121
Smith Graham & Co Investment Advisors
Houston,
Texas
| $868M | +$63.7M | +8% | 15.8% | 56.9% | 147 | 6.8% | 6.4 |
|
| 2122 |
2122
Southernsun Asset Management
Memphis,
Tennessee
| $867M | +$14M | +2% | 10.8% | 54.7% | 29 | 6.9% | 5.2 |
|
| 2123 |
2123
AltraVue Capital
Bellevue,
Washington
| $867M | +$27.7M | +3% | 13.6% | 221% | 33 | 27.27% | 3.1 |
|
| 2124 |
2124
Cozad Asset Management
Champaign,
Illinois
| $867M | +$97.4M | +13% | 12.3% | 132% | 394 | 7.87% | 3.1 |
|
| 2125 |
2125
Harbor Investment Advisory
Lutherville,
Maryland
| $867M | +$103M | +13% | 12% | 97.5% | 1,231 | 9.26% | 3.1 |
|