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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Almanack Investment Partners
Wayne,
Pennsylvania
| $516M | +$83.3M | +19% | 1.47% | 77.8% | 336 | 49.11% | 0.8 |
|
| 2127 |
2127
Oakworth Capital
Birmingham,
Alabama
| $516M | -$9.17M | -2% | 1.7% | 64.3% | 675 | 14.96% | 3.8 |
|
| 2128 |
2128
IFG Advisory
Atlanta,
Georgia
| $516M | -$48.3M | -9% | 1.42% | 70.1% | 463 | 40.82% | 1 |
|
| 2129 |
AP
2129
Archon Partners
Princeton Junction,
New Jersey
| $515M | +$11M | +2% | 2.6% | 99.5% | 60 | 10% | 3.2 |
|
| 2130 |
2130
Pekin Hardy Strauss
Chicago,
Illinois
| $514M | +$8.96M | +2% | 0.84% | 102% | 219 | 10.05% | 3.4 |
|
| 2131 |
2131
Cypress Funds
Los Angeles,
California
| $513M | -$122M | -19% | 1.68% | 100% | 25 | 56% | 1.4 |
|
| 2132 |
2132
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $513M | -$54.5M | -10% | 0.01% | 4.8% | 40 | 5% | 1 |
|
| 2133 |
2133
Regal Investment Advisors
Kentwood,
Michigan
| $512M | -$811K | -0.2% | 1.81% | 64.7% | 342 | 16.08% | 3.1 |
|
| 2134 |
2134
Greenwich Wealth Management
Greenwich,
Connecticut
| $512M | -$68.2M | -12% | 2.77% | 198% | 207 | 17.87% | 3.5 |
|
| 2135 |
2135
Caprock Group
Boise,
Idaho
| $512M | +$654K | +0.1% | 0.73% | – | 384 | 16.15% | 2.2 |
|
| 2136 |
2136
Clear Harbor Asset Management
Stamford,
Connecticut
| $512M | +$15.2M | +3% | 0.19% | 98.6% | 282 | 18.09% | 3.2 |
|
| 2137 |
2137
Thompson Investment Management
Madison,
Wisconsin
| $511M | -$822K | -0.2% | 0.2% | 100% | 190 | 6.84% | 4 |
|
| 2138 |
2138
Segment Wealth Management
Houston,
Texas
| $511M | +$19.5M | +4% | 1.48% | 102% | 208 | 8.65% | 3.1 |
|
| 2139 |
2139
Signet Financial Management
Parsippany,
New Jersey
| $511M | +$6.48M | +1% | 1.15% | 65.2% | 253 | 11.46% | 2.5 |
|
| 2140 |
2140
Jacobs Asset Management
New York
| $510M | -$29.1M | -5% | 0.25% | 114% | 58 | 31.03% | 2.4 |
|
| 2141 |
2141
Flagship Harbor Advisors
Boston,
Massachusetts
| $510M | +$28.4M | +6% | 0.97% | 75.7% | 2,058 | 10.2% | 1.3 |
|
| 2142 |
2142
Lingotto Investment Management
London,
United Kingdom
| $510M | +$13.5M | +3% | 3.7% | 388% | 7 | 14.29% | 1.7 |
|
| 2143 |
2143
Granite Investment Advisors
Concord,
New Hampshire
| $510M | -$22M | -4% | 1.59% | 55.6% | 173 | 12.14% | 3.1 |
|
| 2144 |
2144
Whitegate Investment Counselors
Concord,
New Hampshire
| $510M | +$12.1M | +2% | 1.22% | 48% | 206 | 7.77% | 3.5 |
|
| 2145 |
2145
Summit Partners
Boston,
Massachusetts
| $509M | -$51.4M | -9% | 2.85% | 13.7% | 8 | 0% | 2.7 |
|
| 2146 |
2146
Aravt Global
New York
| $508M | -$131M | -21% | 0.24% | 83.7% | 16 | 12.5% | 1.9 |
|
| 2147 |
2147
Oslo Pensjonsforsikring
Oslo,
| $508M | +$7.47M | +1% | 2.13% | 79% | 16 | 0% | 2.2 |
|
| 2148 |
2148
Private Trust Company
Cleveland,
Ohio
| $507M | +$11.4M | +2% | 2.77% | 87.7% | 388 | 9.02% | 3.8 |
|
| 2149 |
2149
Twele Capital Management
Minnetonka,
Minnesota
| $507M | +$7.94M | +2% | 0.64% | 37.1% | 46 | 0% | 5 |
|
| 2150 |
SAM
2150
Skyline Asset Management
Chicago,
Illinois
| $506M | -$43.1M | -8% | 0.44% | 26.1% | 61 | 6.56% | 3.2 |
|