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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Prince Street Capital Management
New York
| $487M | -$42.9M | -8% | 9.43% | 302% | 59 | 71.19% | 0.6 |
|
| 2152 |
2152
IFG Advisory
Atlanta,
Georgia
| $486M | +$36.4M | +8% | 3.7% | 70.1% | 360 | 13.06% | 0.4 |
|
| 2153 |
2153
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $486M | +$16.2M | +3% | 1.39% | 207% | 83 | 12.05% | 3.5 |
|
| 2154 |
2154
Muzinich & Co
New York
| $486M | -$109M | -18% | 2.5% | 13.5% | 44 | 6.82% | 2.6 |
|
| 2155 |
2155
AJ Wealth Strategies
New York
| $485M | +$66M | +16% | 2.83% | 32.2% | 105 | 21.9% | 1 |
|
| 2156 |
2156
Professional Advisory Services
Vero Beach,
Florida
| $485M | +$22.6M | +5% | 3.01% | 69.3% | 65 | 3.08% | 3.4 |
|
| 2157 |
2157
Cypress Capital Group
Palm Beach,
Florida
| $485M | +$8.02M | +2% | 2.28% | 97.8% | 238 | 16.39% | 3 |
|
| 2158 |
2158
Cipher Capital
New York
| $484M | -$342M | -41% | 2.24% | – | 748 | 67.65% | 0.6 |
|
| 2159 |
2159
Frazier Management
Seattle,
Washington
| $483M | -$120M | -20% | 5.69% | 408% | 14 | 35.71% | 1.1 |
|
| 2160 |
2160
Oakworth Capital
Birmingham,
Alabama
| $482M | +$63.3M | +15% | 1.79% | 64.3% | 657 | 7.61% | 2.9 |
|
| 2161 |
2161
Algert Global
San Francisco,
California
| $482M | -$34.5M | -7% | 12.8% | 194% | 418 | 44.02% | 0.6 |
|
| 2162 |
FBP
2162
Flippin Bruce & Porter
Lynchburg,
Virginia
| $482M | +$17.5M | +4% | 3.1% | 44.4% | 76 | 6.58% | 3.8 |
|
| 2163 |
CHA
2163
Cedar Hill Associates
Chicago,
Illinois
| $481M | -$22.4M | -4% | 2.75% | 21% | 157 | 11.46% | 1.9 |
|
| 2164 |
GA
2164
GFS Advisors
Houston,
Texas
| $481M | -$2.15M | -0.4% | 0.45% | 97.9% | 152 | 11.84% | 2.8 |
|
| 2165 |
2165
Benefit Street Partners
New York
| $481M | -$430M | -47% | 7.4% | – | 43 | 41.86% | 0.7 |
|
| 2166 |
2166
Independent Advisor Alliance
Charlotte,
North Carolina
| $481M | +$32M | +7% | 3.73% | 135% | 396 | 22.22% | 0.9 |
|
| 2167 |
2167
Institutional & Family Asset Management
Fort Collins,
Colorado
| $480M | +$7.53M | +2% | 1.61% | 19% | 911 | 12.84% | 0.5 |
|
| 2168 |
2168
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $479M | +$32.8M | +7% | 9.16% | 145% | 97 | 15.46% | 1.7 |
|
| 2169 |
2169
CDAM (UK)
London,
United Kingdom
| $479M | +$101M | +27% | 0.75% | 7.89% | 10 | 0% | 0.5 |
|
| 2170 |
2170
IBM Retirement Fund
Armonk,
New York
| $479M | -$62M | -11% | 4.19% | 54.4% | 536 | 12.31% | 3.2 |
|
| 2171 |
2171
Northstar Investment Advisors
Denver,
Colorado
| $478M | +$5.82M | +1% | 1.98% | 85.8% | 111 | 5.41% | 3.3 |
|
| 2172 |
2172
CKW Financial Group
Honolulu,
Hawaii
| $478M | +$26.5M | +6% | 0.37% | 62.4% | 193 | 19.17% | 3.1 |
|
| 2173 |
MG
2173
Magnolia Group
Omaha,
Nebraska
| $477M | +$100M | +26% | 3.04% | 9.52% | 10 | 40% | 0.9 |
|
| 2174 |
KSCM
2174
Key Square Capital Management
Stamford,
Connecticut
| $477M | -$396M | -45% | 2.46% | 50.2% | 41 | 75.61% | 0.3 |
|
| 2175 |
2175
Beese Fulmer Investment Management
Canton,
Ohio
| $477M | +$20.4M | +4% | 3.67% | 124% | 200 | 9.5% | 3.2 |
|