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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
Anchor Investment Management
Columbia,
South Carolina
| $734M | +$37M | +5% | 5.4% | 75.1% | 1,019 | 10.7% | 4.3 |
|
| 2152 |
2152
SeaTown Holdings
Singapore
| $734M | +$56.4M | +8% | 15.1% | 220% | 83 | 57.83% | 1.1 |
|
| 2153 |
2153
Verus Financial Partners
Richmond,
Virginia
| $734M | +$7.28M | +1% | 4.35% | 45.7% | 106 | 9.43% | 3.1 |
|
| 2154 |
2154
Kovack Advisors
Ft. Lauderdale,
Florida
| $734M | +$49.4M | +7% | 9.97% | 118% | 690 | 28.84% | 2.9 |
|
| 2155 |
2155
Private Trust Company
Cleveland,
Ohio
| $734M | +$59.7M | +9% | 5.53% | 87.7% | 2,396 | 12.48% | 1.4 |
|
| 2156 |
2156
Liberty One Investment Management
Libertyville,
Illinois
| $733M | +$37.2M | +5% | 0.25% | 40.3% | 173 | 15.03% | 2.3 |
|
| 2157 |
2157
Plante Moran Financial Advisors
Southfield,
Michigan
| $732M | +$42.5M | +6% | 6.54% | 62.8% | 929 | 22.71% | 4.6 |
|
| 2158 |
2158
Twin Capital Management
Mcmurray,
Pennsylvania
| $732M | -$39.8M | -5% | 10.2% | 132% | 316 | 18.04% | 3.2 |
|
| 2159 |
2159
Vantage Investment Partners
Kansas City,
Missouri
| $732M | +$87.1M | +14% | 8.72% | 77.4% | 71 | 12.68% | 4.7 |
|
| 2160 |
2160
J.M. Forbes & Co
Boston,
Massachusetts
| $731M | +$38.3M | +6% | 6.88% | 112% | 110 | 4.55% | 6.2 |
|
| 2161 |
2161
Tectonic Advisors
Frisco,
Texas
| $731M | +$86.1M | +13% | 4.8% | 44.9% | 276 | 18.48% | 1.5 |
|
| 2162 |
2162
Broad Bay Capital Management
New York
| $730M | +$26.1M | +4% | 23.1% | 338% | 19 | 10.53% | 2 |
|
| 2163 |
2163
PrairieView Partners
St. Paul,
Minnesota
| $729M | +$51.8M | +8% | 3.57% | 34% | 514 | 16.54% | 2.5 |
|
| 2164 |
2164
FourThought Financial Partners
Venice,
Florida
| $729M | +$38.6M | +6% | 8.19% | 95.9% | 342 | 9.36% | 0.2 |
|
| 2165 |
2165
Sound View Wealth Advisors Group
Savannah,
Georgia
| $729M | -$178M | -20% | 5.53% | 73% | 412 | 17.96% | 2.2 |
|
| 2166 |
2166
Quest Investment Management
Lake Oswego,
Oregon
| $729M | -$93.7M | -11% | 9.2% | 105% | 95 | 16.84% | 5.2 |
|
| 2167 |
2167
Parkwood LLC
Cleveland,
Ohio
| $728M | +$68.7M | +10% | 7.07% | 120% | 185 | 27.03% | 1.3 |
|
| 2168 |
2168
Kinetic Partners Management
Miami,
Florida
| $728M | +$157M | +27% | 24.1% | 263% | 27 | 55.56% | 0.2 |
|
| 2169 |
2169
J.L. Bainbridge & Co
Sarasota,
Florida
| $728M | +$83.5M | +13% | 15.5% | 118% | 82 | 12.2% | 2.8 |
|
| 2170 |
2170
Aaron Wealth Advisors
Chicago,
Illinois
| $727M | +$42.5M | +6% | 7.08% | 108% | 267 | 14.61% | 1.2 |
|
| 2171 |
2171
Hengehold Capital Management
Cincinnati,
Ohio
| $727M | +$7.43M | +1% | 3.7% | 54.5% | 174 | 8.62% | 4.1 |
|
| 2172 |
AIM
2172
Aigen Investment Management
New York
| $727M | +$19.9M | +3% | 4.37% | 55.5% | 884 | 76.02% | 0.2 |
|
| 2173 |
KPF
2173
K2 Principal Fund
Toronto,
Ontario, Canada
| $727M | +$68.5M | +10% | 0.54% | 76.5% | 373 | 61.66% | 0.5 |
|
| 2174 |
2174
Richard C. Young & Co
Newport,
Rhode Island
| $726M | -$25.1M | -3% | 0.29% | 137% | 77 | 6.49% | 4.8 |
|
| 2175 |
2175
Ausdal Financial Partners
Davenport,
Iowa
| $725M | +$37.4M | +5% | 4.88% | 63.2% | 476 | 12.61% | 3.3 |
|