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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%
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250
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2,500
5,000
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50
100
250
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 2151 |
GA
2151
GRS Advisors
Chicago,
Illinois
| $961M | -$52.7M | -5% | 0.63% | 54.3% | 41 | 48.78% |
|
| 2152 |
AH
2152
Allen Holding
New York
| $961M | +$49.3M | +5% | 13.1% | 135% | 14 | 0% |
|
| 2153 |
TIM
2153
Tortoise Investment Management
White Plains,
New York
| $960M | +$13.1M | +1% | 0.04% | 40.2% | 894 | 10.4% |
|
| 2154 |
CGA
2154
Crescent Grove Advisors
Lake Forest,
Illinois
| $960M | -$49M | -5% | 4.54% | 61.1% | 291 | 14.43% |
|
| 2155 |
MNBTD
2155
Moody National Bank Trust Division
Galveston,
Texas
| $959M | +$3.03M | +0.3% | 2.87% | 112% | 514 | 11.48% |
|
| 2156 |
TA
2156
Townsend & Associates
Westminster,
Colorado
| $959M | -$17.4M | -2% | 4.35% | 54.1% | 106 | 10.38% |
|
| 2157 |
MCP
2157
Meridiem Capital Partners
Dallas,
Texas
| $959M | -$178M | -16% | 4.96% | – | 98 | 72.45% |
|
| 2158 |
PP
2158
PrairieView Partners
St. Paul,
Minnesota
| $958M | +$1.68M | +0.2% | 0.01% | 34% | 402 | 6.72% |
|
| 2159 |
TIA
2159
Traphagen Investment Advisors
Oradell,
New Jersey
| $958M | -$25M | -3% | 1.77% | 56.3% | 192 | 10.94% |
|
| 2160 |
PIA
2160
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $957M | -$11.1M | -1% | 4.4% | 144% | 102 | 5.88% |
|
| 2161 |
FFP
2161
FourThought Financial Partners
Venice,
Florida
| $956M | -$7.07M | -0.7% | 0.68% | 95.9% | 338 | 11.83% |
|
| 2162 |
PP
2162
Pertento Partners
London,
United Kingdom
| $955M | -$226M | -19% | 2.57% | 196% | 31 | 41.94% |
|
| 2163 |
QC
2163
Quent Capital
New York
| $953M | -$13.6M | -1% | 0.82% | 78.1% | 1,375 | 5.96% |
|
| 2164 |
AC
2164
Avenir Corporation
Alexandria,
Virginia
| $953M | -$23.8M | -2% | 1.67% | 34.4% | 72 | 6.94% |
|
| 2165 |
C
2165
Certuity
North Palm Beach,
Florida
| $953M | +$32.2M | +3% | 0.94% | 190% | 434 | 18.2% |
|
| 2166 |
CCA
2166
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $952M | -$15.9M | -2% | 1.88% | 58.6% | 118 | 14.41% |
|
| 2167 |
AAIM
2167
Asset Advisors Investment Management
Augusta,
Georgia
| $952M | -$4.2M | -0.4% | 0.32% | 58.7% | 113 | 5.31% |
|
| 2168 |
KAM
2168
Kensington Asset Management
Austin,
Texas
| $952M | -$755M | -44% | 0.35% | 38.1% | 35 | 42.86% |
|
| 2169 |
DPI
2169
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $951M | +$33.9M | +4% | 0.43% | 38.2% | 153 | 12.42% |
|
| 2170 |
RWB
2170
RMR Wealth Builders
Montclair,
New Jersey
| $950M | -$17.4M | -2% | 3.71% | 81.6% | 271 | 9.96% |
|
| 2171 |
MAWA
2171
Moss Adams Wealth Advisors
Seattle,
Washington
| $950M | +$3.45M | +0.4% | 2.97% | 71.9% | 238 | 21.43% |
|
| 2172 |
JFGLC
2172
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $948M | +$93.6M | +11% | 0.81% | 58.7% | 104 | 56.73% |
|
| 2173 |
M
2173
MOTCO
San Antonio,
Texas
| $947M | -$28.1M | -3% | 0.6% | 63.5% | 618 | 24.43% |
|
| 2174 |
LCS
2174
Levin Capital Strategies
New York
| $947M | -$110M | -10% | 0.67% | 88.6% | 246 | 39.43% |
|
| 2175 |
OA
2175
Oxbow Advisors
Austin,
Texas
| $947M | +$97M | +11% | 5.99% | 66.3% | 227 | 15.86% |
|