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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
Anderson Hoagland & Co
St Louis,
Missouri
| $1.05B | +$205M | +24% | 12.8% | 104% | 148 | 8.78% | 3.9 |
|
| 2152 |
2152
MBL Wealth
Charlotte,
North Carolina
| $1.05B | +$56.2M | +6% | 6.47% | 52.7% | 258 | 18.22% | 2.1 |
|
| 2153 |
2153
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $1.05B | +$80.8M | +8% | 8.36% | 55.5% | 181 | 8.84% | 2.8 |
|
| 2154 |
M
2154
MOTCO
San Antonio,
Texas
| $1.04B | +$98.1M | +10% | 10.5% | 63.5% | 690 | 24.2% | 4.9 |
|
| 2155 |
2155
First Nebraska Trust
Lincoln,
Nebraska
| $1.04B | +$31.9M | +3% | 4.82% | 67.9% | 197 | 4.57% | 6.5 |
|
| 2156 |
2156
Jay A. Fishman Ltd
Troy,
Michigan
| $1.04B | +$129M | +14% | 14.7% | 105% | 83 | 7.23% | 7.2 |
|
| 2157 |
QCM
2157
Qsemble Capital Management
New York
| $1.04B | +$102M | +11% | 7.96% | 39.9% | 626 | 67.73% | 0.3 |
|
| 2158 |
2158
Hodges Capital Management
Dallas,
Texas
| $1.04B | +$40.1M | +4% | 14% | 200% | 235 | 25.11% | 3.1 |
|
| 2159 |
2159
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $1.04B | +$137M | +15% | 19.2% | 160% | 362 | 3.87% | 1.4 |
|
| 2160 |
2160
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.04B | +$4.11M | +0.4% | 5.3% | 32.6% | 85 | 7.06% | 4.3 |
|
| 2161 |
GA
2161
GRS Advisors
Chicago,
Illinois
| $1.04B | +$79.3M | +8% | 3.44% | 54.3% | 40 | 52.5% | 0.7 |
|
| 2162 |
2162
JNBA Financial Advisors
Bloomington,
Minnesota
| $1.04B | +$75.1M | +8% | 8.69% | 61.8% | 696 | 13.51% | 5.8 |
|
| 2163 |
2163
Heritage Financial Services
Westwood,
Massachusetts
| $1.04B | +$28.9M | +3% | 6.14% | 38.3% | 131 | 12.98% | 2 |
|
| 2164 |
2164
400 Capital Management
New York
| $1.04B | +$608M | +141% | – | – | 7 | 42.86% | 1.6 |
|
| 2165 |
2165
Amica Mutual Insurance
Providence,
Rhode Island
| $1.04B | +$129M | +14% | 10.8% | 80.4% | 143 | 8.39% | 4.3 |
|
| 2166 |
2166
Tremblant Capital Group
West Palm Beach,
Florida
| $1.04B | +$147M | +16% | 19.6% | 131% | 53 | 30.19% | 2.4 |
|
| 2167 |
2167
Winthrop Advisory Group
Boston,
Massachusetts
| $1.04B | +$205M | +25% | 10.3% | 78.3% | 185 | 17.84% | 3.4 |
|
| 2168 |
2168
Quent Capital
New York
| $1.04B | +$83.1M | +9% | 10.1% | 78.1% | 1,327 | 78.67% | 3.4 |
|
| 2169 |
2169
Private Capital Management (Florida)
Naples,
Florida
| $1.04B | +$123M | +13% | 4.55% | 118% | 178 | 24.16% | 2.3 |
|
| 2170 |
2170
Perennial Investment Advisors
Los Angeles,
California
| $1.04B | +$146M | +16% | 11.9% | 84.3% | 504 | 19.64% | 2.2 |
|
| 2171 |
2171
Goldentree Asset Management
New York
| $1.04B | -$364M | -26% | 7.49% | 27.7% | 41 | 51.22% | 1.3 |
|
| 2172 |
2172
Root Financial Partners
Encinitas,
California
| $1.03B | +$96.5M | +10% | 8.63% | 62.5% | 268 | 27.24% | 0.9 |
|
| 2173 |
2173
PrairieView Partners
St. Paul,
Minnesota
| $1.03B | +$75.8M | +8% | 7.11% | 34% | 403 | 6.45% | 4 |
|
| 2174 |
2174
Tetrad Corporation
Omaha,
Nebraska
| $1.03B | -$89.2M | -8% | 7.81% | 45.6% | 3 | 0% | 12 |
|
| 2175 |
2175
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.03B | +$72.2M | +8% | 7.87% | 64.1% | 298 | 15.77% | 3.6 |
|