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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
3AM
2176
3D Asset Management
Hartford,
Connecticut
| $329M | -$16.1M | -5% | 2.77% | 0.82% | 47 | 23.4% | 1 |
|
| 2177 |
2177
Spirit of America Management Corp
Syosset,
New York
| $329M | +$77.9M | +31% | 0.61% | 113% | 352 | 21.88% | 0.5 |
|
| 2178 |
2178
USCA RIA
Houston,
Texas
| $328M | +$29.9M | +10% | 0.36% | 60.6% | 352 | 25.57% | 0.8 |
|
| 2179 |
2179
Strategic Investment Management
Arlington,
Virginia
| $328M | -$87.2M | -21% | 3.72% | 53.4% | 146 | 55.48% | 0.3 |
|
| 2180 |
LIC
2180
Lodestar Investment Counsel
Chicago,
Illinois
| $327M | -$5.48M | -2% | 0.01% | 45.1% | 115 | 0.87% | 1.1 |
|
| 2181 |
2181
Joel Isaacson & Co
New York
| $327M | +$7.64M | +2% | 0.32% | 72.5% | 676 | 16.86% | 0.9 |
|
| 2182 |
2182
Altai Capital Management
West Hollywood,
California
| $326M | -$189M | -37% | 21.7% | 24.9% | 6 | 16.67% | 0.6 |
|
| 2183 |
2183
Greenwood Capital Associates
Greenwood,
South Carolina
| $326M | +$3.44M | +1% | 0.39% | 81.3% | 164 | 31.1% | 0.7 |
|
| 2184 |
2184
Lucas Capital Management
Red Bank,
New Jersey
| $326M | +$10.4M | +3% | 7.34% | 44.5% | 155 | 8.39% | 1 |
|
| 2185 |
2185
Biondo Investment Advisors
Milford,
Pennsylvania
| $325M | +$8.35M | +3% | 2.78% | 83.4% | 94 | 15.96% | 1.1 |
|
| 2186 |
2186
Mather Group
Chicago,
Illinois
| $325M | +$16.9M | +5% | 0.56% | 54.1% | 26 | 19.23% | 0.8 |
|
| 2187 |
2187
Carroll Financial Associates
Charlotte,
North Carolina
| $324M | -$33.2M | -9% | 0.1% | 79.9% | 1,053 | 19.56% | 0.9 |
|
| 2188 |
2188
Stelac Advisory Services
New York
| $323M | +$56.5M | +21% | 2.62% | 84.9% | 35 | 8.57% | 1.1 |
|
| 2189 |
2189
Colonial Trust Advisors
Spartanburg,
South Carolina
| $323M | -$6.16M | -2% | 0.62% | 80% | 140 | 3.57% | 1 |
|
| 2190 |
2190
Callahan Advisors
Houston,
Texas
| $323M | +$8.06M | +3% | 2.03% | 87.7% | 124 | 5.65% | 1.1 |
|
| 2191 |
2191
LG Capital Management
Owings Mills,
Maryland
| $323M | +$39.1M | +14% | 1.51% | – | 56 | 60.71% | 0.3 |
|
| 2192 |
2192
Chatham Capital Group
Savannah,
Georgia
| $322M | +$66.6M | +26% | 1.2% | 97% | 153 | 33.33% | 0.8 |
|
| 2193 |
2193
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $321M | +$4.1M | +1% | 0.57% | 26.3% | 180 | 7.78% | 1.1 |
|
| 2194 |
2194
13D Management
New York
| $321M | +$46.6M | +17% | 3.68% | 157% | 42 | 33.33% | 0.6 |
|
| 2195 |
RPGK
2195
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $321M | -$9.6M | -3% | 3.41% | 54.7% | 70 | 11.43% | 1.1 |
|
| 2196 |
2196
ARGA Investment Management
Stamford,
Connecticut
| $321M | +$60M | +23% | 4.95% | 78.1% | 42 | 26.19% | 0.7 |
|
| 2197 |
2197
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $320M | -$9.9M | -3% | 0.16% | 87.2% | 199 | 9.05% | 1 |
|
| 2198 |
CCMD
2198
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $319M | -$13.3M | -4% | 2.23% | 25.6% | 60 | 25% | 0.9 |
|
| 2199 |
2199
SFMG Wealth Advisors
Plano,
Texas
| $319M | +$28.8M | +10% | 0.23% | 76.1% | 100 | 24% | 0.9 |
|
| 2200 |
2200
Washington Trust Bank
Spokane,
Washington
| $319M | -$173M | -35% | 1.64% | 80.5% | 913 | 15.55% | 0.5 |
|