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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 |
IR
2176
IAT Reinsurance
New York
| $548M | -$34.3M | -6% | 3.13% | 60.2% | 124 | 32.26% | 3.2 |
|
| 2177 |
2177
IFG Advisory
Atlanta,
Georgia
| $548M | +$32.2M | +6% | 6.43% | 70.1% | 423 | 10.4% | 1.2 |
|
| 2178 |
2178
SPC Financial Inc
Rockville,
Maryland
| $546M | +$73.3M | +15% | 7.18% | 65.1% | 146 | 19.18% | 2.9 |
|
| 2179 |
2179
Tompkins Financial
Ithaca,
New York
| $546M | +$53.6M | +11% | 7.53% | 84.4% | 427 | 24.36% | 3.8 |
|
| 2180 |
2180
Greenhouse Funds
Baltimore,
Maryland
| $545M | +$52.7M | +11% | 10.4% | 90.7% | 41 | 34.15% | 1.3 |
|
| 2181 |
2181
Narwhal Capital Management
Marietta,
Georgia
| $545M | +$47.6M | +10% | 8% | 93.8% | 145 | 8.28% | 4.1 |
|
| 2182 |
2182
Morningstar Investment Management
Chicago,
Illinois
| $545M | +$189M | +53% | 2.74% | 48.2% | 22 | 18.18% | 0.7 |
|
| 2183 |
2183
JLB & Associates
Plymouth,
Michigan
| $544M | +$39.5M | +8% | 9.68% | 69.9% | 73 | 0% | 4.6 |
|
| 2184 |
2184
Brookfield BHS Advisors
New York
| $544M | – | – | 17.7% | – | 77 | – | 0 |
|
| 2185 |
2185
Infrastructure Capital Advisors
New York
| $544M | -$191M | -26% | 2.52% | 52% | 116 | 37.93% | 1.3 |
|
| 2186 |
2186
Toews Corporation
Northfield,
New Jersey
| $543M | +$119M | +28% | 0.29% | 22% | 14 | 28.57% | 1.3 |
|
| 2187 |
2187
Land & Buildings Investment Management
Stamford,
Connecticut
| $543M | +$89.9M | +20% | 5.89% | 53.9% | 22 | 36.36% | 1.3 |
|
| 2188 |
2188
Beacon Pointe Wealth Advisors
Newport Beach,
California
| $543M | +$68M | +14% | 6.58% | – | 296 | 21.62% | 0.8 |
|
| 2189 |
2189
Cadence Bank
Tupelo,
Mississippi
| $541M | -$522M | -49% | 12.3% | 70.9% | 248 | 28.63% | 1.5 |
|
| 2190 |
TAM
2190
THB Asset Management
Norwalk,
Connecticut
| $540M | -$97K | -0% | 12.2% | 104% | 176 | 14.2% | 2.5 |
|
| 2191 |
2191
Exane Derivatives
Paris,
France
| $540M | -$17.9M | -3% | 9.23% | 42.7% | 716 | 13.55% | 1.9 |
|
| 2192 |
2192
Cypress Funds
Los Angeles,
California
| $539M | +$26M | +5% | 14.5% | 100% | 21 | 47.62% | 1.7 |
|
| 2193 |
2193
Private Trust Company
Cleveland,
Ohio
| $539M | +$31.8M | +6% | 7.78% | 87.7% | 399 | 13.28% | 3.9 |
|
| 2194 |
2194
Strategic Investment Management
Arlington,
Virginia
| $539M | -$1.2B | -69% | 8.57% | 53.4% | 20 | 25% | 2.1 |
|
| 2195 |
2195
AGF Investments LLC
Toronto,
Ontario, Canada
| $538M | +$112M | +26% | 7.07% | 28.5% | 726 | 27.69% | 1.4 |
|
| 2196 |
2196
Aequim Alternative Investments
Mill Valley,
California
| $537M | +$37.8M | +8% | 4.27% | 32.3% | 66 | 18.18% | 0.5 |
|
| 2197 |
2197
Auxier Asset Management
Aurora,
Oregon
| $537M | +$40M | +8% | 9.23% | 71.7% | 167 | 4.79% | 4.6 |
|
| 2198 |
2198
CKW Financial Group
Honolulu,
Hawaii
| $537M | +$8.9M | +2% | 6.73% | 62.4% | 180 | 12.78% | 4.1 |
|
| 2199 |
2199
Ion Asset Management
Herzliya,
Israel
| $537M | +$114M | +27% | 14.1% | 125% | 25 | 32% | 1 |
|
| 2200 |
2200
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $537M | +$64.1M | +14% | 7.19% | 60% | 67 | 41.79% | 2.5 |
|