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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 |
2176
Ally Invest Advisors
Charlotte,
North Carolina
| $795M | +$71.8M | +10% | 1.2% | 41.1% | 17 | 0% | 2.3 |
|
| 2177 |
2177
HITE Hedge Asset Management
Braintree,
Massachusetts
| $795M | +$83.7M | +12% | 1.28% | 54.4% | 179 | 36.87% | 0.8 |
|
| 2178 |
2178
Callahan Advisors
Houston,
Texas
| $794M | +$5.76M | +0.7% | 0.08% | 87.7% | 150 | 4.67% | 4.8 |
|
| 2179 |
2179
Narwhal Capital Management
Marietta,
Georgia
| $793M | +$327K | +0% | 0.47% | 93.8% | 179 | 15.64% | 4 |
|
| 2180 |
2180
J.M. Forbes & Co
Boston,
Massachusetts
| $792M | -$503K | -0.1% | 0.15% | 112% | 121 | 7.44% | 4.9 |
|
| 2181 |
2181
Girard Partners
King Of Prussia,
Pennsylvania
| $792M | +$13.9M | +2% | 0.43% | 25.7% | 266 | 7.14% | 3.7 |
|
| 2182 |
2182
Caldwell Trust
Venice,
Florida
| $791M | +$27.1M | +4% | 0.09% | 87% | 758 | 6.2% | 1.5 |
|
| 2183 |
2183
Capital Investment Advisory Services
Raleigh,
North Carolina
| $791M | -$4.38M | -0.6% | 1.35% | 69.3% | 824 | 13.47% | 2.1 |
|
| 2184 |
2184
Inspire Investing
Meridian,
Idaho
| $791M | +$31.2M | +4% | 0.83% | 107% | 980 | 58.47% | 0.8 |
|
| 2185 |
2185
Phocas Financial Corp
Alameda,
California
| $791M | -$3.15M | -0.4% | 0.89% | – | 225 | 13.33% | 2.3 |
|
| 2186 |
2186
Ionic Capital Management
New York
| $790M | -$168M | -18% | 4.79% | 163% | 488 | 54.51% | 0.4 |
|
| 2187 |
2187
B. Riley Financial
Los Angeles,
California
| $790M | +$31.7M | +4% | 7.53% | 682% | 52 | 61.54% | 0.6 |
|
| 2188 |
2188
Perpetual Investment Management
Sydney,
Australia
| $789M | +$84.4M | +12% | 0.69% | – | 231 | 15.15% | 0.6 |
|
| 2189 |
2189
Mint Tower Capital Management
Amsterdam,
Netherlands
| $789M | -$625M | -44% | 1.07% | 40% | 438 | 45.89% | 0.4 |
|
| 2190 |
2190
Maple Capital Management
Montpelier,
Vermont
| $788M | -$40.5M | -5% | 1.22% | 100% | 109 | 7.34% | 4.4 |
|
| 2191 |
2191
MGO One Seven
Beachwood,
Ohio
| $788M | +$72.7M | +10% | 0.33% | 98.8% | 652 | 16.87% | 1.9 |
|
| 2192 |
2192
Nicolet Advisory Services
Green Bay,
Wisconsin
| $788M | +$21.3M | +3% | 0.61% | 62.7% | 209 | 10.05% | 1.8 |
|
| 2193 |
2193
Moody Aldrich Partners
Marblehead,
Massachusetts
| $788M | +$76.4M | +11% | 0.46% | 312% | 191 | 22.51% | 1.1 |
|
| 2194 |
2194
RKL Wealth Management
Lancaster,
Pennsylvania
| $788M | -$6.5M | -0.8% | 0.44% | 76.8% | 132 | 8.33% | 4.3 |
|
| 2195 |
2195
Cypress Capital
Franklin,
Tennessee
| $787M | +$685M | +669% | 1.07% | 43.6% | 227 | 77.09% | 0.6 |
|
| 2196 |
2196
L. Roy Papp & Associates
Phoenix,
Arizona
| $787M | -$5.1M | -0.6% | 1.3% | 80.1% | 175 | 4.57% | 5 |
|
| 2197 |
2197
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $787M | +$9.36M | +1% | 1.1% | 36.9% | 484 | 64.26% | 1.6 |
|
| 2198 |
2198
Jacobi Capital Management
Pittston,
Pennsylvania
| $786M | +$29.7M | +4% | 0.99% | 76.6% | 1,525 | 11.67% | 2.9 |
|
| 2199 |
1SP
2199
140 Summer Partners
New York
| $786M | +$70.6M | +10% | 2.23% | 202% | 23 | 43.48% | 0.4 |
|
| 2200 |
2200
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| $785M | +$14.2M | +2% | 1.36% | 72.3% | 302 | 24.5% | 1.4 |
|