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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Dynamic Advisor Solutions
Phoenix,
Arizona
| $482M | +$41.2M | +9% | 6.17% | 70.9% | 443 | 15.35% | 1.6 |
|
| 2202 |
2202
Stillwater Capital Advisors
Devon,
Pennsylvania
| $481M | +$62.5M | +15% | 9.57% | 121% | 86 | 18.6% | 2.6 |
|
| 2203 |
2203
Bell Asset Management
Melbourne,
Australia
| $481M | +$66.5M | +16% | 8.18% | 45.3% | 66 | 6.06% | 0.6 |
|
| 2204 |
2204
Essex Woodlands Management
The Woodlands,
Texas
| $481M | +$50.2M | +12% | 17.3% | 55% | 8 | 0% | 3.9 |
|
| 2205 |
RIA
2205
RPG Investment Advisory
Pleasanton,
California
| $477M | +$31.7M | +7% | 2.25% | 186% | 323 | 12.69% | 1.3 |
|
| 2206 |
2206
Vantage Investment Advisors
State College,
Pennsylvania
| $477M | +$65.2M | +16% | 8.53% | 56.3% | 853 | 13.48% | 2.9 |
|
| 2207 |
2207
Hilltop Holdings
Dallas,
Texas
| $476M | +$4.34M | +0.9% | 4.63% | 96.7% | 481 | 26.61% | 1.9 |
|
| 2208 |
2208
Arrow Financial
Glens Falls,
New York
| $476M | +$30.9M | +7% | 7.4% | 66.5% | 371 | 11.32% | 3.6 |
|
| 2209 |
2209
Lunia Capital
Dallas,
Texas
| $475M | -$62.5M | -12% | 10% | 115% | 39 | 43.59% | 0.4 |
|
| 2210 |
2210
Pura Vida Investments
New York
| $475M | +$226M | +91% | 26.2% | 38.3% | 154 | 71.43% | 0.3 |
|
| 2211 |
2211
Jackson Wealth Management
Lake Mary,
Florida
| $475M | +$45.9M | +11% | 11.9% | 72.1% | 93 | 11.83% | 1.5 |
|
| 2212 |
2212
United Bank (Virginia)
Vienna,
Virginia
| $475M | +$44M | +10% | 8.85% | 76.1% | 135 | 8.89% | 1.5 |
|
| 2213 |
2213
Regal Investment Advisors
Kentwood,
Michigan
| $475M | +$146M | +44% | 5.02% | 64.7% | 348 | 33.33% | 2.5 |
|
| 2214 |
2214
First Interstate Bank
Billings,
Montana
| $474M | +$22.2M | +5% | 7.79% | 49.7% | 692 | 11.56% | 2.4 |
|
| 2215 |
2215
Jaffetilchin Investment Partners
Tampa,
Florida
| $473M | +$23.6M | +5% | 4.82% | 88.1% | 347 | 29.11% | 1.1 |
|
| 2216 |
2216
Virtue Capital Management
Brentwood,
Tennessee
| $473M | +$268M | +130% | 5.11% | 91% | 259 | 29.34% | 0.5 |
|
| 2217 |
2217
Prince Street Capital Management
New York
| $473M | -$13.9M | -3% | 2.52% | 302% | 53 | 52.83% | 0.6 |
|
| 2218 |
IMOV
2218
Investment Management of Virginia
Richmond,
Virginia
| $473M | +$19.8M | +4% | 8.94% | 93.4% | 153 | 7.84% | 3.6 |
|
| 2219 |
2219
Monashee Investment Management
Boston,
Massachusetts
| $472M | -$53.2M | -10% | 10.7% | 520% | 149 | 0% | 0 |
|
| 2220 |
2220
Legion Partners Asset Management
Los Angeles,
California
| $472M | +$68.5M | +17% | 10.6% | 206% | 15 | 33.33% | 0.7 |
|
| 2221 |
GWI
2221
Grace & White Inc
Ny,
New York
| $471M | +$4.04M | +0.9% | 3.3% | 59.6% | 133 | 3.76% | 4.2 |
|
| 2222 |
2222
Transamerica Financial Advisors
St. Petersburg,
Florida
| $471M | +$18.8M | +4% | 4.1% | 77.1% | 534 | 8.99% | 2.7 |
|
| 2223 |
2223
RKL Wealth Management
Lancaster,
Pennsylvania
| $471M | +$28.2M | +6% | 4.95% | 76.8% | 129 | 3.88% | 2.4 |
|
| 2224 |
GTC
2224
Ghost Tree Capital
New York
| $470M | +$131M | +38% | 9.51% | 265% | 67 | 49.25% | 0.4 |
|
| 2225 |
2225
J.M. Forbes & Co
Boston,
Massachusetts
| $470M | +$23.7M | +5% | 9.37% | 112% | 109 | 5.5% | 3.8 |
|