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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
Private Trust Company
Cleveland,
Ohio
| $496M | +$15.2M | +3% | 4.23% | 87.7% | 388 | 11.86% | 3.6 |
|
| 2202 |
2202
CKW Financial Group
Honolulu,
Hawaii
| $495M | -$45.7M | -8% | 2.64% | 62.4% | 191 | 16.75% | 4 |
|
| 2203 |
2203
Evanson Asset Management
Carmel,
California
| $495M | +$10.7M | +2% | 4.88% | 66.6% | 251 | 9.16% | 3.5 |
|
| 2204 |
2204
Salomon & Ludwin
Richmond,
Virginia
| $495M | +$9.23M | +2% | 2.7% | 52.6% | 292 | 41.1% | 0.4 |
|
| 2205 |
2205
JLB & Associates
Plymouth,
Michigan
| $495M | +$20.4M | +4% | 4.11% | 69.5% | 75 | 8% | 4.2 |
|
| 2206 |
2206
Bowie Capital Management
Richardson,
Texas
| $494M | +$156M | +46% | 8.56% | 31.6% | 39 | 33.33% | 1.6 |
|
| 2207 |
2207
Emery Howard Portfolio Management
Burlingame,
California
| $494M | +$13.7M | +3% | 2.47% | 66.5% | 33 | 0% | 5.1 |
|
| 2208 |
2208
Kintegral Advisory
New York
| $493M | +$18.1M | +4% | 4.53% | 143% | 269 | 0% | 0.5 |
|
| 2209 |
2209
TD Capital Management
Memphis,
Tennessee
| $493M | +$18.2M | +4% | 2.62% | 40.5% | 276 | 17.75% | 2.7 |
|
| 2210 |
2210
Jacobi Capital Management
Pittston,
Pennsylvania
| $492M | +$101M | +26% | 3.35% | 76.6% | 1,093 | 7.23% | 2 |
|
| 2211 |
2211
Segment Wealth Management
Houston,
Texas
| $492M | +$19.5M | +4% | 3.28% | 102% | 208 | 7.21% | 3 |
|
| 2212 |
2212
SeaCrest Wealth Management
Purchase,
New York
| $491M | -$91.7M | -16% | 3.59% | 153% | 2,226 | 76.86% | 1.4 |
|
| 2213 |
2213
Diameter Capital Partners
New York
| $491M | +$205M | +72% | 4.71% | 378% | 24 | 62.5% | 0.4 |
|
| 2214 |
2214
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $491M | -$9.6M | -2% | 2.1% | 58.7% | 30 | 10% | 3.6 |
|
| 2215 |
2215
JNBA Financial Advisors
Bloomington,
Minnesota
| $491M | +$25.4M | +5% | 3.59% | 61.8% | 716 | 24.16% | 1.7 |
|
| 2216 |
2216
Sunriver Management
Greenwich,
Connecticut
| $490M | -$12.3M | -2% | 7.88% | 9.27% | 23 | 39.13% | 0.9 |
|
| 2217 |
2217
Symmetry Partners
Glastonbury,
Connecticut
| $490M | -$96M | -16% | 3.57% | 58.5% | 456 | 37.94% | 0.6 |
|
| 2218 |
2218
Foundation Resource Management
Little Rock,
Arkansas
| $489M | +$12.6M | +3% | 0.08% | 84.5% | 59 | 6.78% | 5 |
|
| 2219 |
2219
Penobscot Investment Management
Boston,
Massachusetts
| $489M | +$16.9M | +4% | 4.3% | 103% | 203 | 11.82% | 4.3 |
|
| 2220 |
2220
Raub Brock Capital Management
Larkspur,
California
| $489M | +$13.3M | +3% | 4.82% | 54.7% | 60 | 38.33% | 2.3 |
|
| 2221 |
2221
Suncoast Equity Management
Tampa,
Florida
| $488M | +$37.2M | +8% | 6.79% | 82.9% | 48 | 25% | 2.4 |
|
| 2222 |
2222
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $487M | +$25.2M | +5% | 5.9% | 83.4% | 340 | 16.18% | 2.8 |
|
| 2223 |
2223
AIP LLC
New York
| $487M | +$117M | +32% | 31.6% | 54.9% | 1 | 0% | 1.5 |
|
| 2224 |
2224
Capula Management
Grand Cayman,
Cayman Islands
| $486M | +$411M | +547% | 3.85% | 90.7% | 106 | 98.11% | 0 |
|
| 2225 |
2225
Incline Global Management
New York
| $485M | -$13M | -3% | 0.93% | 40.1% | 30 | 43.33% | 0.8 |
|