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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
FPFS
2226
First Personal Financial Services
Charlotte,
North Carolina
| $343M | +$50.4M | +17% | 3.76% | 31.5% | 882 | 16.78% | 0.7 |
|
| 2227 |
2227
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $343M | +$15.6M | +5% | 3.58% | 17.2% | 227 | 10.13% | 2.6 |
|
| 2228 |
2228
Brown Advisory Securities
Baltimore,
Maryland
| $343M | +$22.4M | +7% | 4.42% | 51.2% | 327 | 9.79% | 2.1 |
|
| 2229 |
2229
Stillwater Capital Advisors
Devon,
Pennsylvania
| $343M | +$7.9M | +2% | 4.23% | 121% | 80 | 8.75% | 2 |
|
| 2230 |
2230
Feinberg Stephen
| $342M | +$28.8M | +9% | 13.9% | 54.3% | 6 | 16.67% | 1.9 |
|
| 2231 |
2231
Seven Eight Capital
New York
| $342M | +$51.1M | +18% | 6.96% | 13.6% | 675 | 71.85% | 0.3 |
|
| 2232 |
EOCM
2232
Energy Opportunities Capital Management
Austin,
Texas
| $342M | +$9.8M | +3% | 4.86% | 211% | 54 | 9.26% | 1.8 |
|
| 2233 |
TAM
2233
Taylor Asset Management
Toronto,
Ontario, Canada
| $341M | -$9.31M | -3% | 10.5% | 12.9% | 35 | 34.29% | 1.3 |
|
| 2234 |
2234
Toth Financial Advisory
Leesburg,
Virginia
| $341M | +$12.8M | +4% | 2.79% | 90.4% | 131 | 18.32% | 2.3 |
|
| 2235 |
2235
Abdiel Capital Advisors
New York
| $340M | +$98.2M | +41% | 33.1% | 43.7% | 6 | 0% | 0.7 |
|
| 2236 |
2236
Crestwood Capital Management
New York
| $339M | -$59.2M | -15% | 7.77% | 203% | 32 | 43.75% | 1.1 |
|
| 2237 |
2237
Lenox Wealth Advisors
New York
| $339M | -$1.43M | -0.4% | 4.18% | 35.7% | 230 | 20.87% | 1.7 |
|
| 2238 |
2238
MDP Global Investors II
Chicago,
Illinois
| $338M | +$24.9M | +8% | 7.94% | – | 1 | 0% | 0.3 |
|
| 2239 |
DS
2239
Dalal Street
West Lake Hills,
Texas
| $338M | +$41.9M | +14% | 15.2% | 92.7% | 8 | 12.5% | 1.1 |
|
| 2240 |
2240
Everence Capital Management
Goshen,
Indiana
| $337M | +$11.1M | +3% | 4.96% | 108% | 311 | 6.11% | 2.3 |
|
| 2241 |
2241
Impax Asset Management (AIFM)
London,
United Kingdom
| $336M | +$27M | +9% | 9.76% | 40.5% | 26 | 11.54% | 1.5 |
|
| 2242 |
2242
Apriem Advisors
Irvine,
California
| $336M | +$27.9M | +9% | 1.65% | 74.3% | 749 | 25.77% | 1.9 |
|
| 2243 |
2243
Bruderman Asset Management
Locust Valley,
New York
| $335M | +$15.5M | +5% | 0.49% | 31.7% | 411 | 15.33% | 1.2 |
|
| 2244 |
2244
Arrowgrass Capital Partners
London,
United Kingdom
| $335M | +$67M | +25% | 8.6% | – | 43 | 86.05% | 0.3 |
|
| 2245 |
BIM
2245
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $334M | +$8.84M | +3% | 5.25% | 48.4% | 103 | 15.53% | 2.2 |
|
| 2246 |
2246
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $334M | -$22.6M | -6% | 6.01% | 141% | 19 | 0% | 2.5 |
|
| 2247 |
2247
First Wilshire Securities Management
Pasadena,
California
| $334M | +$22.8M | +7% | 12.1% | 135% | 123 | 8.13% | 2.4 |
|
| 2248 |
2248
RBO & Co
Saint Helena,
California
| $333M | -$6.29M | -2% | 0.39% | 27.9% | 55 | 10.91% | 2.6 |
|
| 2249 |
2249
TD Capital Management
Memphis,
Tennessee
| $333M | +$13.2M | +4% | 2.14% | 40.5% | 195 | 25.64% | 2.2 |
|
| 2250 |
2250
Lagoda Investment Management
New York
| $333M | +$64.3M | +24% | 17.8% | 250% | 29 | 3.45% | 1.4 |
|