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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 |
2226
Independent Advisor Alliance
Charlotte,
North Carolina
| $448M | +$83.8M | +23% | 6.94% | 135% | 339 | 24.78% | 0.6 |
|
| 2227 |
2227
Avior Wealth Management
Omaha,
Nebraska
| $447M | +$143M | +47% | 5.58% | 71.4% | 816 | 39.22% | 1.4 |
|
| 2228 |
2228
Ecofin Advisors
London,
United Kingdom
| $447M | +$30M | +7% | 6.42% | 77% | 34 | 17.65% | 1.8 |
|
| 2229 |
AR
2229
Argyll Research
Wilmington,
Delaware
| $446M | +$32M | +8% | 1.38% | 0.8% | 5 | 0% | 3.2 |
|
| 2230 |
2230
Trigran Investments
Northbrook,
Illinois
| $446M | +$1.93M | +0.4% | 2.75% | 30.2% | 21 | 19.05% | 2.2 |
|
| 2231 |
2231
ACK Asset Management
Greenwich,
Connecticut
| $445M | +$83.2M | +23% | 13.3% | 132% | 38 | 36.84% | 0.9 |
|
| 2232 |
2232
Dudley & Shanley
Palm Beach,
Florida
| $445M | -$7.92M | -2% | 7.63% | 67.9% | 31 | 16.13% | 2.4 |
|
| 2233 |
2233
Hengistbury Investment Partners
London,
United Kingdom
| $445M | +$95.5M | +27% | 3.64% | 108% | 3 | 0% | 2.3 |
|
| 2234 |
2234
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $445M | +$41.3M | +10% | 9.91% | 207% | 100 | 27% | 3.4 |
|
| 2235 |
2235
IFG Advisory
Atlanta,
Georgia
| $444M | – | – | 5.43% | 70.1% | 322 | – | 0 |
|
| 2236 |
2236
Parthenon LLC
Louisville,
Kentucky
| $444M | +$20.1M | +5% | 6.67% | 93.3% | 108 | 3.7% | 3.7 |
|
| 2237 |
2237
Hilltop Holdings
Dallas,
Texas
| $444M | +$113M | +34% | 4.3% | 96.7% | 365 | 34.25% | 2.2 |
|
| 2238 |
2238
Brightworth
Atlanta,
Georgia
| $443M | +$31M | +8% | 7.89% | 21.7% | 133 | 12.03% | 0.5 |
|
| 2239 |
2239
Catawba Capital Management
Roanoke,
Virginia
| $443M | +$365K | +0.1% | 6.61% | 33.1% | 231 | 12.55% | 3.2 |
|
| 2240 |
2240
Mechanics Bank - Trust Department
Walnut Creek,
California
| $443M | +$23.1M | +6% | 5.72% | 76.8% | 162 | 6.17% | 2.9 |
|
| 2241 |
2241
CDAM (UK)
London,
United Kingdom
| $442M | – | – | 3.11% | 7.89% | 12 | – | 0 |
|
| 2242 |
2242
LVM Capital Management
Portage,
Michigan
| $442M | +$23.3M | +6% | 6.91% | 121% | 125 | 12% | 2.9 |
|
| 2243 |
NC
2243
Nokomis Capital
Dallas,
Texas
| $442M | +$70.9M | +19% | 1.41% | 145% | 47 | 44.68% | 1.5 |
|
| 2244 |
2244
Vista Capital Partners
Portland,
Oregon
| $441M | +$26.1M | +6% | 5.17% | 61.2% | 53 | 3.77% | 3.2 |
|
| 2245 |
2245
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $441M | -$11.2M | -2% | 4.64% | 24.6% | 1,520 | 53.62% | 0.6 |
|
| 2246 |
2246
Zevin Asset Management
Boston,
Massachusetts
| $440M | +$14.7M | +3% | 5.19% | 71.7% | 135 | 7.41% | 2.6 |
|
| 2247 |
2247
Hourglass Capital
Houston,
Texas
| $440M | +$20M | +5% | 5.56% | 89.6% | 119 | 15.97% | 2.8 |
|
| 2248 |
AGM
2248
Alpine Global Management
New York
| $440M | +$94.2M | +27% | 3.92% | 149% | 313 | 79.87% | 0.2 |
|
| 2249 |
ESG
2249
Emerging Sovereign Group
New York
| $439M | +$199M | +83% | 0.71% | 66.1% | 19 | 63.16% | 0.6 |
|
| 2250 |
2250
Twele Capital Management
Minnetonka,
Minnesota
| $438M | +$20.3M | +5% | 2.2% | 37.1% | 44 | 0% | 3.8 |
|