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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
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $470M | -$48.7M | -9% | 4.89% | 44.2% | 144 | 37.5% | 1.4 |
|
| 2227 |
2227
Tufton Capital Management
Hunt Valley,
Maryland
| $470M | +$3.75M | +0.8% | 8.46% | 96.1% | 127 | 6.3% | 3.6 |
|
| 2228 |
2228
Kays Financial Advisory
Atlanta,
Georgia
| $469M | +$13.1M | +3% | 3.96% | 23.3% | 87 | 14.94% | 2.2 |
|
| 2229 |
LM
2229
Lasry Marc
| $469M | +$12.5M | +3% | 6.97% | 14.8% | 8 | 25% | 1 |
|
| 2230 |
2230
AIA Investment Management
Singapore
| $469M | +$170M | +57% | 6.09% | 63.3% | 14 | 28.57% | 0.6 |
|
| 2231 |
2231
Merriman Wealth Management
Seattle,
Washington
| $469M | +$30.8M | +7% | 6.24% | 18.3% | 188 | 20.21% | 1.1 |
|
| 2232 |
2232
Elite Wealth Management
Kirkland,
Washington
| $468M | +$188M | +67% | 8.56% | 142% | 59 | 16.95% | 2.4 |
|
| 2233 |
2233
Avior Wealth Management
Omaha,
Nebraska
| $468M | +$24.7M | +6% | 5.45% | 71.4% | 811 | 12.33% | 2 |
|
| 2234 |
2234
Mechanics Bank - Trust Department
Walnut Creek,
California
| $468M | +$30.2M | +7% | 7.33% | 76.8% | 162 | 4.94% | 3.5 |
|
| 2235 |
2235
JLB & Associates
Plymouth,
Michigan
| $467M | -$2.79M | -0.6% | 7.03% | 69.5% | 73 | 8.22% | 3.8 |
|
| 2236 |
2236
Cabot Wealth Management
Salem,
Massachusetts
| $466M | +$17.5M | +4% | 5.62% | 69.3% | 133 | 15.04% | 3.1 |
|
| 2237 |
2237
Falcon Point Capital
San Francisco,
California
| $466M | -$43.6M | -9% | 8.77% | 119% | 125 | 18.4% | 1.9 |
|
| 2238 |
JCM
2238
JD Capital Management
Darien,
Connecticut
| $466M | +$72.4M | +18% | 0.01% | 47.8% | 24 | 41.67% | 1.3 |
|
| 2239 |
MG
2239
Meditor Group
Hamilton,
Bermuda
| $465M | -$46.7M | -9% | 7.33% | 41.1% | 6 | 0% | 3 |
|
| 2240 |
2240
BerganKDV Wealth Management
Bloomington,
Minnesota
| $464M | +$17.4M | +4% | 3.43% | 27.9% | 674 | 9.2% | 0.7 |
|
| 2241 |
GIM
2241
Greylin Investment Management
Orange,
Virginia
| $464M | +$2.12M | +0.5% | 8.98% | 52.1% | 86 | 17.44% | 3.3 |
|
| 2242 |
2242
Algert Global
San Francisco,
California
| $464M | -$17.9M | -4% | 8.13% | 194% | 418 | 40.19% | 0.7 |
|
| 2243 |
2243
Land & Buildings Investment Management
Stamford,
Connecticut
| $464M | -$36.2M | -7% | 1.55% | 53.9% | 18 | 44.44% | 1.3 |
|
| 2244 |
2244
Crescent Grove Advisors
Lake Forest,
Illinois
| $463M | +$59.5M | +15% | 3.3% | 64.1% | 150 | 10% | 1.1 |
|
| 2245 |
2245
Aisling Capital
New York
| $463M | -$299M | -39% | 2.82% | 386% | 9 | 0% | 3.5 |
|
| 2246 |
2246
Penobscot Investment Management
Boston,
Massachusetts
| $463M | +$32.7M | +8% | 7.44% | 103% | 200 | 5% | 3.8 |
|
| 2247 |
2247
Forest Hill Capital
Little Rock,
Arkansas
| $463M | +$80.2M | +21% | 1.9% | 112% | 56 | 12.5% | 2.9 |
|
| 2248 |
2248
IHT Wealth Management
Chicago,
Illinois
| $462M | +$71M | +18% | 5.91% | 74.8% | 449 | 14.03% | 1.4 |
|
| 2249 |
2249
Prana Capital Management
Greenwich,
Connecticut
| $462M | +$87M | +23% | 0.59% | 36.6% | 56 | 62.5% | 0.3 |
|
| 2250 |
2250
KPCB DGF Associates
Menlo Park,
California
| $462M | -$65.2M | -12% | 24.2% | – | 5 | 20% | 1.8 |
|