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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
Keel Point
Huntsville,
Alabama
| $730M | -$19.4M | -3% | 3.5% | 76.4% | 334 | 10.48% | 2.7 |
|
| 2227 |
2227
Silverback Asset Management
Chapel Hill,
North Carolina
| $730M | -$3.69M | -0.5% | 0.56% | 92.1% | 98 | 17.35% | 0.8 |
|
| 2228 |
2228
Morningstar Investment Management
Chicago,
Illinois
| $729M | -$24.3M | -3% | 2.1% | 48.2% | 179 | 10.61% | 0.9 |
|
| 2229 |
2229
Connable Office Inc
Kalamazoo,
Michigan
| $728M | -$1M | -0.1% | 2.78% | 68.3% | 211 | 13.27% | 4.1 |
|
| 2230 |
2230
Sage Mountain Advisors
Atlanta,
Georgia
| $727M | +$25.4M | +4% | 2.05% | 62.5% | 399 | 19.8% | 1.3 |
|
| 2231 |
2231
Caxton Associates (New York)
New York
| $727M | +$50.6M | +7% | 2% | 73.9% | 641 | 65.68% | 0.3 |
|
| 2232 |
2232
Ausdal Financial Partners
Davenport,
Iowa
| $726M | -$9.8M | -1% | 4.05% | 63.2% | 473 | 16.7% | 3.6 |
|
| 2233 |
2233
CCM Investment Advisers
Columbia,
South Carolina
| $725M | -$19.9M | -3% | 0.47% | 170% | 69 | 1.45% | 4.8 |
|
| 2234 |
2234
Middleton & Co
Boston,
Massachusetts
| $724M | -$30.4M | -4% | 2.42% | 81.8% | 157 | 8.92% | 6.2 |
|
| 2235 |
2235
Sunbelt Securities
Houston,
Texas
| $723M | +$27.3M | +4% | 2.16% | 83.5% | 1,848 | 12.99% | 1.2 |
|
| 2236 |
2236
Integral Health Asset Management
New York
| $722M | -$85.3M | -11% | 3.11% | 564% | 97 | 57.73% | 0.6 |
|
| 2237 |
2237
Mirabella Financial Services
London,
United Kingdom
| $721M | -$192M | -21% | 1.47% | 86.2% | 674 | 78.49% | 0.2 |
|
| 2238 |
2238
FIFTHDELTA
London,
United Kingdom
| $720M | -$253M | -26% | 10.8% | 16.6% | 14 | 50% | 0.7 |
|
| 2239 |
2239
Advisory Research
Chicago,
Illinois
| $720M | -$59.6M | -8% | 0.62% | 144% | 510 | 31.37% | 1.4 |
|
| 2240 |
2240
TRUE Private Wealth Advisors
Salem,
Oregon
| $720M | +$43.1M | +6% | 2.93% | 89.2% | 273 | 16.48% | 3.5 |
|
| 2241 |
2241
Telos Capital Management
San Diego,
California
| $719M | -$30.8M | -4% | 3.48% | 71.1% | 195 | 5.64% | 5.7 |
|
| 2242 |
2242
Carret Asset Management
New York
| $718M | -$36.7M | -5% | 3.47% | 94.4% | 287 | 9.06% | 6.9 |
|
| 2243 |
2243
Kovack Advisors
Ft. Lauderdale,
Florida
| $717M | -$63.5M | -8% | 2.56% | 118% | 623 | 18.46% | 3.3 |
|
| 2244 |
2244
Verus Capital Partners
Scottsdale,
Arizona
| $717M | +$11M | +2% | 4.44% | 139% | 328 | 13.72% | 2.3 |
|
| 2245 |
2245
Technology Crossover Management X
Menlo Park,
California
| $717M | -$300M | -29% | 8.7% | 73.1% | 7 | 14.29% | 2.3 |
|
| 2246 |
2246
Strategy Capital
Los Altos,
California
| $717M | -$6.53M | -0.9% | 0.3% | 316% | 9 | 11.11% | 2.9 |
|
| 2247 |
2247
Genesis Investment Management
London,
United Kingdom
| $716M | -$206M | -22% | 9.05% | 47.4% | 14 | 0% | 3.2 |
|
| 2248 |
AH
2248
Allen Holding
New York
| $716M | -$27.7M | -4% | 2.97% | 135% | 17 | 0% | 5.1 |
|
| 2249 |
2249
Tybourne Capital Management
Hong Kong
| $716M | -$210M | -23% | 5.58% | 109% | 48 | 33.33% | 1.7 |
|
| 2250 |
2250
FourThought Financial Partners
Venice,
Florida
| $716M | -$44.9M | -6% | 3.46% | 95.9% | 339 | 10.91% | 0.7 |
|