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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
Matrix Asset Advisors
White Plains,
New York
| $1.11B | +$34.5M | +3% | 4.5% | 84.9% | 109 | 3.67% | 5.2 |
|
| 2227 |
2227
EQT Fund Management
Luxembourg
| $1.11B | -$751M | -40% | 8.76% | – | 5 | 40% | 0.2 |
|
| 2228 |
2228
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| $1.11B | – | – | 1.93% | – | 267 | – | 0 |
|
| 2229 |
2229
Inspire Investing
Meridian,
Idaho
| $1.11B | +$84M | +8% | 1.88% | 107% | 1,183 | 34.15% | 2.3 |
|
| 2230 |
2230
Wealth Architects
Mountain View,
California
| $1.11B | +$50.8M | +5% | 3.94% | 80.1% | 250 | 10% | 5.3 |
|
| 2231 |
2231
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $1.11B | +$96.3M | +10% | 4.01% | 89.5% | 202 | 10.89% | 2.4 |
|
| 2232 |
2232
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $1.11B | +$27.9M | +3% | 2.46% | 58.6% | 135 | 9.63% | 2.1 |
|
| 2233 |
2233
Topline Capital Management
Santa Monica,
California
| $1.11B | +$524M | +90% | 8.53% | – | 57 | 40.35% | 0.5 |
|
| 2234 |
2234
UNC Management Company
Chapel Hill,
North Carolina
| $1.11B | +$216M | +24% | 2.34% | 92% | 5 | 40% | 0.8 |
|
| 2235 |
M
2235
MOTCO
San Antonio,
Texas
| $1.1B | +$8.42M | +0.8% | 2.75% | 63.5% | 659 | 6.37% | 5.1 |
|
| 2236 |
2236
AWM Capital
Phoenix,
Arizona
| $1.1B | +$1.66M | +0.2% | 2.07% | 51.1% | 106 | 5.66% | 2.7 |
|
| 2237 |
2237
Royal Fund Management
Lady Lake,
Florida
| $1.1B | +$260M | +31% | 1.72% | 103% | 354 | 35.88% | 3.3 |
|
| 2238 |
2238
Provident Investment Management
Novi,
Michigan
| $1.1B | -$34M | -3% | 1.25% | 90.8% | 92 | 18.48% | 4.3 |
|
| 2239 |
2239
Greenvale Capital
London,
United Kingdom
| $1.1B | -$172M | -14% | 1.16% | 101% | 21 | 52.38% | 1 |
|
| 2240 |
2240
Silicon Valley Capital Partners
San Jose,
California
| $1.1B | +$38.6M | +4% | 3.21% | 103% | 303 | 20.79% | 2.6 |
|
| 2241 |
2241
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.1B | -$24.4M | -2% | 2.48% | 56.1% | 69 | 11.59% | 2.7 |
|
| 2242 |
2242
Certified Advisory Corp
Altamonte Springs,
Florida
| $1.1B | +$44.6M | +4% | 2.11% | 62.9% | 329 | 7.9% | 4 |
|
| 2243 |
2243
Hackensack Meridian Health
Edison,
New Jersey
| $1.1B | +$124M | +13% | 2.63% | 53.4% | 8 | 37.5% | 1.9 |
|
| 2244 |
2244
Main Management Fund Advisors
San Francisco,
California
| $1.1B | +$65M | +6% | 2.55% | 80% | 10 | 50% | 0.6 |
|
| 2245 |
2245
Diameter Capital Partners
New York
| $1.09B | -$528M | -33% | 17.9% | 378% | 67 | 74.63% | 0.5 |
|
| 2246 |
2246
First Nebraska Trust
Lincoln,
Nebraska
| $1.09B | -$12.3M | -1% | 1.66% | 76.9% | 224 | 10.71% | 6.2 |
|
| 2247 |
2247
Stokes Family Office
New Orleans,
Louisiana
| $1.09B | +$40.3M | +4% | 3.18% | 68.1% | 317 | 18.61% | 2.9 |
|
| 2248 |
2248
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.09B | $0 | 0% | 1.6% | – | 189 | 0% | 7.9 |
|
| 2249 |
2249
Dock Street Asset Management
Palm Beach,
Florida
| $1.09B | -$53.6M | -5% | 0.17% | 175% | 53 | 18.87% | 5.1 |
|
| 2250 |
2250
Allen Capital Group
Grand Island,
Nebraska
| $1.09B | +$31M | +3% | 1.52% | 62.8% | 287 | 12.2% | 2 |
|