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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
S&T Bank
Indiana,
Pennsylvania
| $462M | +$6.02M | +1% | 1.93% | 193% | 85 | 8.24% | 3.7 |
|
| 2252 |
2252
LVZ Inc
Holland,
Michigan
| $462M | +$21.1M | +5% | 0.61% | 52.9% | 87 | 26.44% | 1.7 |
|
| 2253 |
2253
AIA Group
Hong Kong
| $462M | -$19.4M | -4% | 4.04% | 82.6% | 29 | 10.34% | 2.1 |
|
| 2254 |
2254
Permian Investment Partners
Dallas,
Texas
| $461M | +$4.92M | +1% | 0.85% | 78.6% | 9 | 11.11% | 1.3 |
|
| 2255 |
2255
Main Management ETF Advisors
San Francisco,
California
| $460M | +$26.3M | +6% | 1.7% | 97.2% | 14 | 35.71% | 1 |
|
| 2256 |
2256
Camden National Bank
Camden,
Maine
| $460M | +$26.3M | +6% | 2.9% | 48.8% | 121 | 6.61% | 1.8 |
|
| 2257 |
2257
Tanglewood Wealth Management
Houston,
Texas
| $459M | +$43.5M | +10% | 0.42% | 64.6% | 18 | 22.22% | 2.2 |
|
| 2258 |
2258
Susquehanna International Securities
Dublin,
Ireland
| $458M | +$149M | +48% | 3.41% | 2.8% | 113 | 47.79% | 0.3 |
|
| 2259 |
2259
Globeflex Capital
San Diego,
California
| $458M | -$22.8M | -5% | 0.14% | 186% | 563 | 17.23% | 1.6 |
|
| 2260 |
2260
Foundation Resource Management
Little Rock,
Arkansas
| $457M | -$32.1M | -7% | 5.89% | 84.5% | 57 | 3.51% | 5.2 |
|
| 2261 |
2261
United Asset Strategies
Garden City,
New York
| $457M | +$21.6M | +5% | 1.74% | 94.6% | 206 | 20.39% | 2 |
|
| 2262 |
2262
Toth Financial Advisory
Leesburg,
Virginia
| $456M | +$9.44M | +2% | 3.04% | 90.4% | 526 | 25.29% | 1.9 |
|
| 2263 |
2263
Trust Asset Management
Houston,
Texas
| $456M | +$92.1M | +25% | 0.24% | 91.1% | 39 | 48.72% | 1.6 |
|
| 2264 |
TAA
2264
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $456M | -$4.19M | -0.9% | 6.55% | 312% | 36 | 44.44% | 0.7 |
|
| 2265 |
2265
Institutional & Family Asset Management
Fort Collins,
Colorado
| $456M | -$7.14M | -2% | 0.95% | 19% | 917 | 14.07% | 1.5 |
|
| 2266 |
2266
Managed Asset Portfolios
Rochester,
Michigan
| $456M | +$14M | +3% | 2.22% | 99.2% | 30 | 10% | 3.4 |
|
| 2267 |
2267
Willingdon Wealth Management
Huntersville,
North Carolina
| $455M | +$24.4M | +6% | 2.27% | 15.3% | 564 | 46.99% | 1.2 |
|
| 2268 |
HI
2268
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $454M | -$20.7M | -4% | 1.76% | 37.9% | 124 | 8.87% | 2.1 |
|
| 2269 |
2269
Van Cleef Asset Management
Beachwood,
Ohio
| $454M | -$1.17M | -0.3% | 0.09% | 104% | 117 | 6.84% | 4.7 |
|
| 2270 |
2270
Land & Buildings Investment Management
Stamford,
Connecticut
| $453M | +$49.1M | +12% | 3.81% | 53.9% | 20 | 35% | 1.3 |
|
| 2271 |
2271
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $453M | +$35.3M | +8% | 1.7% | 47.7% | 185 | 16.22% | 0.6 |
|
| 2272 |
2272
CAS Investment Partners
Westport,
Connecticut
| $453M | +$62.5M | +16% | 9.91% | 527% | 7 | 42.86% | 0.9 |
|
| 2273 |
2273
JOYN Advisors
Atlanta,
Georgia
| $453M | +$8.08M | +2% | 0.68% | 0.77% | 138 | 21.74% | 1.7 |
|
| 2274 |
2274
HighPoint Advisor Group
Downers Grove,
Illinois
| $452M | +$25.4M | +6% | 2.87% | – | 527 | 14.8% | 1.8 |
|
| 2275 |
2275
Azora Capital LP
Miami,
Florida
| $452M | -$277M | -38% | 0.9% | 175% | 50 | 58% | 0.5 |
|