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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
JNBA Financial Advisors
Bloomington,
Minnesota
| $819M | +$74.8M | +10% | 7.22% | 66.8% | 905 | 23.65% | 2.9 |
|
| 2252 |
AP
2252
Archon Partners
Princeton Junction,
New Jersey
| $819M | +$22M | +3% | 8.18% | 99.5% | 58 | 12.07% | 3.8 |
|
| 2253 |
2253
Sentinel Trust
Houston,
Texas
| $818M | +$181M | +28% | 6.06% | 93.3% | 163 | 59.51% | 1.1 |
|
| 2254 |
2254
Avestar Capital
New York
| $818M | +$35.8M | +5% | 8.24% | 112% | 523 | 34.8% | 1.1 |
|
| 2255 |
2255
Citizens Business Bank
Ontario,
California
| $816M | +$64.6M | +9% | 8.24% | 108% | 260 | 11.92% | 4.6 |
|
| 2256 |
2256
Greenvale Capital
London,
United Kingdom
| $815M | -$14.5M | -2% | 2.07% | 101% | 16 | 43.75% | 0.8 |
|
| 2257 |
PAM
2257
Private Asset Management
San Diego,
California
| $815M | +$81M | +11% | 14% | 38.2% | 153 | 5.23% | 4.8 |
|
| 2258 |
2258
Lutz Financial Services
Omaha,
Nebraska
| $814M | +$44.5M | +6% | 5.01% | 37.2% | 65 | 4.62% | 3 |
|
| 2259 |
2259
United Bank (Virginia)
Vienna,
Virginia
| $814M | +$66.9M | +9% | 10.5% | 76.1% | 168 | 7.14% | 3.1 |
|
| 2260 |
2260
Sycamore Partners Management
New York
| $814M | – | – | 36% | 31.8% | 1 | – | 0 |
|
| 2261 |
2261
Nicolet Advisory Services
Green Bay,
Wisconsin
| $813M | +$25.1M | +3% | 6.38% | 62.7% | 226 | 18.14% | 1.9 |
|
| 2262 |
2262
RWWM Inc
Rocklin,
California
| $812M | +$36.1M | +5% | 2.04% | 40.6% | 13 | 0% | 4.6 |
|
| 2263 |
2263
Engaged Capital
Newport Beach,
California
| $812M | -$580M | -42% | 7.03% | 26.2% | 11 | 36.36% | 2.5 |
|
| 2264 |
TFM
2264
TPI Fund Managers
London,
United Kingdom
| $812M | +$70.9M | +10% | 11.3% | 49.6% | 42 | 21.43% | 1.6 |
|
| 2265 |
2265
Elm Partners Management
Philadelphia,
Pennsylvania
| $811M | +$62.2M | +8% | 4.3% | 46.9% | 36 | 11.11% | 2.7 |
|
| 2266 |
2266
ShawSpring Partners
Boston,
Massachusetts
| $811M | -$148M | -15% | 11.6% | 3.53% | 5 | 20% | 2.4 |
|
| 2267 |
2267
J.V. Bruni & Co
Colorado Springs,
Colorado
| $811M | +$45.4M | +6% | 5.91% | 113% | 34 | 2.94% | 4.1 |
|
| 2268 |
2268
Hengehold Capital Management
Cincinnati,
Ohio
| $811M | +$51.2M | +7% | 6% | 54.5% | 172 | 10.47% | 3.4 |
|
| 2269 |
2269
Howard Capital Management
Roswell,
Georgia
| $810M | +$135M | +20% | 14% | 144% | 79 | 27.85% | 0.8 |
|
| 2270 |
2270
Criteria Caixa
Barcelona,
Spain
| $810M | +$84.5M | +12% | 9.69% | 35.5% | 52 | 36.54% | 1.2 |
|
| 2271 |
2271
ICICI Prudential Asset Management
Mumbai,
India
| $810M | +$218M | +37% | 2.92% | 62.1% | 152 | 69.74% | 0.5 |
|
| 2272 |
2272
JTC Employer Solutions Trustee
St Helier,
Jersey
| $809M | +$62.9M | +8% | 10.1% | 88.7% | 317 | 4.1% | 0.5 |
|
| 2273 |
2273
Trust Asset Management
Houston,
Texas
| $809M | +$82.9M | +11% | 11.5% | 104% | 218 | 11.47% | 1.2 |
|
| 2274 |
2274
Great Mountain Partners
New Haven,
Connecticut
| $808M | -$121M | -13% | 13% | 98.7% | 1 | 0% | 1.5 |
|
| 2275 |
2275
Artemis Wealth Advisors
New York
| $807M | +$88.6M | +12% | 16.5% | 180% | 93 | 37.63% | 1.8 |
|