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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
Harbor Investment Advisory
Lutherville,
Maryland
| $607M | -$16.9M | -3% | 4.12% | 97.5% | 1,432 | 7.61% | 2.1 |
|
| 2252 |
2252
CloudAlpha Capital Management
Hong Kong
| $607M | -$167M | -22% | 4.97% | 2,704% | 29 | 72.41% | 0.4 |
|
| 2253 |
2253
Main Street Financial Solutions
Newtown,
Pennsylvania
| $607M | -$167M | -22% | 4.49% | 75.4% | 482 | 18.05% | 1.3 |
|
| 2254 |
2254
Sentinel Trust
Houston,
Texas
| $607M | -$42.3M | -7% | 5.03% | 79.2% | 128 | 18.75% | 2.1 |
|
| 2255 |
2255
Circle Wealth Management
Summit,
New Jersey
| $606M | -$22.4M | -4% | 4.46% | 71.8% | 166 | 4.82% | 2.9 |
|
| 2256 |
2256
Ally Financial
Detroit,
Michigan
| $606M | -$127M | -17% | 8.17% | 9.35% | 117 | 5.98% | 1.9 |
|
| 2257 |
2257
Endurance Wealth Management
Providence,
Rhode Island
| $605M | -$52.9M | -8% | 4.93% | 59% | 656 | 6.86% | 5 |
|
| 2258 |
2258
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $605M | -$71.3M | -11% | 6.66% | 52.3% | 31 | 45.16% | 1.4 |
|
| 2259 |
2259
Makaira Partners
La Jolla,
California
| $604M | +$161M | +36% | 8.85% | 22% | 10 | 10% | 3.3 |
|
| 2260 |
2260
Curi Wealth Management
Raleigh,
North Carolina
| $604M | +$84.1M | +16% | 5.54% | 16.2% | 755 | 78.54% | 1 |
|
| 2261 |
2261
Quantitative Investment Management
Charlottesville,
Virginia
| $602M | -$54.3M | -8% | 7.13% | 24.6% | 340 | 61.18% | 0.2 |
|
| 2262 |
2262
JTC Employer Solutions Trustee
St Helier,
Jersey
| $602M | -$163M | -21% | 15.7% | 88.7% | 327 | 9.48% | 1.1 |
|
| 2263 |
2263
Griffin Asset Management
New York
| $602M | -$24.8M | -4% | 2.99% | 88.9% | 217 | 8.29% | 4.6 |
|
| 2264 |
2264
Cutler Investment Counsel
Jacksonville,
Oregon
| $602M | -$33.4M | -5% | 4.83% | 56.2% | 129 | 6.2% | 4.2 |
|
| 2265 |
PWMAG
2265
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $602M | -$18.6M | -3% | 5.3% | 90.7% | 309 | 16.5% | 3.1 |
|
| 2266 |
2266
Gemmer Asset Management
Walnut Creek,
California
| $600M | -$39.3M | -6% | 3.19% | 96.8% | 121 | 16.53% | 5.6 |
|
| 2267 |
2267
Strategic Global Advisors
Newport Beach,
California
| $600M | -$55.9M | -9% | 5.02% | 137% | 154 | 14.29% | 1.8 |
|
| 2268 |
WCM
2268
Wallace Capital Management
Dallas,
Texas
| $600M | -$63.8M | -10% | 6.39% | 62.3% | 73 | 10.96% | 5 |
|
| 2269 |
2269
Makena Capital Management
Menlo Park,
California
| $600M | -$12.9M | -2% | 1.3% | 78.7% | 50 | 22% | 1.3 |
|
| 2270 |
2270
Cypress Capital Group
Palm Beach,
Florida
| $600M | -$56.5M | -9% | 4.95% | 97.8% | 291 | 9.62% | 4.6 |
|
| 2271 |
2271
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $600M | -$55.3M | -8% | 5.57% | 47.7% | 642 | 73.36% | 3.1 |
|
| 2272 |
2272
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $600M | -$95.4M | -14% | 8.47% | 140% | 28 | 3.57% | 4.4 |
|
| 2273 |
2273
Fort Point Capital Partners
San Francisco,
California
| $599M | -$13.1M | -2% | 4.7% | 62.2% | 285 | 10.18% | 2.4 |
|
| 2274 |
2274
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $599M | -$8.64M | -1% | 4.39% | 83.4% | 315 | 8.57% | 4.6 |
|
| 2275 |
2275
Progeny 3 Inc
Kirkland,
Washington
| $599M | +$103M | +21% | 4.42% | 96.8% | 31 | 41.94% | 1.2 |
|