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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Toth Financial Advisory
Leesburg,
Virginia
| $396M | +$13.2M | +3% | 3.22% | 90.4% | 143 | 11.89% | 2.7 |
|
| 2277 |
CMG
2277
Cavalry Management Group
San Francisco,
California
| $396M | +$144M | +57% | 12.9% | 59.6% | 29 | 41.38% | 0.7 |
|
| 2278 |
SCM
2278
Symons Capital Management
Pittsburgh,
Pennsylvania
| $396M | -$14.3M | -3% | 0.59% | 25.4% | 94 | 46.81% | 1.1 |
|
| 2279 |
2279
10-15 Associates
Goshen,
New York
| $396M | +$40.1M | +11% | 5.38% | 33% | 107 | 18.69% | 2.6 |
|
| 2280 |
2280
Wintrust Investments
Chicago,
Illinois
| $396M | +$19.9M | +5% | 4.11% | 27.5% | 307 | 15.64% | 0.8 |
|
| 2281 |
2281
Needham Investment Management
New York
| $395M | +$19.1M | +5% | 10.1% | 424% | 101 | 13.86% | 3 |
|
| 2282 |
2282
PagnatoKarp Partners
Reston,
Virginia
| $394M | +$62.5M | +19% | 2.77% | 2.06% | 145 | 22.07% | 0.6 |
|
| 2283 |
2283
Feinberg Stephen
| $394M | +$13.3M | +4% | 3.82% | 54.3% | 8 | 12.5% | 1.7 |
|
| 2284 |
TCOT
2284
Trust Company of Toledo
Holland,
Ohio
| $394M | +$7.12M | +2% | 2.97% | 109% | 197 | 8.63% | 3.4 |
|
| 2285 |
2285
Think Investments
San Francisco,
California
| $394M | +$34.4M | +10% | 5.95% | 285% | 19 | 42.11% | 0.6 |
|
| 2286 |
2286
Alliance Wealth Management Group
Flemington,
New Jersey
| $393M | +$215M | +120% | 2.31% | – | 84 | 23.81% | 0.7 |
|
| 2287 |
2287
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $393M | -$20.8M | -5% | 3.52% | 50.4% | 11 | 18.18% | 2.8 |
|
| 2288 |
2288
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $392M | +$158M | +68% | 9.76% | 98.1% | 28 | 71.43% | 0.3 |
|
| 2289 |
RIA
2289
RPG Investment Advisory
Pleasanton,
California
| $392M | +$26.8M | +7% | 4.34% | 186% | 457 | 39.82% | 0.5 |
|
| 2290 |
2290
Krilogy Financial
St. Louis,
Missouri
| $392M | +$33.7M | +9% | 3.98% | 79% | 890 | 21.01% | 1.2 |
|
| 2291 |
2291
Adams Street Partners
Chicago,
Illinois
| $392M | -$34.7M | -8% | 12.5% | 399% | 17 | 70.59% | 1.5 |
|
| 2292 |
2292
XL Group Investments
Hamilton,
Bermuda
| $391M | -$108M | -22% | 8.42% | – | 20 | 45% | 0.6 |
|
| 2293 |
2293
Carrhae Capital
London,
United Kingdom
| $391M | +$257M | +192% | 17% | 182% | 12 | 58.33% | 0.4 |
|
| 2294 |
2294
Sprott Inc
Toronto,
Ontario, Canada
| $391M | -$2.3B | -85% | 5.81% | 203% | 186 | 50.54% | 1.9 |
|
| 2295 |
2295
SNS Financial Group
Minneapolis,
Minnesota
| $390M | +$13.7M | +4% | 4.73% | 54.2% | 180 | 16.11% | 1.6 |
|
| 2296 |
2296
Stairway Partners
Chicago,
Illinois
| $390M | +$4.03M | +1% | 5.06% | 48.1% | 9 | 0% | 3.9 |
|
| 2297 |
2297
Raub Brock Capital Management
Larkspur,
California
| $390M | +$30.8M | +9% | 2.87% | 54.7% | 37 | 5.41% | 2.8 |
|
| 2298 |
2298
Kelso & Company
New York
| $390M | +$42.5M | +12% | 12.2% | – | 1 | 0% | 3.8 |
|
| 2299 |
2299
Crescent Grove Advisors
Lake Forest,
Illinois
| $390M | +$43.1M | +12% | 6.66% | 64.1% | 156 | 16.67% | 0.2 |
|
| 2300 |
2300
PL Capital Advisors
Naples,
Florida
| $389M | +$9.47M | +2% | 3.96% | 100% | 33 | 12.12% | 2.6 |
|