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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
Smith, Moore & Co
Clayton,
Missouri
| $452M | +$7.34M | +2% | 1.22% | 67% | 334 | 10.18% | 3 |
|
| 2277 |
2277
Faithward Advisors
Lancaster,
Pennsylvania
| $452M | – | – | 2.02% | 119% | 101 | – | 0 |
|
| 2278 |
2278
BFSG LLC
Irvine,
California
| $451M | +$195M | +76% | 1.74% | 81.9% | 197 | 43.15% | 1 |
|
| 2279 |
2279
Apriem Advisors
Irvine,
California
| $451M | +$132M | +41% | 1.83% | 74.3% | 137 | 13.14% | 3.7 |
|
| 2280 |
PFMOSF
2280
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $451M | -$119M | -21% | 1.25% | 209% | 61 | 59.02% | 0.5 |
|
| 2281 |
RGREA
2281
Ranger Global Real Estate Advisors
Denver,
Colorado
| $451M | +$50.9M | +13% | 5.79% | 18% | 33 | 48.48% | 1.4 |
|
| 2282 |
2282
Bremer Bank National Association
St Paul,
Minnesota
| $451M | -$11.1M | -2% | 1.48% | 37.4% | 242 | 9.92% | 0.5 |
|
| 2283 |
2283
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $451M | – | – | 1.81% | 26.4% | 1 | – | 0 |
|
| 2284 |
2284
Bramshill Investments
Naples,
Florida
| $450M | -$265M | -37% | 1.1% | 3.6% | 120 | 21.67% | 1 |
|
| 2285 |
2285
Calton & Associates
Tampa,
Florida
| $450M | +$96M | +27% | 1.01% | 73.9% | 361 | 26.32% | 0.9 |
|
| 2286 |
2286
Campbell Wealth Management
Alexandria,
Virginia
| $450M | +$33.4M | +8% | 1.3% | 11.2% | 66 | 10.61% | 0.6 |
|
| 2287 |
MTC
2287
Matrix Trust Company
Denver,
Colorado
| $450M | +$51.4M | +13% | 0.46% | 51.4% | 26 | 7.69% | 0.2 |
|
| 2288 |
2288
Windham Capital Management
Boston,
Massachusetts
| $449M | -$153M | -25% | 0.79% | 8.3% | 67 | 8.96% | 1.4 |
|
| 2289 |
2289
Dow Chemical Company
Midland,
Michigan
| $448M | -$197M | -31% | 12.3% | 29.4% | 18 | 16.67% | 3.9 |
|
| 2290 |
2290
Valley Forge Capital Management
Miami,
Florida
| $448M | +$26.3M | +6% | 1.67% | 49% | 9 | 0% | 2.2 |
|
| 2291 |
2291
Academy Capital Management
Waco,
Texas
| $448M | +$2.09M | +0.5% | 1.31% | 71.2% | 40 | 12.5% | 3.4 |
|
| 2292 |
2292
Bain Capital Venture Investors
Boston,
Massachusetts
| $448M | -$13M | -3% | 8.99% | 34.2% | 5 | 0% | 1.2 |
|
| 2293 |
2293
CNA Financial
Chicago,
Illinois
| $448M | -$33.5M | -7% | 0.24% | 48.6% | 192 | 14.58% | 3.2 |
|
| 2294 |
2294
Ardsley Advisory Partners
Stamford,
Connecticut
| $446M | -$188M | -30% | 7.03% | 555% | 194 | 55.15% | 0.8 |
|
| 2295 |
2295
TRG Investments
Richmond,
Virginia
| $446M | -$22.8M | -5% | 4.79% | 70.5% | 2 | 0% | 3.8 |
|
| 2296 |
2296
WBH Advisory
Baltimore,
Maryland
| $445M | +$13.9M | +3% | 1.2% | 57.6% | 241 | 4.98% | 4.4 |
|
| 2297 |
2297
Tikehau Investment Management
Paris,
France
| $445M | +$62.5M | +16% | 1.54% | 102% | 18 | 33.33% | 0.9 |
|
| 2298 |
2298
GeoWealth Management
Chicago,
Illinois
| $445M | +$406M | +1,067% | 0.94% | 58% | 218 | 81.19% | 0 |
|
| 2299 |
2299
Lee Financial
Dallas,
Texas
| $445M | +$1.72M | +0.4% | 0.51% | 75% | 557 | 10.23% | 1.8 |
|
| 2300 |
2300
Kore Private Wealth
New York
| $444M | +$1.53M | +0.3% | 0.15% | 35.9% | 247 | 15.38% | 0.7 |
|