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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Red Cedar Investment Management
Grand Rapids,
Michigan
| $585M | -$25.8M | -4% | 4.79% | 81.4% | 91 | 9.89% | 1.7 |
|
| 2302 |
2302
Newbrook Capital Advisors
New York
| $585M | -$68.5M | -10% | 8.21% | 299% | 18 | 38.89% | 0.9 |
|
| 2303 |
2303
Plante Moran Financial Advisors
Southfield,
Michigan
| $584M | -$14.3M | -2% | 4.73% | 62.8% | 1,121 | 32.83% | 3.9 |
|
| 2304 |
2304
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $584M | -$30.8M | -5% | 3.08% | 127% | 490 | 5.31% | 5.8 |
|
| 2305 |
2305
INVST
Indianapolis,
Indiana
| $583M | -$62.5M | -10% | 3.82% | 78.5% | 185 | 9.19% | 2 |
|
| 2306 |
2306
Battery Management Corp
Boston,
Massachusetts
| $583M | -$20.1M | -3% | 5.06% | 45.1% | 9 | 22.22% | 1.2 |
|
| 2307 |
2307
Keel Point
Huntsville,
Alabama
| $583M | -$58.6M | -9% | 5.74% | 76.4% | 273 | 12.45% | 2.7 |
|
| 2308 |
2308
Greenwood Capital Associates
Greenwood,
South Carolina
| $583M | -$42M | -7% | 5.88% | 81.3% | 234 | 20.94% | 2.3 |
|
| 2309 |
2309
Globeflex Capital
San Diego,
California
| $582M | +$172M | +42% | 0.8% | 186% | 551 | 23.96% | 1.9 |
|
| 2310 |
2310
Pier Capital
Stamford,
Connecticut
| $582M | -$4.53M | -0.8% | 4.73% | 223% | 117 | 23.08% | 1.8 |
|
| 2311 |
2311
Berkshire Money Management
Dalton,
Massachusetts
| $582M | -$20.4M | -3% | 4.61% | 61.8% | 54 | 33.33% | 2.1 |
|
| 2312 |
2312
Financial Synergies Wealth Advisors
Houston,
Texas
| $582M | -$32.6M | -5% | 6.23% | 79% | 528 | 17.8% | 0.5 |
|
| 2313 |
2313
Sunriver Management
Greenwich,
Connecticut
| $581M | -$50.1M | -8% | 7.76% | 9.27% | 19 | 15.79% | 1.3 |
|
| 2314 |
2314
Isthmus Partners
Madison,
Wisconsin
| $581M | +$45.3M | +8% | 5.28% | 73.7% | 172 | 21.51% | 3 |
|
| 2315 |
2315
Aveo Capital Partners
Englewood,
Colorado
| $580M | -$29.8M | -5% | 4.71% | 19.1% | 300 | 21% | 1.5 |
|
| 2316 |
2316
MV Capital Management
Bethesda,
Maryland
| $580M | -$7.82M | -1% | 4.38% | 67.6% | 708 | 6.21% | 3 |
|
| 2317 |
2317
Resources Management Corp
West Hartford,
Connecticut
| $580M | -$39.3M | -6% | 4.11% | 78.5% | 529 | 8.7% | 3.1 |
|
| 2318 |
2318
Octagon Capital Advisors
New York
| $579M | +$205M | +55% | 23.9% | 2,969% | 40 | 62.5% | 0.5 |
|
| 2319 |
2319
Hussman Strategic Advisors
Ellicott City,
Maryland
| $579M | -$659K | -0.1% | 4.07% | 41.6% | 351 | 19.66% | 1.9 |
|
| 2320 |
2320
American Financial Advisors
Marietta,
Georgia
| $579M | +$202M | +54% | 4.52% | 52.7% | 122 | 41.8% | 1.7 |
|
| 2321 |
2321
Twele Capital Management
Minnetonka,
Minnesota
| $579M | -$56.2M | -9% | 6.26% | 37.1% | 41 | 9.76% | 7.8 |
|
| 2322 |
HVM
2322
Harvest Volatility Management
Norwalk,
Connecticut
| $579M | -$42.6M | -7% | 3.28% | 24.3% | 141 | 2.84% | 1.4 |
|
| 2323 |
WAM
2323
Warberg Asset Management
Winnetka,
Illinois
| $578M | +$123M | +27% | 7.08% | 65.3% | 346 | 44.22% | 0.5 |
|
| 2324 |
2324
Heartwood Wealth Advisors
Richmond,
Virginia
| $577M | -$30.3M | -5% | 5.76% | 59.4% | 120 | 11.67% | 1.8 |
|
| 2325 |
2325
Private Capital Advisors
Darien,
Connecticut
| $577M | -$16.8M | -3% | 3.29% | 132% | 101 | 17.82% | 4.7 |
|