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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Monashee Investment Management
Boston,
Massachusetts
| $435M | +$287M | +194% | 24.3% | 520% | 174 | 78.16% | 0.1 |
|
| 2327 |
2327
JOYN Advisors
Atlanta,
Georgia
| $435M | -$6.17M | -1% | 12.7% | 0.77% | 1,829 | 93.6% | 1.5 |
|
| 2328 |
2328
Duncker Streett & Co
St. Louis,
Missouri
| $434M | +$60.5M | +16% | 13.8% | 102% | 600 | 7.33% | 4.3 |
|
| 2329 |
2329
Heritage Trust
Oklahoma City,
Oklahoma
| $433M | +$191M | +79% | 12.5% | – | 473 | 66.17% | 1.7 |
|
| 2330 |
2330
Newport Asia
San Francisco,
California
| $433M | +$94.7M | +28% | 34.8% | – | 4 | 0% | 4 |
|
| 2331 |
2331
M Holdings Securities
Portland,
Oregon
| $432M | +$110M | +34% | 13% | 83.9% | 384 | 21.09% | 2.5 |
|
| 2332 |
2332
Academy Capital Management
Waco,
Texas
| $431M | +$67.6M | +19% | 18.6% | 71.2% | 40 | 10% | 3.3 |
|
| 2333 |
2333
Arrow Financial
Glens Falls,
New York
| $431M | +$40.4M | +10% | 11.8% | 71.1% | 381 | 15.75% | 4.1 |
|
| 2334 |
2334
Van Cleef Asset Management
Beachwood,
Ohio
| $431M | +$56.7M | +15% | 14.4% | 104% | 117 | 5.98% | 4.2 |
|
| 2335 |
2335
Main Management ETF Advisors
San Francisco,
California
| $431M | +$73.1M | +20% | 15% | 97.2% | 13 | 23.08% | 0.7 |
|
| 2336 |
2336
HGC Investment Management
Toronto,
Ontario, Canada
| $430M | +$16.9M | +4% | 1.79% | 33.2% | 163 | 37.42% | 0.5 |
|
| 2337 |
2337
Perigon Wealth Management
San Francisco,
California
| $430M | +$38.3M | +10% | 15% | 104% | 243 | 17.7% | 2.2 |
|
| 2338 |
2338
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $429M | +$113M | +36% | 11.6% | 70.9% | 30 | 10% | 3.4 |
|
| 2339 |
2339
LSP Investment Advisors
New York
| $429M | +$51.5M | +14% | 23.2% | 79.5% | 27 | 29.63% | 0.8 |
|
| 2340 |
2340
Nationwide Fund Advisors
Columbus,
Ohio
| $428M | -$287M | -40% | 10.8% | 34.1% | 6 | 16.67% | 1 |
|
| 2341 |
2341
Baxter Bros Inc
Riverside,
Connecticut
| $428M | +$59.5M | +16% | 13.3% | 73.8% | 112 | 3.57% | 4.2 |
|
| 2342 |
2342
LVZ Inc
Holland,
Michigan
| $428M | +$76M | +22% | 9.5% | 52.9% | 93 | 41.94% | 1.4 |
|
| 2343 |
RIA
2343
RPG Investment Advisory
Pleasanton,
California
| $427M | +$26.7M | +7% | 14.2% | 186% | 309 | 12.62% | 1.6 |
|
| 2344 |
2344
Lee Financial
Dallas,
Texas
| $427M | +$54M | +14% | 11% | 75% | 574 | 28.92% | 1.4 |
|
| 2345 |
2345
Toth Financial Advisory
Leesburg,
Virginia
| $427M | +$61.4M | +17% | 15% | 90.4% | 467 | 22.27% | 1.8 |
|
| 2346 |
2346
AIA International
Hong Kong
| $427M | +$144M | +51% | 29.4% | 47.9% | 8 | 12.5% | 1 |
|
| 2347 |
2347
First Mercantile Trust
Cordova,
Tennessee
| $426M | +$13.1M | +3% | 16.5% | 51.2% | 958 | 16.49% | 2.6 |
|
| 2348 |
2348
United Asset Strategies
Garden City,
New York
| $426M | +$59.3M | +16% | 11.9% | 111% | 215 | 19.53% | 1.7 |
|
| 2349 |
2349
Brown Advisory Securities
Baltimore,
Maryland
| $425M | -$98.4M | -19% | 14% | 51% | 384 | 22.66% | 3.7 |
|
| 2350 |
2350
Hengehold Capital Management
Cincinnati,
Ohio
| $425M | +$114M | +37% | 10.6% | 54.5% | 129 | 14.73% | 2.7 |
|