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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2326 |
JA
2326
JOYN Advisors
Atlanta,
Georgia
| $435M | -$6.17M | -1% | 12.7% | 0.77% | 1,829 | 93.6% |
|
| 2327 |
DSC
2327
Duncker Streett & Co
St. Louis,
Missouri
| $434M | +$60.5M | +16% | 13.8% | 90.9% | 600 | 7.33% |
|
| 2328 |
HT
2328
Heritage Trust
Oklahoma City,
Oklahoma
| $433M | +$191M | +79% | 12.5% | – | 473 | 66.17% |
|
| 2329 |
NA
2329
Newport Asia
San Francisco,
California
| $433M | +$94.7M | +28% | 34.8% | – | 4 | 0% |
|
| 2330 |
MHS
2330
M Holdings Securities
Portland,
Oregon
| $432M | +$110M | +34% | 13% | 83.9% | 384 | 21.09% |
|
| 2331 |
ACM
2331
Academy Capital Management
Waco,
Texas
| $431M | +$67.6M | +19% | 18.6% | 71.2% | 40 | 10% |
|
| 2332 |
AF
2332
Arrow Financial
Glens Falls,
New York
| $431M | +$40.4M | +10% | 11.8% | 66.5% | 381 | 15.75% |
|
| 2333 |
VCAM
2333
Van Cleef Asset Management
Beachwood,
Ohio
| $431M | +$56.7M | +15% | 14.4% | 87.3% | 117 | 5.98% |
|
| 2334 |
MMEA
2334
Main Management ETF Advisors
San Francisco,
California
| $431M | +$73.1M | +20% | 15% | 97.2% | 13 | 23.08% |
|
| 2335 |
HIM
2335
HGC Investment Management
Toronto,
Ontario, Canada
| $430M | +$16.9M | +4% | 1.79% | 33.2% | 163 | 37.42% |
|
| 2336 |
PWM
2336
Perigon Wealth Management
San Francisco,
California
| $430M | +$38.3M | +10% | 15% | 93.8% | 243 | 17.7% |
|
| 2337 |
HHMI
2337
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $429M | +$113M | +36% | 11.6% | 70.9% | 30 | 10% |
|
| 2338 |
LIA
2338
LSP Investment Advisors
New York
| $429M | +$51.5M | +14% | 23.2% | 79.5% | 27 | 29.63% |
|
| 2339 |
NFA
2339
Nationwide Fund Advisors
Columbus,
Ohio
| $428M | -$287M | -40% | 10.8% | 28.3% | 6 | 16.67% |
|
| 2340 |
BBI
2340
Baxter Bros Inc
Riverside,
Connecticut
| $428M | +$59.5M | +16% | 13.3% | 73.8% | 112 | 3.57% |
|
| 2341 |
LI
2341
LVZ Inc
Holland,
Michigan
| $428M | +$76M | +22% | 9.5% | 47.1% | 93 | 41.94% |
|
| 2342 |
RIA
2342
RPG Investment Advisory
Pleasanton,
California
| $427M | +$26.7M | +7% | 14.2% | 155% | 309 | 12.62% |
|
| 2343 |
LF
2343
Lee Financial
Dallas,
Texas
| $427M | +$54M | +14% | 11% | 69.7% | 574 | 28.92% |
|
| 2344 |
TFA
2344
Toth Financial Advisory
Leesburg,
Virginia
| $427M | +$61.4M | +17% | 15% | 82.5% | 467 | 22.27% |
|
| 2345 |
AI
2345
AIA International
Hong Kong
| $427M | +$144M | +51% | 29.4% | 47.9% | 8 | 12.5% |
|
| 2346 |
FMT
2346
First Mercantile Trust
Cordova,
Tennessee
| $426M | +$13.1M | +3% | 16.5% | 51.2% | 958 | 16.49% |
|
| 2347 |
UAS
2347
United Asset Strategies
Garden City,
New York
| $426M | +$59.3M | +16% | 11.9% | 94.6% | 215 | 19.53% |
|
| 2348 |
BAS
2348
Brown Advisory Securities
Baltimore,
Maryland
| $425M | -$98.4M | -19% | 14% | 51.2% | 384 | 22.66% |
|
| 2349 |
HCM
2349
Hengehold Capital Management
Cincinnati,
Ohio
| $425M | +$114M | +37% | 10.6% | 48.1% | 129 | 14.73% |
|
| 2350 |
TC
2350
Tyvor Capital
Oak Brook,
Illinois
| $425M | +$235M | +123% | 13% | 20.6% | 41 | 43.9% |
|