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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
Tygh Capital Management
Portland,
Oregon
| $734M | +$26.7M | +4% | 7.88% | 251% | 99 | 23.23% | 1.3 |
|
| 2327 |
2327
Forte Capital
Rochester,
New York
| $734M | +$86M | +13% | 10.6% | 98.3% | 221 | 9.05% | 2.4 |
|
| 2328 |
2328
Arax Advisory Partners
Denver,
Colorado
| $734M | – | – | 5.16% | 64.7% | 945 | – | 1.8 |
|
| 2329 |
2329
Financial Synergies Wealth Advisors
Houston,
Texas
| $733M | +$44.7M | +6% | 5.42% | 79% | 68 | 14.71% | 1.2 |
|
| 2330 |
KC
2330
Keenan Capital
Burlingame,
California
| $730M | +$128M | +21% | 13.4% | 110% | 14 | 7.14% | 2.5 |
|
| 2331 |
2331
Thomas White International
Chicago,
Illinois
| $729M | +$56.2M | +8% | 5.16% | 34.9% | 334 | 13.47% | 2.5 |
|
| 2332 |
2332
AdvisorShares Investments
Bethesda,
Maryland
| $729M | -$73.8M | -9% | 1.07% | 110% | 235 | 57.45% | 0.5 |
|
| 2333 |
2333
Facet Wealth Inc
Baltimore,
Maryland
| $729M | +$162M | +29% | 4.4% | 48.1% | 58 | 20.69% | 0.4 |
|
| 2334 |
2334
Marks Group Wealth Management
Minnetonka,
Minnesota
| $728M | +$53.6M | +8% | 7.4% | 62.8% | 280 | 13.21% | 1.1 |
|
| 2335 |
2335
GFI Investment Counsel
Toronto,
Ontario, Canada
| $728M | +$102M | +16% | 14.3% | 41.8% | 23 | 26.09% | 2.3 |
|
| 2336 |
2336
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $728M | +$132M | +22% | 6.51% | 52.3% | 40 | 17.5% | 0.4 |
|
| 2337 |
2337
NBT Bank
Norwich,
New York
| $727M | +$31.8M | +5% | 5.71% | 77% | 244 | 3.28% | 5.1 |
|
| 2338 |
2338
Mayflower Financial Advisors
Boston,
Massachusetts
| $727M | +$52.7M | +8% | 4.85% | 68.7% | 333 | 9.31% | 0.4 |
|
| 2339 |
2339
Deltec Asset Management
New York
| $727M | +$55.8M | +8% | 7% | 128% | 349 | 32.38% | 1.6 |
|
| 2340 |
2340
American Financial Advisors
Marietta,
Georgia
| $727M | +$53.3M | +8% | 5.03% | 52.7% | 135 | 5.93% | 1.7 |
|
| 2341 |
2341
Manchester Capital Management
Manchester,
Vermont
| $726M | +$53.7M | +8% | 10.7% | 86.7% | 822 | 25.67% | 3.3 |
|
| 2342 |
2342
Oracle Investment Management
Greenwich,
Connecticut
| $726M | +$57.8M | +9% | 21.2% | 865% | 33 | 27.27% | 2.7 |
|
| 2343 |
2343
Formula Growth
Montreal,
Quebec, Canada
| $725M | +$30.2M | +4% | 8.94% | 118% | 177 | 24.29% | 2.2 |
|
| 2344 |
TFM
2344
TPI Fund Managers
London,
United Kingdom
| $725M | +$85.4M | +13% | 9.35% | 49.6% | 38 | 7.89% | 1.4 |
|
| 2345 |
2345
North Point Portfolio Managers
Orange Village,
Ohio
| $725M | +$35M | +5% | 5.92% | 72.8% | 85 | 8.24% | 4.1 |
|
| 2346 |
2346
Gemmer Asset Management
Walnut Creek,
California
| $725M | +$84.8M | +13% | 7% | 96.8% | 1,580 | 9.68% | 4.2 |
|
| 2347 |
2347
Trinity Street Asset Management
London,
United Kingdom
| $724M | -$18.2M | -2% | 6.15% | 76.9% | 23 | 26.09% | 1.2 |
|
| 2348 |
AH
2348
Aviva Holdings
New Providence,
Bahamas
| $724M | -$28.7M | -4% | 3.75% | 36.5% | 4 | 25% | 2.3 |
|
| 2349 |
2349
Ally Invest Advisors
Charlotte,
North Carolina
| $723M | +$122M | +20% | 4.07% | 41.1% | 17 | 0% | 2.1 |
|
| 2350 |
2350
DT Investment Partners
Chadds Ford,
Pennsylvania
| $723M | +$29.2M | +4% | 4.66% | 58% | 124 | 7.26% | 2.3 |
|