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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
American Financial Advisors
Marietta,
Georgia
| $720M | -$66.1M | -8% | 5.8% | 52.7% | 141 | 12.06% | 2.4 |
|
| 2352 |
2352
Soltis Investment Advisors
St. George,
Utah
| $720M | +$10.5M | +1% | 2.2% | 95.1% | 282 | 18.79% | 1.5 |
|
| 2353 |
2353
LVZ Inc
Holland,
Michigan
| $719M | -$29.3M | -4% | 4.93% | 52.9% | 116 | 12.93% | 2.5 |
|
| 2354 |
2354
Red Cedar Investment Management
Grand Rapids,
Michigan
| $717M | -$118M | -14% | 3.04% | 81.4% | 103 | 22.33% | 1.3 |
|
| 2355 |
2355
Fort Point Capital Partners
San Francisco,
California
| $717M | -$27.7M | -4% | 4.64% | 62.2% | 318 | 19.81% | 1.9 |
|
| 2356 |
2356
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $717M | +$13.5M | +2% | 1.51% | 47.7% | 768 | 12.24% | 1.5 |
|
| 2357 |
2357
Resources Management Corp
West Hartford,
Connecticut
| $716M | -$52.7M | -7% | 4.58% | 78.5% | 526 | 4.56% | 2.7 |
|
| 2358 |
KC
2358
Keenan Capital
Burlingame,
California
| $715M | -$77.1M | -10% | 7.1% | 110% | 15 | 13.33% | 2.3 |
|
| 2359 |
2359
RP Investment Advisors
Toronto,
Ontario, Canada
| $715M | -$89.5M | -11% | 0.79% | 17.4% | 180 | 28.89% | 0.4 |
|
| 2360 |
2360
Cozad Asset Management
Champaign,
Illinois
| $714M | +$8.47M | +1% | 2.94% | 132% | 371 | 10.51% | 2.3 |
|
| 2361 |
2361
Abbrea Capital
Greenbrae,
California
| $714M | -$28.4M | -4% | 3.53% | 38% | 251 | 6.37% | 3.4 |
|
| 2362 |
2362
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $713M | -$16.8M | -2% | 4.26% | 52.3% | 35 | 17.14% | 1.1 |
|
| 2363 |
2363
Abner Herrman & Brock
Jersey City,
New Jersey
| $712M | -$55.6M | -7% | 0.22% | 156% | 110 | 18.18% | 4.4 |
|
| 2364 |
2364
Moody Aldrich Partners
Marblehead,
Massachusetts
| $711M | -$6.54M | -0.9% | 6.31% | 312% | 180 | 28.33% | 1.4 |
|
| 2365 |
2365
TRUE Private Wealth Advisors
Salem,
Oregon
| $711M | +$8.02M | +1% | 0.35% | 89.2% | 282 | 19.86% | 3.1 |
|
| 2366 |
2366
Cardiff Park Advisors
Carlsbad,
California
| $710M | -$51.9M | -7% | 7.16% | 88.6% | 329 | 10.33% | 0.2 |
|
| 2367 |
2367
Apella Capital
West Hartford,
Connecticut
| $710M | -$74.2M | -9% | 4.68% | 48.6% | 227 | 18.94% | 1.3 |
|
| 2368 |
2368
IBM Retirement Fund
Armonk,
New York
| $710M | -$95.3M | -12% | 3.57% | 54.4% | 562 | 11.21% | 5.7 |
|
| 2369 |
2369
Tompkins Financial
Ithaca,
New York
| $709M | +$146M | +26% | 4.18% | 84.4% | 616 | 44.48% | 3 |
|
| 2370 |
2370
Wedgewood Partners
St Louis,
Missouri
| $709M | -$44.2M | -6% | 9.24% | 78.1% | 45 | 20% | 3.4 |
|
| 2371 |
2371
Sphera Funds Management
Tel Aviv,
Israel
| $708M | -$202M | -22% | 3.83% | 245% | 107 | 54.21% | 0.7 |
|
| 2372 |
2372
Heritage Trust
Oklahoma City,
Oklahoma
| $708M | -$72.4M | -9% | 4.19% | – | 253 | 6.72% | 3.2 |
|
| 2373 |
2373
Alibaba Group
Causeway Bay,
Hong Kong
| $707M | -$443M | -39% | 36.8% | 2.06% | 7 | 0% | 3.5 |
|
| 2374 |
2374
Steadview Capital Management
London,
United Kingdom
| $706M | -$363M | -34% | 31.4% | 839% | 16 | 6.25% | 0.9 |
|
| 2375 |
2375
Sandia Investment Management
Boston,
Massachusetts
| $705M | +$110M | +18% | 0.54% | 20.5% | 317 | 28.71% | 0.2 |
|