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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Kore Private Wealth
New York
| $554M | -$95.1M | -15% | 2.68% | 35.9% | 325 | 24% | 2.6 |
|
| 2377 |
2377
Crewe Advisors
Salt Lake City,
Utah
| $553M | +$101M | +22% | 2.44% | 96.1% | 1,303 | 11.67% | 1 |
|
| 2378 |
2378
Toth Financial Advisory
Leesburg,
Virginia
| $552M | -$21.4M | -4% | 4.52% | 90.4% | 833 | 20.77% | 2.6 |
|
| 2379 |
2379
Angelo Gordon & Co
New York
| $552M | -$347M | -39% | 2.55% | 90.1% | 324 | 44.44% | 0.6 |
|
| 2380 |
NEWAS
2380
N.E.W. Advisory Services
De Pere,
Wisconsin
| $552M | -$19.9M | -3% | 5.68% | 51.1% | 135 | 9.63% | 1.9 |
|
| 2381 |
2381
Forte Capital
Rochester,
New York
| $552M | -$22.4M | -4% | 2.58% | 98.3% | 202 | 9.41% | 3.5 |
|
| 2382 |
2382
DDD Partners
Bellevue,
Washington
| $551M | -$25.3M | -4% | 2.51% | 62.1% | 95 | 25.26% | 1.6 |
|
| 2383 |
2383
Condire Management
Dallas,
Texas
| $551M | +$56.3M | +11% | 1.85% | 187% | 23 | 26.09% | 0.8 |
|
| 2384 |
2384
Royal Fund Management
Lady Lake,
Florida
| $550M | -$51.5M | -9% | 5.55% | 103% | 233 | 24.03% | 2.9 |
|
| 2385 |
2385
Atlas Capital Advisors
Jackson,
Wyoming
| $549M | -$40.8M | -7% | 5.76% | – | 1,056 | 21.31% | 1.8 |
|
| 2386 |
2386
PDS Planning
Dublin,
Ohio
| $549M | -$3.19M | -0.6% | 6.21% | 62.7% | 230 | 18.26% | 2.5 |
|
| 2387 |
2387
Ophir Asset Management
Sydney,
Australia
| $549M | +$62.2M | +13% | 12.3% | 282% | 40 | 55% | 0.5 |
|
| 2388 |
2388
Flat Footed LLC
Wilson,
Wyoming
| $549M | +$239M | +77% | 15.1% | 152% | 44 | 54.55% | 0.4 |
|
| 2389 |
2389
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $549M | -$49.4M | -8% | 5.44% | 32.7% | 11 | 27.27% | 0.6 |
|
| 2390 |
2390
Freemont Management
Vaud,
Switzerland
| $548M | -$30.6M | -5% | 1.12% | 113% | 144 | 15.97% | 0.7 |
|
| 2391 |
2391
Adams Natural Resources Fund
Baltimore,
Maryland
| $548M | +$2.33M | +0.4% | 1.08% | 50.6% | 57 | 7.02% | 5.3 |
|
| 2392 |
2392
CAS Investment Partners
Westport,
Connecticut
| $548M | -$112M | -17% | 12.4% | 527% | 5 | 0% | 3.3 |
|
| 2393 |
2393
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $546M | -$27.9M | -5% | 5.18% | 59.5% | 110 | 7.27% | 5.2 |
|
| 2394 |
2394
Abner Herrman & Brock
Jersey City,
New Jersey
| $546M | -$33.7M | -6% | 3.4% | 156% | 101 | 14.85% | 4.7 |
|
| 2395 |
2395
M.D. Sass LLC
New York
| $545M | +$16.2M | +3% | 5.02% | 80.1% | 35 | 28.57% | 1.7 |
|
| 2396 |
2396
Traphagen Investment Advisors
Oradell,
New Jersey
| $545M | -$4.03M | -0.7% | 3.88% | 65.8% | 141 | 9.22% | 2.4 |
|
| 2397 |
2397
MIG Capital
Newport Beach,
California
| $545M | -$62.7M | -10% | 3.17% | 118% | 23 | 30.43% | 1.7 |
|
| 2398 |
2398
Advantage Alpha Capital Partners
San Francisco,
California
| $544M | -$35.3M | -6% | 0.21% | 79.2% | 120 | 30% | 1.7 |
|
| 2399 |
2399
West Coast Financial
Santa Barbara,
California
| $543M | -$20M | -4% | 5.26% | 22.2% | 133 | 13.53% | 4.8 |
|
| 2400 |
2400
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $543M | -$109M | -17% | 6.38% | 51.5% | 109 | 16.51% | 0.7 |
|