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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
One Capital Management
Westlake Village,
California
| $287M | -$2.24B | -89% | 2.28% | 50.5% | 130 | 8.46% | 1.9 |
|
| 2402 |
2402
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $287M | +$54.5M | +23% | 5.03% | 25.1% | 6 | 16.67% | 1.4 |
|
| 2403 |
2403
Ropes Wealth Advisors
Boston,
Massachusetts
| $287M | +$60.4M | +27% | 3.98% | 71% | 561 | 30.12% | 0.8 |
|
| 2404 |
MTIP
2404
Magee Thomson Investment Partners
San Diego,
California
| $286M | -$31M | -10% | 4.53% | 94.3% | 123 | 37.4% | 0.9 |
|
| 2405 |
2405
Modera Wealth Management
Westwood,
New Jersey
| $286M | -$193K | -0.1% | 3.07% | 68.2% | 121 | 25.62% | 1.7 |
|
| 2406 |
2406
Baxter Bros Inc
Riverside,
Connecticut
| $286M | – | – | 2.31% | 73.8% | 105 | – | 2.4 |
|
| 2407 |
2407
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $286M | -$162M | -36% | 1.55% | 36.3% | 11 | 45.45% | 0.9 |
|
| 2408 |
MAA
2408
Mraz Amerine & Associates
Modesto,
California
| $286M | +$13.9M | +5% | 5.23% | 69.8% | 166 | 13.25% | 2.2 |
|
| 2409 |
2409
Advisor Partners
Walnut Creek,
California
| $286M | +$16.7M | +6% | 3.4% | 63.8% | 420 | 18.1% | 1.5 |
|
| 2410 |
2410
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $285M | +$7.78M | +3% | 5.51% | 183% | 89 | 13.48% | 2.4 |
|
| 2411 |
2411
Highstreet Asset Management
London,
Ontario, Canada
| $285M | +$11M | +4% | 3.89% | 22.5% | 160 | 22.5% | 1.6 |
|
| 2412 |
2412
HighPoint Advisor Group
Downers Grove,
Illinois
| $285M | +$121M | +74% | 4.49% | – | 310 | 37.1% | 0.5 |
|
| 2413 |
2413
Alibaba Group
Causeway Bay,
Hong Kong
| $285M | +$37.5M | +15% | 27.6% | 2.06% | 3 | 0% | 0.5 |
|
| 2414 |
2414
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $285M | +$4.93M | +2% | 2.19% | 33.7% | 92 | 5.43% | 2.6 |
|
| 2415 |
2415
Yorktown Energy Partners VIII
New York
| $284M | +$11.7M | +4% | 4.3% | 15.2% | 2 | 0% | 0.5 |
|
| 2416 |
2416
Engaged Capital
Newport Beach,
California
| $284M | -$12M | -4% | 0.22% | 26.2% | 13 | 15.38% | 1.1 |
|
| 2417 |
2417
Gibson Capital
Wexford,
Pennsylvania
| $284M | +$4.98M | +2% | 3.23% | 67.2% | 32 | 3.13% | 2.2 |
|
| 2418 |
2418
First American Trust
Santa Ana,
California
| $283M | -$1.93M | -0.7% | 4.03% | 84.6% | 111 | 14.41% | 1.8 |
|
| 2419 |
PCMK
2419
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $283M | +$26.7M | +10% | 1.85% | 87.5% | 62 | 14.52% | 2.2 |
|
| 2420 |
VAM
2420
Visionary Asset Management
Houston,
Texas
| $282M | -$446K | -0.2% | 3.55% | 31.9% | 114 | 35.09% | 0.5 |
|
| 2421 |
2421
CenturyLink Investment Management
Denver,
Colorado
| $282M | +$5.69M | +2% | 2.3% | – | 266 | 24.81% | 1.7 |
|
| 2422 |
CFP
2422
Cornerstone Financial Partners
Huntersville,
North Carolina
| $282M | +$23.6M | +9% | 2.43% | – | 187 | 35.83% | 0.3 |
|
| 2423 |
2423
Duncker Streett & Co
St. Louis,
Missouri
| $281M | +$11M | +4% | 3.89% | 90.9% | 631 | 5.39% | 2.5 |
|
| 2424 |
2424
Longfellow Investment Management
Boston,
Massachusetts
| $281M | +$35.1M | +14% | 28.3% | 45.9% | 65 | 80% | 0.3 |
|
| 2425 |
2425
CKW Financial Group
Honolulu,
Hawaii
| $281M | +$13.9M | +5% | 0.79% | 62.4% | 177 | 12.99% | 2 |
|