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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Institutional & Family Asset Management
Fort Collins,
Colorado
| $611M | -$3.53M | -0.6% | 2.95% | 19% | 782 | 12.4% | 4 |
|
| 2477 |
2477
Means Investment Company
Bangor,
Maine
| $611M | -$21.1M | -3% | 3.87% | 87.9% | 202 | 7.43% | 3.3 |
|
| 2478 |
2478
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $610M | -$19.5M | -3% | 3.55% | 89.5% | 155 | 15.48% | 1.3 |
|
| 2479 |
2479
Security Benefit Life Insurance Company
Topeka,
Kansas
| $610M | -$270M | -31% | 7.42% | 60.6% | 60 | 20% | 1.6 |
|
| 2480 |
2480
New England Asset Management
Farmington,
Connecticut
| $610M | -$80M | -12% | 3.4% | 55.6% | 120 | 23.33% | 5.5 |
|
| 2481 |
2481
Dean Investment Associates
Beavercreek,
Ohio
| $610M | -$4.68M | -0.8% | 3.31% | 63.5% | 221 | 13.57% | 3.9 |
|
| 2482 |
2482
Winthrop Advisory Group
Boston,
Massachusetts
| $609M | -$14.5M | -2% | 3.32% | 78.3% | 136 | 8.09% | 3.4 |
|
| 2483 |
2483
Professional Advisory Services
Vero Beach,
Florida
| $608M | -$50.7M | -8% | 2.91% | 69.3% | 73 | 9.59% | 6.2 |
|
| 2484 |
2484
Bell Asset Management
Melbourne,
Australia
| $608M | +$23.1M | +4% | 3.97% | 45.3% | 67 | 13.43% | 3.6 |
|
| 2485 |
2485
Atlas Capital Advisors
Jackson,
Wyoming
| $607M | -$52.4M | -8% | 2.14% | – | 937 | 12.06% | 2.5 |
|
| 2486 |
SIA
2486
Strategic Investment Advisors
Farmington Hills,
Michigan
| $607M | -$114M | -16% | 3.09% | 66.1% | 248 | 31.85% | 1.6 |
|
| 2487 |
2487
Baker Tilly Wealth Management
Madison,
Wisconsin
| $607M | -$346M | -36% | 3.47% | 96.9% | 562 | 21.53% | 2.1 |
|
| 2488 |
2488
Alera Investment Advisors
Deerfield,
Illinois
| $607M | +$143M | +31% | 3.69% | 28.9% | 175 | 10.29% | 2.4 |
|
| 2489 |
2489
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $607M | -$12.5M | -2% | 0.89% | 84.5% | 491 | 14.66% | 2.6 |
|
| 2490 |
2490
Signet Financial Management
Parsippany,
New Jersey
| $606M | -$26.9M | -4% | 2.48% | 65.2% | 277 | 10.47% | 2.5 |
|
| 2491 |
2491
Atlas FRM
Greenwich,
Connecticut
| $605M | +$82.5M | +16% | 11% | 38.9% | 11 | 18.18% | 0.8 |
|
| 2492 |
2492
Keywise Capital Management (HK)
Hong Kong
| $604M | +$54.9M | +10% | 19.2% | 684% | 10 | 0% | 1.3 |
|
| 2493 |
2493
Foundation Resource Management
Little Rock,
Arkansas
| $602M | +$1.98M | +0.3% | 1.35% | 84.5% | 53 | 5.66% | 7.1 |
|
| 2494 |
2494
Cahill Financial Advisors
Edina,
Minnesota
| $602M | -$16.1M | -3% | 3.85% | 55.9% | 247 | 6.48% | 4.4 |
|
| 2495 |
2495
Freshford Capital Management
Rye Brook,
New York
| $602M | -$51.8M | -8% | 3.35% | 97.3% | 23 | 21.74% | 1.6 |
|
| 2496 |
2496
Hill Investment Group Partners
St. Louis,
Missouri
| $602M | +$46.6M | +8% | 2.53% | 50.6% | 67 | 13.43% | 1.3 |
|
| 2497 |
2497
Strategic Global Advisors
Newport Beach,
California
| $601M | -$49M | -8% | 0.91% | 137% | 172 | 31.98% | 1.8 |
|
| 2498 |
2498
Arden Trust
Wilmington,
Delaware
| $601M | -$8.36M | -1% | 2.63% | 22.5% | 271 | 20.66% | 4.6 |
|
| 2499 |
2499
Absher Wealth Management
Chapel Hill,
North Carolina
| $600M | -$3.73M | -0.6% | 3.38% | 54.5% | 59 | 6.78% | 2.9 |
|
| 2500 |
OCMI
2500
Oaktop Capital Management II
Chatham,
New Jersey
| $599M | -$58.7M | -9% | 5.25% | 451% | 15 | 6.67% | 6.7 |
|