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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $570M | +$49.6M | +10% | 4.41% | 58.9% | 424 | 14.62% | 0.8 |
|
| 2502 |
2502
Means Investment Company
Bangor,
Maine
| $569M | +$70.3M | +14% | 10.8% | 106% | 198 | 5.56% | 3 |
|
| 2503 |
2503
Valley National Advisers
Bethlehem,
Pennsylvania
| $569M | +$11M | +2% | 5.5% | 87.2% | 1,007 | 7.45% | 4.4 |
|
| 2504 |
2504
Barton Investment Management
West Conshohocken,
Pennsylvania
| $568M | +$59.8M | +12% | 18.4% | 124% | 44 | 6.82% | 6.8 |
|
| 2505 |
2505
Hardy Reed
Tupelo,
Mississippi
| $568M | +$39.3M | +7% | 6.28% | 69.7% | 115 | 8.7% | 2.2 |
|
| 2506 |
2506
Cornercap Investment Counsel
Atlanta,
Georgia
| $568M | -$9.41M | -2% | 0.77% | 55.4% | 680 | 35.29% | 1.4 |
|
| 2507 |
2507
Robotti Robert
| $568M | +$66.2M | +13% | 18.4% | 107% | 65 | 9.23% | 4.5 |
|
| 2508 |
2508
Barber Financial Group
Lenexa,
Kansas
| $567M | +$206M | +57% | 6.27% | 39% | 157 | 18.47% | 2.7 |
|
| 2509 |
2509
Sirios Capital Management
Boston,
Massachusetts
| $567M | +$24.5M | +5% | 4.68% | 177% | 68 | 35.29% | 1.4 |
|
| 2510 |
2510
Mattern Capital Management
Lakewood,
Colorado
| $567M | +$26M | +5% | 2.44% | 39.8% | 127 | 11.02% | 2.6 |
|
| 2511 |
2511
Winthrop Advisory Group
Boston,
Massachusetts
| $567M | +$39.3M | +7% | 7.48% | 78.3% | 134 | 12.69% | 3 |
|
| 2512 |
RIA
2512
RPG Investment Advisory
Pleasanton,
California
| $567M | +$48.1M | +9% | 14% | 186% | 91 | 13.19% | 3.7 |
|
| 2513 |
2513
ORIX Corp
Tokyo,
Japan
| $566M | -$11.4M | -2% | 1.98% | 11.7% | 1 | 0% | 5.3 |
|
| 2514 |
2514
GDS Wealth Management
Flower Mound,
Texas
| $566M | +$42.2M | +8% | 3.89% | 95.1% | 123 | 15.45% | 1 |
|
| 2515 |
2515
Wealth Architects
Mountain View,
California
| $565M | +$36.2M | +7% | 5.97% | 85.1% | 191 | 7.33% | 4.4 |
|
| 2516 |
2516
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $564M | +$10.5M | +2% | 3.52% | 74.8% | 208 | 10.58% | 4.5 |
|
| 2517 |
2517
Cahill Financial Advisors
Edina,
Minnesota
| $564M | +$43.3M | +8% | 5.43% | 55.9% | 240 | 9.17% | 4.1 |
|
| 2518 |
2518
Certified Advisory Corp
Altamonte Springs,
Florida
| $563M | +$56.6M | +11% | 4.99% | 62.9% | 286 | 23.08% | 2.9 |
|
| 2519 |
2519
Cornerstone Wealth Group
Huntersville,
North Carolina
| $562M | +$33.6M | +6% | 3.42% | 108% | 156 | 19.23% | 2.1 |
|
| 2520 |
CBT
2520
Central Bank & Trust
Lexington,
Kentucky
| $562M | +$32M | +6% | 10.8% | 118% | 456 | 32.89% | 4.2 |
|
| 2521 |
2521
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $562M | +$63M | +13% | 5.77% | 56.9% | 122 | 15.57% | 0.2 |
|
| 2522 |
2522
Advance Capital Management
Southfield,
Michigan
| $562M | -$194M | -26% | 3.5% | 54.4% | 115 | 15.65% | 0.9 |
|
| 2523 |
2523
Stanley-Laman Group
Berwyn,
Pennsylvania
| $562M | +$36.9M | +7% | 7.06% | 114% | 265 | 32.83% | 1.7 |
|
| 2524 |
2524
Greatmark Investment Partners
Columbus,
Georgia
| $561M | +$14.1M | +3% | 5.31% | 72.5% | 129 | 8.53% | 5.5 |
|
| 2525 |
TCOT
2525
Trust Company of Toledo
Holland,
Ohio
| $561M | +$31M | +6% | 5.33% | 109% | 211 | 12.8% | 6.4 |
|