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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Bensler
Bellevue,
Washington
| $690M | +$87.3M | +14% | 11.4% | 109% | 170 | 15.29% | 1.6 |
|
| 2552 |
2552
Discerene Group
Stamford,
Connecticut
| $689M | -$110M | -14% | 3.95% | 48.6% | 14 | 21.43% | 2.8 |
|
| 2553 |
2553
JGP Wealth Management
Bend,
Oregon
| $689M | +$15.3M | +2% | 6.75% | 87.8% | 177 | 13.56% | 3.5 |
|
| 2554 |
2554
River Wealth Advisors
Camp Hill,
Pennsylvania
| $688M | +$61.7M | +10% | 11.2% | 80.3% | 222 | 13.06% | 5.5 |
|
| 2555 |
2555
Managed Asset Portfolios
Rochester,
Michigan
| $687M | +$27.5M | +4% | 8.1% | 99.2% | 42 | 11.9% | 4.4 |
|
| 2556 |
2556
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $686M | +$111M | +19% | 10.1% | 116% | 355 | 18.31% | 3.3 |
|
| 2557 |
2557
Wilkins Investment Counsel
Boston,
Massachusetts
| $685M | +$275M | +67% | 6.98% | 71.3% | 129 | 40.31% | 4.5 |
|
| 2558 |
2558
Opus Capital Group
Cincinnati,
Ohio
| $685M | +$69.4M | +11% | 6.27% | 53.7% | 129 | 8.53% | 4.7 |
|
| 2559 |
2559
McGuire Investment Group
Wakefield,
Rhode Island
| $685M | +$85.2M | +14% | 14.8% | 202% | 122 | 10.66% | 3.5 |
|
| 2560 |
2560
Resources Management Corp
West Hartford,
Connecticut
| $684M | +$11.1M | +2% | 8.48% | 78.5% | 469 | 9.17% | 4.2 |
|
| 2561 |
2561
Arbor Investment Advisors
Winston Salem,
North Carolina
| $683M | +$43.7M | +7% | 5.09% | 48.5% | 113 | 10.62% | 4.4 |
|
| 2562 |
2562
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $683M | +$46M | +7% | 9.87% | 84.5% | 538 | 16.17% | 2.6 |
|
| 2563 |
2563
Rockbridge Investment Management
Syracuse,
New York
| $682M | +$28.6M | +4% | 3.57% | 38.6% | 666 | 82.28% | 2.8 |
|
| 2564 |
2564
Bell Asset Management
Melbourne,
Australia
| $682M | +$26.6M | +4% | 6.61% | 45.3% | 64 | 4.69% | 3.9 |
|
| 2565 |
2565
Mechanics Bank - Trust Department
Walnut Creek,
California
| $681M | +$40.2M | +6% | 7.67% | 76.8% | 196 | 8.67% | 6 |
|
| 2566 |
2566
Monograph Wealth Advisors
Manhattan Beach,
California
| $681M | +$124M | +22% | 7.86% | 68% | 165 | 40% | 1.1 |
|
| 2567 |
2567
Insight Wealth Strategies
San Ramon,
California
| $681M | +$62M | +10% | 7.18% | 83.5% | 185 | 31.35% | 2.4 |
|
| 2568 |
2568
Curated Wealth Partners
El Segundo,
California
| $681M | +$68.4M | +11% | 0% | 39.9% | 280 | 100% | 0 |
|
| 2569 |
2569
Conversant Capital
Summit,
New Jersey
| $680M | +$447M | +192% | 99.9% | 228% | 20 | 60% | 0.5 |
|
| 2570 |
2570
Keebeck Wealth Management
Chicago,
Illinois
| $680M | +$73.7M | +12% | 9.7% | 81.3% | 289 | 14.53% | 2.4 |
|
| 2571 |
2571
Financial Management Professionals
Austin,
Texas
| $679M | +$64.8M | +11% | 7.9% | 67.3% | 1,131 | 16.27% | 3.1 |
|
| 2572 |
2572
Canandaigua National Bank & Trust
Canandaigua,
New York
| $678M | +$31.6M | +5% | 8.87% | – | 276 | 7.97% | 6.1 |
|
| 2573 |
2573
Praesidium Investment Management Company
New York
| $678M | -$132M | -16% | 8.2% | 79% | 15 | 33.33% | 2.8 |
|
| 2574 |
2574
Octavia Wealth Advisors
Cincinnati,
Ohio
| $677M | +$109M | +19% | 7.56% | 67.9% | 242 | 18.6% | 2.1 |
|
| 2575 |
2575
Intelligence Driven Advisers
Carlsbad,
California
| $677M | +$57.9M | +9% | 6.21% | 65.6% | 109 | 22.02% | 1.7 |
|