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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
Ninepoint Partners
Toronto,
Ontario, Canada
| $904M | +$145M | +19% | 12% | 82.6% | 195 | 49.23% | 0.9 |
|
| 2552 |
2552
Hudson Valley Investment Advisors
Goshen,
New York
| $904M | -$56.6M | -6% | 6.65% | 102% | 179 | 17.88% | 7 |
|
| 2553 |
SCM
2553
SIR Capital Management
New York
| $904M | -$211M | -19% | 5.27% | 71.1% | 99 | 40.4% | 0.9 |
|
| 2554 |
JWBC
2554
J.W. Burns & Co
Dewitt,
New York
| $903M | +$19.7M | +2% | 3.37% | 95.4% | 190 | 6.84% | 7.7 |
|
| 2555 |
2555
Caledonia Investments plc (UK)
London England,
United Kingdom
| $902M | -$114M | -11% | 7.74% | 61.9% | 17 | 23.53% | 5.9 |
|
| 2556 |
2556
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $902M | +$129M | +17% | 1.9% | 64.3% | 446 | 8.07% | 1.9 |
|
| 2557 |
2557
Sendero Wealth Management
San Antonio,
Texas
| $902M | +$48.8M | +6% | 3.86% | 99.2% | 202 | 9.41% | 2 |
|
| 2558 |
2558
Denali Advisors
San Diego,
California
| $901M | +$15.9M | +2% | 0.96% | 106% | 352 | 24.43% | 1.5 |
|
| 2559 |
2559
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $901M | +$72.2M | +9% | 12.1% | 172% | 97 | 12.37% | 3.2 |
|
| 2560 |
2560
Isthmus Partners
Madison,
Wisconsin
| $901M | +$450M | +100% | 3.29% | 73.7% | 222 | 24.32% | 3.1 |
|
| 2561 |
2561
MidWestOne Financial Group
Iowa City,
Iowa
| $900M | +$77M | +9% | 8.9% | 62.7% | 325 | 13.23% | 3.6 |
|
| 2562 |
2562
Gateway Wealth Partners
Appleton,
Wisconsin
| $898M | +$158M | +21% | 2.02% | 58.9% | 484 | 20.45% | 1.3 |
|
| 2563 |
2563
Atlas Capital Advisors
Jackson,
Wyoming
| $898M | – | – | 4.38% | – | 971 | – | 3.2 |
|
| 2564 |
2564
EAM Investors
Solana Beach,
California
| $898M | +$25.6M | +3% | 35.8% | 6,012% | 377 | 61.54% | 0.3 |
|
| 2565 |
2565
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $898M | +$52.4M | +6% | 1.68% | 54.9% | 229 | 10.92% | 1.8 |
|
| 2566 |
2566
Ashford Capital Management
Wilmington,
Delaware
| $898M | -$96.4K | -0% | 9.75% | 150% | 120 | 17.5% | 4.2 |
|
| 2567 |
2567
Think Investments
San Francisco,
California
| $897M | +$141M | +19% | 4.15% | 285% | 29 | 41.38% | 2.1 |
|
| 2568 |
2568
Catalyst Financial Partners
Boston,
Massachusetts
| $897M | +$67.6M | +8% | 4.4% | 98.6% | 343 | 13.41% | 2 |
|
| 2569 |
VCM
2569
Violich Capital Management
San Francisco,
California
| $896M | +$55.6M | +7% | 7.05% | 111% | 119 | 12.61% | 6.7 |
|
| 2570 |
2570
Signet Financial Management
Parsippany,
New Jersey
| $895M | +$33.6M | +4% | 3.5% | 65.2% | 300 | 7.67% | 3.5 |
|
| 2571 |
2571
LVZ Inc
Holland,
Michigan
| $894M | +$14.8M | +2% | 1.6% | 52.9% | 175 | 10.86% | 3.1 |
|
| 2572 |
2572
Nellore Capital Management
Redwood City,
California
| $893M | -$23.5M | -3% | 5.3% | 73.8% | 14 | 21.43% | 3.5 |
|
| 2573 |
2573
Cypress Capital Group
Palm Beach,
Florida
| $893M | +$56.2M | +7% | 6.53% | 97.8% | 242 | 11.57% | 6.4 |
|
| 2574 |
2574
Navellier & Associates
Reno,
Nevada
| $892M | -$93.5M | -9% | 4.5% | 361% | 390 | 25.13% | 2 |
|
| 2575 |
2575
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $892M | +$30.4M | +4% | 3.34% | 116% | 399 | 23.56% | 1.8 |
|