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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Great Lakes Retirement
Sandusky,
Ohio
| $676M | +$68.4M | +11% | 12% | 118% | 234 | 17.95% | 1.9 |
|
| 2577 |
2577
LaFleur & Godfrey
Grand Rapids,
Michigan
| $676M | +$4.83M | +0.7% | 9.03% | 98.2% | 139 | 5.76% | 4 |
|
| 2578 |
2578
Stillwater Capital Advisors
Devon,
Pennsylvania
| $675M | +$51.6M | +8% | 15% | 121% | 71 | 5.63% | 5.6 |
|
| 2579 |
2579
Kahn Brothers Group
New York
| $674M | +$39.6M | +6% | 8.79% | 53.4% | 56 | 28.57% | 5 |
|
| 2580 |
2580
Flaharty Asset Management
Clearwater,
Florida
| $674M | +$40.7M | +6% | 4.86% | 37.8% | 126 | 13.49% | 3.1 |
|
| 2581 |
2581
Ascent Wealth Partners
New Hartford,
New York
| $674M | +$61.1M | +10% | 9.79% | 105% | 167 | 10.78% | 3.8 |
|
| 2582 |
2582
Aviance Capital Partners
Naples,
Florida
| $673M | +$206M | +44% | 10.2% | 109% | 323 | 22.91% | 4.1 |
|
| 2583 |
2583
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $673M | +$59.9M | +10% | 8.34% | 68% | 116 | 12.93% | 3.2 |
|
| 2584 |
2584
Freshford Capital Management
Rye Brook,
New York
| $672M | +$57M | +9% | 5.37% | 97.3% | 24 | 41.67% | 1.6 |
|
| 2585 |
2585
Heritage Financial Services
Westwood,
Massachusetts
| $672M | +$84.3M | +14% | 4.16% | 38.3% | 113 | 20.35% | 1.4 |
|
| 2586 |
2586
Baker Ellis Asset Management
Vancouver,
Washington
| $672M | +$47.6M | +8% | 8.6% | 91.9% | 224 | 7.14% | 5.2 |
|
| 2587 |
2587
Oslo Pensjonsforsikring
Oslo,
| $671M | +$58.2M | +10% | 12% | 79% | 16 | 0% | 5.2 |
|
| 2588 |
2588
WestBridge Capital Management
Trianon,
Mauritius
| $671M | -$334M | -33% | 11.8% | 21.9% | 3 | 0% | 2 |
|
| 2589 |
2589
Compound Global Advisors
Mercer Island,
Washington
| $671M | +$131M | +24% | 15.8% | – | 48 | 35.42% | 0.7 |
|
| 2590 |
2590
Vision Capital Management
Portland,
Oregon
| $670M | +$29M | +5% | 6.6% | 78.4% | 121 | 4.96% | 4 |
|
| 2591 |
2591
Silicon Valley Capital Partners
San Jose,
California
| $670M | +$73.9M | +12% | 11.8% | 103% | 379 | 29.82% | 1.5 |
|
| 2592 |
2592
Center for Financial Planning
Southfied,
Michigan
| $669M | +$125M | +23% | 8.08% | 64.4% | 622 | 18.01% | 2.8 |
|
| 2593 |
2593
Dock Street Asset Management
Palm Beach,
Florida
| $669M | +$29M | +5% | 18.7% | 175% | 47 | 8.51% | 5 |
|
| 2594 |
2594
Stewart & Patten Company
Lafayette,
California
| $669M | +$29.6M | +5% | 7.48% | 27.5% | 99 | 8.08% | 6.9 |
|
| 2595 |
NRA
2595
NSI Retail Advisors
Warrendale,
Pennsylvania
| $669M | +$49.6M | +8% | 8.31% | 26.2% | 50 | 20% | 1.8 |
|
| 2596 |
2596
First Turn Management
Del Mar,
California
| $668M | -$27.9M | -4% | 21.4% | – | 40 | 37.5% | 0.2 |
|
| 2597 |
2597
Bridgewater Advisors
New York
| $668M | +$8.12M | +1% | 5.94% | 61% | 107 | 12.15% | 3.5 |
|
| 2598 |
2598
Continuum Advisory
Eagle,
Idaho
| $668M | -$35M | -5% | 7.44% | 77% | 1,710 | 73.98% | 0.7 |
|
| 2599 |
2599
Torray Investment Partners
Bethesda,
Maryland
| $668M | +$49.7M | +8% | 10.1% | 97.2% | 98 | 10.2% | 5.2 |
|
| 2600 |
2600
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $667M | +$68.1M | +11% | 13% | 117% | 207 | 5.31% | 4.9 |
|