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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
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $730M | – | – | 1.36% | – | 73 | – | 2.2 |
|
| 2577 |
AAA
2577
Adams Asset Advisors
Dallas,
Texas
| $729M | -$49.5M | -6% | 0.88% | 66.8% | 80 | 7.5% | 5.2 |
|
| 2578 |
2578
Mainstay Capital Management
Grand Blanc,
Michigan
| $729M | +$71.8M | +11% | 0.56% | 131% | 117 | 17.95% | 2.7 |
|
| 2579 |
2579
Hill Investment Group Partners
St. Louis,
Missouri
| $728M | -$18.1M | -2% | 0.06% | 50.6% | 82 | 41.46% | 2.5 |
|
| 2580 |
2580
ShawSpring Partners
Boston,
Massachusetts
| $728M | -$27.2M | -4% | 8.5% | 3.53% | 12 | 25% | 1.2 |
|
| 2581 |
2581
Consolidated Planning Corp
Atlanta,
Georgia
| $726M | -$8.33M | -1% | 1.15% | 84.6% | 222 | 29.28% | 2 |
|
| 2582 |
AIC
2582
AWM Investment Company
New York
| $726M | -$94.9M | -12% | 7.58% | 778% | 104 | 25% | 3.2 |
|
| 2583 |
2583
Cynosure Group
Salt Lake City,
Utah
| $726M | +$56.4M | +8% | 2.91% | 63% | 389 | 9.25% | 1.1 |
|
| 2584 |
2584
Iron Gate Global Advisors
Nsl,
Utah
| $725M | +$16.6M | +2% | 1.66% | 106% | 103 | 23.3% | 3.4 |
|
| 2585 |
2585
Silverback Asset Management
Chapel Hill,
North Carolina
| $724M | +$56.6M | +8% | 9.29% | 92.1% | 62 | 17.74% | 0.7 |
|
| 2586 |
2586
Navellier & Associates
Reno,
Nevada
| $724M | -$110M | -13% | 0.39% | 361% | 384 | 36.46% | 1.8 |
|
| 2587 |
2587
CVC Management Holdings II
St. Helier,
Jersey
| $724M | -$163M | -18% | 17.6% | – | 3 | 0% | 1 |
|
| 2588 |
2588
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $723M | +$15.4M | +2% | 0.2% | 51.1% | 620 | 7.42% | 3.8 |
|
| 2589 |
2589
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $723M | -$41M | -5% | 1.1% | – | 924 | 13.53% | 0.8 |
|
| 2590 |
2590
Red Cedar Investment Management
Grand Rapids,
Michigan
| $723M | -$73.1M | -9% | 1.66% | 88.8% | 83 | 12.05% | 2.8 |
|
| 2591 |
2591
Managed Asset Portfolios
Rochester,
Michigan
| $722M | +$47.2M | +7% | 3.69% | 99.2% | 56 | 17.86% | 3.9 |
|
| 2592 |
2592
Coppell Advisory Solutions
Coppell,
Texas
| $721M | +$5.72M | +0.8% | 0.51% | – | 2,023 | 85.62% | 1.8 |
|
| 2593 |
2593
Great Waters Wealth Management
Shoreview,
Minnesota
| $721M | -$58.5M | -8% | 0.83% | 49% | 116 | 14.66% | 1.8 |
|
| 2594 |
2594
Sendero Wealth Management
San Antonio,
Texas
| $721M | +$49.3M | +7% | 2.83% | 99.2% | 192 | 19.27% | 1.6 |
|
| 2595 |
2595
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $720M | -$38.5M | -5% | 1.51% | 140% | 30 | 3.33% | 4.7 |
|
| 2596 |
2596
Inspirion Wealth Advisors
Libertyville,
Illinois
| $720M | +$3.97M | +0.6% | 0.14% | 52.5% | 170 | 15.88% | 4.3 |
|
| 2597 |
2597
Fractal Investments
Glastonbury,
Connecticut
| $720M | +$66.1M | +10% | 7.77% | 74.2% | 82 | 18.29% | 1.9 |
|
| 2598 |
2598
River Wealth Advisors
Camp Hill,
Pennsylvania
| $720M | -$34.9M | -5% | 2.94% | 80.3% | 209 | 7.18% | 6.1 |
|
| 2599 |
2599
Symmetry Partners
Glastonbury,
Connecticut
| $719M | +$16M | +2% | 0.57% | 61.4% | 143 | 15.38% | 2.6 |
|
| 2600 |
2600
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $717M | +$12.3M | +2% | 2.08% | 57.8% | 192 | 15.63% | 2 |
|