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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
Newbrook Capital Advisors
New York
| $793M | +$160M | +25% | 24.9% | 299% | 23 | 26.09% | 0.9 |
|
| 2577 |
2577
Rodgers Brothers
Harmony,
Pennsylvania
| $792M | +$41.4M | +6% | 5.79% | 108% | 247 | 9.31% | 6.2 |
|
| 2578 |
2578
ShawSpring Partners
Boston,
Massachusetts
| $792M | +$64.6M | +9% | 7.53% | 3.53% | 11 | 18.18% | 1.2 |
|
| 2579 |
2579
Red Cedar Investment Management
Grand Rapids,
Michigan
| $792M | +$69.3M | +10% | 9.92% | 81.4% | 84 | 8.33% | 2.8 |
|
| 2580 |
2580
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $792M | +$62.3M | +9% | 9.24% | – | 78 | 15.38% | 2.4 |
|
| 2581 |
2581
Insight Wealth Strategies
San Ramon,
California
| $792M | +$48.9M | +7% | 8.84% | 83.5% | 180 | 17.22% | 2.6 |
|
| 2582 |
2582
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $791M | +$31.6M | +4% | 3.14% | 40.2% | 101 | 13.86% | 4.3 |
|
| 2583 |
2583
Total Wealth Planning
Cincinnati,
Ohio
| $791M | +$138M | +21% | 6.54% | 37.2% | 106 | 15.09% | 3.2 |
|
| 2584 |
2584
Disciplina Capital Management
Nashville,
Tennessee
| $791M | +$104M | +15% | 4.65% | 30% | 63 | 3.17% | 3 |
|
| 2585 |
2585
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $791M | -$79M | -9% | 4.51% | 131% | 105 | 24.76% | 3.2 |
|
| 2586 |
2586
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $791M | +$67.9M | +9% | 6.32% | 51.1% | 599 | 4.17% | 4 |
|
| 2587 |
2587
1834 Investment Advisors
Milwaukee,
Wisconsin
| $790M | +$13.3M | +2% | 5.94% | 68.7% | 215 | 3.26% | 5.6 |
|
| 2588 |
2588
Volterra Technologies
New York
| $788M | – | – | 9.1% | – | 415 | – | 0 |
|
| 2589 |
2589
Quadcap Wealth Management
Frisco,
Texas
| $788M | +$97.5M | +14% | 10.3% | – | 418 | 14.35% | 1.1 |
|
| 2590 |
2590
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $787M | +$72.7M | +10% | 8.34% | 80.3% | 175 | 23.43% | 3.4 |
|
| 2591 |
2591
Stillwater Capital Advisors
Devon,
Pennsylvania
| $786M | +$69.7M | +10% | 17.6% | 121% | 71 | 4.23% | 5.4 |
|
| 2592 |
2592
Northcape Capital
Sydney,
Australia
| $786M | – | – | 23.8% | – | 8 | – | 8.2 |
|
| 2593 |
2593
Souders Financial Advisors
Cincinnati,
Ohio
| $786M | +$69.3M | +10% | 7.98% | 54.9% | 208 | 15.38% | 2.5 |
|
| 2594 |
2594
Genus Capital Management
Vancouver,
British Columbia, Canada
| $785M | +$95.7M | +14% | 20% | – | 211 | 26.54% | 0.2 |
|
| 2595 |
2595
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $785M | +$81.2M | +12% | 8.15% | 67.5% | 234 | 10.26% | 1.9 |
|
| 2596 |
2596
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $785M | +$61.8M | +9% | 12.5% | – | 878 | 9.11% | 1 |
|
| 2597 |
2597
Philip James Wealth Mangement
Milton,
Georgia
| $784M | -$37.9M | -5% | 3.46% | – | 175 | 8% | 0.9 |
|
| 2598 |
2598
Qtron Investments
Boston,
Massachusetts
| $783M | +$115M | +17% | 14.5% | 140% | 419 | 13.6% | 2.7 |
|
| 2599 |
2599
McGuire Investment Group
Wakefield,
Rhode Island
| $783M | +$110M | +16% | 18.3% | 202% | 119 | 12.61% | 4.1 |
|
| 2600 |
2600
Stone Point Capital
Greenwich,
Connecticut
| $782M | +$11.8M | +2% | 1.58% | 15.7% | 3 | 0% | 8.1 |
|