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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
Keebeck Wealth Management
Chicago,
Illinois
| $846M | +$81.9M | +11% | 7.38% | 81.3% | 380 | 17.89% | 2.5 |
|
| 2577 |
2577
Bay Colony Advisors
Concord,
Massachusetts
| $845M | +$121M | +17% | 8.71% | 91.8% | 555 | 23.24% | 2.8 |
|
| 2578 |
2578
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $845M | +$88.1M | +12% | 6.18% | 54.9% | 227 | 14.54% | 1.7 |
|
| 2579 |
2579
BDF Gestion
Paris,
France
| $845M | -$48.5M | -5% | 9.4% | – | 147 | 9.52% | 1.1 |
|
| 2580 |
2580
Mint Tower Capital Management
Amsterdam,
Netherlands
| $844M | +$171M | +25% | 3.94% | 40% | 248 | 52.02% | 0.5 |
|
| 2581 |
2581
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $843M | +$174M | +26% | 8.11% | 61.5% | 153 | 7.84% | 3.9 |
|
| 2582 |
2582
Steel Grove Capital Advisors
Memphis,
Tennessee
| $843M | -$1.32M | -0.2% | 9.43% | 106% | 184 | 4.35% | 3.5 |
|
| 2583 |
2583
Engine Capital Management
New York
| $842M | +$369M | +78% | 5.81% | 21.1% | 30 | 16.67% | 2.2 |
|
| 2584 |
2584
Aviance Capital Partners
Naples,
Florida
| $842M | +$76.9M | +10% | 10.7% | 109% | 375 | 9.87% | 4.5 |
|
| 2585 |
2585
Souders Financial Advisors
Cincinnati,
Ohio
| $841M | +$55.2M | +7% | 5.72% | 54.9% | 211 | 7.58% | 2.7 |
|
| 2586 |
VCM
2586
Violich Capital Management
San Francisco,
California
| $840M | +$130M | +18% | 14.1% | 111% | 112 | 15.18% | 6.9 |
|
| 2587 |
2587
Capricorn Investment Group
Palo Alto,
California
| $840M | +$230M | +38% | 62.4% | 95.9% | 5 | 0% | 3.5 |
|
| 2588 |
2588
Moloney Securities Asset Management
Manchester,
Missouri
| $840M | +$31.4M | +4% | 7.86% | 86% | 552 | 18.84% | 3.8 |
|
| 2589 |
2589
Archford Capital Strategies
Swansea,
Illinois
| $840M | +$57.9M | +7% | 7.92% | 87.4% | 347 | 14.12% | 4 |
|
| 2590 |
2590
Royal Fund Management
Lady Lake,
Florida
| $840M | -$168M | -17% | 9.13% | 103% | 360 | 25.83% | 3.2 |
|
| 2591 |
2591
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $840M | +$53.2M | +7% | 7.46% | 80.3% | 193 | 28.5% | 2.8 |
|
| 2592 |
2592
Nelson Capital Management
Menlo Park,
California
| $840M | +$83.3M | +11% | 10.8% | 121% | 110 | 10% | 5.9 |
|
| 2593 |
2593
Claret Asset Management
Montreal,
Quebec, Canada
| $839M | +$67M | +9% | 11% | 73.3% | 446 | 10.99% | 1.7 |
|
| 2594 |
2594
United Bank (Virginia)
Vienna,
Virginia
| $839M | +$3.7M | +0.4% | 7.54% | 76.1% | 142 | 12.68% | 5.6 |
|
| 2595 |
2595
Wealth Management Nebraska
Norfolk,
Nebraska
| $839M | +$99.2M | +13% | 6.16% | – | 95 | 16.84% | 0.5 |
|
| 2596 |
AO
2596
Allen Operations
New York
| $838M | +$111M | +15% | 16.9% | 218% | 37 | 8.11% | 4.8 |
|
| 2597 |
2597
Parker Investment Management
Menlo Park,
California
| $837M | +$122M | +17% | 18.3% | 208% | 47 | 21.28% | 3.5 |
|
| 2598 |
2598
Prospector Partners
Guilford,
Connecticut
| $837M | -$37.9M | -4% | 4.01% | 53.6% | 99 | 12.12% | 5 |
|
| 2599 |
2599
Absher Wealth Management
Chapel Hill,
North Carolina
| $837M | +$30M | +4% | 5.56% | 54.5% | 92 | 26.09% | 3 |
|
| 2600 |
2600
Tran Capital Management
San Rafael,
California
| $837M | -$13M | -2% | 7.59% | 173% | 74 | 12.16% | 2.6 |
|