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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
River Wealth Advisors
Camp Hill,
Pennsylvania
| $892M | +$36.4M | +4% | 3.43% | 80.3% | 217 | 10.6% | 6.2 |
|
| 2577 |
2577
Rock Creek Group
Washington,
District of Columbia
| $892M | -$58.6M | -6% | 0.44% | 37.2% | 62 | 29.03% | 1.7 |
|
| 2578 |
2578
Ophir Asset Management
Sydney,
Australia
| $892M | +$82M | +10% | 2.46% | 282% | 39 | 43.59% | 0.7 |
|
| 2579 |
2579
Evermay Wealth Management
Arlington,
Virginia
| $891M | +$16.7M | +2% | 2.14% | 56.2% | 593 | 9.78% | 4.3 |
|
| 2580 |
2580
Fort Point Capital Partners
San Francisco,
California
| $891M | +$41.4M | +5% | 1.64% | 62.2% | 234 | 11.97% | 4.1 |
|
| 2581 |
2581
Per Stirling Capital Management
Austin,
Texas
| $891M | +$54.5M | +7% | 2.12% | 63.1% | 317 | 16.72% | 1.8 |
|
| 2582 |
2582
Quantum Financial Advisors
El Segundo,
California
| $891M | +$70.1M | +9% | 2.54% | 61.1% | 237 | 22.36% | 1.7 |
|
| 2583 |
2583
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $890M | +$19.7M | +2% | 3.24% | 40.2% | 113 | 4.42% | 3.9 |
|
| 2584 |
2584
Redwood Investment Management
Scottsdale,
Arizona
| $890M | -$33.5M | -4% | 1.46% | 62.5% | 367 | 43.05% | 1.4 |
|
| 2585 |
2585
Armis Advisers
Atlanta,
Georgia
| $890M | -$207M | -19% | 1.73% | – | 460 | 36.96% | 0.5 |
|
| 2586 |
2586
Grove Bank & Trust
Miami,
Florida
| $889M | +$34.3M | +4% | 2.97% | 80.5% | 891 | 10.89% | 3.1 |
|
| 2587 |
2587
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $887M | +$44.4M | +5% | 1.18% | 61.5% | 160 | 10% | 3.9 |
|
| 2588 |
DCM
2588
Dupont Capital Management
Wilmington,
Delaware
| $887M | -$80M | -8% | 4.11% | 100% | 113 | 11.5% | 4.5 |
|
| 2589 |
2589
Capital Advisors Ltd
Shaker Heights,
Ohio
| $887M | +$1.22M | +0.1% | 1.32% | 61.1% | 1,611 | 9.93% | 4 |
|
| 2590 |
2590
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $886M | +$12.4M | +1% | 2.84% | 74.8% | 212 | 4.72% | 5.9 |
|
| 2591 |
2591
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $886M | +$36.9M | +4% | 2.46% | 51.1% | 587 | 13.29% | 4.5 |
|
| 2592 |
2592
Permian Investment Partners
Dallas,
Texas
| $883M | -$2.95M | -0.3% | 9.29% | 78.6% | 12 | 33.33% | 1.8 |
|
| 2593 |
RIA
2593
RPG Investment Advisory
Pleasanton,
California
| $881M | +$34.6M | +4% | 1.95% | 186% | 91 | 7.69% | 4.6 |
|
| 2594 |
2594
Proem Advisors
Dallas,
Texas
| $880M | -$60.5M | -6% | 0.98% | – | 56 | 62.5% | 0.7 |
|
| 2595 |
2595
Romano Brothers & Co
Evanston,
Illinois
| $880M | +$5.02M | +0.6% | 3.06% | 110% | 325 | 5.23% | 2.8 |
|
| 2596 |
2596
180 Wealth Advisors
Federal Way,
Washington
| $878M | +$57.6M | +7% | 6.09% | 136% | 497 | 13.68% | 3.7 |
|
| 2597 |
2597
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $878M | +$7.17M | +0.8% | 4.49% | 140% | 31 | 6.45% | 5 |
|
| 2598 |
2598
Goldstein Advisors
Madison,
Wisconsin
| $878M | +$54.8M | +7% | 2.06% | 62.6% | 234 | 9.4% | 1.8 |
|
| 2599 |
2599
Absolute Investment Advisers
Rosemary Beach,
Florida
| $877M | +$80.8M | +10% | 0.67% | 0.5% | 146 | 43.84% | 1.1 |
|
| 2600 |
2600
Aperture Investors
New York
| $875M | +$146M | +20% | 4.7% | 211% | 104 | 37.5% | 1.4 |
|