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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $310M | +$16.6M | +6% | 11.6% | 28% | 105 | 29.52% | 1.6 |
|
| 2602 |
2602
Paradigm Asset Management
New York
| $310M | -$49.6M | -14% | 8.91% | 73.8% | 452 | 19.03% | 2.3 |
|
| 2603 |
2603
FRG Family Wealth Advisors
Bellevue,
Washington
| $310M | -$60.4M | -16% | 11.3% | 76.4% | 142 | 10.56% | 2.7 |
|
| 2604 |
2604
HCR Wealth Advisors
Los Angeles,
California
| $310M | +$2.56M | +0.8% | 12.3% | 107% | 176 | 20.45% | 1.4 |
|
| 2605 |
2605
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $309M | -$223M | -42% | 16.4% | 24.6% | 1,568 | 58.99% | 0.5 |
|
| 2606 |
2606
13D Management
New York
| $309M | -$53.6M | -15% | 14.3% | 157% | 35 | 28.57% | 1.6 |
|
| 2607 |
2607
American Economic Planning Group
Warren,
New Jersey
| $309M | +$27.3M | +10% | 10.1% | 25.9% | 87 | 27.59% | 2.2 |
|
| 2608 |
2608
Evermay Wealth Management
Arlington,
Virginia
| $309M | -$11.5M | -4% | 12.1% | 56.2% | 155 | 21.29% | 2.5 |
|
| 2609 |
2609
VisionPoint Advisory Group
Dallas,
Texas
| $309M | – | – | 7.33% | 79.3% | 105 | – | 0 |
|
| 2610 |
2610
NTV Asset Management
Charleston,
West Virginia
| $309M | -$61.6M | -17% | 11.6% | 110% | 184 | 5.43% | 4.2 |
|
| 2611 |
2611
Valley National Advisers
Bethlehem,
Pennsylvania
| $308M | +$19.7M | +7% | 10.6% | 87.2% | 877 | 22.92% | 2.3 |
|
| 2612 |
2612
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $308M | -$26.4M | -8% | 10.9% | 71.4% | 152 | 23.68% | 2.2 |
|
| 2613 |
2613
Exchange Capital Management
Ann Arbor,
Michigan
| $308M | -$36.9M | -11% | 12% | 57.8% | 308 | 58.12% | 2.8 |
|
| 2614 |
2614
Atlantic Union Bankshares
Glen Allen,
Virginia
| $307M | -$24.8M | -7% | 8.02% | 78.9% | 138 | 13.77% | 3.5 |
|
| 2615 |
2615
QVT Financial
New York
| $307M | -$80.7M | -21% | 4.42% | 267% | 61 | 29.51% | 1.5 |
|
| 2616 |
2616
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $306M | -$28.7M | -9% | 9.84% | 39.9% | 51 | 19.61% | 0.9 |
|
| 2617 |
2617
NFC Investments
Memphis,
Tennessee
| $306M | -$5.59M | -2% | 14.3% | – | 44 | 20.45% | 3.2 |
|
| 2618 |
2618
Veritas Investment Management (UK)
London,
United Kingdom
| $306M | -$56.5M | -16% | 10.7% | 151% | 35 | 0% | 3.1 |
|
| 2619 |
2619
Oxford Financial Group
Carmel,
Indiana
| $306M | +$91.5M | +43% | 13.2% | 77.2% | 42 | 23.81% | 1.3 |
|
| 2620 |
2620
City Holding Co
Charleston,
West Virginia
| $306M | -$42.4M | -12% | 10.6% | 89.2% | 544 | 9.38% | 3.7 |
|
| 2621 |
2621
Moerus Capital Management
New York
| $306M | – | – | 8.63% | 220% | 16 | – | 0 |
|
| 2622 |
2622
Cubic Asset Management
Boston,
Massachusetts
| $306M | -$59.1M | -16% | 13.7% | 40.5% | 177 | 12.99% | 3.7 |
|
| 2623 |
2623
Caledonia Investments plc (UK)
London England,
United Kingdom
| $306M | -$78.1M | -20% | 11.4% | 61.9% | 14 | 14.29% | 3 |
|
| 2624 |
2624
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $305M | -$32.5M | -10% | 13.5% | 40.2% | 74 | 12.16% | 3.4 |
|
| 2625 |
2625
Nadler Financial Group
Deerfield,
Illinois
| $305M | -$64.9M | -18% | 13.8% | 81.8% | 90 | 15.56% | 3.8 |
|