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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
Almanack Investment Partners
Wayne,
Pennsylvania
| $569M | +$62.4M | +12% | 1.8% | 77.8% | 179 | 14.53% | 1.8 |
|
| 2602 |
2602
Lake Street Private Wealth
Chicago,
Illinois
| $569M | +$33.2M | +6% | 7.7% | 105% | 304 | 10.53% | 2.2 |
|
| 2603 |
2603
Cornerstone Advisory
Hunt Valley,
Maryland
| $569M | +$13.9M | +3% | 5.67% | 53.5% | 218 | 6.88% | 4.1 |
|
| 2604 |
2604
Rockbridge Investment Management
Syracuse,
New York
| $569M | +$25.9M | +5% | 2.48% | 38.6% | 111 | 4.5% | 2.5 |
|
| 2605 |
2605
Mirova
Paris,
France
| $568M | -$125M | -18% | 1.28% | 64.6% | 166 | 3.01% | 1.8 |
|
| 2606 |
2606
Perennial Investment Advisors
Los Angeles,
California
| $568M | +$30.1M | +6% | 7.6% | 84.3% | 399 | 17.04% | 1.3 |
|
| 2607 |
2607
Rodgers Brothers
Harmony,
Pennsylvania
| $568M | +$47.2M | +9% | 6.27% | 108% | 218 | 10.55% | 5.7 |
|
| 2608 |
2608
Kadensa Capital
Central,
Hong Kong
| $568M | +$68M | +14% | 12.3% | 191% | 36 | 58.33% | 0.4 |
|
| 2609 |
2609
Ascent Wealth Partners
New Hartford,
New York
| $568M | +$70M | +14% | 6.82% | 105% | 161 | 11.18% | 3.6 |
|
| 2610 |
2610
Arbor Investment Advisors
Winston Salem,
North Carolina
| $568M | +$24.5M | +5% | 3.59% | 44.3% | 110 | 9.09% | 4 |
|
| 2611 |
2611
Hardy Reed
Tupelo,
Mississippi
| $567M | -$914K | -0.2% | 5.64% | 69.7% | 115 | 18.26% | 2.6 |
|
| 2612 |
2612
Nemes Rush Group
Novi,
Michigan
| $567M | – | – | 9.58% | 111% | 677 | – | 0 |
|
| 2613 |
EEP
2613
Edgehill Endowment Partners
Hamden,
Connecticut
| $566M | +$65.7M | +13% | 3.31% | 11.6% | 9 | 22.22% | 2.7 |
|
| 2614 |
2614
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $566M | +$106M | +23% | 4.92% | 55.5% | 167 | 9.58% | 1.4 |
|
| 2615 |
2615
Anatole Investment Management
Central,
Hong Kong
| $566M | +$388M | +219% | 18% | 3,486% | 8 | 75% | 0.1 |
|
| 2616 |
2616
Great Lakes Retirement
Sandusky,
Ohio
| $566M | +$34.7M | +7% | 7.24% | 108% | 239 | 17.57% | 1.4 |
|
| 2617 |
2617
Moloney Securities Asset Management
Manchester,
Missouri
| $566M | +$28.7M | +5% | 5.65% | 86% | 472 | 16.53% | 3.1 |
|
| 2618 |
2618
Stillwater Capital Advisors
Devon,
Pennsylvania
| $565M | +$50.3M | +10% | 11.2% | 121% | 72 | 8.33% | 5.1 |
|
| 2619 |
2619
Minot Capital
Broomfield,
Colorado
| $564M | +$11.8M | +2% | 8.09% | 19.6% | 21 | 9.52% | 2.8 |
|
| 2620 |
2620
PFG Investments
Woodbury,
New York
| $564M | +$72M | +15% | 7.19% | 106% | 545 | 13.39% | 0.2 |
|
| 2621 |
2621
Acorn Financial Advisory Services
Reston,
Virginia
| $563M | +$49.1M | +10% | 7.59% | 96.9% | 248 | 11.69% | 2.2 |
|
| 2622 |
GA
2622
GRS Advisors
Chicago,
Illinois
| $562M | +$38.9M | +7% | 5.42% | 54.3% | 37 | 40.54% | 0.9 |
|
| 2623 |
2623
Penn Davis McFarland
Dallas,
Texas
| $562M | +$16.5M | +3% | 3% | 100% | 46 | 8.7% | 4.7 |
|
| 2624 |
2624
Oslo Pensjonsforsikring
Oslo,
| $561M | +$44.1M | +9% | 9.25% | 79% | 16 | 0% | 4.5 |
|
| 2625 |
2625
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $561M | +$24.6M | +5% | 5.74% | 31% | 1,219 | 66.37% | 0.3 |
|