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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Symmetry Investments
St Helier,
Jersey
| $712M | -$180M | -20% | 3.91% | 148% | 226 | 71.68% | 0.6 |
|
| 2627 |
2627
Avitas Wealth Management
Los Angeles,
California
| $711M | +$28.6M | +4% | 5.97% | 56.2% | 209 | 8.61% | 3.2 |
|
| 2628 |
2628
North Peak Capital Management
New York
| $711M | -$140M | -16% | 1.97% | 301% | 10 | 50% | 1.5 |
|
| 2629 |
2629
Flaharty Asset Management
Clearwater,
Florida
| $711M | +$34.4M | +5% | 4.77% | 33.4% | 450 | 74.22% | 0.9 |
|
| 2630 |
2630
Covalis Capital
London,
United Kingdom
| $711M | -$24.9M | -3% | 11.5% | 37.9% | 89 | 74.16% | 0.3 |
|
| 2631 |
2631
St Louis Trust
Saint Louis,
Missouri
| $711M | +$56.7M | +9% | 7.34% | 71.4% | 125 | 14.4% | 4.7 |
|
| 2632 |
2632
Dillon & Associates
Jackson,
Michigan
| $711M | +$22.8M | +3% | 4.61% | 117% | 85 | 10.59% | 7.1 |
|
| 2633 |
2633
McGuire Investment Group
Wakefield,
Rhode Island
| $710M | +$12.7M | +2% | 2.42% | 202% | 116 | 5.17% | 3.9 |
|
| 2634 |
2634
Pier Capital
Stamford,
Connecticut
| $710M | +$37.4M | +6% | 9.56% | 223% | 143 | 18.18% | 1.8 |
|
| 2635 |
2635
Vision Capital Management
Portland,
Oregon
| $709M | +$37.2M | +6% | 6.87% | 78.4% | 131 | 9.92% | 4.2 |
|
| 2636 |
2636
Bedel Financial Consulting
Indianapolis,
Indiana
| $709M | +$26.4M | +4% | 2.94% | 104% | 263 | 6.08% | 4.3 |
|
| 2637 |
AA
2637
AF Advisors
Sacramento,
California
| $708M | +$163M | +30% | 30.1% | 76.5% | 23 | 8.7% | 2.4 |
|
| 2638 |
2638
Managed Asset Portfolios
Rochester,
Michigan
| $708M | +$33.3M | +5% | 7.48% | 99.2% | 48 | 10.42% | 4 |
|
| 2639 |
2639
Baker Ellis Asset Management
Vancouver,
Washington
| $707M | +$43.1M | +6% | 6.93% | 91.9% | 231 | 11.26% | 5.2 |
|
| 2640 |
2640
D'Orazio & Associates
Falls Church,
Virginia
| $706M | +$54.3M | +8% | 6.69% | 61.2% | 258 | 17.05% | 2.9 |
|
| 2641 |
2641
HHM Wealth Advisors
Chattanooga,
Tennessee
| $705M | +$40.5M | +6% | 7.09% | 62.3% | 842 | 13.9% | 2.7 |
|
| 2642 |
2642
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $704M | +$161M | +30% | 4.64% | 83% | 1,233 | 17.84% | 1.7 |
|
| 2643 |
2643
Lee Financial
Dallas,
Texas
| $704M | +$90.5M | +15% | 6.63% | 75% | 188 | 26.06% | 4.2 |
|
| 2644 |
2644
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $703M | +$60.3M | +9% | 7.05% | 80.3% | 193 | 18.65% | 2.3 |
|
| 2645 |
2645
Pinnbrook Capital Management
New York
| $703M | +$229M | +48% | 17.6% | 913% | 107 | 69.16% | 0.2 |
|
| 2646 |
2646
Power Corp of Canada
Montreal, Quebec,
Canada
| $703M | -$88.7M | -11% | 11% | 14.4% | 3 | 0% | 1.6 |
|
| 2647 |
2647
Stevens Capital Management
Radnor,
Pennsylvania
| $703M | +$407M | +138% | 5.99% | 108% | 314 | 67.2% | 0.4 |
|
| 2648 |
FCP
2648
Fine Capital Partners
New York
| $702M | -$142M | -17% | 13.5% | 95.5% | 2 | 50% | 11.3 |
|
| 2649 |
2649
Sharkey, Howes & Javer
Denver,
Colorado
| $702M | +$83.2M | +13% | 5.28% | 60.2% | 152 | 28.95% | 2.6 |
|
| 2650 |
2650
Towle & Co
Denver,
Colorado
| $701M | -$62M | -8% | 2.31% | 172% | 62 | 19.35% | 1.7 |
|