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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Resonant Capital Advisors
Madison,
Wisconsin
| $575M | +$57.4M | +11% | 0.71% | 56.5% | 191 | 11.52% | 1.4 |
|
| 2652 |
2652
D.L. Carlson Investment Group
Concord,
New Hampshire
| $575M | -$2.94M | -0.5% | 1.53% | 113% | 156 | 13.46% | 3.2 |
|
| 2653 |
2653
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $574M | -$13M | -2% | 0.87% | 74.8% | 263 | 10.65% | 3.2 |
|
| 2654 |
2654
Brouwer & Janachowski
Mill Valley,
California
| $574M | -$2.26M | -0.4% | 0.74% | 41.8% | 72 | 23.61% | 3.4 |
|
| 2655 |
2655
Caledonia Investments plc (UK)
London England,
United Kingdom
| $572M | +$19.1M | +3% | 2.48% | 61.9% | 11 | 0% | 4.8 |
|
| 2656 |
NFAM
2656
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $572M | +$3.71M | +0.7% | 6.8% | 104% | 151 | 87.42% | 0.1 |
|
| 2657 |
2657
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $572M | +$33.6M | +6% | 0.75% | 282% | 34 | 38.24% | 1.5 |
|
| 2658 |
2658
Granger Management
New York
| $572M | +$77.5M | +16% | 3.05% | 69.9% | 33 | 6.06% | 0.7 |
|
| 2659 |
2659
Nicholas Hoffman & Company
Atlanta,
Georgia
| $570M | +$16.1M | +3% | 0.59% | 71.9% | 278 | 9.71% | 2.9 |
|
| 2660 |
2660
RBO & Co
Saint Helena,
California
| $570M | -$2.73M | -0.5% | 0.04% | 27.9% | 63 | 6.35% | 4.1 |
|
| 2661 |
2661
Night Owl Capital Management
Greenwich,
Connecticut
| $570M | +$63.3M | +13% | 6.58% | 162% | 28 | 17.86% | 3.7 |
|
| 2662 |
2662
Institute for Wealth Management
Denver,
Colorado
| $570M | +$192K | +0% | 0.46% | 137% | 509 | 9.04% | 2.2 |
|
| 2663 |
2663
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $569M | -$5.38M | -0.9% | 0.52% | 34.5% | 395 | 9.11% | 2.1 |
|
| 2664 |
2664
Dudley & Shanley
Palm Beach,
Florida
| $569M | -$37.6M | -6% | 0.02% | 67.9% | 31 | 0% | 2.7 |
|
| 2665 |
2665
Beach Point Capital Management
Santa Monica,
California
| $568M | -$38.8M | -6% | 1.12% | 84.1% | 45 | 28.89% | 0.9 |
|
| 2666 |
2666
North Growth Management
Vancouver,
British Columbia, Canada
| $567M | -$48.1M | -8% | 6.88% | 243% | 51 | 3.92% | 2.7 |
|
| 2667 |
2667
ACME LLC
San Francisco,
California
| $566M | +$512M | +938% | 17.5% | 199% | 8 | 50% | 0.3 |
|
| 2668 |
2668
Aviance Capital Partners
Naples,
Florida
| $566M | -$5.53M | -1% | 1.82% | 109% | 262 | 8.02% | 3.9 |
|
| 2669 |
2669
Cornerstone Wealth Group
Huntersville,
North Carolina
| $566M | +$74.7M | +15% | 0.35% | 96% | 168 | 23.21% | 1.3 |
|
| 2670 |
2670
Virtue Capital Management
Brentwood,
Tennessee
| $565M | +$64M | +13% | 1.01% | 97.9% | 398 | 23.62% | 0.8 |
|
| 2671 |
2671
Wolf Hill Capital Management
Greenwich,
Connecticut
| $565M | +$196M | +53% | 4.1% | 384% | 39 | 53.85% | 0.3 |
|
| 2672 |
2672
Golden Gate Private Equity
San Francisco,
California
| $565M | -$234M | -29% | 20.9% | 8.72% | 14 | 57.14% | 0.9 |
|
| 2673 |
2673
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $564M | +$16.8M | +3% | 1.46% | 97.3% | 2,295 | 10.24% | 2 |
|
| 2674 |
2674
Tanglewood Wealth Management
Houston,
Texas
| $563M | +$4.56M | +0.8% | 1.05% | 64.6% | 23 | 4.35% | 2.9 |
|
| 2675 |
2675
KWB Wealth
Redlands,
California
| $563M | +$41.8M | +8% | 0.87% | 54.8% | 92 | 14.13% | 0.7 |
|