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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Rodgers Brothers
Harmony,
Pennsylvania
| $306M | -$404K | -0.1% | 3.91% | 108% | 193 | 14.51% | 3 |
|
| 2702 |
2702
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $306M | +$10.2M | +3% | 0.15% | 140% | 210 | 40.48% | 1.6 |
|
| 2703 |
2703
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $306M | +$15M | +5% | 1.22% | 63.2% | 440 | 65% | 0.9 |
|
| 2704 |
2704
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $306M | -$5.41M | -2% | 1.53% | 69.7% | 71 | 2.82% | 3.8 |
|
| 2705 |
2705
Miller Investment Management
West Conshohocken,
Pennsylvania
| $305M | -$22.5M | -7% | 2.64% | 60.2% | 78 | 8.97% | 3.2 |
|
| 2706 |
2706
Montecito Bank & Trust
Santa Barbara,
California
| $305M | -$2.11M | -0.7% | 0.78% | – | 197 | 18.27% | 2.6 |
|
| 2707 |
2707
Tairen Capital
Hong Kong
| $305M | +$209M | +218% | 5.34% | 462% | 17 | 88.24% | 0 |
|
| 2708 |
2708
FRG Family Wealth Advisors
Bellevue,
Washington
| $305M | -$8.44M | -3% | 0.37% | 76.4% | 154 | 11.04% | 1.9 |
|
| 2709 |
2709
Northside Capital Management
Hood River,
Oregon
| $305M | -$46M | -13% | 2.37% | 99.6% | 65 | 1.54% | 2.4 |
|
| 2710 |
ARMC
2710
American Research & Management Company
Marion,
Massachusetts
| $305M | -$19.5M | -6% | 0.84% | 35.1% | 397 | 15.11% | 3.2 |
|
| 2711 |
2711
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $304M | +$13.2M | +5% | 1.46% | 71.4% | 157 | 15.92% | 1.8 |
|
| 2712 |
2712
BHZ Capital Management
San Jose,
California
| $304M | +$24.3M | +9% | 0.63% | 3.24% | 120 | 15.83% | 1.4 |
|
| 2713 |
IA
2713
Independence Advisors
Wayne,
Pennsylvania
| $303M | +$6.8M | +2% | 1.11% | 24.4% | 80 | 10% | 1.3 |
|
| 2714 |
2714
Capstone Financial Advisors
Downers Grove,
Illinois
| $303M | +$35.1M | +13% | 0.84% | 54.5% | 102 | 24.51% | 2.1 |
|
| 2715 |
2715
Snow Park Capital Partners
New York
| $303M | +$65.3M | +27% | 5.97% | – | 79 | 59.49% | 0.1 |
|
| 2716 |
2716
Wealth Architects
Mountain View,
California
| $302M | -$2.98M | -1% | 0.95% | 80.1% | 136 | 10.29% | 2.4 |
|
| 2717 |
2717
JCIC Asset Management
Toronto,
Ontario, Canada
| $302M | -$2.49M | -0.8% | 3.79% | – | 127 | 51.18% | 1 |
|
| 2718 |
2718
Pacific Grove Capital
San Francisco,
California
| $302M | +$90.7M | +43% | 7.95% | 9.9% | 101 | 51.49% | 0.4 |
|
| 2719 |
2719
Arete Wealth Advisors
Chicago,
Illinois
| $302M | -$5.57M | -2% | 0.54% | 85.3% | 357 | 22.97% | 1.3 |
|
| 2720 |
2720
Advanced Asset Management Advisors
Dublin,
Ohio
| $301M | -$2.91M | -1% | 0.09% | 93.6% | 128 | 6.25% | 0.2 |
|
| 2721 |
2721
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $301M | +$90M | +43% | 2.13% | 36.3% | 5 | 0% | 1.6 |
|
| 2722 |
2722
Greenline Partners
New York
| $301M | -$279K | -0.1% | 1.78% | 69.6% | 71 | 14.08% | 0.2 |
|
| 2723 |
VHMC
2723
Value Holdings Management Company
Hampton Bays,
New York
| $301M | +$15.3M | +5% | 3.26% | 125% | 30 | 6.67% | 3.4 |
|
| 2724 |
2724
Foresite Capital Management II
Larkspur,
California
| $301M | +$14.4M | +5% | 4.93% | 66.2% | 15 | 53.33% | 1.2 |
|
| 2725 |
2725
Security National Trust
Wheeling,
West Virginia
| $301M | -$9.6M | -3% | 1.69% | 58.3% | 409 | 9.78% | 3.8 |
|