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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
Ascent Wealth Partners
New Hartford,
New York
| $498M | +$32.6M | +7% | 6.84% | 105% | 152 | 10.53% | 3.7 |
|
| 2702 |
2702
Amarillo National Bank
Amarillo,
Texas
| $497M | +$65.9M | +15% | 5.4% | 63.5% | 100 | 6% | 5.3 |
|
| 2703 |
2703
Fund Management at Engine No 1
San Francisco,
California
| $497M | +$88.7M | +22% | 10.6% | – | 409 | 11.25% | 0.8 |
|
| 2704 |
2704
Integral Health Asset Management
New York
| $496M | +$20M | +4% | 7.36% | 564% | 92 | 56.52% | 0.6 |
|
| 2705 |
HVM
2705
Harvest Volatility Management
Norwalk,
Connecticut
| $496M | +$706K | +0.1% | 22.9% | 24.3% | 134 | 2.99% | 1.8 |
|
| 2706 |
CI
2706
CPMG Inc
Dallas,
Texas
| $496M | +$97.5M | +24% | 64.6% | 878% | 5 | 20% | 2.8 |
|
| 2707 |
2707
Evermay Wealth Management
Arlington,
Virginia
| $496M | +$4.38M | +0.9% | 5.05% | 56.2% | 592 | 13.51% | 2.5 |
|
| 2708 |
2708
Moody Aldrich Partners
Marblehead,
Massachusetts
| $495M | +$1.95M | +0.4% | 8.36% | 312% | 182 | 29.67% | 1.4 |
|
| 2709 |
FAG
2709
Financial Advisory Group
Houston,
Texas
| $495M | +$24.2M | +5% | 7.12% | 20.6% | 95 | 15.79% | 4.8 |
|
| 2710 |
2710
Bensler
Bellevue,
Washington
| $495M | +$45.4M | +10% | 8.24% | 106% | 164 | 12.8% | 1 |
|
| 2711 |
2711
9258 Wealth Management
Blue Ash,
Ohio
| $495M | +$33M | +7% | 7.53% | 49.6% | 339 | 9.44% | 2.9 |
|
| 2712 |
2712
Arkos Global Advisors
Houston,
Texas
| $495M | +$103M | +26% | 3.88% | 43.6% | 100 | 15% | 2.4 |
|
| 2713 |
2713
Tarbox Family Office
Newport Beach,
California
| $495M | +$38.7M | +8% | 5.23% | 66.4% | 101 | 7.92% | 6.5 |
|
| 2714 |
2714
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $495M | -$16.7M | -3% | 9.34% | 140% | 277 | 28.88% | 2.4 |
|
| 2715 |
CCM
2715
Cohen Capital Management
Corte Madera,
California
| $495M | +$3.07M | +0.6% | 5.06% | 91.5% | 140 | 4.29% | 6 |
|
| 2716 |
2716
Biondo Investment Advisors
Milford,
Pennsylvania
| $495M | +$45.7M | +10% | 10.4% | 83.4% | 80 | 13.75% | 5.1 |
|
| 2717 |
2717
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $494M | +$76.3M | +18% | 46.2% | 740% | 3 | 0% | 1.3 |
|
| 2718 |
2718
Passaic Partners
Newark,
New Jersey
| $494M | +$15.8M | +3% | 6.57% | 53.2% | 8 | 12.5% | 1 |
|
| 2719 |
2719
Focused Wealth Management
Newburgh,
New York
| $494M | +$2.3M | +0.5% | 7.37% | 80.9% | 1,173 | 18.24% | 4.2 |
|
| 2720 |
SA
2720
Strategic Advisors
New York
| $494M | +$44.9M | +10% | 9.91% | 106% | 213 | 13.62% | 3.7 |
|
| 2721 |
2721
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $493M | -$251M | -34% | 6.88% | 97.3% | 496 | 19.96% | 3.5 |
|
| 2722 |
2722
Camden National Bank
Camden,
Maine
| $493M | +$13.7M | +3% | 4.24% | 58.2% | 127 | 10.24% | 4.1 |
|
| 2723 |
2723
Crosslink Capital
Menlo Park,
California
| $493M | +$77.9M | +19% | 30.2% | 135% | 20 | 25% | 3.6 |
|
| 2724 |
2724
Exchange Capital Management
Ann Arbor,
Michigan
| $492M | +$36.4M | +8% | 6.4% | 57.8% | 171 | 7.02% | 5 |
|
| 2725 |
2725
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $492M | +$20.2M | +4% | 3.19% | 55.8% | 112 | 10.71% | 4.6 |
|