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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 |
NRA
2701
NSI Retail Advisors
Warrendale,
Pennsylvania
| $672M | +$99.1M | +17% | 5.21% | 26.2% | 46 | 67.39% | 1.2 |
|
| 2702 |
2702
Brandywine Trust
Hockessin,
Delaware
| $671M | +$68.8M | +11% | 7.42% | 32.7% | 33 | 6.06% | 7.2 |
|
| 2703 |
2703
Cullen Investment Group
Lafayette,
Louisiana
| $671M | +$43.6M | +7% | 7.77% | 102% | 185 | 5.95% | 0.7 |
|
| 2704 |
2704
Estabrook Capital Management
New York
| $671M | +$20.9M | +3% | 5.91% | 87.2% | 361 | 3.6% | 7.1 |
|
| 2705 |
JC
2705
JBF Capital
Aspen,
Colorado
| $670M | +$23.6M | +4% | 4.97% | 93.6% | 94 | 20.21% | 2 |
|
| 2706 |
2706
OLP Capital Management
Causeway Bay,
Hong Kong
| $669M | +$1.45M | +0.2% | 28.3% | 146% | 7 | 42.86% | 0.7 |
|
| 2707 |
2707
EAM Investors
Solana Beach,
California
| $669M | +$53.6M | +9% | 32.5% | 6,012% | 352 | 63.64% | 0.3 |
|
| 2708 |
2708
Oak Hill Advisors
New York
| $668M | -$132M | -16% | 14.4% | 42.4% | 14 | 7.14% | 4 |
|
| 2709 |
2709
Passaic Partners
Newark,
New Jersey
| $668M | -$11.9M | -2% | 6.84% | 53.2% | 14 | 35.71% | 1.3 |
|
| 2710 |
SC
2710
Sasco Capital
Fairfield,
Connecticut
| $668M | -$40.7M | -6% | 10.8% | 15.5% | 52 | 1.92% | 3.2 |
|
| 2711 |
2711
Abacus Wealth Partners
Santa Monica,
California
| $667M | +$63.7M | +11% | 8.97% | 46% | 95 | 14.74% | 1.9 |
|
| 2712 |
2712
MPM BioImpact
Boston,
Massachusetts
| $667M | +$23.1M | +4% | 8.2% | 550% | 54 | 38.89% | 1.1 |
|
| 2713 |
2713
Alaska Wealth Advisors
Anchorage,
Alaska
| $666M | +$21.8M | +3% | 6.35% | 44.3% | 121 | 14.05% | 2.4 |
|
| 2714 |
2714
BSW Wealth Partners
Boulder,
Colorado
| $666M | +$56.9M | +9% | 7.03% | 75.4% | 338 | 22.78% | 3.3 |
|
| 2715 |
CIA
2715
Covington Investment Advisors
Ligonier,
Pennsylvania
| $665M | +$41.9M | +7% | 7.09% | 100% | 71 | 0% | 6.3 |
|
| 2716 |
2716
Avalon Global Asset Management
San Francisco,
California
| $665M | +$225M | +51% | 1.07% | 278% | 48 | 39.58% | 3.4 |
|
| 2717 |
2717
Mayflower Financial Advisors
Boston,
Massachusetts
| $664M | +$55.4M | +9% | 7.42% | 68.7% | 381 | 8.92% | 2.6 |
|
| 2718 |
2718
Archford Capital Strategies
Swansea,
Illinois
| $664M | +$47M | +8% | 5.83% | 87.4% | 266 | 7.52% | 4.6 |
|
| 2719 |
2719
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $664M | +$65M | +11% | 11.1% | 46% | 2 | 0% | 2 |
|
| 2720 |
2720
Onyx Bridge Wealth Group
Tarrytown,
New York
| $663M | +$54.2M | +9% | 6.02% | 74.6% | 299 | 13.38% | 1.8 |
|
| 2721 |
2721
Parkside Investments
Deerfield,
Illinois
| $663M | +$28.8M | +5% | 5.66% | 70.4% | 101 | 18.81% | 3.5 |
|
| 2722 |
2722
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $662M | +$54.8M | +9% | 8.92% | 140% | 233 | 31.76% | 2.6 |
|
| 2723 |
2723
Capital Planning Advisors
Roseville,
California
| $662M | +$77.9M | +13% | 6.29% | 64.2% | 146 | 11.64% | 4.3 |
|
| 2724 |
2724
Arvest Investments
Lowell,
Arkansas
| $662M | +$38.2M | +6% | 6.62% | 50% | 162 | 3.7% | 0.7 |
|
| 2725 |
2725
Seven Post Investment Office
San Francisco,
California
| $662M | +$122M | +23% | 5.13% | 44.4% | 56 | 3.57% | 3.5 |
|