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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
AGF Investments America
Toronto,
Ontario, Canada
| $549M | +$27.2M | +5% | 5.01% | 72.1% | 73 | 21.92% | 4.3 |
|
| 2727 |
2727
Herald Investment Management
London,
United Kingdom
| $549M | -$67.3M | -11% | 10.2% | 493% | 110 | 10% | 4 |
|
| 2728 |
2728
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $549M | +$37M | +7% | 0.22% | 84.5% | 496 | 26.21% | 1.8 |
|
| 2729 |
2729
Glassman Wealth Services
Vienna,
Virginia
| $548M | +$4.36M | +0.8% | 3.85% | 62.6% | 2,094 | 24.45% | 2.7 |
|
| 2730 |
2730
MA Private Wealth
San Carlos,
California
| $548M | -$8.93M | -2% | 3.76% | 57.5% | 93 | 10.75% | 1.9 |
|
| 2731 |
2731
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $548M | -$27.2M | -5% | 6.41% | 55.8% | 109 | 8.26% | 4.2 |
|
| 2732 |
2732
Intelligence Driven Advisers
Carlsbad,
California
| $547M | +$2.75M | +0.5% | 5.85% | 65.6% | 98 | 20.41% | 1.3 |
|
| 2733 |
2733
Gifford Fong Associates
Lafayette,
California
| $547M | -$24.6M | -4% | 2.48% | 180% | 139 | 0.72% | 3.5 |
|
| 2734 |
2734
Alaska Wealth Advisors
Anchorage,
Alaska
| $547M | -$17.2M | -3% | 3.98% | 44.3% | 58 | 24.14% | 2.2 |
|
| 2735 |
2735
RiverPark Advisors
New York
| $546M | -$286M | -34% | 9.73% | 87.5% | 285 | 57.19% | 1 |
|
| 2736 |
2736
Sunbelt Securities
Houston,
Texas
| $546M | -$69.4M | -11% | 2.93% | 83.5% | 496 | 15.52% | 2.3 |
|
| 2737 |
2737
Mainstay Capital Management
Grand Blanc,
Michigan
| $546M | +$215M | +65% | 3.11% | 131% | 135 | 22.22% | 1.9 |
|
| 2738 |
2738
Column Capital Advisors
Indianapolis,
Indiana
| $546M | +$26.8M | +5% | 4.55% | 20.4% | 843 | 18.03% | 1.8 |
|
| 2739 |
2739
McGuire Investment Group
Wakefield,
Rhode Island
| $545M | -$62.2M | -10% | 9.74% | 202% | 135 | 16.3% | 2.2 |
|
| 2740 |
2740
Legion Partners Asset Management
Los Angeles,
California
| $545M | +$10.8M | +2% | 5.31% | 206% | 17 | 5.88% | 1.4 |
|
| 2741 |
2741
Institutional Venture Management XV
Menlo Park,
California
| $545M | -$279M | -34% | 24.6% | 116% | 7 | 0% | 0.8 |
|
| 2742 |
2742
Cornerstone Wealth Group
Huntersville,
North Carolina
| $545M | -$39.4M | -7% | 2.1% | 96% | 170 | 26.47% | 1.7 |
|
| 2743 |
2743
Flaharty Asset Management
Clearwater,
Florida
| $545M | +$1.25M | +0.2% | 4.55% | 33.4% | 143 | 20.98% | 2.3 |
|
| 2744 |
2744
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $545M | +$34M | +7% | 2.57% | 40.2% | 81 | 13.58% | 4.6 |
|
| 2745 |
2745
Aviance Capital Partners
Naples,
Florida
| $545M | -$55.7M | -9% | 3.39% | 109% | 267 | 11.61% | 4.3 |
|
| 2746 |
2746
JGP Wealth Management
Bend,
Oregon
| $542M | +$5.1M | +0.9% | 5.49% | 87.8% | 166 | 8.43% | 2.5 |
|
| 2747 |
2747
EAM Global Investors
Solana Beach,
California
| $542M | -$20.8M | -4% | 25.6% | 2,399% | 312 | 74.36% | 0.2 |
|
| 2748 |
CFMC
2748
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $542M | -$23.5M | -4% | 4.28% | 69.6% | 212 | 8.02% | 5 |
|
| 2749 |
2749
North Growth Management
Vancouver,
British Columbia, Canada
| $541M | -$60.4M | -10% | 10% | 243% | 57 | 24.56% | 2.2 |
|
| 2750 |
SCM
2750
Somerset Capital Management
London,
United Kingdom
| $541M | -$314M | -37% | 12.5% | 7.5% | 15 | 33.33% | 1.9 |
|