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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
Great Waters Wealth Management
Shoreview,
Minnesota
| $465M | – | – | 7.68% | 49% | 86 | – | 0 |
|
| 2727 |
2727
Hanson & Doremus Investment Management
Burlington,
Vermont
| $465M | +$77.5M | +20% | 9.64% | 86.3% | 574 | 19.51% | 4.8 |
|
| 2728 |
2728
Advocate Group
Minnetonka,
Minnesota
| $464M | +$59.9M | +15% | 12.5% | 56.3% | 121 | 10.74% | 0.5 |
|
| 2729 |
2729
Summit Financial Strategies
Columbus,
Ohio
| $464M | +$43.3M | +10% | 9.77% | 59.4% | 128 | 12.5% | 2.8 |
|
| 2730 |
2730
Land & Buildings Investment Management
Stamford,
Connecticut
| $464M | +$9.9M | +2% | 5.79% | 53.9% | 22 | 18.18% | 1.3 |
|
| 2731 |
2731
Legacy Financial Advisors
Covington,
Kentucky
| $464M | +$45.9M | +11% | 10% | 86.3% | 258 | 20.16% | 1.7 |
|
| 2732 |
2732
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $464M | +$105M | +29% | 7.4% | 55.5% | 160 | 15% | 1 |
|
| 2733 |
VM
2733
VPR Management
Houston,
Texas
| $463M | +$19.8M | +4% | 7.64% | 54.5% | 53 | 47.17% | 2.1 |
|
| 2734 |
2734
Meteora Capital
Boca Raton,
Florida
| $462M | +$66.9M | +17% | 0.27% | 56.9% | 580 | 60.86% | 0.3 |
|
| 2735 |
2735
Dillon & Associates
Jackson,
Michigan
| $462M | +$31.2M | +7% | 9.19% | 117% | 77 | 3.9% | 6.2 |
|
| 2736 |
2736
9258 Wealth Management
Blue Ash,
Ohio
| $462M | +$71M | +18% | 9.96% | 49.6% | 347 | 13.83% | 2.6 |
|
| 2737 |
2737
McGuire Investment Group
Wakefield,
Rhode Island
| $462M | +$23.1M | +5% | 9.12% | 202% | 121 | 11.57% | 2.9 |
|
| 2738 |
2738
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $462M | +$203M | +78% | 11% | 98% | 143 | 36.36% | 2.3 |
|
| 2739 |
2739
Destiny Wealth Partners
Tavares,
Florida
| $462M | +$16.8M | +4% | 5.9% | 63.7% | 723 | 25.45% | 1 |
|
| 2740 |
2740
Oak Hill Capital Management
New York
| $462M | -$69.7M | -13% | 4.4% | 1.19% | 2 | 50% | 1 |
|
| 2741 |
2741
Skaana Management
Brooklyn,
New York
| $462M | +$171M | +59% | 3.62% | 269% | 232 | 73.71% | 0.2 |
|
| 2742 |
2742
GYL Financial Synergies
West Hartford,
Connecticut
| $462M | +$95.1M | +26% | 8.17% | 36% | 223 | 17.94% | 2.3 |
|
| 2743 |
2743
Wallington Asset Management
Indianapolis,
Indiana
| $462M | +$39.2M | +9% | 9.49% | 108% | 85 | 17.65% | 4.5 |
|
| 2744 |
2744
RenaissanceRe Holdings
Pembroke,
Bermuda
| $461M | -$344M | -43% | 4.08% | 40.8% | 9 | 11.11% | 1.8 |
|
| 2745 |
2745
Zevin Asset Management
Boston,
Massachusetts
| $460M | +$37.1M | +9% | 8.41% | 71.7% | 83 | 15.66% | 5.1 |
|
| 2746 |
2746
Bleichroeder LP
New York
| $460M | -$19.1M | -4% | 2.82% | 202% | 94 | 9.57% | 2 |
|
| 2747 |
2747
Faithward Advisors
Lancaster,
Pennsylvania
| $460M | +$38M | +9% | 6.05% | 119% | 277 | 17.33% | 1.5 |
|
| 2748 |
2748
Sunflower Bank
Dallas,
Texas
| $459M | +$18.5M | +4% | 9.51% | 42.7% | 119 | 9.24% | 2.2 |
|
| 2749 |
EEP
2749
Edgehill Endowment Partners
Hamden,
Connecticut
| $459M | +$70.5M | +18% | 3.87% | 11.6% | 9 | 0% | 2.6 |
|
| 2750 |
PGCM
2750
Prescott Group Capital Management
Tulsa,
Oklahoma
| $459M | +$135M | +42% | 22.6% | 148% | 205 | 41.46% | 1.7 |
|