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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
Gilman Hill Asset Management
New Canaan,
Connecticut
| $492M | +$4.29M | +0.9% | 3.94% | 54.2% | 220 | 11.82% | 4.2 |
|
| 2727 |
2727
PFG Investments
Woodbury,
New York
| $492M | – | – | 10.8% | 106% | 496 | – | 0 |
|
| 2728 |
2728
GPI Capital
New York
| $491M | +$90.4M | +23% | 23.9% | 261% | 6 | 0% | 1.7 |
|
| 2729 |
2729
Zevin Asset Management
Boston,
Massachusetts
| $490M | +$29.9M | +6% | 8.64% | 71.7% | 83 | 10.84% | 5.2 |
|
| 2730 |
2730
Laidlaw Wealth Management
New York City,
New York
| $490M | +$23.6M | +5% | 8.71% | 150% | 382 | 9.69% | 1.5 |
|
| 2731 |
2731
HHM Wealth Advisors
Chattanooga,
Tennessee
| $490M | +$52.3M | +12% | 5.62% | 62.3% | 835 | 19.52% | 1.7 |
|
| 2732 |
2732
Proffitt & Goodson
Knoxville,
Tennessee
| $490M | +$20.2M | +4% | 5.28% | 48.5% | 242 | 5.37% | 3.9 |
|
| 2733 |
CANC
2733
Culbertson A N & Co
Charlottesville,
Virginia
| $490M | +$14.8M | +3% | 4.03% | 87.5% | 120 | 4.17% | 6.9 |
|
| 2734 |
2734
Legacy Financial Advisors
Covington,
Kentucky
| $489M | +$25.3M | +5% | 5.81% | 86.3% | 268 | 16.04% | 1.8 |
|
| 2735 |
2735
Roble Belko & Company
Sewickley,
Pennsylvania
| $489M | +$19.1M | +4% | 5.18% | 53.3% | 347 | 8.65% | 4.5 |
|
| 2736 |
SP
2736
Solel Partners
Boston,
Massachusetts
| $489M | +$42.6M | +10% | 11.7% | 25.9% | 28 | 25% | 1.4 |
|
| 2737 |
2737
HGC Investment Management
Toronto,
Ontario, Canada
| $489M | -$482M | -50% | 2.96% | 33.2% | 392 | 55.1% | 0.5 |
|
| 2738 |
IR
2738
IAT Reinsurance
New York
| $489M | -$17.1M | -3% | 4.88% | 60.2% | 83 | 10.84% | 4.6 |
|
| 2739 |
2739
River Global Investors
London,
United Kingdom
| $488M | +$22.8M | +5% | 10.2% | 49.7% | 202 | 11.88% | 2.8 |
|
| 2740 |
2740
BSW Wealth Partners
Boulder,
Colorado
| $488M | +$22.5M | +5% | 6.85% | 75.4% | 341 | 16.72% | 2.6 |
|
| 2741 |
2741
CAS Investment Partners
Westport,
Connecticut
| $488M | +$68.8M | +16% | 26.3% | 527% | 6 | 16.67% | 3.2 |
|
| 2742 |
2742
South Street Advisors
New York
| $487M | +$34.2M | +8% | 10.9% | 169% | 78 | 12.82% | 3 |
|
| 2743 |
2743
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $487M | +$30.6M | +7% | 8.17% | 61.5% | 117 | 5.13% | 3 |
|
| 2744 |
2744
Qtron Investments
Boston,
Massachusetts
| $486M | +$10.4M | +2% | 9.72% | 140% | 459 | 20.92% | 1.5 |
|
| 2745 |
2745
American Investment Services
Great Barrington,
Massachusetts
| $486M | +$64 | +0% | 5.36% | 63.1% | 134 | 0% | 4.7 |
|
| 2746 |
2746
McMorgan & Co
San Francisco,
California
| $486M | +$19.5M | +4% | 5.65% | 30.1% | 60 | 21.67% | 1.3 |
|
| 2747 |
2747
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $486M | +$63.3M | +15% | 5.06% | 18.3% | 157 | 12.1% | 4.4 |
|
| 2748 |
BIM
2748
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $486M | +$37.7M | +8% | 14.2% | 48.4% | 102 | 9.8% | 4.7 |
|
| 2749 |
2749
Honeycomb Asset Management
New York
| $485M | +$109M | +29% | 20.8% | 49% | 45 | 71.11% | 0.3 |
|
| 2750 |
2750
Liberty Wealth Management
Oakland,
California
| $485M | – | – | 8.26% | 64.2% | 230 | – | 1.4 |
|