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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Nicholas Hoffman & Company
Atlanta,
Georgia
| $362M | +$33.6M | +10% | 7.67% | 65.1% | 206 | 9.22% | 2.5 |
|
| 2752 |
2752
Baker Ellis Asset Management
Vancouver,
Washington
| $362M | -$14.4M | -4% | 7.49% | 91.9% | 246 | 15.45% | 4.2 |
|
| 2753 |
2753
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $362M | +$14.7M | +4% | 5.98% | 54.3% | 303 | 13.53% | 3.7 |
|
| 2754 |
2754
Mattern Capital Management
Lakewood,
Colorado
| $361M | – | – | 5.48% | 31.5% | 99 | – | 0 |
|
| 2755 |
3C
2755
361 Capital
Denver,
Colorado
| $361M | -$180M | -33% | 11.6% | 118% | 423 | 56.5% | 0.6 |
|
| 2756 |
RTS
2756
Round Table Services
Westfield,
New Jersey
| $361M | +$23.1M | +7% | 6.47% | 16.1% | 148 | 12.84% | 2.2 |
|
| 2757 |
2757
Roble Belko & Company
Sewickley,
Pennsylvania
| $361M | +$20.4M | +6% | 6.75% | 53.3% | 370 | 15.68% | 2.8 |
|
| 2758 |
SM
2758
Sabby Management
Miami Beach,
Florida
| $361M | +$175M | +94% | 11.5% | 95.5% | 111 | 50.45% | 0.6 |
|
| 2759 |
2759
Oxford Financial Group
Carmel,
Indiana
| $360M | +$43.9M | +14% | 6.46% | 77.2% | 55 | 12.73% | 1.8 |
|
| 2760 |
2760
Ellevest Inc
New York
| $360M | +$74.3M | +26% | 6.67% | 73.8% | 1,102 | 49.46% | 0.3 |
|
| 2761 |
2761
Pensionfund Sabic
Sittard,
Netherlands
| $360M | +$32.5M | +10% | 6.18% | 63.6% | 227 | 18.06% | 2.4 |
|
| 2762 |
2762
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $359M | +$18.9M | +6% | 6.23% | 18.3% | 133 | 12.03% | 3.1 |
|
| 2763 |
2763
Abundance Wealth Counselors
State College,
Pennsylvania
| $359M | +$30.4M | +9% | 6.96% | 107% | 36 | 8.33% | 0.8 |
|
| 2764 |
2764
Noesis Capital Mangement
Boca Raton,
Florida
| $359M | +$49.6M | +16% | 7.94% | 139% | 123 | 21.14% | 3.2 |
|
| 2765 |
ECM
2765
EII Capital Management
New York
| $358M | -$7.24M | -2% | 0.04% | 46.9% | 218 | 8.26% | 2.1 |
|
| 2766 |
2766
East Coast Asset Management
Essex,
Massachusetts
| $358M | +$1.46M | +0.4% | 9.15% | 153% | 65 | 6.15% | 5.6 |
|
| 2767 |
2767
Wealth Architects
Mountain View,
California
| $358M | +$29.6M | +9% | 8.86% | 80.1% | 146 | 13.7% | 3.3 |
|
| 2768 |
2768
Dillon & Associates
Jackson,
Michigan
| $357M | +$28.8M | +9% | 8.97% | 117% | 70 | 7.14% | 4.9 |
|
| 2769 |
2769
Lenox Wealth Management
Cincinnati,
Ohio
| $357M | +$13M | +4% | 5.29% | 24.7% | 780 | 11.92% | 2.1 |
|
| 2770 |
2770
Burleson & Co
Petaluma,
California
| $357M | +$69.9M | +24% | 8.52% | 49.1% | 122 | 17.21% | 1.4 |
|
| 2771 |
2771
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $356M | +$59.1M | +20% | 11.5% | 129% | 67 | 28.36% | 0.9 |
|
| 2772 |
2772
Viking Fund Management
Minot,
North Dakota
| $356M | +$6.06M | +2% | 6.23% | 105% | 120 | 8.33% | 2.5 |
|
| 2773 |
2773
Mizuho Trust & Banking
Tokyo,
Japan
| $356M | +$140M | +65% | 5.44% | 36.1% | 22 | 18.18% | 0.3 |
|
| 2774 |
2774
High Falls Advisors
Rochester,
New York
| $356M | +$32.9M | +10% | 3.99% | 56.9% | 103 | 13.59% | 2.6 |
|
| 2775 |
TA
2775
Trivest Advisors
Hong Kong
| $355M | – | – | 28.6% | 2,977% | 9 | – | 0 |
|