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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
McGuire Investment Group
Wakefield,
Rhode Island
| $532M | +$4.88M | +0.9% | 0.32% | 202% | 121 | 6.61% | 2 |
|
| 2752 |
2752
Litman Gregory Wealth Management
Larkspur,
California
| $531M | -$4.5M | -0.8% | 2.65% | 55.5% | 83 | 18.07% | 3.4 |
|
| 2753 |
2753
Dean Investment Associates
Beavercreek,
Ohio
| $530M | -$11.5M | -2% | 0.58% | 63.5% | 242 | 8.26% | 3 |
|
| 2754 |
CFMC
2754
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $530M | -$1.9M | -0.4% | 0.94% | 69.6% | 201 | 3.48% | 4.6 |
|
| 2755 |
2755
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $530M | -$274M | -34% | 4.6% | 98.1% | 58 | 60.34% | 0.4 |
|
| 2756 |
2756
Rinet Company
Boston,
Massachusetts
| $530M | -$5.19M | -1% | 1.18% | 33.1% | 88 | 10.23% | 1.8 |
|
| 2757 |
2757
Hendershot Investments
Centreville,
Virginia
| $529M | +$69.5M | +15% | 0.41% | 50.5% | 102 | 9.8% | 4.2 |
|
| 2758 |
2758
RK Capital Management (Colorado)
Denver,
Colorado
| $528M | -$3.74M | -0.7% | 2.73% | 89% | 69 | 15.94% | 1.8 |
|
| 2759 |
2759
Financial Enhancement Group
Anderson,
Indiana
| $528M | +$41.1M | +8% | 0.44% | 62.2% | 321 | 20.56% | 2.1 |
|
| 2760 |
2760
Duncker Streett & Co
St. Louis,
Missouri
| $528M | -$14.3M | -3% | 0.81% | 102% | 524 | 6.87% | 4.2 |
|
| 2761 |
2761
Elite Wealth Management
Kirkland,
Washington
| $528M | -$569M | -52% | 1.38% | 142% | 65 | 13.85% | 2.4 |
|
| 2762 |
2762
Towercrest Capital Management
Newtown,
Pennsylvania
| $528M | +$11.2M | +2% | 1.29% | 42.6% | 96 | 9.38% | 3 |
|
| 2763 |
2763
Legato Capital Management
San Francisco,
California
| $528M | -$181M | -26% | 0.03% | 243% | 376 | 51.33% | 1.5 |
|
| 2764 |
2764
HeadInvest LLC
Portland,
Maine
| $527M | +$1.6M | +0.3% | 0.48% | 59.1% | 231 | 6.06% | 3.7 |
|
| 2765 |
2765
TRV GP III
Boston,
Massachusetts
| $527M | -$46M | -8% | 33.8% | 170% | 7 | 0% | 2 |
|
| 2766 |
2766
Soviero Asset Management
New York
| $526M | -$608M | -54% | 8.24% | 676% | 65 | 70.77% | 0.3 |
|
| 2767 |
HCP
2767
Holt Capital Partners
Fort Worth,
Texas
| $526M | +$4.5M | +0.9% | 0.37% | 69.5% | 161 | 4.97% | 4.8 |
|
| 2768 |
2768
Strategic Wealth Partners Group
Deerfield,
Illinois
| $525M | – | – | 0.79% | – | 64 | – | 2.5 |
|
| 2769 |
2769
Corsair Capital Management
New York
| $525M | -$50.1M | -9% | 1.54% | 435% | 146 | 46.58% | 1.4 |
|
| 2770 |
2770
Silicon Valley Capital Partners
San Jose,
California
| $525M | +$22.4M | +4% | 0.92% | 103% | 71 | 9.86% | 1.9 |
|
| 2771 |
2771
Cartica Management
Washington,
District of Columbia
| $525M | +$3.03M | +0.6% | 5.7% | 92.9% | 15 | 20% | 0.8 |
|
| 2772 |
2772
Zevin Asset Management
Boston,
Massachusetts
| $525M | +$22M | +4% | 1.38% | 71.7% | 108 | 12.96% | 4.1 |
|
| 2773 |
GWI
2773
Grace & White Inc
Ny,
New York
| $524M | -$24.5M | -4% | 0.06% | 59.6% | 134 | 2.24% | 5.8 |
|
| 2774 |
2774
South Street Advisors
New York
| $524M | -$14.8M | -3% | 0.29% | 169% | 72 | 11.11% | 2.1 |
|
| 2775 |
2775
Summit Financial Strategies
Columbus,
Ohio
| $523M | +$18.6M | +4% | 1.18% | 59.4% | 122 | 7.38% | 2 |
|