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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $523M | +$84M | +19% | 0.35% | 117% | 245 | 20.82% | 3.2 |
|
| 2777 |
2777
East Coast Asset Management
Essex,
Massachusetts
| $523M | -$3.58M | -0.7% | 0.35% | 167% | 66 | 1.52% | 6.7 |
|
| 2778 |
2778
TrinityPoint Wealth
Milford,
Connecticut
| $523M | +$33.6M | +7% | 0.83% | 28.4% | 319 | 22.26% | 1.5 |
|
| 2779 |
2779
Ascent Wealth Partners
New Hartford,
New York
| $523M | -$1.53M | -0.3% | 0.62% | 105% | 152 | 5.26% | 3.6 |
|
| 2780 |
2780
Salesforce Inc
San Francisco,
California
| $522M | -$412M | -44% | 26.1% | 33.9% | 7 | 42.86% | 0.4 |
|
| 2781 |
2781
Dillon & Associates
Jackson,
Michigan
| $522M | +$11.4M | +2% | 2.72% | 117% | 72 | 1.39% | 5.6 |
|
| 2782 |
2782
Buffington Mohr McNeal
Boise,
Idaho
| $522M | +$11.7M | +2% | 1.41% | 29.3% | 124 | 5.65% | 4.2 |
|
| 2783 |
2783
Alaska Wealth Advisors
Anchorage,
Alaska
| $521M | +$8.92M | +2% | 0.89% | 44.3% | 48 | 2.08% | 2 |
|
| 2784 |
AIM
2784
Aigen Investment Management
New York
| $521M | -$52.2M | -9% | 4.25% | 55.5% | 730 | 79.32% | 0.2 |
|
| 2785 |
2785
Chemung Canal Trust
Elmira,
New York
| $521M | -$2.33M | -0.4% | 0.21% | 80.9% | 123 | 4.07% | 5.2 |
|
| 2786 |
2786
Front Street Capital Management
Missoula,
Montana
| $520M | -$29.4M | -5% | 4.64% | 316% | 69 | 11.59% | 3.4 |
|
| 2787 |
IMOV
2787
Investment Management of Virginia
Richmond,
Virginia
| $520M | +$702K | +0.1% | 0.12% | 93.4% | 166 | 6.63% | 4.8 |
|
| 2788 |
2788
Chatham Capital Group
Savannah,
Georgia
| $520M | +$2.36M | +0.5% | 0.21% | 97% | 198 | 7.07% | 4.1 |
|
| 2789 |
2789
IBEX Wealth Advisors
Bedminster,
New Jersey
| $519M | +$19.2M | +4% | 0.15% | 221% | 450 | 62% | 0.5 |
|
| 2790 |
2790
Baker Ellis Asset Management
Vancouver,
Washington
| $519M | +$8.69M | +2% | 0.21% | 91.9% | 207 | 8.21% | 4.4 |
|
| 2791 |
2791
Camden National Bank
Camden,
Maine
| $519M | -$10.6M | -2% | 1.17% | 48.8% | 157 | 12.1% | 2.8 |
|
| 2792 |
2792
Barometer Capital Management
Toronto,
Ontario, Canada
| $518M | -$10.1M | -2% | 5.25% | 339% | 165 | 44.85% | 0.6 |
|
| 2793 |
2793
Shepherd Financial Partners
Winchester,
Massachusetts
| $518M | -$7.9M | -2% | 0.19% | 78% | 155 | 9.68% | 2.5 |
|
| 2794 |
2794
Winslow Asset Management
Beachwood,
Ohio
| $518M | -$18.4M | -3% | 0.25% | 89.9% | 91 | 10.99% | 5 |
|
| 2795 |
2795
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $517M | -$1.99M | -0.4% | 0.51% | 98% | 105 | 15.24% | 2.4 |
|
| 2796 |
2796
Donoghue Forlines
Boston,
Massachusetts
| $516M | -$18.8M | -4% | 0.19% | 199% | 250 | 41.2% | 0.5 |
|
| 2797 |
2797
Evermay Wealth Management
Arlington,
Virginia
| $516M | -$23.6M | -4% | 0.48% | 56.2% | 553 | 21.7% | 1.5 |
|
| 2798 |
2798
Exchange Capital Management
Ann Arbor,
Michigan
| $516M | -$5.2M | -1% | 0.52% | 57.8% | 167 | 3.59% | 4.1 |
|
| 2799 |
2799
Heard Capital LLC
Chicago,
Illinois
| $516M | +$74.4M | +17% | 5.16% | 161% | 54 | 46.3% | 1 |
|
| 2800 |
2800
Faithward Advisors
Lancaster,
Pennsylvania
| $516M | +$10.9M | +2% | 0.89% | 119% | 297 | 16.84% | 0.8 |
|