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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
MGO One Seven
Beachwood,
Ohio
| $307M | +$73.6M | +32% | 14.4% | 98.8% | 2,011 | 79.26% | 0.9 |
|
| 2802 |
2802
Strategic Wealth Partners Group
Deerfield,
Illinois
| $306M | +$43.8M | +17% | 12.4% | – | 28 | 0% | 2 |
|
| 2803 |
2803
Callan Capital
La Jolla,
California
| $306M | +$31.9M | +12% | 12.1% | 20.1% | 55 | 9.09% | 3.2 |
|
| 2804 |
2804
Zevin Asset Management
Boston,
Massachusetts
| $306M | +$30.4M | +11% | 14.9% | 71.7% | 100 | 16% | 3.4 |
|
| 2805 |
2805
Ipswich Investment Management
Beverly,
Massachusetts
| $306M | +$33.1M | +12% | 13.9% | 104% | 448 | 60.94% | 2.2 |
|
| 2806 |
2806
Radnor Capital Management
Wayne,
Pennsylvania
| $306M | +$28.4M | +10% | 12.8% | 96.9% | 181 | 7.18% | 1.9 |
|
| 2807 |
2807
TIAA Kaspick
Boston,
Massachusetts
| $306M | +$85.4M | +39% | 10.6% | 45.9% | 17 | 35.29% | 0.2 |
|
| 2808 |
DCM
2808
Divisar Capital Management
San Francisco,
California
| $305M | +$2.36M | +0.8% | 13.3% | 194% | 30 | 6.67% | 1.4 |
|
| 2809 |
IAA
2809
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $305M | +$29.8M | +11% | 13.5% | 49.3% | 102 | 26.47% | 1.8 |
|
| 2810 |
2810
Greenline Partners
New York
| $305M | -$13.9M | -4% | 11.9% | 69.6% | 73 | 20.55% | 1.1 |
|
| 2811 |
2811
Ostrum Asset Management
Paris,
France
| $305M | +$50.4M | +20% | 18.3% | 107% | 164 | 19.51% | 0.2 |
|
| 2812 |
2812
Univest Financial
Souderton,
Pennsylvania
| $305M | +$33.7M | +12% | 12% | 82.6% | 120 | 11.67% | 3.3 |
|
| 2813 |
2813
McGuire Investment Group
Wakefield,
Rhode Island
| $305M | +$40.6M | +15% | 16.4% | 202% | 92 | 7.61% | 0.5 |
|
| 2814 |
OIA
2814
Optimum Investment Advisors
Chicago,
Illinois
| $305M | +$13.9M | +5% | 13.4% | 125% | 1,058 | 13.71% | 1.8 |
|
| 2815 |
2815
Abundance Wealth Counselors
State College,
Pennsylvania
| $305M | +$32.3M | +12% | 11.1% | 107% | 29 | 10.34% | 0.2 |
|
| 2816 |
2816
GM Advisory Group
Melville,
New York
| $304M | +$35.5M | +13% | 9.04% | 53.6% | 112 | 10.71% | 2.1 |
|
| 2817 |
2817
Prospera Financial Services
Dallas,
Texas
| $304M | -$192M | -39% | 12.6% | 97.4% | 474 | 49.37% | 2 |
|
| 2818 |
2818
Hanson & Doremus Investment Management
Burlington,
Vermont
| $304M | +$27.1M | +10% | 11.7% | 86.3% | 486 | 14.61% | 3.9 |
|
| 2819 |
2819
Versant Venture Management
San Francisco,
California
| $304M | +$102M | +50% | 53.9% | 409% | 10 | 10% | 2.6 |
|
| 2820 |
2820
Darwin Wealth Management
Tampa,
Florida
| $304M | +$160M | +112% | 10.7% | 56.8% | 147 | 37.41% | 1.1 |
|
| 2821 |
CDIA
2821
Capital Directions Investment Advisors
Atlanta,
Georgia
| $303M | +$14.3M | +5% | 11.9% | 7.53% | 122 | 37.7% | 2.3 |
|
| 2822 |
2822
WrapManager Inc
Mill Valley,
California
| $303M | +$21.1M | +7% | 10.9% | 64.6% | 295 | 19.32% | 1.9 |
|
| 2823 |
2823
Legato Capital Management
San Francisco,
California
| $303M | -$186M | -38% | 2.52% | 243% | 189 | 30.16% | 0.8 |
|
| 2824 |
2824
Gifford Fong Associates
Lafayette,
California
| $303M | +$37.9M | +14% | 14.6% | 180% | 119 | 0.84% | 0.9 |
|
| 2825 |
2825
Allen Capital Group
Grand Island,
Nebraska
| $303M | +$19.6M | +7% | 9.1% | 62.8% | 125 | 9.6% | 1 |
|