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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
American Investment Services
Great Barrington,
Massachusetts
| $315M | +$718K | +0.2% | 1.98% | 63.1% | 136 | 8.09% | 3 |
|
| 2802 |
2802
Filament
Seattle,
Washington
| $315M | +$14.8M | +5% | 5.36% | 46.9% | 38 | 5.26% | 4 |
|
| 2803 |
NC
2803
Northpointe Capital
Bloomfield Hills,
Michigan
| $315M | -$3.01M | -0.9% | 2.86% | 33% | 113 | 46.9% | 1.5 |
|
| 2804 |
2804
Berman Capital Advisors
Atlanta,
Georgia
| $314M | +$15.6M | +5% | 2.8% | 48.2% | 1,678 | 17.76% | 0.5 |
|
| 2805 |
2805
Divergent Wealth Advisors
South Jordan,
Utah
| $314M | +$13.4M | +4% | 2.03% | 14.7% | 41 | 4.88% | 1.1 |
|
| 2806 |
2806
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $314M | +$27.4M | +10% | 5.46% | 140% | 181 | 32.04% | 2.1 |
|
| 2807 |
2807
ARS Wealth Advisors
St. Petersburg,
Florida
| $314M | +$847K | +0.3% | 4.63% | 62.5% | 111 | 5.41% | 3.2 |
|
| 2808 |
2808
Terril Brothers
St. Louis,
Missouri
| $314M | -$3.34M | -1% | 2.55% | 94.4% | 63 | 20.63% | 2.5 |
|
| 2809 |
2809
Forte Capital
Rochester,
New York
| $314M | +$35.9M | +13% | 5.08% | 98.3% | 100 | 19% | 3.3 |
|
| 2810 |
2810
Ipswich Investment Management
Beverly,
Massachusetts
| $313M | +$7.23M | +2% | 3.71% | 104% | 182 | 7.14% | 2.4 |
|
| 2811 |
2811
Bright Rock Capital Management
Hanover,
Massachusetts
| $313M | +$14.1M | +5% | 5.13% | 53.1% | 78 | 7.69% | 3.7 |
|
| 2812 |
2812
ACON Equity Management
Washington,
District of Columbia
| $313M | +$32.3M | +12% | 11.5% | 32.1% | 1 | 0% | 1.5 |
|
| 2813 |
2813
DDD Partners
Bellevue,
Washington
| $313M | +$22M | +8% | 1.29% | 62.1% | 52 | 25% | 0.9 |
|
| 2814 |
2814
Altavista Wealth Management
Asheville,
North Carolina
| $312M | +$29.9M | +11% | 3.9% | 80.6% | 162 | 6.17% | 3.4 |
|
| 2815 |
2815
Syquant Capital SAS
Paris,
France
| $312M | +$53.2M | +21% | 9.99% | 160% | 25 | 84% | 0.1 |
|
| 2816 |
2816
Kontiki Capital Management (HK)
Hong Kong
| $311M | -$15.7M | -5% | 1.8% | 90.6% | 5 | 0% | 1 |
|
| 2817 |
2817
Zevin Asset Management
Boston,
Massachusetts
| $311M | +$4.65M | +2% | 4.18% | 71.7% | 96 | 11.46% | 3.4 |
|
| 2818 |
2818
Callan Capital
La Jolla,
California
| $311M | +$4.23M | +1% | 2.35% | 20.1% | 55 | 5.45% | 3.4 |
|
| 2819 |
2819
Teewinot Capital Advisers
New York
| $311M | +$11.5M | +4% | 5.76% | 149% | 50 | 40% | 2.7 |
|
| 2820 |
2820
Bishop Rock Capital
New York
| $310M | +$22M | +8% | 6.92% | 35.4% | 23 | 4.35% | 2.2 |
|
| 2821 |
2821
WrapManager Inc
Mill Valley,
California
| $310M | +$6.97M | +2% | 2.51% | 64.6% | 298 | 14.09% | 2 |
|
| 2822 |
2822
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $310M | -$21.9M | -7% | 3.11% | 33.7% | 135 | 5.93% | 3.7 |
|
| 2823 |
2823
Asset Dedication LLC
San Francisco,
California
| $310M | +$22.6M | +8% | 2.77% | 67.8% | 667 | 16.49% | 2 |
|
| 2824 |
2824
MGO One Seven
Beachwood,
Ohio
| $310M | +$3.04M | +1% | 3.89% | 90.7% | 446 | 15.02% | 1.2 |
|
| 2825 |
2825
Allen Capital Group
Grand Island,
Nebraska
| $310M | +$7.14M | +2% | 2.43% | 56.9% | 128 | 8.59% | 1.2 |
|