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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
Ascent Wealth Partners
New Hartford,
New York
| $524M | +$63.6M | +14% | 7.73% | 105% | 148 | 18.24% | 3.4 |
|
| 2802 |
BC
2802
Bruce & Co
Chicago,
Illinois
| $524M | -$10.2M | -2% | 2.47% | 94.5% | 35 | 14.29% | 5.4 |
|
| 2803 |
2803
Mizuho Securities
Tokyo,
Japan
| $523M | +$40.3M | +8% | 1.11% | 109% | 214 | 14.49% | 0.8 |
|
| 2804 |
2804
Chemung Canal Trust
Elmira,
New York
| $523M | +$24.4M | +5% | 6.94% | 80.9% | 121 | 4.96% | 5 |
|
| 2805 |
2805
Destiny Wealth Partners
Tavares,
Florida
| $523M | +$43.3M | +9% | 4.74% | 63.7% | 558 | 69.35% | 0.5 |
|
| 2806 |
2806
Rodgers Brothers
Harmony,
Pennsylvania
| $522M | +$38.8M | +8% | 5.24% | 108% | 207 | 11.59% | 4.6 |
|
| 2807 |
2807
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $522M | -$2.44M | -0.5% | 5.52% | 48.1% | 67 | 5.97% | 3.1 |
|
| 2808 |
2808
Cartica Management
Washington,
District of Columbia
| $522M | +$148M | +40% | 11.1% | 92.9% | 14 | 21.43% | 0.7 |
|
| 2809 |
2809
Exchange Capital Management
Ann Arbor,
Michigan
| $521M | +$38.4M | +8% | 6.84% | 57.8% | 164 | 1.83% | 3.9 |
|
| 2810 |
2810
KWB Wealth
Redlands,
California
| $521M | -$2.19M | -0.4% | 5.01% | 54.8% | 85 | 0% | 0.5 |
|
| 2811 |
2811
Montecito Bank & Trust
Santa Barbara,
California
| $521M | +$39M | +8% | 6.81% | – | 257 | 6.61% | 3.7 |
|
| 2812 |
HCP
2812
Holt Capital Partners
Fort Worth,
Texas
| $521M | +$34.1M | +7% | 6.39% | 69.5% | 158 | 3.16% | 4.6 |
|
| 2813 |
CF
2813
Clarity Financial
Houston,
Texas
| $521M | +$26.8M | +5% | 7.02% | 56.8% | 154 | 46.75% | 0.3 |
|
| 2814 |
2814
Kathmere Capital Management
Wayne,
Pennsylvania
| $520M | +$14.2M | +3% | 4.17% | 68.3% | 135 | 5.19% | 1.1 |
|
| 2815 |
2815
Parkside Investments
Deerfield,
Illinois
| $520M | +$39.2M | +8% | 5.35% | 70.4% | 93 | 10.75% | 2.3 |
|
| 2816 |
IMOV
2816
Investment Management of Virginia
Richmond,
Virginia
| $520M | +$23.2M | +5% | 5.82% | 93.4% | 167 | 9.58% | 4.5 |
|
| 2817 |
2817
Smith Anglin Financial
Dallas,
Texas
| $519M | +$56.7M | +12% | 5.87% | 52.8% | 150 | 12.67% | 0.4 |
|
| 2818 |
2818
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $519M | +$42.1M | +9% | 7.04% | 82.9% | 105 | 18.1% | 2.2 |
|
| 2819 |
2819
Advantage Alpha Capital Partners
San Francisco,
California
| $519M | +$43.6M | +9% | 7.78% | 79.2% | 135 | 6.67% | 0.8 |
|
| 2820 |
2820
Chatham Capital Group
Savannah,
Georgia
| $517M | +$39.5M | +8% | 5.54% | 97% | 194 | 10.31% | 3.9 |
|
| 2821 |
2821
Resonant Capital Advisors
Madison,
Wisconsin
| $517M | +$31M | +6% | 5.77% | 56.5% | 176 | 9.09% | 1.3 |
|
| 2822 |
2822
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $517M | +$766K | +0.1% | 7.92% | 83.8% | 157 | 14.01% | 4.9 |
|
| 2823 |
GIM
2823
Greylin Investment Management
Orange,
Virginia
| $517M | +$36.9M | +8% | 6.79% | 52.1% | 100 | 17% | 3.4 |
|
| 2824 |
2824
Towercrest Capital Management
Newtown,
Pennsylvania
| $516M | +$49.1M | +11% | 4.11% | 42.6% | 90 | 7.78% | 2.9 |
|
| 2825 |
OH
2825
Overlook Holdings
Tortola,
British Virgin Islands
| $516M | +$124M | +32% | 3.99% | – | 3 | 66.67% | 2.7 |
|