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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 |
SIA
2801
Strategic Investment Advisors
Farmington Hills,
Michigan
| $529M | +$12M | +2% | 4.45% | 66.1% | 211 | 22.27% | 1.7 |
|
| 2802 |
2802
Allen Capital Group
Grand Island,
Nebraska
| $529M | -$276M | -34% | 2.24% | 62.8% | 190 | 21.05% | 2.5 |
|
| 2803 |
2803
ACG Wealth
Atlanta,
Georgia
| $529M | -$174M | -25% | 3.16% | 45.5% | 349 | 23.21% | 4 |
|
| 2804 |
2804
Dividend Assets Capital
Ridgeland,
South Carolina
| $529M | -$9.45M | -2% | 0.78% | 67.4% | 544 | 10.29% | 2.4 |
|
| 2805 |
2805
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $529M | +$17.3M | +3% | 3.72% | 52% | 790 | 7.59% | 4 |
|
| 2806 |
2806
Arcadia Investment Management
Kalamazoo,
Michigan
| $529M | -$69.2M | -12% | 7.01% | 83.5% | 297 | 5.72% | 4.3 |
|
| 2807 |
2807
Johnson & Johnson
New Brunswick,
New Jersey
| $529M | -$349M | -40% | 20% | 339% | 24 | 8.33% | 0.5 |
|
| 2808 |
2808
Angeles Wealth Management
Santa Monica,
California
| $528M | – | – | 4.91% | 80.6% | 192 | – | 0 |
|
| 2809 |
2809
Buffington Mohr McNeal
Boise,
Idaho
| $528M | -$55.8M | -10% | 6.39% | 29.3% | 137 | 14.6% | 4.2 |
|
| 2810 |
2810
South Street Advisors
New York
| $528M | -$43M | -8% | 2.79% | 169% | 76 | 14.47% | 2.4 |
|
| 2811 |
2811
Brasada Capital Management
Houston,
Texas
| $528M | -$2.6M | -0.5% | 4.53% | 76.5% | 164 | 34.15% | 1.9 |
|
| 2812 |
NEWAS
2812
N.E.W. Advisory Services
De Pere,
Wisconsin
| $528M | -$134M | -20% | 3.6% | 51.1% | 161 | 30.43% | 1.5 |
|
| 2813 |
2813
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $528M | -$53.5M | -9% | 7.22% | 51.8% | 21 | 14.29% | 2.2 |
|
| 2814 |
2814
Dillon & Associates
Jackson,
Michigan
| $527M | -$46.7M | -8% | 7.33% | 117% | 83 | 12.05% | 5.5 |
|
| 2815 |
2815
Continuum Advisory
Eagle,
Idaho
| $527M | +$82.1M | +18% | 2.65% | 77% | 397 | 29.47% | 1.4 |
|
| 2816 |
2816
ICA Group Wealth Management
Denver,
Colorado
| $526M | – | – | 2.11% | – | 377 | – | 0 |
|
| 2817 |
2817
Sound View Wealth Advisors Group
Savannah,
Georgia
| $526M | -$3.11M | -0.6% | 2.52% | 73% | 299 | 7.36% | 2.1 |
|
| 2818 |
2818
Roble Belko & Company
Sewickley,
Pennsylvania
| $526M | -$6.28M | -1% | 4.44% | 53.3% | 409 | 15.65% | 3.5 |
|
| 2819 |
2819
FTV Management Company
San Francisco,
California
| $525M | -$251M | -32% | 28.4% | 15.1% | 2 | 0% | 0.4 |
|
| 2820 |
2820
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $525M | -$37M | -7% | 4.56% | 149% | 130 | 6.15% | 4.7 |
|
| 2821 |
2821
Silver Rock Financial
Los Angeles,
California
| $525M | -$59.7M | -10% | 0.67% | 2.58% | 256 | 17.19% | 0.6 |
|
| 2822 |
2822
Strategic Wealth Partners Group
Deerfield,
Illinois
| $525M | -$51.7M | -9% | 5.73% | – | 65 | 15.38% | 3.1 |
|
| 2823 |
2823
Silvant Capital Management
Atlanta,
Georgia
| $525M | -$60.2M | -10% | 5.88% | 168% | 347 | 8.93% | 3.2 |
|
| 2824 |
2824
Hill City Capital
Boston,
Massachusetts
| $524M | +$85.5M | +19% | 8.15% | 194% | 25 | 32% | 0.8 |
|
| 2825 |
2825
Arbor Investment Advisors
Winston Salem,
North Carolina
| $524M | -$10.9M | -2% | 4.2% | 48.5% | 122 | 13.11% | 3.5 |
|