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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Girard Partners
King Of Prussia,
Pennsylvania
| $207M | +$30.6M | +17% | 6.99% | 25.7% | 171 | 12.28% | 1.4 |
|
| 2827 |
III
2827
Independent Investors Inc
Nesconset,
New York
| $207M | +$5.64M | +3% | 5.24% | 61.6% | 83 | 10.84% | 2.3 |
|
| 2828 |
2828
Dillon & Associates
Jackson,
Michigan
| $207M | +$6.96M | +3% | 5.72% | 98.2% | 72 | 12.5% | 2.1 |
|
| 2829 |
SAM
2829
Shikiar Asset Management
New York
| $206M | +$12.8M | +7% | 4.2% | 97.8% | 96 | 14.58% | 1.7 |
|
| 2830 |
2830
Naples Global Advisors
Naples,
Florida
| $206M | +$11.8M | +6% | 5.87% | 103% | 226 | 7.08% | 1.7 |
|
| 2831 |
F
2831
Filament
Seattle,
Washington
| $206M | +$17.4M | +9% | 1.99% | 46.9% | 61 | 60.66% | 0.9 |
|
| 2832 |
CL
2832
CIM LLC
Albany,
New York
| $206M | +$7.86M | +4% | 5.27% | 108% | 84 | 21.43% | 1.5 |
|
| 2833 |
ACA
2833
Abdiel Capital Advisors
New York
| $206M | – | – | 0.95% | 43.7% | 8 | – | 0 |
|
| 2834 |
RIG
2834
Renaissance Investment Group
Lenox,
Massachusetts
| $206M | +$13.4M | +7% | 6.21% | 99.6% | 81 | 14.81% | 1.9 |
|
| 2835 |
WFG
2835
Windsor Financial Group
Minneapolis,
Minnesota
| $206M | -$2.3M | -1% | 4.67% | 15.3% | 82 | 13.41% | 1.8 |
|
| 2836 |
SFM
2836
Signature Financial Management
Norfolk,
Virginia
| $205M | +$42.8M | +26% | 2.46% | 20.8% | 116 | 23.28% | 1.5 |
|
| 2837 |
HF
2837
Hoxton Financial
Shepherdstown,
West Virginia
| $205M | -$5.05M | -2% | 3.7% | 15.3% | 404 | 26.98% | 1.5 |
|
| 2838 |
WFC
2838
West Face Capital
Toronto,
Ontario, Canada
| $205M | -$36.1M | -15% | 7.01% | 10.9% | 5 | 0% | 1.6 |
|
| 2839 |
2839
FRG Family Wealth Advisors
Bellevue,
Washington
| $205M | – | – | 7.26% | 76.4% | 121 | – | 0 |
|
| 2840 |
FIM
2840
Friedberg Investment Management
Houston,
Texas
| $205M | -$4.38M | -2% | 4.49% | 44.8% | 96 | 16.67% | 1.6 |
|
| 2841 |
CWM
2841
Confluence Wealth Management
Portland,
Oregon
| $205M | +$20.1M | +11% | 4.21% | 31.9% | 135 | 19.26% | 1 |
|
| 2842 |
2842
Alley Company
Lake Forest,
Illinois
| $205M | +$10.9M | +6% | 5.78% | 88.2% | 80 | 5% | 2 |
|
| 2843 |
2843
Avidian Wealth Enterprises
Houston,
Texas
| $205M | +$44.9M | +28% | 4.88% | 71.7% | 52 | 40.38% | 0.7 |
|
| 2844 |
ANRIA
2844
American National Registered Investment Advisor
Galveston,
Texas
| $205M | +$13M | +7% | 6.72% | 95.8% | 255 | 11.76% | 2 |
|
| 2845 |
CRM
2845
Capital Returns Management
Rye,
New York
| $205M | -$32.9M | -14% | 4.02% | 4.39% | 24 | 25% | 1 |
|
| 2846 |
SCC
2846
Second Curve Capital
Radnor,
Pennsylvania
| $205M | -$17M | -8% | 2.02% | 160% | 23 | 8.7% | 1.8 |
|
| 2847 |
2847
D'Orazio & Associates
Falls Church,
Virginia
| $205M | +$7.5M | +4% | 3.32% | 61.2% | 342 | 33.92% | 1.4 |
|
| 2848 |
SHWM
2848
Smith & Howard Wealth Management
Atlanta,
Georgia
| $205M | -$2.99M | -1% | 3.94% | 40.4% | 69 | 27.54% | 1.3 |
|
| 2849 |
BREA
2849
Barings Real Estate Advisers
Hartford,
Connecticut
| $205M | +$22.2M | +12% | 7.39% | 44.2% | 36 | 22.22% | 1.6 |
|
| 2850 |
DAM
2850
Doheny Asset Management
Los Angeles,
California
| $205M | +$11.7M | +6% | 7.76% | 135% | 114 | 8.77% | 1.9 |
|