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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
ECP ControlCo
Summit,
New Jersey
| $496M | -$3.09M | -0.6% | 6.42% | 42.5% | 9 | 11.11% | 1.6 |
|
| 2827 |
2827
12th Street Asset Management Company
Nashville,
Tennessee
| $496M | +$17.9M | +4% | 5.82% | 106% | 35 | 20% | 3 |
|
| 2828 |
2828
Condire Management
Dallas,
Texas
| $496M | -$6.23M | -1% | 1.28% | 187% | 16 | 25% | 1.4 |
|
| 2829 |
2829
Sunriver Management
Greenwich,
Connecticut
| $496M | +$16.2M | +3% | 5.39% | 9.27% | 20 | 30% | 1.4 |
|
| 2830 |
2830
Grove Bank & Trust
Miami,
Florida
| $495M | +$22.1M | +5% | 6.02% | 80.5% | 747 | 17.54% | 2 |
|
| 2831 |
2831
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $495M | +$3.16M | +0.6% | 3.12% | 55.8% | 115 | 9.57% | 4.6 |
|
| 2832 |
KWMG
2832
King Wealth Management Group
Naples,
Florida
| $495M | +$42.1M | +9% | 8.92% | 86% | 159 | 11.95% | 4.9 |
|
| 2833 |
2833
Twin Focus Capital Partners
Boston,
Massachusetts
| $495M | -$9.5M | -2% | 5.93% | 92.5% | 240 | 15.42% | 3.4 |
|
| 2834 |
2834
Canal Capital Management
Richmond,
Virginia
| $494M | +$40.9M | +9% | 6.79% | 67.8% | 155 | 9.68% | 3.6 |
|
| 2835 |
MWM
2835
Madison Wealth Management
Cincinnati,
Ohio
| $494M | +$31.9M | +7% | 7.11% | 35.1% | 159 | 6.29% | 2.5 |
|
| 2836 |
2836
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $494M | +$44.3M | +10% | 6.25% | 76.7% | 177 | 17.51% | 2.3 |
|
| 2837 |
2837
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $494M | +$277M | +128% | 5.2% | 57.8% | 191 | 36.65% | 1.4 |
|
| 2838 |
2838
American Investment Services
Great Barrington,
Massachusetts
| $494M | +$7.34M | +2% | 4.66% | 63.1% | 145 | 11.03% | 4.7 |
|
| 2839 |
2839
SYM Financial Corp
Winona Lake,
Indiana
| $493M | +$40.2M | +9% | 2.49% | 56% | 130 | 22.31% | 2.2 |
|
| 2840 |
2840
Capital Planning Advisors
Roseville,
California
| $493M | +$22.7M | +5% | 6.04% | 64.2% | 136 | 14.71% | 3.8 |
|
| 2841 |
2841
Arcadia Investment Management
Kalamazoo,
Michigan
| $493M | +$33.6M | +7% | 9.46% | 83.5% | 375 | 14.4% | 4.3 |
|
| 2842 |
2842
Personal CFO Solutions
Chester,
New Jersey
| $493M | +$8.5M | +2% | 6.02% | 91.4% | 525 | 21.52% | 1.8 |
|
| 2843 |
2843
Bleichroeder LP
New York
| $493M | +$24M | +5% | 6.64% | 202% | 90 | 18.89% | 2.2 |
|
| 2844 |
2844
Octavia Wealth Advisors
Cincinnati,
Ohio
| $493M | +$48.4M | +11% | 6.24% | 67.9% | 198 | 11.11% | 1.9 |
|
| 2845 |
2845
Lathrop Investment Management
Little Rock,
Arkansas
| $492M | +$21.2M | +4% | 5.67% | 72.2% | 87 | 6.9% | 5.6 |
|
| 2846 |
2846
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $492M | +$6.31M | +1% | 4.04% | 18.3% | 158 | 10.13% | 4.6 |
|
| 2847 |
2847
MIC Capital Management (UK)
London,
United Kingdom
| $492M | -$32.7M | -6% | 10.9% | 67.2% | 25 | 12% | 1.3 |
|
| 2848 |
2848
Vitruvian Partners
London,
United Kingdom
| $491M | +$23.3M | +5% | 14% | 96.9% | 10 | 20% | 2 |
|
| 2849 |
2849
Per Stirling Capital Management
Austin,
Texas
| $491M | +$27.4M | +6% | 5.55% | 63.1% | 202 | 16.34% | 0.4 |
|
| 2850 |
2850
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $491M | +$27.5M | +6% | 7.85% | 81.8% | 81 | 4.94% | 5.8 |
|