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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $609M | +$10.3M | +2% | 1.14% | 61.6% | 202 | 19.31% | 1.5 |
|
| 2852 |
2852
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $609M | -$15.6M | -2% | 2.44% | 65.2% | 135 | 11.11% | 1.1 |
|
| 2853 |
2853
Concord Wealth Partners
Abingdon,
Virginia
| $609M | -$1.61M | -0.3% | 1.07% | 71.1% | 994 | 25.25% | 2.1 |
|
| 2854 |
2854
ACK Asset Management
Greenwich,
Connecticut
| $609M | -$137M | -18% | 8% | 132% | 25 | 32% | 1.4 |
|
| 2855 |
AO
2855
Allen Operations
New York
| $608M | -$22.7M | -4% | 1.02% | 248% | 31 | 6.45% | 5.4 |
|
| 2856 |
2856
Proffitt & Goodson
Knoxville,
Tennessee
| $608M | +$4.88M | +0.8% | 0.35% | 48.5% | 275 | 13.09% | 4.7 |
|
| 2857 |
2857
Power Corp of Canada
Montreal, Quebec,
Canada
| $607M | -$32.8M | -5% | 5.13% | 14.4% | 1 | 0% | 1.3 |
|
| 2858 |
2858
Inscription Capital
Houston,
Texas
| $607M | – | – | 0.98% | – | 341 | – | 2.4 |
|
| 2859 |
2859
USA Financial Formulas
Ada,
Michigan
| $606M | -$30.8M | -5% | 2.5% | 104% | 379 | 52.24% | 1 |
|
| 2860 |
2860
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $605M | -$3.09M | -0.5% | 4.51% | 165% | 43 | 46.51% | 2.5 |
|
| 2861 |
WAM
2861
Warberg Asset Management
Winnetka,
Illinois
| $605M | -$50.1M | -8% | 0.16% | 61.5% | 250 | 43.2% | 0.9 |
|
| 2862 |
2862
Conversant Capital
Summit,
New Jersey
| $605M | -$119M | -16% | 2.38% | 228% | 23 | 60.87% | 0.7 |
|
| 2863 |
2863
Riverstone Holdings
New York
| $605M | -$28.6M | -5% | 1.09% | 89.8% | 6 | 16.67% | 3.5 |
|
| 2864 |
BCM
2864
Bayesian Capital Management
Brooklyn,
New York
| $604M | -$213M | -26% | 0.68% | 107% | 1,036 | 82.92% | 0.2 |
|
| 2865 |
2865
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $604M | +$5.23M | +0.9% | 0.29% | 68.7% | 124 | 8.06% | 1 |
|
| 2866 |
2866
Glen Eagle Advisors
Kingston,
New Jersey
| $604M | +$1.31M | +0.2% | 1.32% | 68.5% | 1,125 | 6.13% | 4.6 |
|
| 2867 |
2867
Financial Advisory Corporation
Grand Rapids,
Michigan
| $604M | +$31.1M | +5% | 0.93% | – | 48 | 18.75% | 0.2 |
|
| 2868 |
2868
Financial Advisors Network
Tustin,
California
| $603M | +$1.9M | +0.3% | 0.11% | – | 216 | 27.78% | 3.3 |
|
| 2869 |
BFCFSI
2869
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| $603M | +$12.1M | +2% | 2.94% | – | 2,359 | 15.6% | 0.4 |
|
| 2870 |
2870
Serenus Wealth Advisors
Santa Monica,
California
| $603M | +$27.1M | +5% | 2.81% | – | 66 | 12.12% | 0.2 |
|
| 2871 |
2871
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $602M | +$63.1M | +12% | 11.7% | 312% | 1 | 0% | 3.5 |
|
| 2872 |
2872
De Lisle Partners
Poole,
United Kingdom
| $602M | -$80M | -12% | 9.9% | – | 196 | 8.16% | 0.9 |
|
| 2873 |
2873
Lifeworks Advisors
Grand Rapids,
Michigan
| $602M | +$47.6M | +9% | 1.06% | 80.4% | 342 | 20.76% | 1.4 |
|
| 2874 |
2874
EFG Asset Management
Portland,
Oregon
| $602M | -$131M | -18% | 8.89% | 211% | 196 | 21.43% | 1.8 |
|
| 2875 |
2875
Ninepoint Partners
Toronto,
Ontario, Canada
| $602M | -$87.1M | -13% | 7.94% | 82.6% | 112 | 39.29% | 1.4 |
|