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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
American Financial Advisors
Marietta,
Georgia
| $750M | -$25.2M | -3% | 1.59% | 52.7% | 166 | 7.83% | 3.8 |
|
| 2852 |
2852
Cornerstone Planning Group
Fairfield,
New Jersey
| $749M | +$108M | +17% | 0.28% | 60% | 1,930 | 17.2% | 1.7 |
|
| 2853 |
2853
Manchester Global Management
London,
United Kingdom
| $749M | +$6.93M | +0.9% | 7.2% | 156% | 25 | 24% | 1.4 |
|
| 2854 |
2854
BDF Gestion
Paris,
France
| $749M | -$69.7M | -9% | 4.99% | – | 163 | 21.47% | 1.3 |
|
| 2855 |
2855
Breakwater Capital Group
Paramus,
New Jersey
| $747M | +$30.2M | +4% | 0.45% | 67.4% | 383 | 10.7% | 2.1 |
|
| 2856 |
2856
Beau Ventures
Pittsford,
New York
| $746M | -$57.6M | -7% | 3.04% | – | 22 | 4.55% | 0.3 |
|
| 2857 |
2857
Power Corp of Canada
Montreal, Quebec,
Canada
| $745M | -$8.52M | -1% | 1.13% | 14.4% | 1 | 0% | 2.3 |
|
| 2858 |
2858
Conversant Capital
Summit,
New Jersey
| $745M | +$219M | +42% | 0.3% | 228% | 22 | 68.18% | 0.5 |
|
| 2859 |
2859
Capital Advisors Wealth Management
Yakima,
Washington
| $745M | +$10.8M | +1% | 0.73% | 70.5% | 231 | 10.39% | 2.5 |
|
| 2860 |
2860
Hendershot Investments
Centreville,
Virginia
| $744M | -$40.5M | -5% | 5.22% | 61.9% | 130 | 5.38% | 5.8 |
|
| 2861 |
2861
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $743M | -$48.8M | -6% | 1.84% | 70.3% | 372 | 19.89% | 1.8 |
|
| 2862 |
2862
Knightsbridge Asset Management
Newport Beach,
California
| $743M | +$122M | +20% | 0.08% | 150% | 281 | 28.83% | 1.8 |
|
| 2863 |
2863
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $743M | +$28.2M | +4% | 1.55% | 56.3% | 140 | 10% | 4 |
|
| 2864 |
2864
Abacus Planning Group
Columbia,
South Carolina
| $743M | -$8.36M | -1% | 0.4% | 67.8% | 285 | 15.09% | 4 |
|
| 2865 |
2865
Sharkey, Howes & Javer
Denver,
Colorado
| $742M | -$44.4M | -6% | 1.74% | 60.2% | 169 | 14.79% | 3.4 |
|
| 2866 |
HCP
2866
Holt Capital Partners
Fort Worth,
Texas
| $742M | -$2.84M | -0.4% | 1.15% | 69.5% | 157 | 6.37% | 7.7 |
|
| 2867 |
2867
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $742M | +$66.3M | +10% | 0.37% | 71.1% | 299 | 7.36% | 2.6 |
|
| 2868 |
2868
Lineweaver Wealth Advisors
Valley View,
Ohio
| $742M | +$2.77M | +0.4% | 0.62% | 68.4% | 192 | 18.75% | 2.8 |
|
| 2869 |
2869
Running Oak Capital
Edina,
Minnesota
| $741M | -$57.4M | -7% | 3.78% | 40.8% | 56 | 1.79% | 3.9 |
|
| 2870 |
BFCFSI
2870
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
| $741M | -$18.6M | -2% | 0.46% | – | 2,821 | 18.04% | 1.2 |
|
| 2871 |
2871
Camden National Bank
Camden,
Maine
| $739M | +$11.9M | +2% | 1.3% | 58.2% | 175 | 9.71% | 4.6 |
|
| 2872 |
2872
Canal Capital Management
Richmond,
Virginia
| $739M | +$33.9M | +5% | 0.72% | 67.8% | 224 | 23.66% | 3.8 |
|
| 2873 |
2873
Portside Wealth Group
Provo,
Utah
| $738M | -$5.46M | -0.7% | 0.42% | 90.1% | 527 | 24.67% | 1.7 |
|
| 2874 |
2874
Qtron Investments
Boston,
Massachusetts
| $738M | -$31.7M | -4% | 0.1% | 140% | 457 | 14.22% | 2.8 |
|
| 2875 |
2875
James J. Burns & Company
Melville,
New York
| $737M | +$12.3M | +2% | 2.44% | 70.2% | 168 | 11.9% | 2.3 |
|