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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
PCOC
2851
Power Corp of Canada
Montreal, Quebec,
Canada
| $843M | +$97.7M | +13% | 40.9% | 14.4% | 1 | 0% | 10 |
|
| 2852 |
KM
2852
Kora Management
Brooklyn,
New York
| $843M | +$141M | +20% | 32.7% | 307% | 10 | 10% | 9.3 |
|
| 2853 |
LG
2853
LaFleur & Godfrey
Grand Rapids,
Michigan
| $842M | +$38.9M | +5% | 10.2% | 85.2% | 153 | 10.46% | 20.1 |
|
| 2854 |
WF
2854
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $842M | +$67.1M | +9% | 16% | 80.3% | 197 | 20.81% | 12 |
|
| 2855 |
EBSAM
2855
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $842M | -$3.38M | -0.4% | 7.08% | 40.2% | 121 | 9.09% | 15.9 |
|
| 2856 |
RA
2856
Range Advisory
Mclean,
Virginia
| $840M | +$301M | +56% | 16.5% | – | 363 | 31.13% | 1.2 |
|
| 2857 |
FPF
2857
First Pacific Financial
Vancouver,
Washington
| $839M | +$62.7M | +8% | 12% | 48.5% | 718 | 36.63% | 8.4 |
|
| 2858 |
FEG
2858
Financial Enhancement Group
Anderson,
Indiana
| $839M | +$31.5M | +4% | 10.4% | 62.2% | 146 | 13.7% | 13.4 |
|
| 2859 |
SNB
2859
Security National Bank
Omaha,
Nebraska
| $838M | +$151M | +22% | 19.7% | 113% | 449 | 20.94% | 9.8 |
|
| 2860 |
SDJVC
2860
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $838M | -$69.2M | -8% | 8.76% | 32.6% | 88 | 17.05% | 18.2 |
|
| 2861 |
NA
2861
Nottingham Advisors
Amherst,
New York
| $838M | +$60.6M | +8% | 7.37% | 44.3% | 123 | 9.76% | 18.2 |
|
| 2862 |
PWA
2862
Physician Wealth Advisors
Midvale,
Utah
| $837M | +$119M | +17% | 15.6% | 71.3% | 2,476 | 22.66% | 4.7 |
|
| 2863 |
PAS
2863
Professional Advisory Services
Vero Beach,
Florida
| $836M | +$111M | +15% | 18.9% | 69.3% | 96 | 19.79% | 22.5 |
|
| 2864 |
GWS
2864
Glassman Wealth Services
Vienna,
Virginia
| $835M | +$99.1M | +13% | 12.4% | 62.6% | 245 | 27.35% | 16.1 |
|
| 2865 |
AWA
2865
Artemis Wealth Advisors
New York
| $835M | +$172M | +26% | 48.5% | 174% | 60 | 33.33% | 8.1 |
|
| 2866 |
BCG
2866
Breakwater Capital Group
Paramus,
New Jersey
| $833M | +$86.5M | +12% | 13.1% | 67.4% | 395 | 10.13% | 9 |
|
| 2867 |
BEC
2867
Blue Edge Capital
Richmond,
Virginia
| $833M | +$79.8M | +11% | 15.3% | 67.4% | 143 | 10.49% | 20.7 |
|
| 2868 |
HA
2868
HHLR Advisors
Grand Cayman,
Cayman Islands
| $832M | -$841M | -50% | 26.8% | 137% | 43 | 30.23% | 10.1 |
|
| 2869 |
ACGDR
2869
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $832M | +$118M | +17% | 1.63% | 101% | 17 | 5.88% | 5.6 |
|
| 2870 |
NCM
2870
Noesis Capital Mangement
Boca Raton,
Florida
| $832M | +$155M | +23% | 29.3% | 128% | 131 | 9.92% | 20.5 |
|
| 2871 |
SIG
2871
Sargent Investment Group
Bethesda,
Maryland
| $832M | +$72.4M | +10% | 13.6% | 113% | 292 | 12.33% | 9.3 |
|
| 2872 |
AFA
2872
AA Financial Advisors
Columbus,
Ohio
| $832M | +$122M | +17% | 11.1% | – | 242 | 13.64% | 5.9 |
|
| 2873 |
AFA
2873
American Financial Advisors
Marietta,
Georgia
| $831M | +$81.6M | +11% | 14.2% | 52.7% | 175 | 12.57% | 14.9 |
|
| 2874 |
CFM
2874
Compass Financial Management
Tampa,
Florida
| $829M | – | – | 21.4% | – | 1,545 | – | 0 |
|
| 2875 |
SHJ
2875
Sharkey, Howes & Javer
Denver,
Colorado
| $829M | +$86.4M | +12% | 12.9% | 54.6% | 166 | 9.64% | 13.6 |
|