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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
DA
2876
Dillon & Associates
Jackson,
Michigan
| $243M | +$7.78M | +3% | 4.32% | 98.2% | 75 | 8% | 3.1 |
|
| 2877 |
CGL
2877
Clarius Group LLC
Seattle,
Washington
| $243M | +$512K | +0.2% | 3.91% | 92.1% | 99 | 12.12% | 1.2 |
|
| 2878 |
ATC
2878
Argent Trust Co
Nashville,
Tennessee
| $242M | +$340K | +0.1% | 3.54% | 86.2% | 273 | 15.02% | 1.8 |
|
| 2879 |
RCM
2879
Ratan Capital Management
Miami Beach,
Florida
| $242M | +$33.4M | +16% | 7.55% | 616% | 34 | 50% | 0.4 |
|
| 2880 |
IPC
2880
Independent Portfolio Consultants
Boca Raton,
Florida
| $241M | -$48.6M | -17% | 3.51% | 32.4% | 876 | 19.06% | 1.9 |
|
| 2881 |
PCP
2881
Proficio Capital Partners
Newton,
Massachusetts
| $241M | +$12M | +5% | 2.5% | 97% | 1,401 | 8.49% | 1.1 |
|
| 2882 |
2882
Avidian Wealth Enterprises
Houston,
Texas
| $241M | -$20.4M | -8% | 1.92% | 71.7% | 104 | 33.65% | 1.1 |
|
| 2883 |
AACA
2883
American Assets Capital Advisers
San Diego,
California
| $240M | +$65.7M | +38% | 3.34% | 73.5% | 35 | 25.71% | 1.7 |
|
| 2884 |
MAM
2884
Marquette Asset Management
Minneapolis,
Minnesota
| $240M | -$5.62M | -2% | 2.91% | 69.6% | 92 | 9.78% | 2.7 |
|
| 2885 |
MFW
2885
Mosaic Family Wealth
St. Louis,
Missouri
| $240M | +$8.6M | +4% | 1.88% | 85.2% | 768 | 10.16% | 1.3 |
|
| 2886 |
TMNFIC
2886
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| $240M | +$5.92M | +3% | 2.67% | – | 5 | 20% | 2.3 |
|
| 2887 |
DMK
2887
David M. Knott
| $240M | +$31.8M | +15% | 7.42% | 81% | 94 | 20.21% | 2 |
|
| 2888 |
ANRIA
2888
American National Registered Investment Advisor
Galveston,
Texas
| $239M | +$4.02M | +2% | 2.48% | 95.8% | 250 | 0.8% | 3.1 |
|
| 2889 |
OM
2889
Opaleye Management
Boston,
Massachusetts
| $239M | +$38.5M | +19% | 23.8% | 748% | 53 | 39.62% | 0.9 |
|
| 2890 |
CYG
2890
Clean Yield Group
Norwich,
Vermont
| $239M | +$1.68M | +0.7% | 3.77% | 65% | 303 | 58.75% | 2.9 |
|
| 2891 |
ACA
2891
Ackerman Capital Advisors
Dallas,
Texas
| $239M | – | – | 2.44% | 40.4% | 88 | – | 0 |
|
| 2892 |
GAM
2892
Gemmer Asset Management
Walnut Creek,
California
| $239M | +$14.7M | +7% | 1.87% | 90.5% | 1,312 | 7.39% | 2.6 |
|
| 2893 |
2893
NorthRock Partners
Minneapolis,
Minnesota
| $239M | +$6.72M | +3% | 1.23% | 62.8% | 54 | 22.22% | 1.2 |
|
| 2894 |
2894
Ritholtz Wealth Management
New York
| $238M | – | – | 2.99% | 93% | 69 | – | 0.4 |
|
| 2895 |
PL
2895
Polianta Ltd
St Helier,
Jersey
| $238M | +$71.7M | +43% | 2.99% | 31.6% | 108 | 70.37% | 0.2 |
|
| 2896 |
WIP
2896
Wellesley Investment Partners
Wellesley,
Massachusetts
| $238M | +$11.4M | +5% | 2.12% | 22.7% | 123 | 12.2% | 1.1 |
|
| 2897 |
UBWV
2897
United Bank (West Virginia)
Parkersburg,
West Virginia
| $238M | +$8.21M | +4% | 0.5% | 22.5% | 109 | 4.59% | 3 |
|
| 2898 |
UF
2898
Univest Financial
Souderton,
Pennsylvania
| $238M | +$9.08M | +4% | 4.92% | 82.6% | 96 | 8.33% | 2.9 |
|
| 2899 |
MWP
2899
Moller Wealth Partners
| $238M | +$8.93M | +4% | 2.59% | 44.1% | 49 | 12.24% | 2.9 |
|
| 2900 |
2900
Pathstone Family Office
Englewood,
New Jersey
| $237M | +$55.9M | +31% | 3.46% | 38.9% | 729 | 57.48% | 0.5 |
|