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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 |
2876
SYM Financial Corp
Winona Lake,
Indiana
| $453M | +$32.6M | +8% | 5.47% | 64.3% | 126 | 21.43% | 2.5 |
|
| 2877 |
2877
Strid Group
Newtown Square,
Pennsylvania
| $453M | +$33.2M | +8% | 5.18% | 55.2% | 47 | 17.02% | 3.1 |
|
| 2878 |
2878
Johnson Bixby & Associates
Vancouver,
Washington
| $453M | +$22.9M | +5% | 4.18% | 48.7% | 102 | 7.84% | 1.6 |
|
| 2879 |
KWMG
2879
King Wealth Management Group
Naples,
Florida
| $453M | +$34.5M | +8% | 8.08% | 86% | 152 | 9.21% | 4.8 |
|
| 2880 |
2880
Mason Street Advisors
Milwaukee,
Wisconsin
| $452M | +$50.2M | +12% | 5.35% | 32% | 9 | 0% | 4.4 |
|
| 2881 |
2881
EFG Asset Management
Portland,
Oregon
| $452M | +$7.17M | +2% | 15% | 211% | 194 | 19.07% | 0.9 |
|
| 2882 |
2882
Rempart Asset Management
Montreal,
Canada
| $452M | +$27.6M | +6% | 2.97% | 70.5% | 43 | 9.3% | 1.9 |
|
| 2883 |
2883
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $452M | +$9.9M | +2% | 4.4% | 55.7% | 127 | 3.15% | 7.8 |
|
| 2884 |
2884
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $452M | -$5.08M | -1% | 2% | 60% | 67 | 5.97% | 4.2 |
|
| 2885 |
2885
Herald Investment Management
London,
United Kingdom
| $450M | +$42.6M | +10% | 13.2% | 493% | 100 | 8% | 4.7 |
|
| 2886 |
2886
Hanson & Doremus Investment Management
Burlington,
Vermont
| $450M | -$14.6M | -3% | 5.01% | 86.3% | 539 | 18.37% | 5.6 |
|
| 2887 |
2887
Aviance Capital Partners
Naples,
Florida
| $450M | +$21.1M | +5% | 8.76% | 109% | 289 | 13.15% | 4.5 |
|
| 2888 |
2888
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $450M | -$5.18M | -1% | 5.54% | 76.7% | 172 | 8.14% | 2.2 |
|
| 2889 |
2889
Strategic Point Investment Advisors
Providence,
Rhode Island
| $449M | +$33.9M | +8% | 4.95% | 58.2% | 31 | 3.23% | 3.4 |
|
| 2890 |
2890
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $449M | +$13.1M | +3% | 5.04% | 40.2% | 146 | 21.23% | 2.8 |
|
| 2891 |
2891
Brasada Capital Management
Houston,
Texas
| $449M | +$14.7M | +3% | 5.65% | 76.5% | 159 | 35.85% | 2.2 |
|
| 2892 |
2892
Gateway Advisory
Westfield,
New Jersey
| $449M | +$59.5M | +15% | 2.39% | 26% | 106 | 43.4% | 1.7 |
|
| 2893 |
AMG
2893
Asset Management Group
Stamford,
Connecticut
| $448M | +$22.8M | +5% | 4.89% | 57% | 123 | 1.63% | 7 |
|
| 2894 |
2894
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| $448M | – | – | 3.33% | 4.78% | 17 | – | 0 |
|
| 2895 |
HL
2895
Hernani LP
St. Helier,
Jersey
| $448M | +$44.2M | +11% | 5.76% | 14% | 14 | 57.14% | 0.9 |
|
| 2896 |
2896
CVA Family Office
Denver,
Colorado
| $448M | +$35.5M | +9% | 4.83% | 71.6% | 1,022 | 11.84% | 1.5 |
|
| 2897 |
2897
Stockman Wealth Management
Billings,
Montana
| $447M | +$12M | +3% | 2.79% | 77.5% | 212 | 11.32% | 4 |
|
| 2898 |
2898
Chatham Capital Group
Savannah,
Georgia
| $447M | +$20.9M | +5% | 6.84% | 97% | 194 | 8.25% | 5 |
|
| 2899 |
2899
Spirit of America Management Corp
Syosset,
New York
| $447M | +$1.8M | +0.4% | 4% | 113% | 247 | 13.36% | 5.4 |
|
| 2900 |
2900
Wellington Shields & Co
New York
| $446M | +$6.05M | +1% | 2.13% | 127% | 310 | 9.35% | 2.4 |
|