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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
Gagnon Securities
New York
| $481M | +$5.13M | +1% | 6.47% | 129% | 116 | 19.83% | 3.8 |
|
| 2877 |
2877
Hanson & Doremus Investment Management
Burlington,
Vermont
| $481M | +$30.8M | +7% | 4.24% | 86.3% | 476 | 10.92% | 5.9 |
|
| 2878 |
2878
Total Wealth Planning
Cincinnati,
Ohio
| $480M | +$27M | +6% | 2.69% | 37.2% | 83 | 4.82% | 2.2 |
|
| 2879 |
2879
Thomas White International
Chicago,
Illinois
| $480M | +$6.9M | +1% | 2.92% | 34.9% | 280 | 11.79% | 3.9 |
|
| 2880 |
2880
Ophir Asset Management
Sydney,
Australia
| $480M | -$57.7M | -11% | 6.82% | 282% | 34 | 44.12% | 0.6 |
|
| 2881 |
2881
Blue Pool Management
Causeway Bay,
Hong Kong
| $479M | +$12.3M | +3% | 5.14% | 72.8% | 2 | 50% | 2 |
|
| 2882 |
2882
Capital Advantage
Walnut Creek,
California
| $479M | +$9.45M | +2% | 2.88% | 49.2% | 43 | 6.98% | 4.6 |
|
| 2883 |
2883
Rempart Asset Management
Montreal,
Canada
| $479M | +$27.2M | +6% | 5.27% | 70.5% | 41 | 4.88% | 2.2 |
|
| 2884 |
2884
BSW Wealth Partners
Boulder,
Colorado
| $479M | -$8.89M | -2% | 5.64% | 75.4% | 325 | 16.31% | 3 |
|
| 2885 |
PCM
2885
Prime Capital Management
Hong Kong
| $479M | +$176M | +58% | 27.1% | 579% | 4 | 25% | 0.9 |
|
| 2886 |
2886
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $479M | +$35.8M | +8% | 11.2% | 183% | 71 | 1.41% | 5.6 |
|
| 2887 |
2887
Ithaka Group
Arlington,
Virginia
| $479M | +$4.25M | +0.9% | 17.5% | 143% | 40 | 20% | 4 |
|
| 2888 |
2888
Schnieders Capital Management
Pasadena,
California
| $479M | +$33.1M | +7% | 8.64% | 103% | 203 | 5.42% | 5.2 |
|
| 2889 |
2889
Bedel Financial Consulting
Indianapolis,
Indiana
| $479M | +$68M | +17% | 15% | 104% | 243 | 8.64% | 3.7 |
|
| 2890 |
2890
PM Capital
Sydney,
Australia
| $478M | -$2.34M | -0.5% | 8.15% | 105% | 11 | 27.27% | 6 |
|
| 2891 |
KNB
2891
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| $478M | +$24.5M | +5% | 6.47% | 73.6% | 7 | 0% | 0.8 |
|
| 2892 |
EFL
2892
ERn Financial LLC
Middleton,
Wisconsin
| $478M | +$22.9M | +5% | 5.31% | 55.9% | 175 | 8% | 2.3 |
|
| 2893 |
JC
2893
JBF Capital
Aspen,
Colorado
| $478M | +$36.6M | +8% | 16.7% | 93.6% | 89 | 32.58% | 1.6 |
|
| 2894 |
2894
Goldstein Advisors
Madison,
Wisconsin
| $477M | +$22.7M | +5% | 4.68% | 62.6% | 177 | 8.47% | 0.4 |
|
| 2895 |
2895
McIlrath & Eck
Arlington,
Washington
| $477M | +$48.7M | +11% | 5.97% | 44% | 954 | 9.64% | 3.3 |
|
| 2896 |
2896
CVA Family Office
Denver,
Colorado
| $477M | +$28.9M | +6% | 4.97% | 71.6% | 1,083 | 16.34% | 1.7 |
|
| 2897 |
2897
Center for Financial Planning
Southfied,
Michigan
| $476M | +$42.8M | +10% | 6.05% | 57.5% | 591 | 12.35% | 2.5 |
|
| 2898 |
2898
Chatham Capital Group
Savannah,
Georgia
| $475M | +$27.8M | +6% | 6.22% | 97% | 189 | 4.76% | 5.2 |
|
| 2899 |
2899
Consolidated Planning Corp
Atlanta,
Georgia
| $475M | +$89M | +23% | 6.65% | 84.6% | 175 | 40% | 1.2 |
|
| 2900 |
2900
Land & Buildings Investment Management
Stamford,
Connecticut
| $475M | +$42.5M | +10% | 4.06% | 53.9% | 27 | 48.15% | 1.3 |
|