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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Avenir Corporation
Alexandria,
Virginia
| $821M | +$238K | +0% | 4.1% | 34.4% | 82 | 15.85% | 6 |
|
| 2902 |
2902
Legacy Financial Advisors
Covington,
Kentucky
| $820M | +$105M | +15% | 19% | 86.3% | 453 | 14.79% | 2.6 |
|
| 2903 |
2903
Capital Advantage
Walnut Creek,
California
| $820M | +$54.7M | +7% | 11.4% | 49.2% | 161 | 16.77% | 2.7 |
|
| 2904 |
2904
Faithward Advisors
Lancaster,
Pennsylvania
| $819M | +$119M | +17% | 20.1% | 119% | 354 | 30.51% | 1.8 |
|
| 2905 |
2905
Canal Capital Management
Richmond,
Virginia
| $819M | +$79.9M | +11% | 13.2% | 67.8% | 243 | 24.28% | 3.7 |
|
| 2906 |
2906
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $818M | +$108M | +15% | 12.6% | 61.9% | 454 | 14.98% | 1.5 |
|
| 2907 |
2907
Dillon & Associates
Jackson,
Michigan
| $817M | +$90.8M | +13% | 16.1% | 117% | 81 | 8.64% | 7.9 |
|
| 2908 |
FRIHG
2908
Fund Resources Investment Holding Group
Hong Kong,
| $817M | +$735M | +901% | 225% | – | 8 | 100% | 0 |
|
| 2909 |
2909
Mirador Capital Partners
Pleasanton,
California
| $817M | +$110M | +16% | 27.2% | 120% | 229 | 15.28% | 4 |
|
| 2910 |
2910
Biondo Investment Advisors
Milford,
Pennsylvania
| $817M | +$36.9M | +5% | 8.42% | 83.4% | 94 | 18.09% | 5.3 |
|
| 2911 |
SBCM
2911
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $816M | +$28M | +4% | 8.14% | 72.3% | 49 | 4.08% | 6.9 |
|
| 2912 |
2912
Financial Advisors Network
Tustin,
California
| $816M | +$91.3M | +13% | 13.1% | – | 219 | 11.87% | 3.7 |
|
| 2913 |
2913
Ayalon Insurance Company
Ramat Gan,
Israel
| $815M | +$325M | +66% | 22.1% | 99.6% | 70 | 18.57% | 5.2 |
|
| 2914 |
2914
Cypress Wealth Services
Palm Desert,
California
| $815M | +$107M | +15% | 15.2% | 82.7% | 447 | 13.65% | 2.4 |
|
| 2915 |
2915
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $815M | +$137M | +20% | 16.4% | 90.7% | 312 | 10.9% | 6.1 |
|
| 2916 |
2916
Squadra Investments
Rio De Janeiro,
Brazil
| $815M | -$79.6M | -9% | 7.72% | 1.55% | 8 | 50% | 0.8 |
|
| 2917 |
2917
Third View Private Wealth
Westport,
Connecticut
| $814M | +$83.8M | +11% | 13% | – | 316 | 23.42% | 0.4 |
|
| 2918 |
2918
Skylands Capital
Milwaukee,
Wisconsin
| $814M | +$50.9M | +7% | 10.5% | 61% | 176 | 17.61% | 5.2 |
|
| 2919 |
2919
Wallington Asset Management
Indianapolis,
Indiana
| $814M | +$61.6M | +8% | 26.9% | 108% | 64 | 9.38% | 7.3 |
|
| 2920 |
BPIM
2920
Brant Point Investment Management
New York
| $813M | +$37.6M | +5% | 29.8% | 169% | 165 | 48.48% | 3 |
|
| 2921 |
TLP
2921
Tri Locum Partners
New York
| $813M | +$101M | +14% | 20.5% | 357% | 21 | 28.57% | 0.8 |
|
| 2922 |
2922
Renesas Electronics America
San Jose,
California
| $813M | +$538M | +196% | 196% | – | 1 | 0% | 0.5 |
|
| 2923 |
2923
Cambient Family Office
Ada,
Michigan
| $813M | +$96.6M | +13% | 16.8% | – | 337 | 25.22% | 0.4 |
|
| 2924 |
2924
Fagan Associates
Troy,
New York
| $813M | +$93.5M | +13% | 22.6% | 127% | 143 | 9.79% | 4.9 |
|
| 2925 |
2925
Deer Management Company
Larchmont,
New York
| $812M | +$190M | +31% | 81.3% | 154% | 10 | 20% | 2.5 |
|