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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
Virtue Capital Management
Brentwood,
Tennessee
| $557M | +$63.1M | +13% | 7.79% | 97.9% | 421 | 30.17% | 1.5 |
|
| 2902 |
2902
180 Wealth Advisors
Federal Way,
Washington
| $556M | +$56.6M | +11% | 11% | 165% | 424 | 13.92% | 3.1 |
|
| 2903 |
2903
Strid Group
Newtown Square,
Pennsylvania
| $556M | +$61.4M | +12% | 8.2% | 55.2% | 58 | 18.97% | 3.2 |
|
| 2904 |
2904
Adventist Health System West
Roseville,
California
| $556M | +$40.1M | +8% | 7.88% | 60.2% | 5 | 0% | 3.6 |
|
| 2905 |
2905
Concord Wealth Partners
Abingdon,
Virginia
| $556M | +$56.3M | +11% | 9.29% | 71.1% | 922 | 20.61% | 1.4 |
|
| 2906 |
2906
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $556M | +$15.1M | +3% | 4.1% | 18.3% | 169 | 8.28% | 4.5 |
|
| 2907 |
GWI
2907
Grace & White Inc
Ny,
New York
| $555M | -$14.8M | -3% | 6.24% | 59.6% | 142 | 5.63% | 6.4 |
|
| 2908 |
2908
Meridian Wealth Partners
Exton,
Pennsylvania
| $554M | +$30.3M | +6% | 6.49% | 54.2% | 111 | 12.61% | 2.6 |
|
| 2909 |
2909
Perseverance Asset Management International
George Town,
Cayman Islands
| $554M | +$134M | +32% | 2.07% | 120% | 21 | 14.29% | 1.2 |
|
| 2910 |
2910
Montanaro Asset Management
London,
United Kingdom
| $554M | +$22.1M | +4% | 7.73% | 49.6% | 47 | 14.89% | 2.6 |
|
| 2911 |
2911
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $553M | +$72.5M | +15% | 16.6% | 160% | 210 | 3.81% | 0.6 |
|
| 2912 |
2912
Baker Tilly Wealth Management
Madison,
Wisconsin
| $553M | -$56M | -9% | 7.82% | 96.9% | 479 | 17.12% | 2.5 |
|
| 2913 |
2913
Viking Fund Management
Minot,
North Dakota
| $553M | +$38.7M | +8% | 9.54% | 105% | 129 | 13.18% | 3.9 |
|
| 2914 |
2914
Buffington Mohr McNeal
Boise,
Idaho
| $552M | +$54.7M | +11% | 9.36% | 29.3% | 135 | 8.89% | 4.9 |
|
| 2915 |
ECM
2915
EagleClaw Capital Management
Boston,
Massachusetts
| $552M | +$72M | +15% | 14% | 109% | 135 | 5.93% | 6.1 |
|
| 2916 |
2916
Deer Management Company
Larchmont,
New York
| $552M | -$221M | -29% | 0.11% | 154% | 14 | 21.43% | 2 |
|
| 2917 |
2917
Patton Fund Management
Dallas,
Texas
| $551M | +$101M | +22% | 12% | 211% | 119 | 42.86% | 0.9 |
|
| 2918 |
2918
CFO4Life Group
Coppell,
Texas
| $551M | +$27.3M | +5% | 6.09% | 56.7% | 210 | 17.62% | 3 |
|
| 2919 |
2919
Strategic Point Investment Advisors
Providence,
Rhode Island
| $551M | +$33.5M | +6% | 6.54% | 58.2% | 34 | 5.88% | 3.9 |
|
| 2920 |
2920
Faithward Advisors
Lancaster,
Pennsylvania
| $551M | +$100M | +22% | 14.2% | 119% | 332 | 47.59% | 1.5 |
|
| 2921 |
2921
Fractal Investments
Glastonbury,
Connecticut
| $551M | +$64.4M | +13% | 14.1% | 74.2% | 87 | 21.84% | 1.2 |
|
| 2922 |
VS
2922
VK Services
Menlo Park,
California
| $549M | -$111M | -17% | 5.99% | 1,605% | 8 | 25% | 1.6 |
|
| 2923 |
2923
Hudson Way Capital Management
Dallas,
Texas
| $548M | +$14.6M | +3% | 13.6% | 51.3% | 16 | 18.75% | 2.1 |
|
| 2924 |
2924
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $547M | +$68.9M | +14% | 15% | 95.4% | 37 | 8.11% | 6.2 |
|
| 2925 |
2925
Chatham Capital Group
Savannah,
Georgia
| $545M | +$51M | +10% | 10.1% | 97% | 196 | 10.2% | 5.3 |
|