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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Farmers Trust Company
Youngstown,
Ohio
| $467M | +$13.8M | +3% | 5.28% | 73.5% | 166 | 10.84% | 5.9 |
|
| 2927 |
2927
Elk River Wealth Management
Denver,
Colorado
| $467M | +$26.5M | +6% | 8.09% | 81.8% | 113 | 8.85% | 2 |
|
| 2928 |
JCP
2928
JB Capital Partners
Armonk,
New York
| $467M | +$44.9M | +11% | 17.6% | 142% | 77 | 2.6% | 2 |
|
| 2929 |
2929
Covalis Capital
London,
United Kingdom
| $466M | +$110M | +31% | 1.35% | 37.9% | 58 | 72.41% | 0.3 |
|
| 2930 |
2930
EFG Asset Management
Portland,
Oregon
| $466M | +$13.7M | +3% | 13.2% | 211% | 209 | 22.97% | 1 |
|
| 2931 |
2931
CFO4Life Group
Coppell,
Texas
| $466M | +$26M | +6% | 5.08% | 56.7% | 187 | 16.04% | 2.8 |
|
| 2932 |
2932
High Probability Advisors
Pittsford,
New York
| $466M | +$37.9M | +9% | 3.01% | 52.6% | 47 | 8.51% | 1.9 |
|
| 2933 |
2933
Monograph Wealth Advisors
Manhattan Beach,
California
| $466M | +$39.8M | +9% | 5.74% | 68% | 94 | 9.57% | 1.1 |
|
| 2934 |
2934
RK Capital Management (Colorado)
Denver,
Colorado
| $466M | +$10.6M | +2% | 7.93% | 89% | 50 | 14% | 2.5 |
|
| 2935 |
2935
Chemung Canal Trust
Elmira,
New York
| $466M | +$30.9M | +7% | 7.06% | 80.9% | 123 | 8.13% | 6.5 |
|
| 2936 |
2936
Fiduciary Alliance
Greenville,
South Carolina
| $466M | +$67.3M | +17% | 7.5% | 104% | 1,014 | 86.29% | 0.1 |
|
| 2937 |
2937
Stockman Wealth Management
Billings,
Montana
| $466M | +$18.2M | +4% | 4.62% | 73.5% | 211 | 12.32% | 4.1 |
|
| 2938 |
2938
Coerente Capital Management
Toronto,
Ontario, Canada
| $466M | +$20.6M | +5% | 6.16% | 40% | 37 | 8.11% | 2.1 |
|
| 2939 |
2939
Eagle Rock Investment Company
Atlanta,
Georgia
| $465M | +$29.3M | +7% | 7.44% | 121% | 132 | 8.33% | 1.2 |
|
| 2940 |
2940
Concord Wealth Partners
Abingdon,
Virginia
| $464M | +$112M | +32% | 4.37% | 66% | 1,076 | 11.71% | 0.7 |
|
| 2941 |
2941
Winslow Asset Management
Beachwood,
Ohio
| $464M | +$35.9M | +8% | 12.4% | 89.9% | 75 | 8% | 6.5 |
|
| 2942 |
2942
Alera Investment Advisors
Deerfield,
Illinois
| $464M | +$29.9M | +7% | 6.72% | 28.9% | 180 | 10% | 2.1 |
|
| 2943 |
2943
HeadInvest LLC
Portland,
Maine
| $464M | +$8.12M | +2% | 4.46% | 59.1% | 232 | 6.47% | 5 |
|
| 2944 |
2944
Tufton Capital Management
Hunt Valley,
Maryland
| $464M | +$1.15M | +0.2% | 3.81% | 96.1% | 124 | 7.26% | 6.7 |
|
| 2945 |
2945
Buffington Mohr McNeal
Boise,
Idaho
| $463M | +$26.8M | +6% | 6.67% | 29.3% | 129 | 9.3% | 4.8 |
|
| 2946 |
TF
2946
TimeScale Financial
Danvers,
Massachusetts
| $463M | +$21.9M | +5% | 4.3% | 31.3% | 645 | 5.89% | 2.8 |
|
| 2947 |
2947
Bernzott Capital Advisors
Camarillo,
California
| $463M | -$20.8M | -4% | 4.95% | 46.6% | 56 | 19.64% | 3.3 |
|
| 2948 |
2948
Iron Gate Global Advisors
Nsl,
Utah
| $463M | +$56.8M | +14% | 13.8% | 106% | 97 | 14.43% | 2.8 |
|
| 2949 |
2949
Force Hill Capital Management
New York
| $462M | +$78.9M | +21% | 7.7% | 46.3% | 68 | 47.06% | 0.7 |
|
| 2950 |
2950
Cyrus J. Lawrence
New York
| $462M | +$119M | +34% | 11.1% | – | 157 | 8.28% | 1.1 |
|