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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
Camden National Bank
Camden,
Maine
| $727M | +$12.7M | +2% | 1.33% | 58.2% | 176 | 10.8% | 4.3 |
|
| 2927 |
2927
First National Advisers
Omaha,
Nebraska
| $727M | -$9.7M | -1% | 2.81% | 87.9% | 245 | 11.02% | 2 |
|
| 2928 |
2928
GCQ Funds Management
Sydney,
Australia
| $726M | +$67.9M | +10% | 1.65% | – | 11 | 9.09% | 0.9 |
|
| 2929 |
2929
Meridian Wealth Partners
Exton,
Pennsylvania
| $726M | -$1M | -0.1% | 2.12% | 54.2% | 118 | 8.47% | 3.6 |
|
| 2930 |
2930
Kavar Capital Partners Group
Leawood,
Kansas
| $725M | -$24.5M | -3% | 3.75% | 77.2% | 197 | 10.15% | 5.2 |
|
| 2931 |
2931
James J. Burns & Company
Melville,
New York
| $725M | +$53.9M | +8% | 2.57% | 70.2% | 170 | 11.76% | 2 |
|
| 2932 |
2932
Biltmore Family Office
Charlotte,
North Carolina
| $724M | +$21.6M | +3% | 4.57% | 99% | 339 | 17.4% | 3.6 |
|
| 2933 |
2933
King Street Capital Management
New York
| $724M | -$1.61B | -69% | 5.77% | 140% | 20 | 50% | 0.6 |
|
| 2934 |
2934
Engine Capital Management
New York
| $724M | -$118M | -14% | 0.74% | 21.1% | 30 | 16.67% | 2.3 |
|
| 2935 |
2935
Intel Corp
Santa Clara,
California
| $724M | -$310M | -30% | 23.9% | 9.79% | 3 | 33.33% | 2.3 |
|
| 2936 |
2936
Ellevest Inc
New York
| $723M | +$23M | +3% | 3.59% | 73.8% | 464 | 16.81% | 3.3 |
|
| 2937 |
SM
2937
Sciencast Management
Princeton,
New Jersey
| $723M | +$189M | +35% | 2.18% | 72.5% | 423 | 73.76% | 0.2 |
|
| 2938 |
2938
Strategic Point Investment Advisors
Providence,
Rhode Island
| $723M | +$26.8M | +4% | 2.28% | 58.2% | 37 | 8.11% | 4.7 |
|
| 2939 |
2939
Legacy Financial Advisors
Covington,
Kentucky
| $723M | -$2.96M | -0.4% | 3.06% | 86.3% | 461 | 25.38% | 2.5 |
|
| 2940 |
2940
Koch Inc
Wichita,
Kansas
| $723M | -$34.1M | -5% | 7.68% | – | 7 | 0% | 0.8 |
|
| 2941 |
2941
Cypress Wealth Services
Palm Desert,
California
| $723M | +$112M | +18% | 3.09% | 82.7% | 402 | 17.16% | 2.3 |
|
| 2942 |
2942
Affinity Capital Advisors
Berkeley,
California
| $723M | +$71.7M | +11% | 2.57% | 72.7% | 174 | 12.64% | 3.3 |
|
| 2943 |
2943
Meridian Wealth Advisors
Austin,
Texas
| $722M | +$17.8M | +3% | 3.47% | 79.9% | 198 | 12.63% | 4.6 |
|
| 2944 |
2944
Valley National Advisers
Bethlehem,
Pennsylvania
| $722M | +$76.2M | +12% | 2.96% | 87.2% | 960 | 17.81% | 4.9 |
|
| 2945 |
WCM
2945
Woodson Capital Management
Greenwich,
Connecticut
| $722M | +$165M | +30% | 7.76% | 235% | 39 | 48.72% | 0.9 |
|
| 2946 |
2946
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $722M | +$36M | +5% | 12.8% | 165% | 39 | 30.77% | 2.7 |
|
| 2947 |
2947
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $721M | +$10.9M | +2% | 1.47% | 65.2% | 135 | 8.15% | 1.7 |
|
| 2948 |
2948
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $720M | -$71.1M | -9% | 3.63% | 87.8% | 72 | 2.78% | 5 |
|
| 2949 |
2949
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $720M | +$32.2M | +5% | 10.2% | 195% | 61 | 1.64% | 7.4 |
|
| 2950 |
2950
Silverarc Capital Management
Boston,
Massachusetts
| $720M | -$21.6M | -3% | 59% | 2,765% | 103 | 54.37% | 1 |
|