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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Wellington Shields Capital Management
New York
| $575M | +$26M | +5% | 6.77% | 137% | 327 | 10.4% | 4.9 |
|
| 2952 |
2952
Faithward Advisors
Lancaster,
Pennsylvania
| $575M | +$21.7M | +4% | 6.41% | 119% | 290 | 16.55% | 1.7 |
|
| 2953 |
2953
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $575M | +$76.2M | +15% | 5.84% | 54.9% | 204 | 17.65% | 1 |
|
| 2954 |
2954
Paradice Investment Management
Denver,
Colorado
| $575M | +$9.05M | +2% | 11% | 72.2% | 29 | 17.24% | 4.3 |
|
| 2955 |
NG
2955
Northstar Group
New York
| $574M | +$45.1M | +9% | 7.38% | 63.9% | 161 | 11.18% | 5.7 |
|
| 2956 |
2956
Columbia Asset Management
Ann Arbor,
Michigan
| $574M | +$37.4M | +7% | 9.02% | 94.1% | 180 | 6.11% | 6.2 |
|
| 2957 |
2957
Essex Investment Management
Boston,
Massachusetts
| $574M | +$39M | +7% | 15.9% | 370% | 332 | 18.07% | 3.6 |
|
| 2958 |
AC
2958
AMS Capital
Sao Paulo,
Brazil
| $574M | +$95.5M | +20% | 4.82% | 63.1% | 20 | 20% | 1.2 |
|
| 2959 |
WPI
2959
Walter Public Investments
Westmount,
Canada
| $573M | +$50.7M | +10% | 6.1% | 72.7% | 44 | 9.09% | 1.7 |
|
| 2960 |
2960
Brasada Capital Management
Houston,
Texas
| $573M | -$430K | -0.1% | 6.77% | 76.5% | 155 | 24.52% | 2.4 |
|
| 2961 |
2961
Sora Investors
Bryn Mawr,
Pennsylvania
| $573M | +$30.2M | +6% | 8.01% | 179% | 80 | 62.5% | 0.4 |
|
| 2962 |
2962
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $573M | +$45.3M | +9% | 6.09% | 52.1% | 122 | 13.11% | 2 |
|
| 2963 |
2963
GC Wealth Management RIA
Cambridge,
Massachusetts
| $573M | +$66.1M | +13% | 6.45% | – | 308 | 16.88% | 0.6 |
|
| 2964 |
2964
CFM Wealth Partners
Austin,
Texas
| $573M | +$28.2M | +5% | 5.22% | 152% | 151 | 8.61% | 3.4 |
|
| 2965 |
2965
Peninsula Wealth
San Francisco,
California
| $572M | +$37.5M | +7% | 5.26% | 30% | 104 | 14.42% | 2.2 |
|
| 2966 |
2966
Mitchell Capital Management
Leawood,
Kansas
| $572M | +$4.3M | +0.8% | 4.39% | 234% | 126 | 23.02% | 3.7 |
|
| 2967 |
2967
Cannon Financial Strategists
Athens,
Georgia
| $572M | +$47.6M | +9% | 6.37% | 56.7% | 101 | 11.88% | 3 |
|
| 2968 |
2968
Great Mountain Partners
New Haven,
Connecticut
| $572M | -$254M | -31% | 6.76% | 95.3% | 2 | 0% | 3.3 |
|
| 2969 |
VHMC
2969
Value Holdings Management Company
Hampton Bays,
New York
| $572M | +$24.9M | +5% | 6.55% | 125% | 32 | 6.25% | 6.4 |
|
| 2970 |
2970
Capital Insight Partners
Scottsdale,
Arizona
| $571M | +$41.4M | +8% | 5.52% | 51.7% | 163 | 7.36% | 3.5 |
|
| 2971 |
2971
GR Financial Group
Tucson,
Arizona
| $571M | +$118M | +26% | 5.45% | 75.4% | 19 | 26.32% | 1.1 |
|
| 2972 |
AMG
2972
Asset Management Group
Stamford,
Connecticut
| $571M | +$34.2M | +6% | 6.69% | 57% | 137 | 5.11% | 7.6 |
|
| 2973 |
2973
Destiny Wealth Partners
Tavares,
Florida
| $570M | +$13.8M | +2% | 4.39% | 63.7% | 165 | 8.48% | 2.4 |
|
| 2974 |
2974
Alpine Woods Capital Investors
Purchase,
New York
| $570M | -$78.3M | -12% | 7.43% | 105% | 189 | 18.52% | 4.6 |
|
| 2975 |
2975
Cigna Investments
Bloomfield,
Connecticut
| $568M | +$27.5M | +5% | 7.09% | 154% | 477 | 8.81% | 5.6 |
|