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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $472M | +$128M | +37% | 4.51% | 95.1% | 60 | 63.33% | 0.7 |
|
| 3002 |
3002
First National Corp
Rockland,
Massachusetts
| $472M | +$24.5M | +5% | 3.85% | 56.3% | 173 | 13.87% | 2.1 |
|
| 3003 |
3003
One Day In July LLC
Burlington,
Vermont
| $472M | -$4.43M | -0.9% | 5.68% | 48.2% | 82 | 10.98% | 1.8 |
|
| 3004 |
3004
Data Collective IV
Palo Alto,
California
| $471M | -$270M | -36% | 35.1% | 317% | 5 | 0% | 0.3 |
|
| 3005 |
3005
Certified Advisory Corp
Altamonte Springs,
Florida
| $471M | +$17.3M | +4% | 3.32% | 62.9% | 268 | 25.75% | 2.9 |
|
| 3006 |
3006
Windham Capital Management
Boston,
Massachusetts
| $470M | -$17M | -3% | 4.94% | 8.3% | 82 | 6.1% | 2.9 |
|
| 3007 |
3007
Blue Grotto Capital
Atlanta,
Georgia
| $469M | +$40.5M | +9% | 7.17% | 300% | 26 | 42.31% | 0.8 |
|
| 3008 |
3008
Brio Consultants
San Francisco,
California
| $469M | +$43.4M | +10% | 5.82% | 42.7% | 80 | 16.25% | 2.1 |
|
| 3009 |
3009
TBH Global Asset Management
Brentwood,
Tennessee
| $469M | -$14M | -3% | 2.49% | 70.7% | 204 | 25.49% | 1.5 |
|
| 3010 |
3010
Kelly Lawrence W & Associates
Pasadens,
California
| $468M | -$37.2M | -7% | 5.73% | 123% | 172 | 9.3% | 3.6 |
|
| 3011 |
PWW
3011
Pettyjohn Wood & White
Lynchburg,
Virginia
| $468M | -$17.2M | -4% | 1.87% | 70.9% | 163 | 4.91% | 5.6 |
|
| 3012 |
CM
3012
Capital Management
Glen Allen,
Virginia
| $468M | -$14M | -3% | 1.19% | 63.6% | 86 | 11.63% | 3.5 |
|
| 3013 |
MRCM
3013
M&R Capital Management
Summit,
New Jersey
| $468M | -$15.3M | -3% | 2.25% | 52.6% | 459 | 10.89% | 4.9 |
|
| 3014 |
3014
Capital Planning Advisors
Roseville,
California
| $468M | -$57.6M | -11% | 4.52% | 64.2% | 168 | 8.33% | 2.9 |
|
| 3015 |
3015
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $467M | -$55.7M | -11% | 0.68% | 34.2% | 49 | 24.49% | 5.9 |
|
| 3016 |
3016
Biltmore Family Office
Charlotte,
North Carolina
| $467M | -$58.4M | -11% | 3.04% | 78.1% | 243 | 16.46% | 2.5 |
|
| 3017 |
3017
St Louis Trust
Saint Louis,
Missouri
| $467M | -$6.85M | -1% | 5.1% | 71.4% | 105 | 8.57% | 3.3 |
|
| 3018 |
3018
Cowen Investment Management
New York
| $467M | +$3.03M | +0.7% | 4.1% | 1.87% | 304 | 31.91% | 0.6 |
|
| 3019 |
3019
Nine Masts Capital
Central,
Hong Kong
| $466M | +$243M | +109% | 8.24% | 88.1% | 55 | 38.18% | 0.5 |
|
| 3020 |
3020
RMR Wealth Builders
Montclair,
New Jersey
| $466M | +$118M | +34% | 4.94% | 91.7% | 212 | 45.75% | 0.9 |
|
| 3021 |
3021
Accenture
Dublin,
Ireland
| $466M | -$171M | -27% | 26.5% | – | 2 | 50% | 1.3 |
|
| 3022 |
3022
Aflac Inc
Columbus,
Georgia
| $466M | – | – | 23% | 28.8% | 2 | – | 0 |
|
| 3023 |
3023
Farmers Trust Company
Youngstown,
Ohio
| $466M | -$20.1M | -4% | 2.87% | 73.5% | 171 | 7.6% | 5.2 |
|
| 3024 |
3024
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $466M | +$3.45M | +0.7% | 2.92% | 99.9% | 71 | 11.27% | 4.4 |
|
| 3025 |
CT
3025
Chicago Trust
Grayslake,
Illinois
| $466M | -$36.7M | -7% | 1.5% | 96.7% | 364 | 17.03% | 2.8 |
|