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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
WNY Asset Management
Williamsville,
New York
| $421M | +$51M | +14% | 5.71% | – | 196 | 9.69% | 1.5 |
|
| 3002 |
VHMC
3002
Value Holdings Management Company
Hampton Bays,
New York
| $421M | -$22.5M | -5% | 2.53% | 125% | 44 | 27.27% | 5.7 |
|
| 3003 |
3003
First National Corp
Rockland,
Massachusetts
| $420M | +$15.9M | +4% | 4.79% | 56.3% | 165 | 7.27% | 2.7 |
|
| 3004 |
3004
Covenant Asset Management
Chester,
New Jersey
| $420M | +$1.42M | +0.3% | 14.5% | 177% | 187 | 10.16% | 3 |
|
| 3005 |
3005
Bourgeon Capital Management
Darien,
Connecticut
| $420M | +$12.4M | +3% | 3.46% | 121% | 384 | 19.01% | 2.8 |
|
| 3006 |
3006
Ironwood Investment Counsel
Scottsdale,
Arizona
| $420M | +$7.62M | +2% | 5.73% | 64% | 221 | 12.22% | 4.7 |
|
| 3007 |
3007
Duncker Streett & Co
St. Louis,
Missouri
| $420M | +$5.69M | +1% | 5.19% | 102% | 512 | 5.66% | 5.6 |
|
| 3008 |
3008
Glynn Capital Management
Menlo Park,
California
| $420M | +$6.78M | +2% | 20.3% | 252% | 47 | 4.26% | 5.4 |
|
| 3009 |
3009
Montecito Bank & Trust
Santa Barbara,
California
| $419M | +$6.85M | +2% | 5.93% | – | 241 | 4.98% | 5.3 |
|
| 3010 |
3010
ICA Group Wealth Management
Denver,
Colorado
| $419M | -$6.58M | -2% | 7.02% | – | 1,388 | 13.54% | 0.4 |
|
| 3011 |
3011
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $419M | +$90.9M | +28% | 4.98% | 63.7% | 69 | 13.04% | 2.4 |
|
| 3012 |
3012
Orion Resource Partners (USA)
New York
| $419M | +$18.9M | +5% | 5.4% | – | 3 | 0% | 0.3 |
|
| 3013 |
3013
EFG Asset Management (Americas)
Miami,
Florida
| $418M | +$13.9M | +3% | 9.99% | 112% | 142 | 13.38% | 3.3 |
|
| 3014 |
3014
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $418M | +$1.79M | +0.4% | 3.97% | 78.9% | 136 | 5.15% | 1 |
|
| 3015 |
3015
Synergy Asset Management
Vancouver,
Washington
| $418M | +$27.4M | +7% | 5.52% | 113% | 132 | 34.09% | 0.7 |
|
| 3016 |
3016
Dark Forest Capital Management
San Juan,
Puerto Rico
| $418M | +$11M | +3% | 3.19% | 63% | 1,684 | 66.21% | 0.3 |
|
| 3017 |
3017
PAX Financial Group
San Antonio,
Texas
| $417M | +$23.5M | +6% | 5.71% | 56% | 230 | 30.87% | 1.8 |
|
| 3018 |
3018
Evolution Wealth Advisors
Aventura,
Florida
| $417M | +$19.7M | +5% | 7.01% | 96% | 138 | 27.54% | 1.7 |
|
| 3019 |
3019
Advisor OS
Chicago,
Illinois
| $417M | +$40M | +11% | 4.02% | 68.8% | 251 | 19.52% | 1.5 |
|
| 3020 |
3020
Strategic Vision Investment
Hong Kong
| $416M | +$138M | +50% | 31.1% | 95.6% | 37 | 72.97% | 0.2 |
|
| 3021 |
3021
Ghisallo Capital Management
Boston,
Massachusetts
| $416M | -$146M | -26% | 2.97% | 122% | 170 | 82.35% | 0.4 |
|
| 3022 |
3022
Cheviot Value Management
Beverly Hills,
California
| $416M | +$9.4M | +2% | 2.45% | 77.8% | 70 | 2.86% | 4.4 |
|
| 3023 |
3023
Eudaimonia Partners
Winchester,
Tennessee
| $416M | +$7.79M | +2% | 7.73% | – | 389 | 21.34% | 2 |
|
| 3024 |
CAM
3024
Centre Asset Management
New York
| $414M | +$36.1M | +10% | 7.68% | 45.3% | 88 | 29.55% | 1.7 |
|
| 3025 |
3025
Pier 88 Investment Partners
San Francisco,
California
| $413M | +$750K | +0.2% | 2.82% | 36.1% | 101 | 19.8% | 1.8 |
|