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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 |
DCM
3001
Divisar Capital Management
San Francisco,
California
| $528M | +$7.27M | +1% | 1.32% | 194% | 37 | 16.22% | 3.2 |
|
| 3002 |
3002
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $527M | +$10.1M | +2% | 1.86% | 52.1% | 129 | 14.73% | 1.9 |
|
| 3003 |
QCM
3003
Qsemble Capital Management
New York
| $527M | +$69.4M | +15% | 3.74% | 39.9% | 602 | 67.28% | 0.2 |
|
| 3004 |
3004
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $527M | +$3.71M | +0.7% | 1.33% | 79.3% | 155 | 10.97% | 3.8 |
|
| 3005 |
3005
Pacific Global Investment Management
Glendale,
California
| $526M | +$3.06M | +0.6% | 4.06% | 48% | 218 | 11.01% | 6.4 |
|
| 3006 |
3006
Praesidium Investment Management Company
New York
| $526M | -$152M | -22% | 4.12% | 79% | 12 | 0% | 3 |
|
| 3007 |
3007
Amarillo National Bank
Amarillo,
Texas
| $526M | -$10M | -2% | 1.48% | 63.5% | 98 | 11.22% | 5.9 |
|
| 3008 |
3008
Bordeaux Wealth Advisors
Menlo Park,
California
| $525M | +$222M | +73% | 11.7% | 141% | 147 | 26.53% | 1.6 |
|
| 3009 |
3009
Cannon Financial Strategists
Athens,
Georgia
| $524M | +$15.8M | +3% | 0.46% | 56.7% | 96 | 6.25% | 3.1 |
|
| 3010 |
3010
Portside Wealth Group
Provo,
Utah
| $524M | -$16.3M | -3% | 1.35% | 90.1% | 407 | 20.88% | 0.8 |
|
| 3011 |
3011
Horst & Graben Wealth Management
Portland,
Oregon
| $523M | +$32.2M | +7% | 2.79% | 55.1% | 157 | 12.1% | 2.5 |
|
| 3012 |
3012
Alpha Omega Wealth Management
Richmond,
Virginia
| $523M | -$15.2M | -3% | 1.45% | 65.9% | 215 | 5.58% | 5.7 |
|
| 3013 |
3013
Eagle Strategies
New York
| $523M | +$72.8M | +16% | 1.91% | 77.7% | 348 | 64.08% | 1 |
|
| 3014 |
3014
Deltec Asset Management
New York
| $523M | +$15.8M | +3% | 3.46% | 127% | 176 | 26.14% | 3.3 |
|
| 3015 |
3015
Sky Investment Group
Hartford,
Connecticut
| $523M | +$3M | +0.6% | 2.69% | 68% | 131 | 6.11% | 6.3 |
|
| 3016 |
WPI
3016
Walter Public Investments
Westmount,
Canada
| $523M | +$11.2M | +2% | 1.73% | 72.7% | 43 | 4.65% | 1.6 |
|
| 3017 |
3017
Great Point Partners
Greenwich,
Connecticut
| $522M | -$120M | -19% | 4.37% | 710% | 42 | 38.1% | 0.6 |
|
| 3018 |
3018
Front Street Capital Management
Missoula,
Montana
| $522M | -$10.6M | -2% | 0.07% | 316% | 73 | 6.85% | 4.9 |
|
| 3019 |
3019
Callan Family Office
Radnor,
Pennsylvania
| $521M | +$94.3M | +22% | 1.95% | 93.4% | 157 | 45.86% | 0.7 |
|
| 3020 |
3020
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $520M | -$55.1M | -10% | 0.82% | 55.5% | 88 | 6.82% | 3.1 |
|
| 3021 |
3021
Embree Financial Group
Chicago,
Illinois
| $520M | +$10.7M | +2% | 3.67% | 87.6% | 195 | 10.26% | 0.5 |
|
| 3022 |
3022
Duncker Streett & Co
St. Louis,
Missouri
| $520M | +$13.6M | +3% | 3.51% | 90.9% | 499 | 6.81% | 6.3 |
|
| 3023 |
3023
Benjamin Edwards Inc
Clayton,
Missouri
| $520M | +$16.5M | +3% | 3.3% | 66.5% | 784 | 16.58% | 2.5 |
|
| 3024 |
3024
Crane Advisory
Fullerton,
California
| $519M | +$22.7M | +5% | 1.7% | 38.2% | 43 | 9.3% | 1 |
|
| 3025 |
3025
White Lighthouse Investment Management
Bedford,
Massachusetts
| $518M | +$26M | +5% | 2.59% | 62% | 126 | 8.73% | 4.7 |
|