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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
PIA
3051
Peachtree Investment Advisors
Atlanta,
Georgia
| $150M | -$212K | -0.1% | 1.75% | 24.2% | 404 | 67.33% | 0.2 |
|
| 3052 |
GP
3052
Girard Partners
King Of Prussia,
Pennsylvania
| $149M | +$4.59M | +3% | 1.22% | 25.7% | 143 | 9.79% | 0.7 |
|
| 3053 |
SAM
3053
Solaris Asset Management
New York
| $149M | -$3.48M | -2% | 1.71% | 74% | 232 | 18.53% | 0.9 |
|
| 3054 |
MP
3054
Manifold Partners
San Francisco,
California
| $149M | -$22.8M | -13% | 3.36% | 24.9% | 108 | 76.85% | 0.3 |
|
| 3055 |
DR
3055
Davis Rea
Toronto,
Ontario, Canada
| $149M | -$29.8M | -17% | 1.28% | 66.9% | 47 | 10.64% | 1 |
|
| 3056 |
CS
3056
Credential Securities
Vancouver,
| $149M | -$1.83M | -1% | 3.54% | 32.5% | 209 | 7.18% | 0.5 |
|
| 3057 |
PC
3057
Peavine Capital
Reno,
Nevada
| $149M | +$2.06M | +1% | 0.94% | 30.8% | 13 | 0% | 0.8 |
|
| 3058 |
FC
3058
Farley Capital
New York
| $149M | -$6.3M | -4% | 0.42% | 105% | 17 | 29.41% | 0.8 |
|
| 3059 |
CWM
3059
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $149M | -$1.48M | -1% | 3.14% | 48.8% | 161 | 5.59% | 0.7 |
|
| 3060 |
BRM
3060
Boston Research & Management
Manchester,
Massachusetts
| $149M | +$4.05M | +3% | 0.36% | 53.2% | 104 | 7.69% | 1.1 |
|
| 3061 |
NIC
3061
Northwest Investment Counselors
Lake Oswego,
Oregon
| $149M | -$322K | -0.2% | 0.28% | 32.4% | 107 | 8.41% | 1.2 |
|
| 3062 |
SAMT
3062
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $149M | +$42.6M | +40% | 1.55% | 68.4% | 50 | 40% | 0.5 |
|
| 3063 |
3063
Fidelity National Financial
Jacksonville,
Florida
| $148M | +$4.04M | +3% | 3.15% | 2.54% | 18 | 11.11% | 1.2 |
|
| 3064 |
WRM
3064
Weybosset Research & Management
Province,
Rhode Island
| $148M | -$7.38M | -5% | 0.67% | 73.4% | 53 | 7.55% | 1.1 |
|
| 3065 |
RCM
3065
Riverpark Capital Management
New York
| $148M | -$5.39M | -4% | 2.3% | 152% | 49 | 10.2% | 0.2 |
|
| 3066 |
TWM
3066
Tanglewood Wealth Management
Houston,
Texas
| $148M | +$45.4M | +44% | 4.65% | 59.7% | 5 | 0% | 1.2 |
|
| 3067 |
PFSC
3067
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $148M | -$9.47M | -6% | 1.73% | 93% | 362 | 9.67% | 0.7 |
|
| 3068 |
GF
3068
Goodman Financial
Houston,
Texas
| $148M | -$19.1M | -11% | 3.45% | 52.5% | 46 | 17.39% | 1 |
|
| 3069 |
EHWM
3069
Eads & Heald Wealth Management
Atlanta,
Georgia
| $148M | -$2.76M | -2% | 0.82% | 84.4% | 127 | 7.87% | 1.1 |
|
| 3070 |
CWM
3070
Confluence Wealth Management
Portland,
Oregon
| $148M | -$27.8M | -16% | 0.81% | 31.9% | 133 | 40.6% | 0.5 |
|
| 3071 |
LWM
3071
Lenox Wealth Management
Cincinnati,
Ohio
| $148M | +$2.06M | +1% | 2.27% | 24.7% | 168 | 5.36% | 0.7 |
|
| 3072 |
ECM
3072
EagleClaw Capital Management
Boston,
Massachusetts
| $147M | +$7K | +0% | 0% | 104% | 108 | 11.11% | 0.5 |
|
| 3073 |
GIM
3073
Greenwich Investment Management
Norwalk,
Connecticut
| $147M | -$6.41M | -4% | 4.94% | – | 45 | 17.78% | 0.6 |
|
| 3074 |
CPA
3074
Court Place Advisors
Ellicott City,
Maryland
| $147M | +$2.41M | +2% | 0.55% | 92% | 129 | 6.98% | 0.7 |
|
| 3075 |
SI
3075
Shaker Investments
Cleveland,
Ohio
| $147M | -$7.37M | -5% | 1.71% | 205% | 66 | 21.21% | 0.5 |
|