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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 |
HIS
3051
Horizon Investment Services
Hammond,
Indiana
| $242M | +$6.35M | +3% | 7.66% | 250% | 114 | 23.68% | 1.5 |
|
| 3052 |
3052
Fullerton Fund Management
Singapore
| $242M | +$4.04M | +2% | 3.18% | 412% | 19 | 21.05% | 0.5 |
|
| 3053 |
3053
Rikoon Group
Santa Fe,
New Mexico
| $242M | +$11M | +5% | 5.9% | 63.3% | 171 | 8.19% | 1.1 |
|
| 3054 |
GII
3054
Gryphon International Investment
Toronto,
Ontario, Canada
| $242M | -$15M | -6% | 0% | 5.67% | 21 | 0% | 3.1 |
|
| 3055 |
3055
Schnieders Capital Management
Pasadena,
California
| $242M | +$12.8M | +6% | 6.47% | 103% | 161 | 9.32% | 2.7 |
|
| 3056 |
3056
BlueSky Wealth Advisors
New Bern,
North Carolina
| $242M | +$9.8M | +4% | 1.8% | 42.9% | 55 | 5.45% | 1 |
|
| 3057 |
MCG
3057
McCollum Christoferson Group
Amherst,
New York
| $241M | – | – | 7.05% | 59.4% | 74 | – | 0 |
|
| 3058 |
3058
Proffitt & Goodson
Knoxville,
Tennessee
| $241M | +$13.1M | +6% | 5.57% | 48.5% | 54 | 11.11% | 2.9 |
|
| 3059 |
3059
Harbour Capital Advisors
Tysons Corner,
Virginia
| $241M | +$11.5M | +5% | 6.74% | 168% | 289 | 23.18% | 1.8 |
|
| 3060 |
3060
Cypress Wealth Services
Palm Desert,
California
| $241M | – | – | 4.86% | 82.7% | 205 | – | 0 |
|
| 3061 |
3061
River Wealth Advisors
Camp Hill,
Pennsylvania
| $240M | +$19.4M | +9% | 6.96% | 80.3% | 166 | 8.43% | 2.2 |
|
| 3062 |
3062
BSW Wealth Partners
Boulder,
Colorado
| $240M | +$10.9M | +5% | 4.07% | 75.4% | 100 | 21% | 2.3 |
|
| 3063 |
IIA
3063
IPG Investment Advisors
San Diego,
California
| $240M | -$50.1M | -17% | 7.1% | 106% | 179 | 39.11% | 1.4 |
|
| 3064 |
PLFAM
3064
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $240M | +$22.3M | +10% | 6.63% | 81.6% | 114 | 20.18% | 2.7 |
|
| 3065 |
3065
Watermark Asset Management
San Ramon,
California
| $240M | +$9.6M | +4% | 3.74% | – | 259 | 6.18% | 0.7 |
|
| 3066 |
3066
Steamboat Capital Partners
Rye,
New York
| $240M | +$89.7M | +60% | 18.4% | 280% | 29 | 13.79% | 0.8 |
|
| 3067 |
3067
Genesee Valley Trust
Pittsford,
New York
| $239M | -$5.38M | -2% | 3.38% | 30.2% | 243 | 14.81% | 2.2 |
|
| 3068 |
3068
GuardCap Asset Management
London,
United Kingdom
| $239M | – | – | 5.84% | 21.9% | 22 | – | 0 |
|
| 3069 |
3069
Mariner Investment Group
Harrison,
New York
| $239M | +$78.3M | +49% | 1.6% | – | 112 | 64.29% | 0.4 |
|
| 3070 |
3070
Pura Vida Investments
New York
| $239M | -$323M | -57% | 16.3% | 38.3% | 126 | 76.19% | 0.4 |
|
| 3071 |
WC
3071
Whitnell & Co
Oak Brook,
Illinois
| $238M | +$9.1M | +4% | 5.26% | 36.6% | 373 | 39.95% | 2.3 |
|
| 3072 |
3072
American Financial Network Advisory Services
Calabasas,
California
| $238M | +$5.56M | +2% | 4.29% | – | 822 | 22.51% | 0.2 |
|
| 3073 |
3073
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $238M | +$21.4M | +10% | 5.8% | 92% | 183 | 10.93% | 2.3 |
|
| 3074 |
3074
Bowie Capital Management
Richardson,
Texas
| $238M | -$63.2M | -21% | 9.06% | 31.6% | 31 | 25.81% | 0.8 |
|
| 3075 |
3075
Moloney Securities Asset Management
Manchester,
Missouri
| $238M | +$13.4M | +6% | 5.1% | 86% | 298 | 15.44% | 0.8 |
|