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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Dudley & Shanley
Palm Beach,
Florida
| $622M | -$15.3M | -2% | 3.2% | 67.9% | 37 | 16.22% | 4.6 |
|
| 3127 |
3127
FRG Family Wealth Advisors
Bellevue,
Washington
| $621M | +$45.9M | +8% | 8.38% | 76.4% | 160 | 7.5% | 6.2 |
|
| 3128 |
SRFM
3128
Shannon River Fund Management
New York
| $621M | -$131M | -17% | 18.9% | 554% | 29 | 48.28% | 0.9 |
|
| 3129 |
3129
Watts Gwilliam & Co
Gilbert,
Arizona
| $620M | +$10.6M | +2% | 12.1% | – | 231 | 3.46% | 1.2 |
|
| 3130 |
3130
Seven Mile Advisory
Ewing,
New Jersey
| $619M | +$453M | +272% | 7.12% | 146% | 306 | 41.83% | 1 |
|
| 3131 |
3131
Bellecapital
Zurich,
Switzerland
| $619M | +$56M | +10% | 13.9% | 152% | 146 | 16.44% | 3.6 |
|
| 3132 |
3132
Beck Bode LLC
Dedham,
Massachusetts
| $619M | +$28.2M | +5% | 9.97% | 155% | 114 | 29.82% | 1.3 |
|
| 3133 |
3133
Werba Rubin Papier Wealth Management
San Jose,
California
| $619M | +$86.9M | +16% | 7.86% | 67% | 256 | 16.02% | 1.5 |
|
| 3134 |
SFS
3134
Security Financial Services
Fort Wayne,
Indiana
| $619M | +$52.3M | +9% | 7.07% | 67.7% | 207 | 14.98% | 2.1 |
|
| 3135 |
3135
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $618M | +$33.3M | +6% | 5.93% | 67.9% | 92 | 5.43% | 5 |
|
| 3136 |
3136
PBMares Wealth Management
Williamsburg,
Virginia
| $617M | +$70.5M | +13% | 7% | 67.7% | 200 | 9% | 3.6 |
|
| 3137 |
3137
Probity Advisors
Dallas,
Texas
| $617M | +$47.5M | +8% | 5.89% | 61.7% | 244 | 9.43% | 5 |
|
| 3138 |
3138
SeaBridge Investment Advisors
Summit,
New Jersey
| $616M | +$78.4M | +15% | 10.1% | 128% | 215 | 14.42% | 3.3 |
|
| 3139 |
3139
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $616M | +$71.3M | +13% | 8% | 84.8% | 154 | 12.34% | 3 |
|
| 3140 |
3140
Primavera Capital Management
George Town,
Cayman Islands
| $616M | -$6.37M | -1% | 0.09% | 1.21% | 3 | 0% | 4.3 |
|
| 3141 |
3141
Adventist Health System West
Roseville,
California
| $614M | -$59.4M | -9% | 6.49% | 60.2% | 10 | 40% | 1.8 |
|
| 3142 |
3142
TFO Wealth Partners
Maumee,
Ohio
| $613M | +$45.3M | +8% | 6.33% | 63.6% | 51 | 19.61% | 1.1 |
|
| 3143 |
3143
SC&H Financial Advisors
Sparks,
Maryland
| $613M | +$27.8M | +5% | 7.05% | 66.2% | 160 | 10.63% | 3 |
|
| 3144 |
3144
IFG Advisors
St. Louis,
Missouri
| $613M | +$17.7M | +3% | 6.63% | 78.7% | 165 | 11.52% | 3.6 |
|
| 3145 |
3145
AdvisorShares Investments
Bethesda,
Maryland
| $612M | +$57.6M | +10% | 19.1% | 110% | 370 | 41.89% | 1.3 |
|
| 3146 |
3146
Bell Investment Advisors
Oakland,
California
| $612M | +$30.4M | +5% | 5.18% | 45% | 1,971 | 9.49% | 3.1 |
|
| 3147 |
3147
WPWealth
Fort Worth,
Texas
| $612M | +$57.4M | +10% | 4.88% | 38.2% | 96 | 8.33% | 1.6 |
|
| 3148 |
FCM
3148
Fieldview Capital Management
Niles,
Michigan
| $612M | -$49.8M | -8% | 7.2% | – | 554 | 72.02% | 0.2 |
|
| 3149 |
AMG
3149
Asset Management Group
Stamford,
Connecticut
| $611M | +$37.6M | +7% | 7.19% | 57% | 137 | 2.19% | 8.3 |
|
| 3150 |
3150
Broad Run Investment Management
Arlington,
Virginia
| $611M | -$41.9M | -6% | 2.95% | 202% | 24 | 0% | 6.8 |
|