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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Harbor Group
Bedford,
New Hampshire
| $564M | +$63.6M | +13% | 6.63% | 43% | 102 | 7.84% | 2.4 |
|
| 3152 |
3152
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $564M | +$75M | +15% | 15.3% | 70.3% | 71 | 43.66% | 2.8 |
|
| 3153 |
3153
Hazelview Securities
Toronto,
Ontario, Canada
| $564M | +$14M | +3% | 0.43% | – | 36 | 36.11% | 1.7 |
|
| 3154 |
3154
Morton Capital Management
Calabasas,
California
| $564M | +$46.4M | +9% | 7.15% | 75.4% | 128 | 14.84% | 2.2 |
|
| 3155 |
3155
Blueprint Investment Partners
Greensboro,
North Carolina
| $564M | +$16.3M | +3% | 9.47% | 90.8% | 118 | 66.95% | 2 |
|
| 3156 |
3156
Kesler Norman & Wride
Ogden,
Utah
| $564M | +$38.2M | +7% | 10.2% | 76% | 229 | 11.79% | 2.5 |
|
| 3157 |
3157
Hohimer Wealth Management
Seattle,
Washington
| $564M | +$50.1M | +10% | 12.6% | 99.7% | 304 | 27.3% | 2 |
|
| 3158 |
3158
Bellecapital
Zurich,
Switzerland
| $563M | +$57M | +11% | 14.2% | 152% | 147 | 14.97% | 3.4 |
|
| 3159 |
3159
Trust Company of the South
Greensboro,
North Carolina
| $563M | +$84.7M | +18% | 7.52% | 70.2% | 131 | 9.92% | 1.3 |
|
| 3160 |
3160
Opes Wealth Management
Menlo Park,
California
| $563M | +$67.7M | +14% | 7.27% | 54.1% | 151 | 9.27% | 3.3 |
|
| 3161 |
3161
Drexel Morgan & Co
Radnor,
Pennsylvania
| $563M | +$86.7M | +18% | 4.73% | 50.1% | 56 | 3.57% | 7.6 |
|
| 3162 |
3162
Point72 Asia (Singapore)
Singapore
| $563M | +$182M | +48% | 10.7% | – | 1,336 | 73.88% | 0.2 |
|
| 3163 |
3163
Chandler Asset Management
San Diego,
California
| $563M | +$32.5M | +6% | 6.01% | 35.6% | 25 | 12% | 5.2 |
|
| 3164 |
3164
DSG Capital Advisors
Edina,
Minnesota
| $563M | +$67.5M | +14% | 13.2% | – | 132 | 15.91% | 0.4 |
|
| 3165 |
3165
Austin Wealth Management
Austin,
Texas
| $562M | +$63.2M | +13% | 7.29% | 48.2% | 146 | 17.12% | 1.3 |
|
| 3166 |
3166
Sierra Summit Advisors
Incline Village,
Nevada
| $562M | +$100M | +22% | 28.2% | – | 222 | 40.54% | 0.8 |
|
| 3167 |
3167
Capital Group Investment Management
Raffles Quay,
Singapore
| $561M | +$71.7M | +15% | 20.5% | 145% | 153 | 14.38% | 1.8 |
|
| 3168 |
3168
Laffer Tengler Investments
Nashville,
Tennessee
| $561M | +$91.5M | +19% | 15.5% | 96.5% | 175 | 31.43% | 2.4 |
|
| 3169 |
3169
Gemsstock Ltd
London,
United Kingdom
| $561M | +$295M | +111% | 8.4% | 149% | 21 | 33.33% | 0.6 |
|
| 3170 |
3170
Deltec Asset Management
New York
| $561M | +$95.5M | +21% | 20.8% | 128% | 215 | 34.88% | 2.7 |
|
| 3171 |
FBT
3171
First Bank & Trust
Brookings,
South Dakota
| $561M | +$44.1M | +9% | 9.44% | 85.6% | 253 | 11.86% | 3.8 |
|
| 3172 |
3172
Oliver Luxxe Assets
Gladstone,
New Jersey
| $560M | +$22.2M | +4% | 12.8% | 137% | 208 | 22.12% | 2.9 |
|
| 3173 |
3173
Towercrest Capital Management
Newtown,
Pennsylvania
| $560M | +$33.9M | +6% | 6.03% | 42.6% | 91 | 5.49% | 6 |
|
| 3174 |
PWW
3174
Pettyjohn Wood & White
Lynchburg,
Virginia
| $560M | +$38.1M | +7% | 8.12% | 70.9% | 199 | 6.53% | 6.7 |
|
| 3175 |
3175
Advocate Group
Minnetonka,
Minnesota
| $559M | +$11.1M | +2% | 3.18% | 56.3% | 124 | 12.1% | 2.5 |
|