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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
McNamara Financial Services
Marshfield,
Massachusetts
| $219M | +$2.46M | +1% | 0.28% | 42.6% | 39 | 0% | 1.7 |
|
| 3177 |
3177
Crestone Asset Management
Boulder,
Colorado
| $219M | +$18.1M | +9% | 0.73% | 6.65% | 46 | 8.7% | 1.4 |
|
| 3178 |
3178
Clarius Group LLC
Seattle,
Washington
| $219M | -$4.8M | -2% | 0.18% | 92.1% | 70 | 11.43% | 1.7 |
|
| 3179 |
FCT
3179
Family Capital Trust
Peabody,
Massachusetts
| $219M | +$6.65M | +3% | 9.25% | 39.1% | 60 | 3.33% | 3.4 |
|
| 3180 |
OA
3180
Outfitter Advisors
Mclean,
Virginia
| $219M | -$78.9M | -26% | 1.74% | 35.6% | 142 | 14.08% | 3.6 |
|
| 3181 |
3181
Rainier Group Investment Advisory
Bellevue,
Washington
| $219M | +$18.2M | +9% | 1.07% | 41.4% | 50 | 24% | 1 |
|
| 3182 |
3182
Stockman Wealth Management
Billings,
Montana
| $219M | -$4.11M | -2% | 2.71% | 73.5% | 158 | 9.49% | 1.7 |
|
| 3183 |
GCM
3183
Grisanti Capital Management
New York
| $218M | -$25.1M | -10% | 3.13% | 17.9% | 79 | 25.32% | 1.9 |
|
| 3184 |
3184
Bridgeworth
Birmingham,
Alabama
| $218M | +$104M | +91% | 0.97% | 19.3% | 150 | 66% | 0.3 |
|
| 3185 |
3185
Edinburgh Partners
Edinburgh,
United Kingdom
| $218M | -$160M | -42% | 4.33% | 39.2% | 23 | 47.83% | 1.9 |
|
| 3186 |
PCM
3186
Pennant Capital Management
Summit,
New Jersey
| $218M | -$886M | -80% | 1.47% | 35.2% | 34 | 41.18% | 1.5 |
|
| 3187 |
3187
Omnia Family Wealth
Aventura,
Florida
| $218M | -$695K | -0.3% | 0.89% | 80.6% | 653 | 12.25% | 1.1 |
|
| 3188 |
3188
McAdam LLC
Philadelphia,
Pennsylvania
| $218M | +$76.2M | +54% | 1.28% | 65.4% | 837 | 93.67% | 0.1 |
|
| 3189 |
AWW
3189
Alan W. Weber
| $218M | -$10.8M | -5% | 16.2% | 191% | 71 | 5.63% | 2.2 |
|
| 3190 |
FNBOMD
3190
First National Bank of Mount Dora
Mount Dora,
Florida
| $218M | -$9.5M | -4% | 1.48% | 96.2% | 100 | 8% | 2.7 |
|
| 3191 |
CBTWT
3191
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $218M | -$11.1M | -5% | 2.26% | 124% | 135 | 5.93% | 1.9 |
|
| 3192 |
3192
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $218M | -$8.27M | -4% | 1.88% | 99.9% | 55 | 10.91% | 3.3 |
|
| 3193 |
3193
Beck Capital Management
Austin,
Texas
| $217M | -$9.8M | -4% | 2.16% | 291% | 130 | 30.77% | 1.2 |
|
| 3194 |
3194
YorkBridge Wealth Partners
New York
| $217M | +$10.1M | +5% | 1.16% | 36.5% | 917 | 9.05% | 1.1 |
|
| 3195 |
3195
Nuveen Fund Advisors
Chicago,
Illinois
| $217M | -$128M | -37% | 1.23% | 52.3% | 311 | 19.94% | 1.6 |
|
| 3196 |
3196
MGO One Seven
Beachwood,
Ohio
| $217M | +$829K | +0.4% | 0.26% | 90.7% | 1,977 | 11.63% | 0.2 |
|
| 3197 |
3197
Keating Investment Counselors
Delray Beach,
Florida
| $217M | -$18.4M | -8% | 4.12% | 50% | 65 | 0% | 3.8 |
|
| 3198 |
MM
3198
Meridian Management
Little Rock,
Arkansas
| $217M | +$2.51M | +1% | 1.07% | 57.8% | 77 | 7.79% | 2.8 |
|
| 3199 |
3199
Chesapeake Wealth Management
Williamsburg,
Virginia
| $217M | – | – | 0.5% | 65.9% | 178 | – | 0 |
|
| 3200 |
3200
Athanor Capital
New York
| $216M | +$4.04M | +2% | 0.44% | 171% | 90 | 85.56% | 0 |
|