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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 |
CFGSD
3176
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $509M | +$47.7M | +10% | 6.26% | 72% | 94 | 5.32% | 1.6 |
|
| 3177 |
CRB
3177
Chad R. Baker
| $509M | +$30M | +6% | 7.2% | 123% | 53 | 9.43% | 5.7 |
|
| 3178 |
WAM
3178
WT Asset Management
Hong Kong
| $509M | -$518M | -50% | 17.4% | 2,732% | 44 | 70.45% | 0.4 |
|
| 3179 |
3179
Lifeworks Advisors
Grand Rapids,
Michigan
| $509M | +$150M | +42% | 6.61% | 80.4% | 303 | 29.37% | 1.1 |
|
| 3180 |
3180
Granger Management
New York
| $508M | -$91.5M | -15% | 5.52% | 69.9% | 23 | 4.35% | 2.8 |
|
| 3181 |
3181
Mengis Capital Management
Portland,
Oregon
| $508M | +$14.9M | +3% | 5.35% | 104% | 190 | 8.95% | 5.4 |
|
| 3182 |
3182
TAP Consulting
Kirkwood,
Missouri
| $508M | +$34.1M | +7% | 6.27% | 3.08% | 165 | 11.52% | 2.2 |
|
| 3183 |
3183
Morton Capital Management
Calabasas,
California
| $508M | +$86.8M | +21% | 6.22% | 75.4% | 117 | 20.51% | 1.8 |
|
| 3184 |
3184
McNamara Financial Services
Marshfield,
Massachusetts
| $508M | +$34.9M | +7% | 5.78% | 42.6% | 87 | 12.64% | 4 |
|
| 3185 |
3185
Strategic Global Advisors
Newport Beach,
California
| $507M | +$29M | +6% | 7.41% | 137% | 159 | 26.42% | 2 |
|
| 3186 |
3186
Strategic Planning Group
Bountiful,
Utah
| $507M | +$49.7M | +11% | 8.16% | 162% | 78 | 3.85% | 0.7 |
|
| 3187 |
3187
Deltec Asset Management
New York
| $507M | -$15.7M | -3% | 3.38% | 127% | 190 | 37.89% | 3.3 |
|
| 3188 |
3188
Mizuho Bank
Tokyo,
Japan
| $507M | +$85.6M | +20% | 5.48% | 99.8% | 119 | 53.78% | 0.4 |
|
| 3189 |
3189
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $507M | +$43.7M | +9% | 4.75% | 24.5% | 53 | 49.06% | 3.2 |
|
| 3190 |
3190
Commonwealth Financial Services
Vienna,
West Virginia
| $506M | +$19.2M | +4% | 4.46% | 64.2% | 205 | 12.2% | 3.5 |
|
| 3191 |
3191
Insight Wealth Partners
Plano,
Texas
| $506M | -$71.7M | -12% | 4.83% | 56.2% | 103 | 14.56% | 2.1 |
|
| 3192 |
3192
Allied Investment Advisors
Billings,
Montana
| $505M | +$78.7M | +18% | 8.64% | 68.4% | 78 | 10.26% | 4 |
|
| 3193 |
3193
Gagnon Securities
New York
| $504M | +$60.4M | +14% | 18.5% | 129% | 108 | 15.74% | 3.9 |
|
| 3194 |
3194
Bellecapital
Zurich,
Switzerland
| $504M | +$32.4M | +7% | 9.07% | 152% | 168 | 17.26% | 3.4 |
|
| 3195 |
3195
Noesis Capital Mangement
Boca Raton,
Florida
| $504M | +$52.8M | +12% | 6.82% | 139% | 121 | 15.7% | 4.6 |
|
| 3196 |
3196
Providence Capital Advisors
Charlotte,
North Carolina
| $504M | +$44.8M | +10% | 5.78% | 47.4% | 377 | 11.94% | 3.2 |
|
| 3197 |
MCM
3197
Mason Capital Management
New York
| $503M | -$35.6M | -7% | 8.47% | 18.5% | 7 | 28.57% | 1.4 |
|
| 3198 |
3198
Scientech Research LLC
Jersey City,
New Jersey
| $502M | +$16.7M | +3% | 9.74% | – | 896 | 71.21% | 0.2 |
|
| 3199 |
3199
Clifford Capital Partners
Alpine,
Utah
| $502M | +$42.4M | +9% | 11.4% | 77.3% | 59 | 15.25% | 2.5 |
|
| 3200 |
3200
Armbruster Capital Management
Pittsford,
New York
| $502M | +$20.4M | +4% | 7.15% | 66.7% | 133 | 13.53% | 4.5 |
|