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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
North Point Portfolio Managers
Orange Village,
Ohio
| $605M | +$21.7M | +4% | 7.26% | 72.8% | 74 | 5.41% | 4.8 |
|
| 3177 |
3177
Capital Insight Partners
Scottsdale,
Arizona
| $604M | +$28.6M | +5% | 5.49% | 51.7% | 168 | 6.55% | 3.6 |
|
| 3178 |
3178
Burling Wealth Partners
Chicago,
Illinois
| $604M | +$62.3M | +11% | 7.37% | – | 185 | 11.35% | 0.7 |
|
| 3179 |
3179
Creekmur Asset Management
Morton,
Illinois
| $603M | +$37.2M | +7% | 8.26% | – | 892 | 10.76% | 1.3 |
|
| 3180 |
3180
Trust Company of the South
Greensboro,
North Carolina
| $603M | +$39.5M | +7% | 7.82% | 70.2% | 136 | 8.09% | 1.4 |
|
| 3181 |
3181
Princeton Global Asset Management
Princeton,
New Jersey
| $602M | +$51.4M | +9% | 9.95% | 110% | 794 | 8.94% | 3.1 |
|
| 3182 |
3182
Vanderbilt University
Nashville,
Tennessee
| $602M | +$72.4M | +14% | 14.8% | 61.8% | 88 | 29.55% | 1.6 |
|
| 3183 |
3183
Northwest Bancshares
Warren,
Pennsylvania
| $602M | +$28.5M | +5% | 7.72% | 84.8% | 192 | 9.38% | 4.7 |
|
| 3184 |
3184
High Ground Investment Management
London,
United Kingdom
| $602M | +$125M | +26% | 3.09% | 25.9% | 8 | 25% | 1.5 |
|
| 3185 |
3185
Brass Tax Wealth Management
Cincinnati,
Ohio
| $602M | +$82.3M | +16% | 6.13% | – | 252 | 11.9% | 1 |
|
| 3186 |
3186
Apollon Financial
Mount Pleasant,
South Carolina
| $601M | +$122M | +26% | 9.08% | 103% | 226 | 7.96% | 1.2 |
|
| 3187 |
3187
Alpha Omega Wealth Management
Richmond,
Virginia
| $601M | +$42.6M | +8% | 6.7% | 65.9% | 214 | 8.41% | 6.5 |
|
| 3188 |
3188
Sycomore Asset Management
Paris,
France
| $601M | -$43.5M | -7% | 4.05% | 163% | 71 | 21.13% | 2.6 |
|
| 3189 |
3189
American Money Management
Rancho Santa Fe,
California
| $599M | +$33.5M | +6% | 5.74% | 65% | 161 | 11.8% | 4.7 |
|
| 3190 |
3190
Citizens Business Bank
Ontario,
California
| $599M | +$84.6M | +16% | 8.79% | 108% | 152 | 36.84% | 4.2 |
|
| 3191 |
3191
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $599M | +$52.5M | +10% | 6.93% | 52.3% | 78 | 7.69% | 2.8 |
|
| 3192 |
3192
HughesLittle Investment Management
Vancouver,
| $598M | +$43.9M | +8% | 9.37% | 106% | 16 | 6.25% | 5.7 |
|
| 3193 |
3193
Compass Rose Asset Management
New York
| $598M | +$97.9M | +20% | 4.52% | 41% | 31 | 80.65% | 0.2 |
|
| 3194 |
3194
Pacific Sage Partners
Edmonds,
Washington
| $598M | +$94.6M | +19% | 4.99% | 58.9% | 121 | 11.57% | 2 |
|
| 3195 |
3195
Endurance Services Ltd
Purchase,
New York
| $597M | +$22.8M | +4% | 3.97% | – | 16 | 25% | 1.2 |
|
| 3196 |
3196
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $597M | +$134M | +29% | 7.27% | 72.9% | 270 | 18.15% | 3.7 |
|
| 3197 |
3197
Riversedge Advisors
Wilmington,
Delaware
| $597M | +$85.4M | +17% | 8.04% | 71.3% | 200 | 38% | 1.5 |
|
| 3198 |
3198
Capital Group Investment Management
Raffles Quay,
Singapore
| $597M | +$35.2M | +6% | 8.91% | 145% | 147 | 7.48% | 2 |
|
| 3199 |
3199
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $596M | +$63.6M | +12% | 6.61% | 67.5% | 159 | 14.47% | 4.2 |
|
| 3200 |
3200
Sky Investment Group
Hartford,
Connecticut
| $596M | +$25.8M | +5% | 6.55% | 81.4% | 144 | 3.47% | 6.4 |
|