We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $439M | +$35.8M | +9% | 11.4% | – | 141 | 6.38% | 4.2 |
|
| 3202 |
3202
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $439M | +$61.9M | +16% | 8.84% | 62.6% | 280 | 19.64% | 1.7 |
|
| 3203 |
3203
Armbruster Capital Management
Pittsford,
New York
| $439M | +$43.2M | +11% | 10.5% | 66.7% | 104 | 6.73% | 5 |
|
| 3204 |
3204
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $439M | +$122M | +39% | 31.1% | 1,119% | 34 | 35.29% | 1 |
|
| 3205 |
3205
Capital Advisors Wealth Management
Yakima,
Washington
| $439M | +$55.9M | +15% | 9.94% | 70.5% | 156 | 19.23% | 1.6 |
|
| 3206 |
3206
West Financial Advisors
Des Moines,
Iowa
| $439M | +$40.1M | +10% | 9.17% | 49.1% | 213 | 28.64% | 2.1 |
|
| 3207 |
3207
IAG Wealth Partners
Waukesha,
Wisconsin
| $438M | +$79.6M | +22% | 9.37% | 47.3% | 475 | 16.42% | 2.7 |
|
| 3208 |
3208
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $438M | +$13.6M | +3% | 10.6% | 5.26% | 94 | 71.28% | 0.3 |
|
| 3209 |
3209
Mint Tower Capital Management
Amsterdam,
Netherlands
| $438M | -$186M | -30% | 1.39% | 40% | 303 | 46.2% | 0.8 |
|
| 3210 |
3210
AlpInvest Partners
Amsterdam,
Netherlands
| $438M | +$57.3M | +15% | 24.9% | 138% | 25 | 32% | 1.2 |
|
| 3211 |
3211
Savoie Capital
Chicago,
Illinois
| $438M | +$56M | +15% | 11.8% | – | 92 | 52.17% | 0.2 |
|
| 3212 |
CPRC
3212
Consolidated Portfolio Review Corp
Woodbury,
New York
| $438M | +$25.4M | +6% | 10.4% | 65.4% | 339 | 20.35% | 0.6 |
|
| 3213 |
3213
JT Stratford LLC
Gainesville,
Georgia
| $437M | +$49.7M | +13% | 9.85% | 103% | 265 | 23.4% | 2.5 |
|
| 3214 |
3214
Legacy Edge Advisors
Syosset,
New York
| $437M | – | – | 10.2% | – | 158 | – | 0 |
|
| 3215 |
3215
Icon Advisers
Greenwood Village,
Colorado
| $437M | +$33.2M | +8% | 9.17% | 114% | 175 | 17.14% | 2.3 |
|
| 3216 |
3216
Kesler Norman & Wride
Ogden,
Utah
| $437M | +$38.6M | +10% | 10.4% | 76% | 168 | 11.31% | 2.5 |
|
| 3217 |
3217
Rowlandmiller & Partners
Atlanta,
Georgia
| $436M | +$31.1M | +8% | 10.1% | 84% | 184 | 8.7% | 5.5 |
|
| 3218 |
3218
Strategic Global Advisors
Newport Beach,
California
| $436M | -$165M | -27% | 12% | 137% | 158 | 14.56% | 1.9 |
|
| 3219 |
PPP
3219
Private Portfolio Partners
Paramus,
New Jersey
| $436M | +$49.7M | +13% | 9.6% | 16.9% | 273 | 11.72% | 3.1 |
|
| 3220 |
3220
Nekton Capital
London,
United Kingdom
| $435M | -$196M | -31% | 7.41% | 30.1% | 19 | 47.37% | 0.5 |
|
| 3221 |
3221
Gleason Group
Prospect,
Kentucky
| $435M | +$54.6M | +14% | 11.4% | 69.1% | 239 | 9.21% | 3.1 |
|
| 3222 |
CTAF
3222
Call To Action Foundation
Salt Lake City,
Utah
| $435M | – | – | 11.2% | – | 1 | – | 0 |
|
| 3223 |
3223
Land & Buildings Investment Management
Stamford,
Connecticut
| $435M | -$20.1M | -4% | 17.5% | 53.9% | 20 | 30% | 1.5 |
|
| 3224 |
3224
Chandler Asset Management
San Diego,
California
| $435M | +$22.4M | +5% | 9.63% | 35.6% | 26 | 11.54% | 3.8 |
|
| 3225 |
3225
Cederberg Capital
London,
United Kingdom
| $435M | +$77.5M | +22% | 31.1% | 273% | 7 | 28.57% | 1.3 |
|