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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
O'Brien Wealth Partners
Waltham,
Massachusetts
| $143M | +$14.7M | +11% | 2.14% | 56.7% | 31 | 3.23% | 0.5 |
|
| 3327 |
3327
Cahill Financial Advisors
Edina,
Minnesota
| $143M | +$9.8M | +7% | 2.18% | 55.9% | 124 | 13.71% | 1.7 |
|
| 3328 |
FIM
3328
FourPoints Investment Managers
Paris,
France
| $143M | -$17.3M | -11% | 2.83% | – | 78 | 8.97% | 1.9 |
|
| 3329 |
3329
Montage Investments
Leawood,
Kansas
| $143M | +$2.91M | +2% | 5.46% | – | 181 | 23.76% | 0.3 |
|
| 3330 |
3330
Norman Fields Gottscho Capital Management
New York
| $143M | -$7.38M | -5% | 1.28% | 96.9% | 75 | 12% | 1.7 |
|
| 3331 |
3331
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $143M | +$5.81M | +4% | 1.88% | 24.5% | 89 | 15.73% | 1 |
|
| 3332 |
3332
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $143M | -$995M | -87% | 3.48% | 81.7% | 775 | 89.16% | 0 |
|
| 3333 |
NME
3333
Notis-McConarty Edward
| $143M | +$1.71M | +1% | 2.33% | 91.2% | 100 | 11% | 2.2 |
|
| 3334 |
3334
Berkeley Capital Partners
Milton,
Georgia
| $142M | +$4.18M | +3% | 3.95% | 62.8% | 124 | 22.58% | 0.4 |
|
| 3335 |
3335
Shah Capital Management
Raleigh,
North Carolina
| $142M | +$23.1M | +19% | 14.5% | 287% | 18 | 33.33% | 1.3 |
|
| 3336 |
3336
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $142M | +$6.8M | +5% | 1.16% | 39.1% | 23 | 26.09% | 1.7 |
|
| 3337 |
3337
Alliance Wealth Management Group
Flemington,
New Jersey
| $142M | +$24.3M | +21% | 2.68% | – | 27 | 18.52% | 0.4 |
|
| 3338 |
3338
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $142M | – | – | 2% | 65.6% | 149 | – | 0 |
|
| 3339 |
3339
Bender Robert & Associates
Pasadena,
California
| $142M | -$5.99M | -4% | 0.11% | 146% | 51 | 5.88% | 2.7 |
|
| 3340 |
3340
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $142M | -$8.48M | -6% | 13.5% | 145% | 51 | 21.57% | 1.6 |
|
| 3341 |
3341
Crossvault Capital Management
San Antonio,
Texas
| $141M | +$5.88M | +4% | 5.03% | 56.4% | 68 | 4.41% | 1.9 |
|
| 3342 |
3342
Parkside Advisors
Berkeley,
California
| $141M | -$1.58M | -1% | 1.41% | 36.7% | 34 | 20.59% | 2.3 |
|
| 3343 |
3343
Lucas Capital Management
Red Bank,
New Jersey
| $141M | +$4.32M | +3% | 11.5% | 44.5% | 120 | 11.67% | 2.5 |
|
| 3344 |
MBA
3344
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $141M | +$5.05M | +4% | 5.74% | 53.6% | 110 | 9.09% | 0.4 |
|
| 3345 |
3345
Davis Rea
Toronto,
Ontario, Canada
| $141M | +$3.23M | +2% | 1.2% | 66.9% | 41 | 4.88% | 2.3 |
|
| 3346 |
3346
AB CarVal Investors
Minneapolis,
Minnesota
| $141M | +$132M | +1,488% | 0.79% | 24% | 6 | 50% | 0 |
|
| 3347 |
3347
Adirondack Trust Company
Saratoga Springs,
New York
| $140M | +$5.7M | +4% | 3.18% | 96.7% | 429 | 17.95% | 2.1 |
|
| 3348 |
AWW
3348
Alan W. Weber
| $140M | +$21.6M | +18% | 15.9% | 191% | 61 | 11.48% | 1.2 |
|
| 3349 |
3349
Permit Capital
West Conshohocken,
Pennsylvania
| $140M | +$7.83M | +6% | 7.46% | 121% | 34 | 8.82% | 2.2 |
|
| 3350 |
3350
Juncture Wealth Strategies
Scottsdale,
Arizona
| $140M | +$4.78M | +4% | 3.3% | 76.5% | 80 | 17.5% | 1.1 |
|