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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 |
SG
3326
Swarthmore Group
Philadelphia,
Pennsylvania
| $421M | +$33.4M | +9% | 14.9% | 44.2% | 58 | 27.59% | 1.4 |
|
| 3327 |
3327
Synergy Asset Management
Vancouver,
Washington
| $420M | -$10M | -2% | 7.99% | 113% | 134 | 50% | 0.4 |
|
| 3328 |
3328
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $420M | +$43.6M | +12% | 10.3% | 86.8% | 84 | 9.52% | 4.5 |
|
| 3329 |
3329
China Universal Asset Management Company
Shanghai,
China
| $420M | – | – | 8.26% | 292% | 92 | – | 0 |
|
| 3330 |
3330
CloudAlpha Capital Management
Hong Kong
| $420M | +$82.1M | +24% | 18.4% | 2,704% | 26 | 73.08% | 0.3 |
|
| 3331 |
3331
Cypress Asset Management
Houston,
Texas
| $420M | +$34.4M | +9% | 12% | 141% | 139 | 5.04% | 4.8 |
|
| 3332 |
3332
Continental Grain Company
New York
| $420M | -$82.8M | -16% | 13% | 5.73% | 11 | 27.27% | 1.5 |
|
| 3333 |
3333
11 Capital Partners
Darien,
Connecticut
| $420M | -$74M | -15% | 4.97% | 101% | 22 | 27.27% | 0.6 |
|
| 3334 |
3334
B&I Capital
Zurich,
Switzerland
| $420M | +$44.9M | +12% | 17.1% | 30.5% | 41 | 24.39% | 0.8 |
|
| 3335 |
3335
Teewinot Capital Advisers
New York
| $420M | -$29.1M | -6% | 3.5% | 149% | 37 | 35.14% | 3.4 |
|
| 3336 |
3336
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $420M | +$367M | +691% | 12.1% | 64.5% | 155 | 91.61% | 0.4 |
|
| 3337 |
3337
Human Investing
Lake Oswego,
Oregon
| $419M | -$4.7M | -1% | 6.21% | 56.9% | 115 | 41.74% | 2.2 |
|
| 3338 |
NG
3338
Northstar Group
New York
| $419M | +$34.5M | +9% | 8.98% | 63.9% | 158 | 9.49% | 4.3 |
|
| 3339 |
EWA
3339
ERTS Wealth Advisors
Marquette,
Michigan
| $419M | +$37.8M | +10% | 6.07% | 39.3% | 90 | 10% | 2.1 |
|
| 3340 |
RC
3340
Reik & Co
New York
| $419M | +$32.5M | +8% | 14.4% | 47.2% | 55 | 5.45% | 5.8 |
|
| 3341 |
3341
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $419M | +$31.5M | +8% | 9.73% | 61.5% | 160 | 12.5% | 1.9 |
|
| 3342 |
3342
Prestige Wealth Management Group
Flemington,
New Jersey
| $419M | +$27.8M | +7% | 7.33% | 55.8% | 1,090 | 7.25% | 1.9 |
|
| 3343 |
3343
FinTrust Capital Advisors
Greenville,
South Carolina
| $418M | +$38.9M | +10% | 6.94% | 23.6% | 1,298 | 16.95% | 2 |
|
| 3344 |
LCM
3344
Lonestar Capital Management
San Francisco,
California
| $418M | -$582M | -58% | 1.25% | 260% | 37 | 56.76% | 0.5 |
|
| 3345 |
3345
Greystone Financial Group
Bloomfield Hills,
Michigan
| $417M | +$80.9M | +24% | 8.64% | 79.3% | 96 | 26.04% | 0.7 |
|
| 3346 |
3346
Capital Advantage
Walnut Creek,
California
| $417M | +$47.1M | +13% | 4.7% | 49.2% | 50 | 12% | 3.8 |
|
| 3347 |
AIS
3347
AM Investment Strategies
Chattanooga,
Tennessee
| $417M | +$35.9M | +9% | 7.79% | 135% | 122 | 17.21% | 1 |
|
| 3348 |
3348
Carderock Capital Management
Chevy Chase,
Maryland
| $416M | +$61.6M | +17% | 15.2% | 97.6% | 160 | 53.75% | 4.4 |
|
| 3349 |
3349
Brian C. Broderick
| $416M | +$41.2M | +11% | 10.7% | 98.6% | 82 | 12.2% | 5.9 |
|
| 3350 |
3350
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $416M | +$54.2M | +15% | 6.56% | 40.2% | 142 | 22.54% | 2.1 |
|