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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Mirador Capital Partners
Pleasanton,
California
| $183M | +$12M | +7% | 4.4% | 120% | 150 | 12% | 1.2 |
|
| 3477 |
3477
Sequent Asset Management
Houston,
Texas
| $182M | +$11.1M | +6% | 1.8% | 51.3% | 67 | 17.91% | 2.8 |
|
| 3478 |
3478
Westover Capital Advisors
Wilmington,
Delaware
| $182M | +$12.1M | +7% | 5.51% | 133% | 131 | 24.43% | 1.4 |
|
| 3479 |
3479
Norman Fields Gottscho Capital Management
New York
| $182M | +$15.8M | +9% | 8.8% | 96.9% | 76 | 11.84% | 2.5 |
|
| 3480 |
3480
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $182M | +$5.87M | +3% | 5.75% | 66.8% | 109 | 3.67% | 3.1 |
|
| 3481 |
3481
CAS Investment Partners
Westport,
Connecticut
| $182M | – | – | 13.1% | 527% | 7 | – | 0 |
|
| 3482 |
3482
Prism Advisors
Studio City,
California
| $181M | – | – | 4.35% | 54.6% | 53 | – | 0 |
|
| 3483 |
3483
Bridges Investment Counsel
Omaha,
Nebraska
| $181M | +$1.4M | +0.8% | 7.14% | 33.7% | 131 | 3.82% | 3.5 |
|
| 3484 |
3484
Canal Capital Management
Richmond,
Virginia
| $181M | +$11.6M | +7% | 5.78% | 67.8% | 126 | 14.29% | 1.5 |
|
| 3485 |
3485
ELCO Management
New York
| $181M | +$3.51M | +2% | 5% | 98.3% | 153 | 15.69% | 0.9 |
|
| 3486 |
CFMC
3486
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $181M | -$164M | -48% | 4.7% | 69.6% | 170 | 8.24% | 2.8 |
|
| 3487 |
3487
Davis Rea
Toronto,
Ontario, Canada
| $181M | +$11M | +7% | 5.32% | 66.9% | 46 | 10.87% | 3 |
|
| 3488 |
3488
Cumberland Advisors
Sarasota,
Florida
| $181M | +$17.7M | +11% | 4.47% | 73.5% | 47 | 19.15% | 1.3 |
|
| 3489 |
PWMAG
3489
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $181M | +$9.01M | +5% | 5.41% | 90.7% | 153 | 10.46% | 2 |
|
| 3490 |
3490
Adelphi Capital
London,
United Kingdom
| $181M | +$21.2M | +13% | 1.85% | – | 2 | 0% | 3 |
|
| 3491 |
3491
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $181M | +$6.28M | +4% | 6.7% | 81.7% | 706 | 19.69% | 1.3 |
|
| 3492 |
3492
GSI Capital Advisors
Newport Beach,
California
| $181M | +$15.4M | +9% | 2.69% | 39.7% | 42 | 42.86% | 0.4 |
|
| 3493 |
3493
Pathstone Family Office
Englewood,
New Jersey
| $181M | +$69.7M | +63% | 6.5% | 38.9% | 225 | 50.67% | 1 |
|
| 3494 |
PCC
3494
Park Circle Company
Baltimore,
Maryland
| $181M | +$6.25M | +4% | 6.66% | 70.5% | 94 | 21.28% | 1.7 |
|
| 3495 |
3495
Holloway Wealth Management
Gainesville,
Florida
| $181M | +$20.1M | +13% | 4.17% | 50.7% | 253 | 0% | 0.8 |
|
| 3496 |
3496
Plante Moran Financial Advisors
Southfield,
Michigan
| $181M | +$12.3M | +7% | 6.55% | 62.8% | 939 | 18.42% | 2.5 |
|
| 3497 |
3497
Bender Robert & Associates
Pasadena,
California
| $180M | +$6.46M | +4% | 7.49% | 146% | 51 | 5.88% | 3.9 |
|
| 3498 |
3498
James Hambro & Partners
London,
United Kingdom
| $180M | – | – | 4.02% | 97% | 25 | – | 0 |
|
| 3499 |
3499
Strategic Wealth Partners
Independence,
Ohio
| $180M | – | – | 3.76% | – | 747 | – | 0 |
|
| 3500 |
CCM
3500
CrestPoint Capital Management
Four Seasons,
Missouri
| $180M | -$44.1M | -20% | 6.89% | 42.6% | 232 | 27.16% | 1.9 |
|