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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Harbour Capital Advisors
Tysons Corner,
Virginia
| $525M | +$33.8M | +7% | 4.05% | 168% | 331 | 32.33% | 3.1 |
|
| 3527 |
3527
Drake & Associates
Waukesha,
Wisconsin
| $525M | +$22.7M | +5% | 0.78% | 47.9% | 113 | 23.89% | 1.9 |
|
| 3528 |
GF
3528
Greenfield FTC
Reno,
Nevada
| $524M | -$236M | -31% | 3.61% | 75.4% | 3 | 0% | 3.6 |
|
| 3529 |
SRFM
3529
Shannon River Fund Management
New York
| $524M | -$113M | -18% | 10.6% | 554% | 39 | 61.54% | 0.7 |
|
| 3530 |
CM
3530
Conifer Management
New York
| $524M | -$79.8M | -13% | 20.9% | 22.7% | 6 | 16.67% | 3 |
|
| 3531 |
3531
ESL Trust Services
Rochester,
New York
| $524M | +$2.63M | +0.5% | 0.73% | 53.9% | 260 | 2.31% | 1.7 |
|
| 3532 |
3532
Investors Research Corp
Atlanta,
Georgia
| $523M | -$22.8M | -4% | 0.55% | 62.1% | 954 | 22.43% | 4.4 |
|
| 3533 |
3533
WestHill Financial Advisors
San Rafael,
California
| $523M | -$3.49M | -0.7% | 2.27% | 62.9% | 84 | 13.1% | 3.8 |
|
| 3534 |
CFMC
3534
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $523M | -$23.9K | -0% | 0.47% | 69.6% | 211 | 9% | 6.8 |
|
| 3535 |
3535
GWN Securities
Palm Beach Gardens,
Florida
| $523M | +$28.4M | +6% | 1.21% | – | 499 | 19.24% | 0.8 |
|
| 3536 |
3536
Stempoint Capital
New York
| $522M | -$60.9M | -10% | 19.9% | – | 120 | 67.5% | 0.4 |
|
| 3537 |
3537
JMAC Enterprises
Newtown,
Pennsylvania
| $522M | -$1.12M | -0.2% | 0.65% | 68.5% | 126 | 9.52% | 2.9 |
|
| 3538 |
3538
KEB Asset Management
Springfield,
Illinois
| $522M | +$28.6M | +6% | 3.42% | 68.9% | 104 | 10.58% | 2.6 |
|
| 3539 |
LT
3539
Legacy Trust
Grand Rapids,
Michigan
| $522M | -$12.8M | -2% | 2.73% | 110% | 208 | 10.1% | 2.1 |
|
| 3540 |
3540
TruNorth Capital Management
Kalamazoo,
Michigan
| $522M | -$5.28M | -1% | 0.97% | – | 130 | 21.54% | 1.6 |
|
| 3541 |
3541
Shah Capital Management
Raleigh,
North Carolina
| $521M | +$2.72M | +0.5% | 8.09% | 287% | 12 | 8.33% | 4.6 |
|
| 3542 |
3542
Manchester Financial
Westlake Village,
California
| $521M | -$13.8M | -3% | 1.4% | 73% | 147 | 9.52% | 3 |
|
| 3543 |
3543
Solidarity Wealth
Lehi,
Utah
| $521M | +$32M | +7% | 2.57% | 85.9% | 86 | 12.79% | 2.4 |
|
| 3544 |
SFA
3544
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $520M | +$14.3M | +3% | 0.19% | 187% | 34 | 26.47% | 2.6 |
|
| 3545 |
3545
Perkins Coie Trust Company
Seattle,
Washington
| $520M | -$16.9M | -3% | 2.79% | 83.2% | 257 | 7.39% | 7 |
|
| 3546 |
3546
Crawford Fund Management
Boston,
Massachusetts
| $520M | -$239M | -32% | 3.77% | – | 227 | 31.72% | 1.1 |
|
| 3547 |
3547
Family Investment Center
Saint Joseph,
Missouri
| $520M | +$24.4M | +5% | 0.73% | 53.1% | 107 | 24.3% | 2 |
|
| 3548 |
3548
Great Diamond Partners
Portland,
Maine
| $520M | -$175K | -0% | 0.69% | 86.1% | 253 | 20.16% | 2.9 |
|
| 3549 |
3549
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $519M | +$22.5M | +5% | 2.43% | 47.2% | 99 | 15.15% | 2.6 |
|
| 3550 |
3550
CacheTech Inc
Logan,
Utah
| $519M | -$20.8M | -4% | 0.18% | – | 250 | 38% | 1.1 |
|