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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $424M | +$6.74M | +2% | 5.58% | 60.3% | 52 | 9.62% | 5.8 |
|
| 3552 |
3552
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $424M | -$22M | -5% | 3.41% | – | 193 | 15.03% | 3.1 |
|
| 3553 |
3553
one8zero8 LLC
Greensboro,
North Carolina
| $423M | -$40.2M | -9% | 1.48% | – | 279 | 15.77% | 0.2 |
|
| 3554 |
3554
Financial Strategies Group
Okemos,
Michigan
| $423M | +$4.84M | +1% | 0.7% | 44.9% | 99 | 10.1% | 2.9 |
|
| 3555 |
LHC
3555
Lodge Hill Capital
New York
| $423M | +$60.1M | +17% | 7.2% | 17.9% | 29 | 48.28% | 1 |
|
| 3556 |
3556
Capco Asset Management
Tampa,
Florida
| $423M | -$22.1M | -5% | 2.57% | 46.1% | 18 | 0% | 6.1 |
|
| 3557 |
3557
Cutter & Co Brokerage
Ballwin,
Missouri
| $423M | +$12.8M | +3% | 3.75% | 40.4% | 243 | 38.68% | 3.8 |
|
| 3558 |
3558
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $422M | +$14.5M | +4% | 2.4% | 74% | 164 | 7.32% | 3.7 |
|
| 3559 |
3559
Stordahl Capital Management
Greenwood Village,
Colorado
| $422M | -$1.1M | -0.3% | 2.45% | 54% | 62 | 9.68% | 4.9 |
|
| 3560 |
3560
Greenspring Advisors
Towson,
Maryland
| $422M | -$36.8M | -8% | 1.57% | – | 105 | 12.38% | 2.1 |
|
| 3561 |
3561
JMAC Enterprises
Newtown,
Pennsylvania
| $421M | -$216M | -34% | 0.68% | 68.5% | 175 | 41.14% | 2.4 |
|
| 3562 |
3562
Whalerock Point Partners
Providence,
Rhode Island
| $421M | -$8.98M | -2% | 3.16% | 103% | 191 | 6.81% | 5.4 |
|
| 3563 |
ACM
3563
Aljian Capital Management
Carson City,
Nevada
| $421M | -$39M | -8% | 7.08% | 162% | 123 | 10.57% | 1.8 |
|
| 3564 |
3564
Inspire Trust Company
Reno,
Nevada
| $420M | +$29.2M | +7% | 0.19% | 64.4% | 117 | 6.84% | 1 |
|
| 3565 |
3565
Miramar Capital
Northbrook,
Illinois
| $420M | +$1.03M | +0.2% | 2.37% | 47.3% | 59 | 8.47% | 3.7 |
|
| 3566 |
3566
Welch Capital Partners
Harrison,
New York
| $420M | -$42.9M | -9% | 5.91% | 79.2% | 23 | 8.7% | 5 |
|
| 3567 |
3567
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $420M | +$47.5M | +13% | 2.21% | 73.7% | 142 | 14.79% | 3.2 |
|
| 3568 |
3568
TIFF Advisory Services
Radnor,
Pennsylvania
| $420M | +$113M | +37% | 0.73% | 86.3% | 18 | 0% | 2.1 |
|
| 3569 |
3569
CenterStar Asset Management
Chicago,
Illinois
| $420M | +$131M | +45% | 7.7% | 104% | 456 | 79.17% | 0.2 |
|
| 3570 |
3570
Crawford Fund Management
Boston,
Massachusetts
| $419M | -$158M | -27% | 1.75% | – | 239 | 30.13% | 0.8 |
|
| 3571 |
3571
Wealth Dimensions Group
Cincinnati,
Ohio
| $419M | +$10.7M | +3% | 0.54% | 63.6% | 163 | 6.75% | 3.1 |
|
| 3572 |
3572
RR Advisors
Dallas,
Texas
| $419M | +$29.6M | +8% | 12% | 115% | 31 | 32.26% | 3 |
|
| 3573 |
3573
Reverence Capital Partners
New York
| $418M | +$82.4M | +25% | 24.5% | 17.1% | 1 | 0% | 1 |
|
| 3574 |
3574
Cornerstone Planning Group
Fairfield,
New Jersey
| $418M | +$10.9M | +3% | 1.67% | 60% | 1,713 | 27.26% | 1.2 |
|
| 3575 |
3575
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $418M | -$9.8K | -0% | 2.74% | 56.9% | 117 | 10.26% | 3.3 |
|