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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Spirit of America Management Corp
Syosset,
New York
| $507M | +$35M | +7% | 12.3% | 113% | 312 | 3.21% | 6 |
|
| 3602 |
3602
Moller Wealth Partners
| $507M | +$29M | +6% | 3.03% | 44.1% | 71 | 8.45% | 6.3 |
|
| 3603 |
3603
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $506M | -$48.9M | -9% | 3.01% | 81.8% | 85 | 12.94% | 7.7 |
|
| 3604 |
3604
West Wealth Group
Irvine,
California
| $506M | +$24M | +5% | 1.78% | 79.8% | 142 | 19.01% | 1.8 |
|
| 3605 |
3605
Bright Rock Capital Management
Hanover,
Massachusetts
| $506M | -$2.78M | -0.5% | 2.1% | 53.1% | 83 | 16.87% | 5.3 |
|
| 3606 |
3606
Manitou Investment Management
Toronto,
Ontario, Canada
| $506M | -$65.1M | -11% | 11.2% | 69.3% | 57 | 10.53% | 3.7 |
|
| 3607 |
3607
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $506M | -$3.86M | -0.8% | 1.91% | 80.8% | 66 | 21.21% | 3.6 |
|
| 3608 |
CBTWT
3608
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $505M | +$17.4M | +4% | 3.39% | 124% | 164 | 8.54% | 6.2 |
|
| 3609 |
III
3609
Independent Investors Inc
Nesconset,
New York
| $504M | -$34.6M | -6% | 4.18% | 94.5% | 71 | 4.23% | 9 |
|
| 3610 |
3610
Tradewinds Capital Management
Bellingham,
Washington
| $504M | +$29.4M | +6% | 8.79% | 96.9% | 754 | 13.66% | 4.3 |
|
| 3611 |
3611
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $503M | +$27M | +6% | 1.04% | 71.1% | 219 | 28.77% | 1.3 |
|
| 3612 |
3612
Single Point Partners
Boston,
Massachusetts
| $503M | -$3.21M | -0.6% | 1.61% | 56.4% | 90 | 11.11% | 2 |
|
| 3613 |
3613
Altrius Capital Management
New Bern,
North Carolina
| $503M | +$30.7M | +7% | 9.08% | 43.1% | 89 | 5.62% | 2.8 |
|
| 3614 |
3614
Northwest Bancshares
Warren,
Pennsylvania
| $502M | -$15M | -3% | 3.71% | 84.8% | 178 | 7.87% | 5 |
|
| 3615 |
3615
Holistic Planning
Nacogdoches,
Texas
| $502M | +$32.7M | +7% | 0.82% | 61.9% | 312 | 16.99% | 1.2 |
|
| 3616 |
3616
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $502M | +$18.7M | +4% | 2.03% | 60.3% | 49 | 2.04% | 6.5 |
|
| 3617 |
3617
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $502M | +$22.3M | +5% | 0.68% | 75.2% | 125 | 21.6% | 1.9 |
|
| 3618 |
3618
Peak Retirement Planning
Columbus,
Ohio
| $501M | +$74.4M | +17% | 0.58% | – | 166 | 22.29% | 0.8 |
|
| 3619 |
3619
Serenus Wealth Advisors
Santa Monica,
California
| $501M | -$15.2M | -3% | 2.64% | – | 77 | 15.58% | 1 |
|
| 3620 |
3620
Mission Creek Capital Partners
San Francisco,
California
| $501M | +$6M | +1% | 1.73% | 138% | 239 | 20.5% | 3.6 |
|
| 3621 |
3621
Auxano Advisors
Bellevue,
Washington
| $501M | -$5.14M | -1% | 2.9% | 103% | 207 | 13.04% | 2.6 |
|
| 3622 |
3622
Dividend Assets Capital
Ridgeland,
South Carolina
| $501M | -$22M | -4% | 2.62% | 67.4% | 146 | 10.96% | 7.3 |
|
| 3623 |
3623
Helen Stephens Group
Fort Worth,
Texas
| $501M | +$25.1M | +5% | 0.49% | 53.4% | 133 | 18.05% | 2.2 |
|
| 3624 |
3624
Centric Wealth Management
Chicago,
Illinois
| $501M | +$27.5M | +6% | 0.83% | 44.4% | 213 | 13.62% | 2.7 |
|
| 3625 |
H2CM
3625
H/2 Credit Manager
Stamford,
Connecticut
| $500M | +$43.1M | +9% | 12.2% | 97.4% | 19 | 0% | 3 |
|