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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
YorkBridge Wealth Partners
New York
| $218M | +$19.7M | +10% | 8.89% | 36.5% | 188 | 12.23% | 2.5 |
|
| 3627 |
3627
Omnia Family Wealth
Aventura,
Florida
| $218M | +$81.1M | +59% | 7.52% | 80.6% | 99 | 17.17% | 2.4 |
|
| 3628 |
3628
Ativo Capital Management
Chicago,
Illinois
| $218M | +$13M | +6% | 10.3% | 63.2% | 114 | 16.67% | 2.3 |
|
| 3629 |
3629
BCBSM Inc
Eagan,
Minnesota
| $218M | – | – | 0.04% | – | 1 | – | 0 |
|
| 3630 |
PS
3630
Portfolio Strategies
Monsey,
New York
| $218M | +$22.5M | +12% | 8.93% | 120% | 64 | 32.81% | 1.1 |
|
| 3631 |
3631
Abacus Planning Group
Columbia,
South Carolina
| $218M | +$15.9M | +8% | 8.78% | 59.1% | 187 | 14.97% | 1.2 |
|
| 3632 |
3632
Capital Insight Partners
Scottsdale,
Arizona
| $218M | +$103M | +90% | 5.33% | 51.7% | 106 | 36.79% | 1.9 |
|
| 3633 |
3633
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $218M | +$21.9M | +11% | 9.01% | 111% | 469 | 16.63% | 2 |
|
| 3634 |
3634
Shaker Financial Services
Arlington,
Virginia
| $218M | +$21.5M | +11% | 4.23% | 12.9% | 172 | 37.79% | 1 |
|
| 3635 |
3635
Enstar Group
Hamilton,
Bermuda
| $217M | – | – | 4.6% | 29.5% | 8 | – | 0 |
|
| 3636 |
3636
First Washington Corp
Seattle,
Washington
| $217M | +$16.2M | +8% | 10.8% | 142% | 89 | 29.21% | 3.3 |
|
| 3637 |
3637
Aquamarine Capital Management
New York
| $217M | +$19.3M | +10% | 10.1% | 23% | 12 | 0% | 4 |
|
| 3638 |
3638
BMT Investment Advisors
Berwyn,
Pennsylvania
| $217M | +$21.5M | +11% | 8.41% | – | 83 | 3.61% | 2 |
|
| 3639 |
3639
Cedar Capital
Barrington,
Illinois
| $217M | +$3.2M | +1% | 9.05% | 98% | 188 | 19.15% | 1.7 |
|
| 3640 |
3640
Taylor Wealth Management Partners
Boston,
Massachusetts
| $217M | +$3.21M | +2% | 8.99% | 62% | 53 | 26.42% | 2.1 |
|
| 3641 |
3641
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $217M | +$11.4M | +6% | 7.92% | 87.3% | 73 | 8.22% | 5.1 |
|
| 3642 |
3642
Investors Research Corp
Atlanta,
Georgia
| $217M | +$19.6M | +10% | 9.9% | 62.1% | 1,151 | 4.17% | 1 |
|
| 3643 |
3643
CAMG Solamere Management
Charlotte,
North Carolina
| $217M | +$17.1M | +9% | 9.66% | 51.7% | 98 | 13.27% | 2 |
|
| 3644 |
LJHT
3644
Laurie J. Hall Trustee
| $217M | +$20.6M | +11% | 9.55% | 105% | 349 | 10.6% | 3.5 |
|
| 3645 |
LC
3645
LNZ Capital
New York
| $217M | +$97.9M | +82% | 2.65% | 58.8% | 19 | 47.37% | 0.3 |
|
| 3646 |
3646
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $217M | +$16.3M | +8% | 6.28% | 21.9% | 41 | 4.88% | 5.1 |
|
| 3647 |
3647
ESL Trust Services
Rochester,
New York
| $217M | – | – | 5.95% | 53.9% | 32 | – | 0 |
|
| 3648 |
3648
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $216M | +$19.5M | +10% | 10.3% | 47.5% | 203 | 7.88% | 1.8 |
|
| 3649 |
NFG
3649
Noven Financial Group
Denver,
Colorado
| $216M | +$14.8M | +7% | 7.57% | 45.1% | 36 | 22.22% | 2.5 |
|
| 3650 |
3650
Confluence Wealth Management
Portland,
Oregon
| $216M | +$11.9M | +6% | 6.99% | 31.9% | 118 | 5.08% | 3.8 |
|