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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $324M | +$26M | +9% | 7.07% | 41.6% | 49 | 0% | 5.4 |
|
| 3652 |
3652
Abingworth
London,
United Kingdom
| $324M | +$34M | +12% | 1.23% | 187% | 19 | 10.53% | 2.4 |
|
| 3653 |
3653
Princeton Capital Management
Red Bank,
New Jersey
| $323M | +$27.7M | +9% | 9.29% | 180% | 113 | 16.81% | 3.3 |
|
| 3654 |
CIM
3654
CIM Investment Management
Pittsburgh,
Pennsylvania
| $323M | +$5.61M | +2% | 7.54% | 123% | 339 | 23.89% | 2.1 |
|
| 3655 |
3655
Bruderman Asset Management
Locust Valley,
New York
| $323M | -$37.1M | -10% | 6.82% | 31.7% | 125 | 33.6% | 2.3 |
|
| 3656 |
3656
Fiducient Advisors
Chicago,
Illinois
| $323M | +$13.5M | +4% | 7.07% | 52.3% | 88 | 20.45% | 1 |
|
| 3657 |
3657
CoreCommodity Management
Stamford,
Connecticut
| $323M | +$83.9M | +35% | 8.01% | 65.8% | 162 | 25.31% | 2.8 |
|
| 3658 |
3658
Paradiem
Covington,
Louisiana
| $322M | +$19.3M | +6% | 7.61% | 107% | 111 | 17.12% | 0.4 |
|
| 3659 |
3659
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $322M | – | – | 10.9% | 281% | 24 | – | 0 |
|
| 3660 |
MJP
3660
Michael J. Puzo
| $322M | +$7.73M | +2% | 6.01% | 90.3% | 77 | 3.9% | 5.5 |
|
| 3661 |
3661
Glen Eagle Advisors
Kingston,
New Jersey
| $322M | +$35.3M | +12% | 7.34% | 68.5% | 1,070 | 9.07% | 2.5 |
|
| 3662 |
3662
Continuum Advisory
Eagle,
Idaho
| $322M | +$81.6M | +34% | 6.56% | 77% | 277 | 41.88% | 1.3 |
|
| 3663 |
3663
Columbus Macro
New Castle,
Pennsylvania
| $321M | +$482K | +0.2% | 4.09% | 48.7% | 184 | 21.74% | 1.9 |
|
| 3664 |
3664
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $321M | +$19.7M | +7% | 5.66% | 12.8% | 147 | 17.01% | 3 |
|
| 3665 |
3665
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $321M | -$111M | -26% | 6.55% | 76.1% | 216 | 38.43% | 4.8 |
|
| 3666 |
3666
Hedeker Wealth
Lincolnshire,
Illinois
| $321M | +$36.4M | +13% | 8.98% | 161% | 84 | 33.33% | 2.8 |
|
| 3667 |
GWM
3667
GSB Wealth Management
Guilford,
Connecticut
| $321M | +$20.4M | +7% | 5.28% | 61.8% | 226 | 11.06% | 0.8 |
|
| 3668 |
3668
Progressive Investment Management
Lake Oswego,
Oregon
| $321M | +$36.8M | +13% | 14.2% | 126% | 43 | 0% | 3.7 |
|
| 3669 |
OIA
3669
Optimum Investment Advisors
Chicago,
Illinois
| $321M | -$21.1M | -6% | 7.59% | 125% | 1,001 | 15.38% | 3.2 |
|
| 3670 |
3670
Emerald Advisors
Bellevue,
Washington
| $320M | +$43.9M | +16% | 10% | 71.8% | 100 | 20% | 1 |
|
| 3671 |
3671
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $320M | -$4.17M | -1% | 7.93% | 152% | 96 | 11.46% | 2.9 |
|
| 3672 |
3672
Decatur Capital Management
Decatur,
Georgia
| $320M | +$30.2M | +10% | 12% | 135% | 68 | 14.71% | 1.8 |
|
| 3673 |
3673
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $320M | +$12.8M | +4% | 8.41% | 167% | 98 | 55.1% | 0.6 |
|
| 3674 |
3674
O'Neil Global Advisors
Los Angeles,
California
| $320M | +$216M | +209% | 19.4% | 1,833% | 132 | 84.85% | 0.1 |
|
| 3675 |
3675
Partners in Financial Planning
Salem,
Virginia
| $320M | – | – | 4.79% | 38.9% | 92 | – | 0 |
|