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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
New Hampshire Trust
Concord,
New Hampshire
| $530M | +$34.3M | +7% | 11% | 88.5% | 180 | 15.56% | 2.8 |
|
| 3752 |
3752
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $530M | +$152M | +40% | 15.2% | 60.6% | 177 | 24.29% | 1.9 |
|
| 3753 |
GECH
3753
Garnet Equity Capital Holdings
New York
| $530M | -$112M | -17% | 35.4% | 302% | 32 | 40.63% | 1.4 |
|
| 3754 |
3754
Valicenti Advisory Services
Elmira,
New York
| $530M | +$71M | +15% | 26.6% | 134% | 86 | 5.81% | 5.5 |
|
| 3755 |
3755
Bridgewealth Advisory Group
Fresno,
California
| $530M | +$47.7M | +10% | 8.13% | 39.1% | 148 | 13.51% | 1.4 |
|
| 3756 |
3756
DMKC Advisory Services
Des Moines,
Iowa
| $530M | +$290M | +121% | 7.82% | – | 92 | 8.7% | 1.1 |
|
| 3757 |
3757
J. Derek Lewis & Associates
Newport Beach,
California
| $529M | +$84.6M | +19% | 13.5% | – | 237 | 19.83% | 0.4 |
|
| 3758 |
3758
Teramo Advisors
Naples,
Florida
| $529M | +$54.9M | +12% | 14.6% | 72.1% | 4 | 0% | 4.4 |
|
| 3759 |
3759
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $529M | +$32.1M | +6% | 5.9% | 60% | 77 | 16.88% | 4.6 |
|
| 3760 |
KMWM
3760
Keudell/Morrison Wealth Management
Salem,
Oregon
| $529M | +$40.2M | +8% | 12.5% | – | 271 | 13.65% | 3.6 |
|
| 3761 |
3761
Great Point Partners
Greenwich,
Connecticut
| $529M | +$94M | +22% | 27.3% | 710% | 54 | 44.44% | 0.4 |
|
| 3762 |
3762
Clearlake Capital Group
Santa Monica,
California
| $529M | -$152M | -22% | 22% | 47.3% | 6 | 0% | 4.3 |
|
| 3763 |
3763
Voisard Asset Management Group
Grand Rapids,
Michigan
| $529M | +$59.8M | +13% | 13.2% | 50.5% | 116 | 14.66% | 1.6 |
|
| 3764 |
CWM
3764
Compass Wealth Management
Guilford,
Connecticut
| $528M | +$124M | +31% | 16.4% | 103% | 168 | 55.95% | 1.3 |
|
| 3765 |
3765
Paragon Capital Management (Colorado)
Denver,
Colorado
| $528M | +$52M | +11% | 18.7% | 109% | 260 | 37.69% | 2.8 |
|
| 3766 |
3766
Silverlake Wealth Management
Williston,
Vermont
| $528M | +$48.7M | +10% | 11.7% | 73.3% | 414 | 13.77% | 2.3 |
|
| 3767 |
3767
Webs Creek Capital Management
Dallas,
Texas
| $528M | -$49.6M | -9% | 5.53% | 133% | 15 | 20% | 1 |
|
| 3768 |
3768
Auxano Advisors
Bellevue,
Washington
| $528M | +$26.5M | +5% | 11.2% | 85.4% | 220 | 15.45% | 2.7 |
|
| 3769 |
3769
Global Wealth Strategies & Associates
Denver,
Colorado
| $528M | +$121M | +30% | 15.4% | 68.7% | 539 | 82.75% | 2.4 |
|
| 3770 |
YLHM
3770
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $527M | +$47.3M | +10% | 18.8% | 144% | 89 | 11.24% | 2.3 |
|
| 3771 |
3771
New York Life Insurance Company
New York
| $527M | +$36.7M | +7% | 15.2% | 61.5% | 6 | 50% | 6.3 |
|
| 3772 |
3772
Pinion Investment Advisors
Wichita,
Kansas
| $527M | +$98.6M | +23% | 14.5% | 75.4% | 218 | 22.94% | 2.8 |
|
| 3773 |
3773
Altrius Capital Management
New Bern,
North Carolina
| $526M | +$24M | +5% | 3.06% | 43.8% | 92 | 8.7% | 2.8 |
|
| 3774 |
3774
Merck & Co
Rahway,
New Jersey
| $526M | +$177M | +51% | 62.4% | – | 14 | 7.14% | 1.3 |
|
| 3775 |
H2CM
3775
H/2 Credit Manager
Stamford,
Connecticut
| $526M | +$26.7M | +5% | 40.5% | 97.4% | 19 | 15.79% | 3.3 |
|