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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Silverlake Wealth Management
Williston,
Vermont
| $449M | +$37.4M | +9% | 2.07% | 73.3% | 377 | 13.53% | 2.1 |
|
| 3877 |
3877
Barry Investment Advisors
New Bedford,
Massachusetts
| $449M | +$14.5M | +3% | 3.94% | 66.7% | 112 | 13.39% | 4.3 |
|
| 3878 |
3878
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $449M | +$61.3M | +16% | 1.47% | 65.3% | 186 | 14.52% | 1 |
|
| 3879 |
3879
Bulldog Investors
Saddle Brook,
New Jersey
| $449M | +$16.9M | +4% | 0.88% | 22.5% | 258 | 37.98% | 0.9 |
|
| 3880 |
3880
Graticule Asia Macro Advisors
New York
| $449M | +$11M | +3% | 2.52% | – | 2 | 0% | 0.3 |
|
| 3881 |
3881
Raub Brock Capital Management
Larkspur,
California
| $449M | -$15.8M | -3% | 1.57% | 54.7% | 40 | 2.5% | 3.4 |
|
| 3882 |
PT
3882
Plimoth Trust
Plymouth,
Massachusetts
| $449M | +$7.22M | +2% | 4.52% | 110% | 173 | 3.47% | 6.2 |
|
| 3883 |
3883
Kettle Hill Capital Management
New York
| $448M | +$3.88M | +0.9% | 1.33% | 37.4% | 62 | 79.03% | 0.3 |
|
| 3884 |
3884
Shelter Mutual Insurance
Columbia,
Missouri
| $448M | +$2.39M | +0.5% | 1.03% | 51.2% | 58 | 0% | 7.1 |
|
| 3885 |
3885
Benin Management Corp
Wilton,
Connecticut
| $448M | +$25.4M | +6% | 3.52% | 91.7% | 145 | 11.03% | 6.6 |
|
| 3886 |
3886
Farmers National Bank
Danville,
Kentucky
| $448M | +$26.4M | +6% | 2.98% | – | 190 | 11.05% | 6.1 |
|
| 3887 |
3887
Herold Advisors
New York
| $447M | +$16M | +4% | 3.79% | 90.2% | 260 | 9.62% | 3 |
|
| 3888 |
3888
Pier 88 Investment Partners
San Francisco,
California
| $447M | -$86.1M | -16% | 1.42% | 40.3% | 124 | 13.71% | 1.5 |
|
| 3889 |
3889
RIT Capital Partners
London,
United Kingdom
| $447M | -$261M | -37% | 3.01% | 73.5% | 20 | 75% | 0.4 |
|
| 3890 |
EGA
3890
E&G Advisors
Houston,
Texas
| $447M | +$17.5M | +4% | 4.21% | 97.7% | 238 | 7.56% | 3.1 |
|
| 3891 |
3891
Everest Financial Group
Minneapolis,
Minnesota
| $447M | – | – | 4.22% | – | 89 | – | 0 |
|
| 3892 |
3892
The Wealth Group
Eden Prairie,
Minnesota
| $447M | +$14.7M | +3% | 2.18% | 71.9% | 94 | 12.77% | 1.4 |
|
| 3893 |
3893
Fairvoy Private Wealth
Birmingham,
Alabama
| $447M | +$7.5M | +2% | 1.18% | – | 203 | 12.32% | 0.8 |
|
| 3894 |
3894
Birnam Oak Advisors
New York
| $447M | +$11.1M | +3% | 12.3% | – | 43 | 46.51% | 0.5 |
|
| 3895 |
3895
3Chopt Investment Partners
Richmond,
Virginia
| $446M | +$6.81M | +2% | 3.28% | 128% | 243 | 10.29% | 1.2 |
|
| 3896 |
KDA
3896
Kraft Davis & Associates
St. Louis,
Missouri
| $446M | +$35.2M | +9% | 2.72% | 81.8% | 158 | 12.03% | 1.7 |
|
| 3897 |
3897
Frisch Financial Group
Melville,
New York
| $446M | +$16.3M | +4% | 3.45% | 66.6% | 174 | 16.09% | 3.2 |
|
| 3898 |
3898
TownSquare Capital
Provo,
Utah
| $446M | -$215M | -33% | 3.53% | 96.9% | 384 | 40.1% | 4.7 |
|
| 3899 |
3899
Genworth Financial
Glen Allen,
Virginia
| $446M | +$8.62M | +2% | 1.95% | 73.6% | 2 | 0% | 4.6 |
|
| 3900 |
3900
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $446M | +$56.9M | +15% | 0.87% | 83.8% | 225 | 31.56% | 2.4 |
|