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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Centric Wealth Management
Chicago,
Illinois
| $304M | +$32.3M | +12% | 11.9% | 44.4% | 173 | 23.12% | 1.5 |
|
| 3977 |
3977
SCP Investment
Orinda,
California
| $304M | -$52.8M | -15% | 10.5% | 32.8% | 41 | 65.85% | 0.9 |
|
| 3978 |
ARI
3978
Applied Research Investments
Wilmington,
Delaware
| $303M | +$3.05M | +1% | 5.65% | – | 42 | 9.52% | 1.1 |
|
| 3979 |
3979
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $303M | +$28.3M | +10% | 7.49% | 2,136% | 21 | 9.52% | 1.3 |
|
| 3980 |
3980
American National Registered Investment Advisor
Galveston,
Texas
| $303M | +$26.6M | +10% | 11% | 95.8% | 245 | 6.94% | 5.2 |
|
| 3981 |
3981
Blume Capital Management
Berkeley,
California
| $303M | +$29.6M | +11% | 8.91% | 102% | 324 | 12.35% | 3.6 |
|
| 3982 |
3982
Eldridge Investment Advisors
Manchester,
New Hampshire
| $303M | +$22.1M | +8% | 6.96% | 50.9% | 136 | 17.65% | 2.4 |
|
| 3983 |
3983
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $303M | +$33.2M | +12% | 12.2% | 90.7% | 232 | 6.9% | 4.6 |
|
| 3984 |
3984
Peddock Capital Advisors
Braintree,
Massachusetts
| $303M | +$21.9M | +8% | 11% | 113% | 146 | 6.16% | 4.3 |
|
| 3985 |
3985
Blue Zone Wealth Advisors
Los Angeles,
California
| $303M | +$14.1M | +5% | 6.23% | 91.1% | 104 | 8.65% | 1.2 |
|
| 3986 |
3986
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $303M | +$30.4M | +11% | 9.97% | 60.3% | 45 | 8.89% | 4 |
|
| 3987 |
3987
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $303M | -$8.99M | -3% | 0.89% | 43.7% | 8 | 25% | 1.9 |
|
| 3988 |
3988
Winch Advisory Services
Appleton,
Wisconsin
| $302M | +$15.6M | +5% | 7.77% | 92.4% | 528 | 8.9% | 3.1 |
|
| 3989 |
3989
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $302M | +$19.9M | +7% | 9.87% | 143% | 89 | 42.7% | 1 |
|
| 3990 |
3990
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $302M | +$25.9M | +9% | 10.3% | 74% | 74 | 5.41% | 4.5 |
|
| 3991 |
3991
Benefit Street Partners
New York
| $302M | +$37.5M | +14% | 5.81% | – | 49 | 18.37% | 1.1 |
|
| 3992 |
3992
Roanoke Asset Management
Jersey City,
New Jersey
| $302M | +$20.2M | +7% | 9.84% | 50.3% | 114 | 2.63% | 4.9 |
|
| 3993 |
3993
JW Asset Management
Miami Beach,
Florida
| $302M | -$29.8M | -9% | 3.73% | 251% | 9 | 22.22% | 2.8 |
|
| 3994 |
3994
Farmers National Bank
Danville,
Kentucky
| $302M | +$50.7M | +20% | 10.8% | – | 151 | 8.61% | 4.7 |
|
| 3995 |
3995
Cornerstone Wealth Advisors
Edina,
Minnesota
| $301M | +$15.5M | +5% | 3.62% | 46.1% | 41 | 4.88% | 0.7 |
|
| 3996 |
3996
CHI Advisors
New York
| $301M | -$41.3M | -12% | 2.31% | 88.2% | 20 | 5% | 1.3 |
|
| 3997 |
3997
SimplyRich
Carlsbad,
California
| $301M | +$26.4M | +10% | 10.1% | 105% | 179 | 7.26% | 2.1 |
|
| 3998 |
3998
Blue Owl Capital Holdings
New York
| $301M | – | – | 27.2% | 145% | 29 | – | 0 |
|
| 3999 |
3999
Meridian Investment Counsel
Lafayette,
California
| $301M | +$25.2M | +9% | 8% | 116% | 231 | 11.26% | 4.6 |
|
| 4000 |
4000
Mill Road Capital Management
Greenwich,
Connecticut
| $301M | -$3.42M | -1% | 2.56% | 85.1% | 29 | 6.9% | 1.7 |
|