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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
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $305M | +$32.3M | +12% | 11.2% | 116% | 351 | 8.83% | 2.1 |
|
| 3977 |
3977
Bulldog Investors
Saddle Brook,
New Jersey
| $304M | +$16.3M | +6% | 4.34% | 22.5% | 231 | 35.93% | 1.3 |
|
| 3978 |
3978
Court Place Advisors
Ellicott City,
Maryland
| $304M | +$22.7M | +8% | 10.8% | 92% | 168 | 8.93% | 6.6 |
|
| 3979 |
3979
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $304M | +$26.7M | +10% | 10.5% | – | 1,388 | 14.41% | 0.8 |
|
| 3980 |
3980
Financial Consulate
Hunt Valley,
Maryland
| $304M | +$77.6M | +34% | 9.37% | 61.4% | 40 | 15% | 4.9 |
|
| 3981 |
MAM
3981
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $304M | +$18.1M | +6% | 4.55% | 64.4% | 102 | 32.35% | 0.6 |
|
| 3982 |
3982
Centric Wealth Management
Chicago,
Illinois
| $304M | +$64.2M | +27% | 6.14% | 44.4% | 167 | 35.93% | 1.8 |
|
| 3983 |
3983
First Sabrepoint Capital Management
Dallas,
Texas
| $304M | +$69M | +29% | 17.3% | 218% | 55 | 60% | 0.7 |
|
| 3984 |
3984
Regis Management Company
Menlo Park,
California
| $304M | +$10.9M | +4% | 9.56% | 5.33% | 41 | 9.76% | 7 |
|
| 3985 |
3985
Watchman Group
Plano,
Texas
| $303M | +$68M | +29% | 10.1% | 54% | 81 | 14.81% | 2.1 |
|
| 3986 |
3986
Fernwood Investment Management
Quincy,
Massachusetts
| $303M | +$25.1M | +9% | 11.9% | 83.4% | 200 | 8% | 5 |
|
| 3987 |
KMWM
3987
Keudell/Morrison Wealth Management
Salem,
Oregon
| $303M | -$25M | -8% | 9.9% | – | 197 | 12.18% | 3.1 |
|
| 3988 |
3988
Cornerstone Planning Group
Fairfield,
New Jersey
| $303M | +$40.4M | +15% | 9.78% | 60% | 1,248 | 25% | 0.8 |
|
| 3989 |
3989
BWCP LP
Dallas,
Texas
| $303M | +$24.6M | +9% | 18.6% | 198% | 25 | 20% | 1.2 |
|
| 3990 |
VM
3990
Venator Management
Pittsburgh,
Pennsylvania
| $303M | +$31.9M | +12% | 14.5% | 101% | 32 | 21.88% | 1.7 |
|
| 3991 |
SPC
3991
Stony Point Capital
New York
| $303M | +$8.37M | +3% | 21.8% | 208% | 29 | 24.14% | 1.1 |
|
| 3992 |
3992
The Wealth Group
Eden Prairie,
Minnesota
| $303M | – | – | 10.4% | 71.9% | 60 | – | 0 |
|
| 3993 |
3993
Keystone Financial Planning
Cleveland,
Ohio
| $303M | +$16.4M | +6% | 6.71% | 46% | 49 | 2.04% | 5.6 |
|
| 3994 |
KS
3994
Karpas Strategies
Litchfield,
Connecticut
| $302M | +$30.1M | +11% | 11.6% | 16.1% | 121 | 9.09% | 7 |
|
| 3995 |
3995
Berkeley Capital Partners
Milton,
Georgia
| $302M | +$25.4M | +9% | 10.1% | 62.8% | 159 | 12.58% | 3.7 |
|
| 3996 |
3996
Intel Corp
Santa Clara,
California
| $302M | +$12.6M | +4% | 13.6% | 9.79% | 7 | 14.29% | 1.4 |
|
| 3997 |
HPC
3997
Hobart Private Capital
Charlotte,
North Carolina
| $302M | +$38.7M | +15% | 9.81% | 60% | 63 | 44.44% | 0.8 |
|
| 3998 |
PFA
3998
Professional Financial Advisors
North Platte,
Nebraska
| $302M | +$81.1M | +37% | 9.42% | 59.2% | 99 | 13.13% | 1.9 |
|
| 3999 |
3999
Platte River Wealth Advisors
Louisville,
Colorado
| $302M | +$28.8M | +11% | 10.3% | 28.6% | 104 | 15.38% | 2.8 |
|
| 4000 |
4000
Uncommon Cents Investing
Janesville,
Wisconsin
| $302M | +$29.4M | +11% | 9.61% | 91.4% | 181 | 6.08% | 3.7 |
|