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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $218M | +$6.17M | +3% | 2.02% | 52% | 98 | 9.18% | 1.1 |
|
| 5052 |
5052
Goodwin Investment Advisory
Woodstock,
Georgia
| $218M | +$5.8M | +3% | 3.26% | 60.8% | 51 | 41.18% | 1.7 |
|
| 5053 |
5053
Krensavage Asset Management
New York
| $218M | -$7.72M | -3% | 3.24% | 124% | 13 | 7.69% | 3.4 |
|
| 5054 |
5054
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $218M | +$5.49M | +3% | 0.22% | 66% | 248 | 16.13% | 1.6 |
|
| 5055 |
5055
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $218M | -$1.95M | -0.9% | 0.92% | 66.8% | 100 | 12% | 6.8 |
|
| 5056 |
5056
Tidemark
San Diego,
California
| $217M | +$38.2M | +21% | 1.99% | – | 732 | 20.36% | 0.5 |
|
| 5057 |
5057
HGC Investment Management
Toronto,
Ontario, Canada
| $217M | -$62.9M | -22% | 0.67% | 33.2% | 117 | 29.91% | 0.8 |
|
| 5058 |
5058
Delap Wealth Advisory
Lake Oswego,
Oregon
| $217M | -$30.1M | -12% | 1.48% | 73% | 293 | 70.31% | 0.7 |
|
| 5059 |
5059
Abundance Wealth Counselors
State College,
Pennsylvania
| $217M | -$217M | -50% | 2.95% | 107% | 150 | 60.67% | 2 |
|
| 5060 |
5060
Astor Investment Management
Chicago,
Illinois
| $217M | -$34.5M | -14% | 0.84% | 23.3% | 38 | 42.11% | 1.1 |
|
| 5061 |
5061
Mirabaud Asset Management
London,
United Kingdom
| $217M | -$30.3M | -12% | 5.31% | – | 53 | 22.64% | 0.4 |
|
| 5062 |
OGF
5062
Orin Green Financial
San Diego,
California
| $217M | +$4.34M | +2% | 1.93% | 59.1% | 77 | 90.91% | 0.2 |
|
| 5063 |
5063
Wills Financial Group
Richmond,
Virginia
| $217M | +$4.82M | +2% | 1.96% | 57.5% | 66 | 9.09% | 5 |
|
| 5064 |
5064
Bernzott Capital Advisors
Camarillo,
California
| $217M | -$35.5M | -14% | 5.66% | 46.6% | 40 | 15% | 2.9 |
|
| 5065 |
5065
Monolith Management
Hong Kong
| $217M | -$35.1M | -14% | 12.7% | – | 17 | 58.82% | 0.2 |
|
| 5066 |
5066
BOS Asset Management
Springfield,
Illinois
| $217M | +$26.5M | +14% | 2.83% | 70.3% | 166 | 15.06% | 1.1 |
|
| 5067 |
5067
One Advisory Partners
Overland Park,
Kansas
| $217M | +$13.4M | +7% | 2.55% | 58.3% | 46 | 8.7% | 1.8 |
|
| 5068 |
5068
CVS Health
Woonsocket,
Rhode Island
| $217M | +$5.07M | +2% | 2.45% | 48.7% | 6 | 0% | 2.3 |
|
| 5069 |
5069
Ausbil Investment Management
Sydney,
Australia
| $217M | +$17.1M | +9% | 3.73% | 115% | 72 | 38.89% | 0.7 |
|
| 5070 |
5070
Armor Investment Advisors
Raleigh,
North Carolina
| $217M | +$8.74M | +4% | 1.26% | 56.6% | 168 | 8.93% | 4.2 |
|
| 5071 |
5071
Reliant Wealth Planning
Louisville,
Kentucky
| $217M | +$7.7M | +4% | 0.65% | 39.4% | 24 | 12.5% | 1 |
|
| 5072 |
5072
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $217M | -$51.9M | -19% | 7.45% | 130% | 38 | 52.63% | 0.5 |
|
| 5073 |
5073
SimpliFi Inc
San Diego,
California
| $217M | -$2.13M | -1% | 0.85% | 26.7% | 41 | 7.32% | 2.5 |
|
| 5074 |
5074
Harbour Investment Management
Edmonds,
Washington
| $216M | +$3.37M | +2% | 2.91% | 58.8% | 89 | 3.37% | 6.2 |
|
| 5075 |
5075
Ruggaard & Associates
Hudson,
Ohio
| $216M | +$5.93M | +3% | 0.97% | 47.6% | 123 | 12.2% | 1 |
|