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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Sterling Investment Counsel
Buffalo,
New York
| $148M | – | – | 9.69% | 93.8% | 141 | – | 0 |
|
| 5702 |
5702
FSC Wealth Advisors
Fishkill,
New York
| $148M | – | – | 10.6% | 66.4% | 184 | – | 0 |
|
| 5703 |
5703
Private Wealth Group
Tampa,
Florida
| $148M | -$3.89M | -3% | 8.29% | 52.9% | 41 | 4.88% | 1.8 |
|
| 5704 |
5704
Benedetti & Gucer
Atlanta,
Georgia
| $148M | +$16M | +12% | 11.3% | 42.7% | 103 | 25.24% | 0.6 |
|
| 5705 |
5705
Vaughan & Co Securities
Ridgewood,
New Jersey
| $147M | +$13.6M | +10% | 6.62% | 70.7% | 59 | 18.64% | 1.5 |
|
| 5706 |
LAI
5706
Legal Advantage Investments
Los Altos Hills,
California
| $147M | -$1.67M | -1% | 1.9% | 116% | 86 | 18.6% | 0.8 |
|
| 5707 |
5707
Burns Matteson Capital Management
Corning,
New York
| $147M | +$15.2M | +11% | 9.66% | 137% | 166 | 42.77% | 0.5 |
|
| 5708 |
5708
Adams Chetwood Wealth Management
Durham,
North Carolina
| $147M | +$9.08M | +7% | 7.89% | – | 78 | 10.26% | 1.7 |
|
| 5709 |
GIM
5709
Greenwich Investment Management
Norwalk,
Connecticut
| $147M | – | – | 3.47% | – | 74 | – | 2.1 |
|
| 5710 |
DCM
5710
Difesa Capital Management
New York
| $147M | – | – | 1.06% | – | 225 | – | 0 |
|
| 5711 |
5711
Renasant Bank
Tupelo,
Mississippi
| $147M | +$20.8M | +17% | 7.7% | 72.3% | 210 | 20.95% | 0.8 |
|
| 5712 |
5712
RDST Capital
Seattle,
Washington
| $147M | – | – | 4.83% | 43% | 16 | – | 0 |
|
| 5713 |
5713
Briggs Advisory Group
Lincoln,
Rhode Island
| $147M | – | – | 5.7% | – | 49 | – | 0 |
|
| 5714 |
5714
McClarren Financial Advisors
State College,
Pennsylvania
| $147M | +$18.2M | +14% | 5.71% | 63% | 342 | 11.11% | 0.8 |
|
| 5715 |
5715
Long Walk Management
Greenwich,
Connecticut
| $146M | +$14.2M | +11% | 3.81% | 302% | 6 | 50% | 0.4 |
|
| 5716 |
5716
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $146M | – | – | 5.79% | 63.5% | 18 | – | 0 |
|
| 5717 |
5717
Freedman Financial Associates
Peabody,
Massachusetts
| $146M | +$9.6M | +7% | 7.04% | – | 510 | 8.63% | 0.9 |
|
| 5718 |
5718
Merk Investments
Menlo Park,
California
| $146M | +$14.2M | +11% | 14.6% | 303% | 15 | 13.33% | 1.5 |
|
| 5719 |
OFG
5719
OTA Financial Group
Purchase,
New York
| $146M | +$63.3M | +76% | 2.27% | 320% | 121 | 74.38% | 0.2 |
|
| 5720 |
5720
Soundmark Wealth Management
Kirkland,
Washington
| $146M | -$131M | -47% | 6.82% | 17.2% | 73 | 24.66% | 0.8 |
|
| 5721 |
5721
Vienna Insurance Group
Warsaw,
Poland
| $146M | -$41.2M | -22% | 10.8% | 230% | 35 | 14.29% | 0.6 |
|
| 5722 |
5722
Diker Management
New York
| $146M | -$48.2M | -25% | 4.51% | 210% | 45 | 35.56% | 2 |
|
| 5723 |
5723
Westshore Wealth
Newport Beach,
California
| $146M | +$22.1M | +18% | 10.7% | 58.8% | 96 | 25% | 1.1 |
|
| 5724 |
5724
Sheares Healthcare Group
Singapore
| $146M | – | – | 13.2% | – | 1 | – | 0 |
|
| 5725 |
ABP
5725
Arthur B. Page
| $146M | +$11.2M | +8% | 11.3% | 40.4% | 61 | 8.2% | 5.4 |
|