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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Wedmont Private Capital
West Chester,
Pennsylvania
| $1.59B | +$221M | +16% | 3.04% | 87.5% | 679 | 16.35% | 1.4 |
|
| 1477 |
AE
1477
American Express
New York
| $1.59B | +$87.2M | +6% | 7.51% | – | 5 | 40% | 0.5 |
|
| 1478 |
1478
Sageworth Trust
Lancaster,
Pennsylvania
| $1.59B | +$35.1M | +2% | 1.61% | 64.5% | 114 | 33.33% | 3 |
|
| 1479 |
ELI
1479
Empire Life Investments
Toronto,
Ontario, Canada
| $1.59B | -$43.4M | -3% | 0.44% | 90.8% | 101 | 13.86% | 3.9 |
|
| 1480 |
MPM
1480
Meritage Portfolio Management
Overland Park,
Kansas
| $1.58B | +$13.4M | +0.9% | 3.97% | 97.4% | 366 | 14.75% | 3.1 |
|
| 1481 |
AIM
1481
Acropolis Investment Management
St. Louis,
Missouri
| $1.58B | +$54.6M | +4% | 0.57% | 51% | 291 | 3.09% | 5.3 |
|
| 1482 |
HRES
1482
Heitman Real Estate Securities
Chicago,
Illinois
| $1.58B | -$176M | -10% | 1.19% | 48.3% | 59 | 18.64% | 3.6 |
|
| 1483 |
RWJF
1483
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.58B | -$125M | -7% | 7.3% | 4.83% | 2 | 0% | 7.6 |
|
| 1484 |
SFS
1484
Strategic Financial Services
Utica,
New York
| $1.58B | +$32.1M | +2% | 0.56% | 58.7% | 138 | 13.77% | 5.7 |
|
| 1485 |
GD
1485
Grandfield & Dodd
New York
| $1.58B | -$5.13M | -0.3% | 0.22% | 70.8% | 204 | 2.45% | 7.1 |
|
| 1486 |
GC
1486
Gobi Capital
San Francisco,
California
| $1.58B | -$23.7M | -1% | 5.04% | 93.7% | 11 | 9.09% | 3.6 |
|
| 1487 |
MJRIC
1487
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.58B | +$107M | +7% | 8.88% | 121% | 122 | 13.11% | 8.1 |
|
| 1488 |
VIM
1488
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $1.58B | +$739M | +88% | 2.71% | – | 69 | 10.14% | 2 |
|
| 1489 |
BBA
1489
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| $1.58B | +$173M | +12% | 4.75% | 155% | 493 | 49.7% | 0.8 |
|
| 1490 |
BPCA
1490
Bank Pictet & Cie (Asia)
Singapore
| $1.57B | +$285M | +22% | 7.19% | 30.4% | 111 | 18.02% | 3.8 |
|
| 1491 |
RPGK
1491
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $1.57B | +$267M | +20% | 0.88% | 49.7% | 245 | 18.78% | 2.4 |
|
| 1492 |
VA
1492
VR Adviser
New York
| $1.57B | -$532M | -25% | 16.2% | 1,698% | 44 | 34.09% | 0.9 |
|
| 1493 |
MCWS
1493
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.57B | +$73.9M | +5% | 1.35% | 63.2% | 305 | 4.26% | 4.5 |
|
| 1494 |
BOF
1494
Bank of Finland
Helsinki,
Finland
| $1.57B | +$42.4M | +3% | 2.11% | 66.7% | 4 | 0% | 2.8 |
|
| 1495 |
AIMU
1495
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.57B | -$20.7M | -1% | 1.52% | 7.58% | 47 | 12.77% | 2.3 |
|
| 1496 |
WP
1496
WMS Partners
Towson,
Maryland
| $1.56B | +$107M | +7% | 0.88% | 10.8% | 284 | 11.97% | 4.3 |
|
| 1497 |
ST
1497
Spinnaker Trust
Portland,
Maine
| $1.56B | +$12.7M | +0.8% | 2.66% | 68.2% | 280 | 6.79% | 6 |
|
| 1498 |
1498
IFG Advisory
Atlanta,
Georgia
| $1.56B | +$218M | +16% | 1.09% | 70.1% | 635 | 45.04% | 2 |
|
| 1499 |
TW
1499
Trajan Wealth
Scottsdale,
Arizona
| $1.56B | +$80.3M | +5% | 3.04% | – | 186 | 13.44% | 0.2 |
|
| 1500 |
GAG
1500
GM Advisory Group
Melville,
New York
| $1.55B | +$124M | +9% | 3.69% | 53.6% | 248 | 12.1% | 2.9 |
|