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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
First Interstate Bank
Billings,
Montana
| $1.65B | +$141M | +9% | 6.21% | 49.7% | 191 | 13.61% | 4.5 |
|
| 1502 |
1502
Visionary Wealth Advisors
O'fallon,
Illinois
| $1.64B | +$114M | +7% | 5.98% | 69.4% | 556 | 13.13% | 2.5 |
|
| 1503 |
1503
Empire Life Investments
Toronto,
Ontario, Canada
| $1.64B | +$54.7M | +3% | 6.3% | 90.8% | 102 | 13.73% | 3.9 |
|
| 1504 |
1504
NWAM LLC
Mercer Island,
Washington
| $1.64B | +$1.3B | +382% | 5.85% | 112% | 630 | 76.83% | 0.8 |
|
| 1505 |
1505
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.64B | +$120M | +8% | 7.1% | 83.5% | 80 | 6.25% | 7 |
|
| 1506 |
1506
Edgar Lomax Company
Kingstowne,
Virginia
| $1.64B | +$94.7M | +6% | 8.94% | 66.2% | 65 | 0% | 4.8 |
|
| 1507 |
1507
Glendon Capital Management
Santa Monica,
California
| $1.63B | +$323M | +25% | 25.2% | 142% | 25 | 16% | 2.9 |
|
| 1508 |
1508
Y-Intercept (HK)
Hong Kong
| $1.63B | -$190M | -10% | 7.78% | 41.6% | 1,936 | 67.87% | 0.3 |
|
| 1509 |
1509
Meritage Portfolio Management
Overland Park,
Kansas
| $1.63B | +$48.4M | +3% | 5.9% | 97.4% | 360 | 13.89% | 3.2 |
|
| 1510 |
1510
TruWealth Advisors
Metairie,
Louisiana
| $1.63B | +$128M | +9% | 4.19% | 56.3% | 169 | 9.47% | 2.3 |
|
| 1511 |
1511
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.63B | +$54.2M | +3% | 4.45% | 121% | 115 | 8.7% | 7.7 |
|
| 1512 |
1512
Modern Wealth Management
Lenexa,
Kansas
| $1.63B | +$276M | +20% | 5.47% | – | 472 | 22.03% | 0.5 |
|
| 1513 |
1513
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $1.63B | +$313M | +24% | 6.42% | 114% | 746 | 17.16% | 0.5 |
|
| 1514 |
MCI
1514
McDonald Capital Investors
Orinda,
California
| $1.63B | +$28.9M | +2% | 9.89% | 60.2% | 23 | 13.04% | 6.7 |
|
| 1515 |
1515
Fernbridge Capital Management
Los Angeles,
California
| $1.63B | +$125M | +8% | 5.41% | 12.4% | 25 | 20% | 1.3 |
|
| 1516 |
1516
CenterBook Partners
Greenwich,
Connecticut
| $1.63B | +$17.6M | +1% | 3.71% | 62.4% | 550 | 49.27% | 0.8 |
|
| 1517 |
1517
Capstone Financial Advisors
Downers Grove,
Illinois
| $1.63B | +$111M | +7% | 7.5% | 54.5% | 170 | 14.12% | 4.1 |
|
| 1518 |
1518
Good Life Advisors
Reading,
Pennsylvania
| $1.62B | +$412M | +34% | 6.12% | 60% | 579 | 23.49% | 2.8 |
|
| 1519 |
1519
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.62B | +$95.2M | +6% | 6.81% | 142% | 269 | 17.84% | 4.5 |
|
| 1520 |
1520
Spinnaker Trust
Portland,
Maine
| $1.62B | +$60.8M | +4% | 7.21% | 68.2% | 291 | 8.25% | 6 |
|
| 1521 |
1521
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.62B | +$261M | +19% | 7.92% | 99.5% | 278 | 15.11% | 5.7 |
|
| 1522 |
1522
Consulta
London,
United Kingdom
| $1.62B | +$152M | +10% | 1.98% | 30.7% | 17 | 29.41% | 2.6 |
|
| 1523 |
1523
Klingman & Associates
New York
| $1.61B | +$134M | +9% | 6.45% | 64.9% | 275 | 12.36% | 3.9 |
|
| 1524 |
1524
Strategic Blueprint
Atlanta,
Georgia
| $1.61B | +$134M | +9% | 5.44% | 82.1% | 692 | 17.2% | 2.2 |
|
| 1525 |
1525
Luxor Capital Group
New York
| $1.6B | +$178M | +13% | 16.2% | 131% | 57 | 49.12% | 1.2 |
|