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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.79B | -$117M | -6% | 1.93% | 63.2% | 336 | 8.93% | 4.9 |
|
| 1627 |
1627
NWAM LLC
Mercer Island,
Washington
| $1.79B | -$53M | -3% | 3.11% | 112% | 690 | 18.26% | 1.7 |
|
| 1628 |
1628
Investure LLC
Charlottesville,
Virginia
| $1.79B | +$172M | +11% | 2.56% | 55.4% | 16 | 6.25% | 5.6 |
|
| 1629 |
1629
AlphaQuest
New York
| $1.79B | +$257M | +17% | 1.95% | – | 2,309 | 5.89% | 1.2 |
|
| 1630 |
1630
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.78B | +$162M | +10% | 2.64% | 74.5% | 544 | 18.75% | 2.5 |
|
| 1631 |
1631
Courier Capital
Buffalo,
New York
| $1.78B | +$35.3M | +2% | 2.55% | 70.8% | 402 | 7.46% | 6.1 |
|
| 1632 |
1632
Principle Wealth Partners
Madison,
Connecticut
| $1.78B | +$54.7M | +3% | 3.2% | 79.9% | 382 | 8.38% | 4.1 |
|
| 1633 |
1633
FengHe Fund Management
Singapore
| $1.78B | +$680M | +62% | 26.3% | 902% | 51 | 56.86% | 0.5 |
|
| 1634 |
1634
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.78B | +$65.8M | +4% | 2.39% | 54.8% | 1,988 | 8% | 4.4 |
|
| 1635 |
1635
Empire Life Investments
Toronto,
Ontario, Canada
| $1.78B | +$67.5M | +4% | 4.88% | 90.8% | 118 | 16.1% | 3.3 |
|
| 1636 |
1636
Evensky & Katz
Coral Gables,
Florida
| $1.77B | +$48.7M | +3% | 2.47% | 61.1% | 73 | 1.37% | 7.1 |
|
| 1637 |
1637
General American Investors
New York
| $1.77B | +$47.2M | +3% | 4.84% | 129% | 84 | 16.67% | 5.1 |
|
| 1638 |
1638
Kepler Cheuvreux
Nyon,
| $1.77B | -$87.3M | -5% | 5.31% | – | 173 | 32.95% | 0.2 |
|
| 1639 |
1639
Bramshill Investments
Naples,
Florida
| $1.77B | +$304M | +21% | 0.89% | 3.6% | 180 | 35% | 1.6 |
|
| 1640 |
1640
Valiant Capital Management
San Francisco,
California
| $1.77B | +$314M | +22% | 3.83% | 348% | 35 | 14.29% | 2.6 |
|
| 1641 |
1641
Grandfield & Dodd
New York
| $1.77B | +$2.82M | +0.2% | 5.3% | 80.6% | 216 | 6.48% | 7.6 |
|
| 1642 |
1642
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.76B | +$28.2M | +2% | 3.28% | 79.7% | 390 | 23.08% | 1 |
|
| 1643 |
1643
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.76B | +$18.1M | +1% | 4.53% | 137% | 419 | 15.04% | 2.2 |
|
| 1644 |
1644
AMI Asset Management
Los Angeles,
California
| $1.76B | -$26.9M | -2% | 3.61% | 96.6% | 98 | 16.33% | 3.9 |
|
| 1645 |
1645
Atwood & Palmer
Kansas City,
Missouri
| $1.76B | +$57.4M | +3% | 2.31% | 90% | 502 | 5.58% | 5.3 |
|
| 1646 |
1646
Essex Financial Services
Essex,
Connecticut
| $1.76B | +$85.9M | +5% | 3.36% | 87.7% | 814 | 11.79% | 3.9 |
|
| 1647 |
1647
Affinity Asset Advisors
New York
| $1.76B | +$607M | +53% | 76% | 1,487% | 124 | 45.97% | 1 |
|
| 1648 |
1648
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.75B | +$14.3M | +0.8% | 2.95% | 99.5% | 279 | 11.83% | 6.5 |
|
| 1649 |
1649
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.75B | +$16.5M | +0.9% | 2.51% | 130% | 185 | 14.59% | 6.1 |
|
| 1650 |
1650
Clarius Group LLC
Seattle,
Washington
| $1.75B | +$62.2M | +4% | 3.84% | 92.1% | 411 | 9.73% | 4.7 |
|