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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
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.75B | +$33.2M | +2% | 1.23% | 78.2% | 255 | 13.73% | 3.2 |
|
| 1627 |
1627
CAS Investment Partners
Westport,
Connecticut
| $1.75B | -$589M | -25% | 23.9% | 527% | 5 | 0% | 4.6 |
|
| 1628 |
1628
DNCA Finance
Paris,
France
| $1.75B | +$20.3M | +1% | 2.66% | – | 112 | 17.86% | 1.1 |
|
| 1629 |
1629
GuardCap Asset Management
London,
United Kingdom
| $1.75B | -$2B | -53% | 9.42% | 21.9% | 28 | 7.14% | 6.2 |
|
| 1630 |
1630
Meeder Asset Management
Dublin,
Ohio
| $1.75B | -$110M | -6% | 1.13% | 156% | 1,037 | 27.87% | 1.6 |
|
| 1631 |
1631
Siemens Fonds Invest
Munich,
Germany
| $1.75B | -$131M | -7% | 2.88% | 126% | 560 | 4.64% | 3.2 |
|
| 1632 |
1632
Valiant Capital Management
San Francisco,
California
| $1.74B | -$27.1M | -2% | 3.84% | 348% | 38 | 23.68% | 2.4 |
|
| 1633 |
1633
NWAM LLC
Mercer Island,
Washington
| $1.74B | -$51.9M | -3% | 0.06% | 112% | 680 | 17.94% | 1.8 |
|
| 1634 |
1634
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.73B | -$55.4M | -3% | 0.67% | 63.2% | 331 | 9.97% | 5.1 |
|
| 1635 |
1635
Roffman Miller Associates
Philadelphia,
Pennsylvania
| $1.73B | -$96.8M | -5% | 1.67% | 83.5% | 86 | 1.16% | 7.7 |
|
| 1636 |
1636
Punch & Associates Investment Management
Edina,
Minnesota
| $1.73B | +$20.3M | +1% | 4.23% | 97.5% | 177 | 20.34% | 3.9 |
|
| 1637 |
1637
Regal Investment Advisors
Kentwood,
Michigan
| $1.73B | +$59.7M | +4% | 0.53% | 64.7% | 681 | 18.36% | 2.7 |
|
| 1638 |
1638
Ocean Park Asset Management
Santa Monica,
California
| $1.73B | -$399M | -19% | 0.98% | 19.3% | 98 | 56.12% | 0.9 |
|
| 1639 |
1639
Commodore Capital
New York
| $1.73B | +$226M | +15% | 39.1% | 2,121% | 45 | 46.67% | 1.1 |
|
| 1640 |
1640
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.73B | -$25.2M | -1% | 0.9% | 99.5% | 277 | 7.94% | 6.5 |
|
| 1641 |
1641
Rebalance
Palo Alto,
California
| $1.72B | +$11.4M | +0.7% | 1.15% | 47.6% | 109 | 10.09% | 2.3 |
|
| 1642 |
1642
Strategic Blueprint
Atlanta,
Georgia
| $1.72B | +$23.4M | +1% | 0.83% | 82.1% | 698 | 15.04% | 2.8 |
|
| 1643 |
1643
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.72B | +$30.1M | +2% | 0.99% | 104% | 760 | 28.29% | 3.5 |
|
| 1644 |
1644
E.S. Barr & Co
Lexington,
Kentucky
| $1.72B | -$202M | -11% | 8.21% | 73.5% | 136 | 22.79% | 6.8 |
|
| 1645 |
1645
Main Street Research
Lakeville,
Connecticut
| $1.72B | -$29.6M | -2% | 5% | 232% | 159 | 25.79% | 3.8 |
|
| 1646 |
1646
Willis Johnson & Associates
Houston,
Texas
| $1.72B | +$94.3M | +6% | 0.05% | 50.9% | 211 | 18.96% | 2.5 |
|
| 1647 |
1647
Oasis Management Company
Grand Cayman,
Cayman Islands
| $1.72B | +$174M | +11% | 0.61% | 368% | 121 | 21.49% | 1.1 |
|
| 1648 |
1648
Glenorchy Capital
Boorolite,
Australia
| $1.72B | +$66.1M | +4% | 27.4% | – | 72 | 15.28% | 1.7 |
|
| 1649 |
1649
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.71B | -$20.7M | -1% | 1.94% | 50.4% | 31 | 3.23% | 5.6 |
|
| 1650 |
1650
Inspire Investing
Meridian,
Idaho
| $1.71B | +$602M | +54% | 5.48% | 107% | 1,178 | 11.88% | 2.5 |
|