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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
NorthRock Partners
Minneapolis,
Minnesota
| $1.22B | +$26.2M | +2% | 0.84% | 62.8% | 295 | 16.95% | 1.8 |
|
| 1652 |
1652
Annex Advisory Services
Brookfield,
Wisconsin
| $1.22B | -$11.1M | -0.9% | 1.55% | 85.8% | 231 | 13.42% | 2.7 |
|
| 1653 |
1653
Cumberland Partners
Toronto,
Ontario, Canada
| $1.22B | -$54.1M | -4% | 1.03% | 101% | 208 | 25% | 2 |
|
| 1654 |
1654
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.22B | +$38.3M | +3% | 2.97% | 121% | 114 | 1.75% | 6.6 |
|
| 1655 |
1655
Tandem Investment Advisors
Charleston,
South Carolina
| $1.22B | +$52.2M | +4% | 1.22% | 10.4% | 78 | 6.41% | 2.8 |
|
| 1656 |
1656
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.22B | +$11M | +0.9% | 0.94% | 63.2% | 295 | 7.46% | 2.7 |
|
| 1657 |
WMC
1657
Westwood Management Corporation
Chicago,
Illinois
| $1.22B | -$21.3M | -2% | 0.48% | 44.3% | 81 | 6.17% | 3.8 |
|
| 1658 |
1658
Everence Capital Management
Goshen,
Indiana
| $1.22B | +$2.35M | +0.2% | 1.07% | 108% | 783 | 14.05% | 3.1 |
|
| 1659 |
1659
Brigade Capital Management
New York
| $1.22B | -$451M | -27% | 1.92% | 42.7% | 58 | 20.69% | 1.4 |
|
| 1660 |
1660
RFG Advisory
Birmingham,
Alabama
| $1.22B | +$92.1M | +8% | 0.28% | 52.3% | 447 | 9.84% | 2.3 |
|
| 1661 |
1661
Sepio Capital
Salt Lake City,
Utah
| $1.21B | -$711K | -0.1% | 1.12% | 92% | 390 | 22.05% | 1.6 |
|
| 1662 |
1662
GeoWealth Management
Chicago,
Illinois
| $1.21B | +$422M | +53% | 0.63% | 58% | 408 | 37.75% | 0.6 |
|
| 1663 |
1663
Avior Wealth Management
Omaha,
Nebraska
| $1.21B | +$217M | +22% | 0.56% | 71.4% | 1,231 | 16.08% | 2.7 |
|
| 1664 |
1664
Money Design
Tokyo,
Japan
| $1.21B | +$242M | +25% | 1.71% | 26.4% | 72 | 27.78% | 2.1 |
|
| 1665 |
1665
EnCap Energy Capital Fund X
Houston,
Texas
| $1.21B | +$215M | +22% | 21.7% | – | 1 | 0% | 0.5 |
|
| 1666 |
1666
One Capital Management
Westlake Village,
California
| $1.21B | +$83M | +7% | 1.31% | 50.5% | 217 | 11.06% | 3.9 |
|
| 1667 |
1667
BBR Partners
New York
| $1.21B | -$56.3M | -4% | 2.75% | 63.4% | 236 | 23.73% | 1.9 |
|
| 1668 |
1668
Cacti Asset Management
Atlanta,
Georgia
| $1.21B | -$34.1M | -3% | 0.14% | 171% | 79 | 2.53% | 6 |
|
| 1669 |
1669
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.21B | -$86.9M | -7% | 1.35% | 68.1% | 99 | 5.05% | 3.6 |
|
| 1670 |
1670
GenTrust
Miami,
Florida
| $1.21B | +$19.6M | +2% | 1.14% | 53% | 150 | 10.67% | 0.8 |
|
| 1671 |
1671
Berkshire Partners
Boston,
Massachusetts
| $1.21B | -$180M | -13% | 5.25% | 79% | 2 | 0% | 6.3 |
|
| 1672 |
1672
Merriman Wealth Management
Seattle,
Washington
| $1.2B | +$37.4M | +3% | 1.37% | 18.3% | 230 | 20.43% | 2 |
|
| 1673 |
1673
Sectoral Asset Management
Montreal,
Quebec, Canada
| $1.2B | -$33.6M | -3% | 1.04% | 168% | 147 | 27.21% | 1.2 |
|
| 1674 |
1674
Greenwich Wealth Management
Greenwich,
Connecticut
| $1.2B | +$29.5M | +3% | 2.33% | 198% | 247 | 12.96% | 3.6 |
|
| 1675 |
1675
Foster & Motley
Cincinnati,
Ohio
| $1.2B | +$7.06M | +0.6% | 0.54% | 68.8% | 335 | 5.97% | 3.4 |
|