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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $937M | +$60.5M | +7% | 9.96% | 89.9% | 11 | 36.36% | 2.2 |
|
| 1752 |
1752
GM Advisory Group
Melville,
New York
| $937M | +$143M | +18% | 3.77% | 53.6% | 193 | 17.1% | 2.9 |
|
| 1753 |
1753
YHB Investment Advisors
West Hartford,
Connecticut
| $937M | +$37.9M | +4% | 8.21% | 96.2% | 296 | 9.46% | 4.4 |
|
| 1754 |
1754
Sandhill Capital Partners
Buffalo,
New York
| $937M | +$61.3M | +7% | 15.5% | 64.9% | 94 | 17.02% | 4 |
|
| 1755 |
1755
YCG LLC
Austin,
Texas
| $935M | +$95M | +11% | 9.97% | 27% | 41 | 0% | 5.8 |
|
| 1756 |
1756
Pembroke Management
Montreal,
Quebec, Canada
| $935M | +$34.1M | +4% | 8.45% | 105% | 71 | 14.08% | 2.8 |
|
| 1757 |
1757
Atlantic Union Bankshares
Glen Allen,
Virginia
| $934M | +$63.4M | +7% | 10.1% | 78.9% | 266 | 13.53% | 4.2 |
|
| 1758 |
1758
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $934M | +$49.6M | +6% | 11% | 162% | 236 | 16.1% | 4.1 |
|
| 1759 |
1759
Evanson Asset Management
Carmel,
California
| $930M | +$78.2M | +9% | 8.3% | 66.6% | 277 | 9.03% | 5 |
|
| 1760 |
1760
Nicholas Hoffman & Company
Atlanta,
Georgia
| $930M | -$1.19B | -56% | 9.69% | 65.1% | 278 | 14.03% | 3.9 |
|
| 1761 |
1761
Siemens
Munich,
Germany
| $928M | -$183M | -16% | 12.1% | 16.8% | 2 | 0% | 0.6 |
|
| 1762 |
1762
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $926M | -$154M | -14% | 14.1% | 98.1% | 132 | 64.39% | 0.4 |
|
| 1763 |
1763
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $926M | +$644M | +228% | 11.3% | 71.4% | 270 | 49.63% | 1.5 |
|
| 1764 |
1764
First Financial Bank - Trust Division
Hamilton,
Ohio
| $925M | +$110M | +14% | 11.9% | 68.6% | 199 | 10.55% | 6.2 |
|
| 1765 |
1765
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $923M | +$40.9M | +5% | 7.28% | 61.4% | 139 | 7.91% | 4.8 |
|
| 1766 |
1766
BerganKDV Wealth Management
Bloomington,
Minnesota
| $923M | +$86.9M | +10% | 7.88% | 27.9% | 1,136 | 16.9% | 3.1 |
|
| 1767 |
1767
Deccan Value Investors
Greenwich,
Connecticut
| $923M | +$124M | +16% | 7.16% | 66.5% | 5 | 0% | 2.8 |
|
| 1768 |
1768
1900 Wealth Management
San Antonio,
Texas
| $922M | +$67.1M | +8% | 9.58% | 61% | 243 | 13.17% | 1.5 |
|
| 1769 |
1769
Parcion Private Wealth
Bellevue,
Washington
| $922M | +$27.6M | +3% | 9.04% | 103% | 224 | 27.68% | 1.9 |
|
| 1770 |
1770
Windward Capital Management
Los Angeles,
California
| $922M | +$37.3M | +4% | 7.07% | 78.5% | 78 | 1.28% | 6.8 |
|
| 1771 |
1771
Transcend Capital Advisors
Madison,
New Jersey
| $920M | +$16.5M | +2% | 8.2% | 71.6% | 531 | 16.76% | 1.5 |
|
| 1772 |
1772
Dundas Partners
Edinburgh,
United Kingdom
| $920M | +$60.5M | +7% | 8.59% | 87.6% | 52 | 1.92% | 2.9 |
|
| 1773 |
1773
Simcoe Capital Management
New York
| $919M | +$210M | +30% | 41.7% | 48.7% | 17 | 35.29% | 1.4 |
|
| 1774 |
1774
Delta Asset Management
Memphis,
Tennessee
| $918M | +$92.7M | +11% | 10.7% | 53.8% | 669 | 80.72% | 1.6 |
|
| 1775 |
1775
Washington Trust Advisors
Wellesley,
Massachusetts
| $915M | -$153M | -14% | 7.64% | 106% | 917 | 15.38% | 1 |
|