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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
WealthSource Partners
San Luis Obispo,
California
| $667M | +$32.8M | +5% | 1.12% | 16.8% | 482 | 19.09% | 1.3 |
|
| 1802 |
1802
Provident Investment Management
Novi,
Michigan
| $667M | -$7.63M | -1% | 2.27% | 90.8% | 59 | 13.56% | 4 |
|
| 1803 |
1803
Grassi Investment Management
Santa Clara,
California
| $667M | -$10.4M | -2% | 0.62% | 170% | 128 | 14.84% | 4 |
|
| 1804 |
1804
Cambria Investment Management
Manhattan Beach,
California
| $667M | +$16.5M | +3% | 1.72% | 72% | 239 | 15.48% | 1.9 |
|
| 1805 |
1805
Beese Fulmer Investment Management
Canton,
Ohio
| $666M | +$138M | +26% | 2.51% | 124% | 216 | 20.83% | 3.4 |
|
| 1806 |
1806
Murphy Capital Management
Bedminster,
New Jersey
| $665M | -$4.57M | -0.7% | 1.35% | 41.6% | 243 | 6.17% | 4.8 |
|
| 1807 |
1807
Nationwide Fund Advisors
Columbus,
Ohio
| $665M | -$122M | -15% | 1.2% | 28.3% | 6 | 16.67% | 1.5 |
|
| 1808 |
1808
Central Securities
New York
| $665M | +$8.98M | +1% | 2.17% | 90.2% | 35 | 2.86% | 4.3 |
|
| 1809 |
MPAM
1809
Monarch Partners Asset Management
Boston,
Massachusetts
| $665M | -$32M | -5% | 0.82% | 136% | 202 | 36.14% | 1 |
|
| 1810 |
1810
Baldwin Wealth Partners
Marion,
Massachusetts
| $664M | -$14.3M | -2% | 2.38% | 94.5% | 553 | 11.03% | 2.9 |
|
| 1811 |
1811
O'Shares Investment Advisers
Boston,
Massachusetts
| $664M | +$39.3M | +6% | 1.45% | 71.8% | 428 | 42.52% | 0.5 |
|
| 1812 |
1812
KLS Diversified Asset Management
New York
| $664M | -$255M | -28% | 23.9% | 156% | 21 | 52.38% | 0.6 |
|
| 1813 |
1813
First Light Asset Management
Edina,
Minnesota
| $662M | -$58.7M | -8% | 4.94% | 364% | 81 | 22.22% | 2.3 |
|
| 1814 |
1814
Capital International
Los Angeles,
California
| $661M | +$240M | +57% | 1.08% | 147% | 147 | 14.29% | 2.9 |
|
| 1815 |
1815
Executive Wealth Management
Brighton,
Michigan
| $660M | -$47.3M | -7% | 1.82% | 18.4% | 937 | 86.23% | 0.7 |
|
| 1816 |
1816
Nicolet Advisory Services
Green Bay,
Wisconsin
| $659M | +$4.27M | +0.7% | 0.79% | 62.7% | 170 | 8.24% | 0.5 |
|
| 1817 |
1817
Guinness Asset Management
London,
United Kingdom
| $659M | +$42.8M | +7% | 0.45% | 73.9% | 106 | 4.72% | 3.5 |
|
| 1818 |
1818
LBMC Investment Advisors
Brentwood,
Tennessee
| $659M | -$1.88M | -0.3% | 0.12% | 52.8% | 104 | 10.58% | 3.6 |
|
| 1819 |
1819
Blueshift Asset Management
Red Bank,
New Jersey
| $658M | -$103M | -14% | 2.34% | 38.8% | 1,074 | 72.44% | 0.2 |
|
| 1820 |
AH
1820
Allen Holding
New York
| $657M | +$603K | +0.1% | 3.1% | 135% | 12 | 25% | 5 |
|
| 1821 |
GC
1821
Gobi Capital
San Francisco,
California
| $657M | +$155M | +31% | 2.22% | 93.7% | 12 | 33.33% | 1.2 |
|
| 1822 |
1822
Forward Management
San Francisco,
California
| $657M | +$90.8M | +16% | 1.65% | 36.9% | 52 | 9.62% | 2.7 |
|
| 1823 |
1823
Godsey & Gibb Inc
Richmond,
Virginia
| $656M | -$37.7M | -5% | 1.58% | 87.5% | 97 | 15.46% | 3.1 |
|
| 1824 |
1824
BBR Partners
New York
| $656M | +$30.6M | +5% | 4.69% | 63.4% | 143 | 20.98% | 1.8 |
|
| 1825 |
1825
Palisade Asset Management
Minneapolis,
Minnesota
| $656M | +$11.8M | +2% | 2.64% | 61.8% | 174 | 5.75% | 4.3 |
|