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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
BDO Wealth Advisors
Jacksonville,
Florida
| $804M | +$52M | +7% | 8.89% | 38.3% | 1,096 | 9.22% | 2.9 |
|
| 1927 |
SWS
1927
SYSTM Wealth Solutions
Chicago,
Illinois
| $804M | – | – | 11.5% | – | 524 | – | 0 |
|
| 1928 |
1928
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $804M | +$67.3M | +9% | 7.6% | 62.2% | 306 | 22.22% | 2.8 |
|
| 1929 |
1929
Keeley-Teton Advisors
Chicago,
Illinois
| $804M | +$73.7M | +10% | 14.7% | 28.6% | 390 | 10% | 2.5 |
|
| 1930 |
1930
Blue Chip Partners
Farmington Hills,
Michigan
| $804M | +$74M | +10% | 10.8% | 81.2% | 194 | 28.35% | 4 |
|
| 1931 |
1931
Trust Asset Management
Houston,
Texas
| $803M | +$70.1M | +10% | 8.06% | 91.1% | 201 | 5.47% | 2.1 |
|
| 1932 |
1932
Bank Hapoalim BM
Tel Aviv,
Israel
| $802M | +$7.2M | +0.9% | 8.38% | 76.6% | 173 | 11.56% | 3.4 |
|
| 1933 |
1933
Nordwand Advisors
Radnor,
Pennsylvania
| $802M | – | – | 13.9% | 93% | 67 | – | 0 |
|
| 1934 |
1934
Resonant Capital Advisors
Madison,
Wisconsin
| $802M | +$144M | +22% | 8.32% | 56.5% | 269 | 20.82% | 1.8 |
|
| 1935 |
1935
NewSquare Capital
Newtown Square,
Pennsylvania
| $802M | +$1.56M | +0.2% | 8.75% | 76.5% | 886 | 52.37% | 1.5 |
|
| 1936 |
1936
Clear Harbor Asset Management
Stamford,
Connecticut
| $801M | +$83.1M | +12% | 10.5% | 98.6% | 406 | 22.17% | 3.5 |
|
| 1937 |
1937
Condor Capital Management
Martinsville,
New Jersey
| $801M | +$32.9M | +4% | 6.79% | 58.2% | 508 | 56.89% | 3.9 |
|
| 1938 |
1938
Connors Investor Services
Wyomissing,
Pennsylvania
| $801M | +$36.6M | +5% | 10.4% | 125% | 160 | 8.75% | 4.3 |
|
| 1939 |
BIC
1939
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $801M | +$97.6M | +14% | 10.1% | 36% | 157 | 8.92% | 5.2 |
|
| 1940 |
1940
Jacobi Capital Management
Pittston,
Pennsylvania
| $800M | +$69.3M | +9% | 9.65% | 76.6% | 428 | 10.51% | 4.7 |
|
| 1941 |
1941
Edgemoor Investment Advisors
Bethesda,
Maryland
| $798M | +$47M | +6% | 7.43% | 109% | 166 | 14.46% | 4.4 |
|
| 1942 |
1942
Howe & Rusling
Rochester,
New York
| $797M | +$44.2M | +6% | 10.9% | 82% | 1,143 | 74.45% | 4.7 |
|
| 1943 |
1943
Ally Invest Advisors
Charlotte,
North Carolina
| $797M | +$59M | +8% | 7.18% | 41.1% | 40 | 35% | 1.6 |
|
| 1944 |
1944
XML Financial
Bethesda,
Maryland
| $796M | +$75.6M | +10% | 8.79% | 69.5% | 347 | 13.83% | 1.7 |
|
| 1945 |
HPM
1945
H. Partners Management
New York
| $793M | +$157M | +25% | 23.3% | 13.5% | 3 | 33.33% | 6 |
|
| 1946 |
1946
Bronte Capital Management
Bondi Junction,
Australia
| $793M | -$10.4M | -1% | 7.86% | 123% | 28 | 3.57% | 2 |
|
| 1947 |
1947
CloudAlpha Capital Management
Hong Kong
| $792M | +$185M | +30% | 18.7% | 2,704% | 26 | 65.38% | 0.2 |
|
| 1948 |
1948
Amica Mutual Insurance
Providence,
Rhode Island
| $792M | +$86.1M | +12% | 9.29% | 80.4% | 103 | 11.65% | 4.9 |
|
| 1949 |
1949
Front Barnett Associates
Chicago,
Illinois
| $792M | +$33M | +4% | 7.72% | 40.5% | 114 | 1.75% | 6.7 |
|
| 1950 |
1950
Meeder Advisory Services
Dublin,
Ohio
| $792M | – | – | 9.64% | 91.4% | 399 | – | 0 |
|