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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Anchor Investment Management
Columbia,
South Carolina
| $1.07B | +$12.1M | +1% | 0.89% | 75.1% | 1,080 | 7.78% | 5.1 |
|
| 2052 |
2052
Harbor Investment Advisory
Lutherville,
Maryland
| $1.07B | +$55.6M | +5% | 4.74% | 97.5% | 1,193 | 7.46% | 3.7 |
|
| 2053 |
PWMAG
2053
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.07B | +$22.8M | +2% | 1.02% | 90.7% | 379 | 7.65% | 4 |
|
| 2054 |
2054
Naples Global Advisors
Naples,
Florida
| $1.07B | -$6.44M | -0.6% | 0.41% | 103% | 409 | 3.67% | 5.8 |
|
| 2055 |
2055
China Universal Asset Management Company
Shanghai,
China
| $1.07B | +$162M | +18% | 7.53% | 292% | 532 | 26.5% | 1.5 |
|
| 2056 |
2056
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.07B | +$33.9M | +3% | 9.41% | 125% | 172 | 13.37% | 4.6 |
|
| 2057 |
2057
Jay A. Fishman Ltd
Troy,
Michigan
| $1.07B | +$59.8M | +6% | 7.16% | 119% | 87 | 4.6% | 6.8 |
|
| 2058 |
2058
Bangor Savings Bank
Bangor,
Maine
| $1.07B | +$2.97M | +0.3% | 1.25% | 54.6% | 579 | 12.44% | 3.6 |
|
| 2059 |
2059
Smith Anglin Financial
Dallas,
Texas
| $1.07B | +$27.2M | +3% | 0.19% | 52.8% | 228 | 14.91% | 2.2 |
|
| 2060 |
2060
Saudi Central Bank
Riyadh,
Saudi Arabia
| $1.06B | +$27.9M | +3% | 0.48% | 140% | 7 | 0% | 1.9 |
|
| 2061 |
2061
Ledyard National Bank
| $1.06B | -$30.6M | -3% | 0.46% | 80.7% | 225 | 8% | 7.1 |
|
| 2062 |
2062
Callahan Advisors
Houston,
Texas
| $1.06B | +$36.1M | +4% | 1.62% | 87.7% | 171 | 18.71% | 5.5 |
|
| 2063 |
2063
Hengehold Capital Management
Cincinnati,
Ohio
| $1.06B | +$7.84M | +0.7% | 0.47% | 54.5% | 209 | 5.74% | 4.5 |
|
| 2064 |
2064
J. Stern & Co
London,
United Kingdom
| $1.06B | +$123M | +13% | 2.66% | – | 45 | 17.78% | 0.8 |
|
| 2065 |
2065
Kintegral Advisory
New York
| $1.06B | -$30.6M | -3% | 3.7% | 143% | 238 | 0% | 4.2 |
|
| 2066 |
2066
Atlas FRM
Greenwich,
Connecticut
| $1.06B | +$20.5M | +2% | 3.43% | 38.9% | 11 | 36.36% | 1.3 |
|
| 2067 |
2067
Levin Capital Strategies
New York
| $1.06B | +$9.09M | +0.9% | 4.45% | 88.6% | 282 | 42.2% | 3.8 |
|
| 2068 |
2068
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.06B | -$203M | -16% | 0.34% | 56.1% | 115 | 16.52% | 2.5 |
|
| 2069 |
DGM
2069
Darwin Global Management
St. Helier,
Jersey
| $1.06B | -$174M | -14% | 4.41% | 2,582% | 8 | 62.5% | 0.3 |
|
| 2070 |
2070
Cardiff Park Advisors
Carlsbad,
California
| $1.05B | -$63.3M | -6% | 1.33% | 88.6% | 356 | 9.27% | 2.3 |
|
| 2071 |
2071
Arrow Financial
Glens Falls,
New York
| $1.05B | -$28M | -3% | 0.95% | 71.1% | 341 | 51.32% | 8.4 |
|
| 2072 |
NEWAS
2072
N.E.W. Advisory Services
De Pere,
Wisconsin
| $1.05B | +$38.7M | +4% | 0.46% | 51.1% | 196 | 10.2% | 2.8 |
|
| 2073 |
2073
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.05B | +$41.8M | +4% | 0.91% | 67.7% | 150 | 8% | 3.9 |
|
| 2074 |
2074
Burkehill Global Management
New York
| $1.05B | – | – | 7.04% | – | 38 | – | 0 |
|
| 2075 |
2075
Diversified Enterprises
Wilmington,
Delaware
| $1.05B | +$140M | +15% | 0.44% | – | 245 | 11.84% | 0.2 |
|