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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Palisade Asset Management
Minneapolis,
Minnesota
| $986M | -$35.7M | -3% | 2.55% | 61.8% | 199 | 4.02% | 7.4 |
|
| 2152 |
2152
Bath Savings Trust
Bath,
Maine
| $984M | -$22.1M | -2% | 0.14% | 57.8% | 174 | 9.77% | 6.8 |
|
| 2153 |
2153
TD Capital Management
Memphis,
Tennessee
| $984M | -$14.5M | -1% | 0.13% | 40.5% | 605 | 28.1% | 2.1 |
|
| 2154 |
2154
Traphagen Investment Advisors
Oradell,
New Jersey
| $983M | -$8.13M | -0.8% | 1.38% | 65.8% | 190 | 12.63% | 3.1 |
|
| 2155 |
2155
Jacobs & Co
San Francisco,
California
| $983M | -$17.1M | -2% | 0.76% | 105% | 127 | 1.57% | 7.6 |
|
| 2156 |
2156
Guardian Partners
Toronto,
Canada
| $983M | – | – | 1.7% | – | 165 | – | 0 |
|
| 2157 |
2157
Hook Mill Capital Partners
New York
| $982M | +$185M | +23% | 11.1% | 149% | 54 | 46.3% | 0.8 |
|
| 2158 |
2158
Waddell & Associates
Memphis,
Tennessee
| $981M | +$159M | +19% | 64.9% | 194% | 165 | 15.76% | 2.4 |
|
| 2159 |
2159
Willow Creek Wealth Management
Sebastopol,
California
| $981M | +$29.6M | +3% | 2.03% | – | 159 | 6.29% | 3.9 |
|
| 2160 |
2160
Smartleaf Asset Management
Boston,
Massachusetts
| $981M | +$157M | +19% | 2.17% | – | 3,051 | 9.31% | 0.7 |
|
| 2161 |
2161
Teewinot Capital Advisers
New York
| $980M | -$9.2M | -0.9% | 7.71% | 149% | 31 | 25.81% | 4.5 |
|
| 2162 |
2162
Providence Equity Partners
Providence,
Rhode Island
| $980M | -$14.8M | -1% | 2.58% | 12.4% | 3 | 0% | 3.3 |
|
| 2163 |
2163
JNBA Financial Advisors
Bloomington,
Minnesota
| $979M | -$13.7M | -1% | 1.86% | 61.8% | 676 | 7.54% | 5.6 |
|
| 2164 |
2164
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $978M | -$38.8M | -4% | 1.01% | 81.9% | 214 | 28.5% | 2.8 |
|
| 2165 |
2165
Ionic Capital Management
New York
| $977M | +$400M | +69% | 2.81% | 163% | 180 | 62.78% | 0.9 |
|
| 2166 |
2166
Avenir Corporation
Alexandria,
Virginia
| $977M | -$14.9M | -2% | 5.18% | 34.4% | 69 | 4.35% | 6.1 |
|
| 2167 |
2167
Townsend & Associates
Westminster,
Colorado
| $976M | +$2.03M | +0.2% | 2.65% | 58% | 107 | 8.41% | 2.4 |
|
| 2168 |
2168
Amica Mutual Insurance
Providence,
Rhode Island
| $976M | -$56.5M | -5% | 0.32% | 80.4% | 138 | 5.07% | 4.2 |
|
| 2169 |
2169
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $975M | +$59.2M | +6% | 0.7% | 58% | 187 | 12.3% | 2.1 |
|
| 2170 |
2170
First Heartland Consultants
Lake St. Louis,
Missouri
| $975M | +$45M | +5% | 0.59% | 59.2% | 517 | 25.73% | 3.3 |
|
| 2171 |
SBCM
2171
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $975M | +$20.3M | +2% | 3.36% | 72.3% | 53 | 0% | 6 |
|
| 2172 |
M
2172
MOTCO
San Antonio,
Texas
| $975M | -$25.6M | -3% | 1.29% | 63.5% | 611 | 23.24% | 5.9 |
|
| 2173 |
2173
BDF Gestion
Paris,
France
| $975M | +$43.8M | +5% | 3.65% | – | 156 | 16.67% | 0.5 |
|
| 2174 |
2174
SNS Financial Group
Minneapolis,
Minnesota
| $975M | -$21.9M | -2% | 1.05% | 54.2% | 200 | 9% | 5.2 |
|
| 2175 |
2175
HBW Advisory Services
Simi Valley,
California
| $975M | +$290M | +42% | 0.01% | 68.6% | 417 | 23.02% | 1.9 |
|