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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Stearns Financial Services Group
Greensboro,
North Carolina
| $409M | +$23.5M | +6% | 4.8% | 26.1% | 134 | 8.21% | 2.8 |
|
| 2177 |
2177
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $408M | +$18.1M | +5% | 5.38% | 62% | 55 | 14.55% | 1.8 |
|
| 2178 |
2178
HITE Hedge Asset Management
Braintree,
Massachusetts
| $408M | +$21.8M | +6% | 4.97% | 54.4% | 71 | 50.7% | 0.9 |
|
| 2179 |
IMOV
2179
Investment Management of Virginia
Richmond,
Virginia
| $407M | -$11.6M | -3% | 1.56% | 93.4% | 149 | 10.07% | 2.8 |
|
| 2180 |
2180
Silverback Asset Management
Chapel Hill,
North Carolina
| $407M | +$84M | +26% | 0.07% | 92.1% | 35 | 17.14% | 0.6 |
|
| 2181 |
2181
Adams Street Partners
Chicago,
Illinois
| $407M | +$43.3M | +12% | 28.2% | 399% | 19 | 63.16% | 0.9 |
|
| 2182 |
2182
Cabot Wealth Management
Salem,
Massachusetts
| $406M | +$37M | +10% | 8.6% | 69.3% | 152 | 14.47% | 2.3 |
|
| 2183 |
2183
Elm Ridge Management
Briarcliff Manor,
New York
| $405M | -$60.8M | -13% | 10.2% | 93.6% | 38 | 26.32% | 1.5 |
|
| 2184 |
2184
Evanson Asset Management
Carmel,
California
| $405M | +$45.6M | +13% | 9.43% | 66.6% | 233 | 11.59% | 2.2 |
|
| 2185 |
2185
Savant Capital
Rockford,
Illinois
| $404M | +$32.1M | +9% | 7.44% | 61.2% | 270 | 7.78% | 2.5 |
|
| 2186 |
CWM
2186
Cornerstone Wealth Management
St. Peters,
Missouri
| $404M | +$92.6M | +30% | 4.93% | 69.8% | 357 | 26.33% | 0.5 |
|
| 2187 |
SCM
2187
Symons Capital Management
Pittsburgh,
Pennsylvania
| $404M | -$6.69M | -2% | 2.69% | 25.4% | 78 | 39.74% | 1.4 |
|
| 2188 |
2188
Brown Advisory Securities
Baltimore,
Maryland
| $403M | +$36.4M | +10% | 6.33% | 51% | 371 | 14.56% | 2.2 |
|
| 2189 |
2189
Ativo Capital Management
Chicago,
Illinois
| $403M | -$21.6M | -5% | 8.51% | 63.8% | 247 | 20.65% | 1.6 |
|
| 2190 |
2190
Annex Advisory Services
Brookfield,
Wisconsin
| $402M | -$9.37M | -2% | 5.71% | 85.8% | 125 | 16.8% | 2.3 |
|
| 2191 |
2191
Private Vista
Chicago,
Illinois
| $402M | +$53M | +15% | 3.25% | 10.1% | 80 | 25% | 0.8 |
|
| 2192 |
2192
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $402M | -$21.5M | -5% | 8.85% | 58.7% | 29 | 10.34% | 3 |
|
| 2193 |
QCMC
2193
Quantum Capital Management (California)
San Francisco,
California
| $402M | +$30.4M | +8% | 7.55% | 53.7% | 204 | 30.39% | 1.7 |
|
| 2194 |
2194
FDO Partners
Cambridge,
Massachusetts
| $402M | +$153M | +62% | 0.38% | – | 305 | 67.21% | 0.2 |
|
| 2195 |
AAM
2195
AO Asset Management
New York
| $401M | +$102M | +34% | 20.6% | 127% | 38 | 57.89% | 0.5 |
|
| 2196 |
2196
Accredited Investors
Edina,
Minnesota
| $401M | +$15.2M | +4% | 4.87% | 74% | 113 | 16.81% | 2.2 |
|
| 2197 |
2197
Oakwood Capital Management
Los Angeles,
California
| $401M | +$10.3M | +3% | 2.55% | 72.7% | 79 | 12.66% | 2.5 |
|
| 2198 |
2198
Empirical Wealth Management
Seattle,
Washington
| $401M | -$6.14M | -2% | 2.36% | 78.8% | 139 | 18.71% | 2.2 |
|
| 2199 |
2199
Alexandria Capital
Arlington,
Virginia
| $401M | +$10.6M | +3% | 5.89% | 66.8% | 684 | 15.35% | 2.5 |
|
| 2200 |
ASA
2200
Armstrong Shaw Associates
New Canaan,
Connecticut
| $400M | -$20.5M | -5% | 4.05% | 51.2% | 47 | 17.02% | 2.2 |
|