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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
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $506M | +$37.2M | +8% | 3.87% | 73.7% | 125 | 15.2% | 2.1 |
|
| 2177 |
2177
Cobiz Wealth
Denver,
Colorado
| $506M | -$13.4M | -3% | 3.55% | 54% | 122 | 11.48% | 4.5 |
|
| 2178 |
2178
Pekin Hardy Strauss
Chicago,
Illinois
| $505M | -$771M | -60% | 0.38% | 102% | 220 | 13.64% | 3.4 |
|
| 2179 |
2179
Signet Financial Management
Parsippany,
New Jersey
| $504M | -$6.53M | -1% | 1.9% | 65.2% | 249 | 12.45% | 2.4 |
|
| 2180 |
AP
2180
Archon Partners
Princeton Junction,
New Jersey
| $504M | +$29.8M | +6% | 7.47% | 86% | 60 | 8.33% | 3 |
|
| 2181 |
KFS
2181
Kurt F. Somerville
| $504M | -$107K | -0% | 3.75% | 92.9% | 110 | 9.09% | 4.2 |
|
| 2182 |
2182
Bath Savings Trust
Bath,
Maine
| $503M | +$28.6M | +6% | 5.86% | 57.8% | 134 | 8.96% | 4.1 |
|
| 2183 |
2183
Vista Capital Partners
Portland,
Oregon
| $503M | +$16.9M | +3% | 3.06% | 61.2% | 58 | 12.07% | 4 |
|
| 2184 |
2184
NWAM LLC
Mercer Island,
Washington
| $502M | +$38.7M | +8% | 3.78% | 112% | 389 | 10.8% | 2.7 |
|
| 2185 |
2185
Weatherly Asset Management
Del Mar,
California
| $502M | +$12.2M | +2% | 3.45% | 116% | 192 | 5.21% | 4 |
|
| 2186 |
GC
2186
Gobi Capital
San Francisco,
California
| $502M | +$5.39M | +1% | 0.3% | 93.7% | 8 | 0% | 1.6 |
|
| 2187 |
2187
Auxier Asset Management
Aurora,
Oregon
| $501M | +$14.6M | +3% | 2.34% | 71.7% | 163 | 6.75% | 4.3 |
|
| 2188 |
ALAM
2188
Asahi Life Asset Management
Tokyo,
Japan
| $501M | -$110M | -18% | 3.59% | 122% | 250 | 44.8% | 0.3 |
|
| 2189 |
2189
Oslo Pensjonsforsikring
Oslo,
| $500M | +$30.5M | +6% | 6.41% | 79% | 16 | 0% | 2 |
|
| 2190 |
2190
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $500M | +$20.5M | +4% | 2.1% | 62.2% | 232 | 12.07% | 0.5 |
|
| 2191 |
2191
White Mountains Advisors
Guilford,
Connecticut
| $500M | -$147M | -23% | 3.71% | 33.4% | 3 | 0% | 4.3 |
|
| 2192 |
2192
Twele Capital Management
Minnetonka,
Minnesota
| $499M | +$42.7M | +9% | 2.19% | 37.1% | 46 | 0% | 4.8 |
|
| 2193 |
2193
Whitegate Investment Counselors
Concord,
New Hampshire
| $497M | +$14.4M | +3% | 3.65% | 48% | 204 | 5.88% | 3.3 |
|
| 2194 |
2194
Tompkins Financial
Ithaca,
New York
| $497M | -$29.1M | -6% | 3.99% | 84.4% | 416 | 18.99% | 4 |
|
| 2195 |
2195
Clarius Group LLC
Seattle,
Washington
| $497M | +$86.2M | +21% | 5.55% | 92.1% | 270 | 25.56% | 0.9 |
|
| 2196 |
MG
2196
Meditor Group
Hamilton,
Bermuda
| $497M | -$36.2M | -7% | 4.47% | 41.1% | 9 | 0% | 2.6 |
|
| 2197 |
2197
Clear Harbor Asset Management
Stamford,
Connecticut
| $497M | +$3.52M | +0.7% | 5.38% | 98.6% | 275 | 18.55% | 3.1 |
|
| 2198 |
2198
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $497M | +$39.8M | +9% | 4.67% | 115% | 430 | 5.12% | 4.5 |
|
| 2199 |
2199
SPC Financial Inc
Rockville,
Maryland
| $497M | +$29.6M | +6% | 3.73% | 65.1% | 137 | 11.68% | 3 |
|
| 2200 |
2200
Lingotto Investment Management
London,
United Kingdom
| $496M | +$75.6M | +18% | 18% | 388% | 7 | 0% | 1.4 |
|