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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
Nicolet Advisory Services
Green Bay,
Wisconsin
| $674M | -$92.5M | -12% | 12.7% | 62.7% | 209 | 14.83% | 2.5 |
|
| 2177 |
2177
DT Investment Partners
Chadds Ford,
Pennsylvania
| $673M | -$102M | -13% | 12.3% | 58% | 163 | 14.72% | 2.5 |
|
| 2178 |
2178
Asset Dedication LLC
San Francisco,
California
| $673M | -$225M | -25% | 9.23% | 67.8% | 1,059 | 48.82% | 2.5 |
|
| 2179 |
2179
J.L. Bainbridge & Co
Sarasota,
Florida
| $673M | -$205M | -23% | 16.8% | 118% | 91 | 18.68% | 2.4 |
|
| 2180 |
2180
Arkadios Wealth Advisors
Atlanta,
Georgia
| $672M | -$91.3M | -12% | 14% | 91.1% | 616 | 21.92% | 1.6 |
|
| 2181 |
2181
Transform Wealth
Greenwood Village,
Colorado
| $672M | -$220M | -25% | 13.7% | 48.4% | 233 | 19.74% | 2.9 |
|
| 2182 |
2182
Beacon Financial Group
Dallas,
Texas
| $672M | -$78.5M | -10% | 10.7% | 66.6% | 232 | 7.33% | 4.5 |
|
| 2183 |
2183
Estate Counselors
Thiensville,
Wisconsin
| $672M | -$97.1M | -13% | 8.8% | 60% | 207 | 41.55% | 2 |
|
| 2184 |
2184
Lavaca Capital
Houston,
Texas
| $672M | -$256M | -28% | 11.6% | 46.5% | 198 | 29.29% | 1.4 |
|
| 2185 |
2185
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $672M | -$58.2M | -8% | 13.1% | 78.2% | 150 | 17.33% | 2.2 |
|
| 2186 |
CCMD
2186
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $672M | -$125M | -16% | 11% | 25.6% | 211 | 9.95% | 3.9 |
|
| 2187 |
VS
2187
VK Services
Menlo Park,
California
| $671M | -$1.28B | -66% | 54% | 1,605% | 11 | 9.09% | 0.9 |
|
| 2188 |
2188
Spearhead Capital Advisors
Wellington,
Florida
| $670M | -$137M | -17% | 15.8% | 25.2% | 217 | 28.11% | 1.7 |
|
| 2189 |
2189
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $670M | -$550M | -45% | 34.3% | 740% | 4 | 25% | 0.5 |
|
| 2190 |
2190
Ion Asset Management
Herzliya,
Israel
| $669M | -$114M | -15% | 18.7% | 125% | 48 | 31.25% | 0.8 |
|
| 2191 |
2191
CDAM (UK)
London,
United Kingdom
| $669M | -$95.1M | -12% | 14.8% | 7.89% | 13 | 15.38% | 2.4 |
|
| 2192 |
2192
Marcum Wealth
Cleveland,
Ohio
| $668M | -$56.5M | -8% | 14.5% | 20% | 424 | 16.27% | 1.2 |
|
| 2193 |
2193
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $668M | -$2.17B | -76% | 12.9% | 47.9% | 165 | 31.52% | 0.5 |
|
| 2194 |
2194
Phocas Financial Corp
Alameda,
California
| $668M | -$136M | -17% | 14.5% | – | 222 | 15.32% | 2.6 |
|
| 2195 |
2195
Olstein Capital Management
Purchase,
New York
| $667M | -$131M | -16% | 16.4% | 16.6% | 108 | 5.56% | 4.6 |
|
| 2196 |
TC
2196
Teilinger Capital
Houston,
Texas
| $667M | +$279M | +72% | 10.1% | 30.2% | 67 | 59.7% | 0.3 |
|
| 2197 |
2197
United Bank (Virginia)
Vienna,
Virginia
| $667M | -$93.4M | -12% | 10.7% | 76.1% | 166 | 13.86% | 3.7 |
|
| 2198 |
2198
GSA Capital Partners
London,
United Kingdom
| $666M | -$78.6M | -11% | 17.7% | 94.7% | 1,985 | 64.08% | 0.3 |
|
| 2199 |
2199
J.V. Bruni & Co
Colorado Springs,
Colorado
| $666M | -$130M | -16% | 14.2% | 97.9% | 34 | 8.82% | 4.5 |
|
| 2200 |
2200
Anderson Hoagland & Co
St Louis,
Missouri
| $666M | -$111M | -14% | 15.4% | 104% | 115 | 12.17% | 2.8 |
|