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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
Willow Creek Wealth Management
Sebastopol,
California
| $951M | +$72.2M | +8% | 5.28% | – | 156 | 5.13% | 3.6 |
|
| 2177 |
2177
Taikang Asset Management (HK)
Hong Kong
| $949M | +$305M | +47% | 9.71% | 172% | 119 | 26.89% | 2.4 |
|
| 2178 |
2178
Silver Oak Securities
Jackson,
Tennessee
| $947M | +$280M | +42% | 6.32% | 73.4% | 597 | 26.8% | 1.2 |
|
| 2179 |
2179
Freedom Together Foundation
New York
| $947M | +$12.7M | +1% | 7.09% | – | 24 | 0% | 0.7 |
|
| 2180 |
2180
ICICI Prudential Asset Management
Mumbai,
India
| $946M | +$102M | +12% | 8.83% | 62.1% | 166 | 7.23% | 2.3 |
|
| 2181 |
2181
German American Bancorp
Jasper,
Indiana
| $945M | +$74.1M | +9% | 5.86% | 92.3% | 132 | 7.58% | 3.6 |
|
| 2182 |
DTL
2182
Dynamic Technology Lab
Singapore
| $945M | +$59.2M | +7% | 4.68% | 30.8% | 1,442 | 70.53% | 0.2 |
|
| 2183 |
C
2183
Chescapmanager
Baltimore,
Maryland
| $944M | -$302M | -24% | 2.74% | 202% | 41 | 14.63% | 2.4 |
|
| 2184 |
2184
Kovack Advisors
Ft. Lauderdale,
Florida
| $944M | +$35.4M | +4% | 6.19% | 118% | 626 | 15.02% | 2.9 |
|
| 2185 |
2185
RMR Wealth Builders
Montclair,
New Jersey
| $944M | +$72.3M | +8% | 5.27% | 91.7% | 273 | 13.19% | 2.3 |
|
| 2186 |
2186
Goodnow Investment Group
Darien,
Connecticut
| $943M | +$78.8M | +9% | 15% | 131% | 25 | 12% | 3.5 |
|
| 2187 |
2187
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $942M | +$87.2M | +10% | 5.3% | 58.9% | 476 | 13.45% | 1.8 |
|
| 2188 |
2188
MV Capital Management
Bethesda,
Maryland
| $942M | +$53M | +6% | 5.99% | 67.6% | 1,093 | 11.71% | 3.1 |
|
| 2189 |
2189
Aveo Capital Partners
Englewood,
Colorado
| $941M | +$59.6M | +7% | 5.78% | 19.1% | 354 | 14.69% | 2.3 |
|
| 2190 |
2190
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $941M | +$46.6M | +5% | 4.77% | 158% | 106 | 6.6% | 1.5 |
|
| 2191 |
2191
Webster Bank
Waterbury,
Connecticut
| $940M | +$27.8M | +3% | 6.22% | 77.5% | 628 | 9.87% | 5.8 |
|
| 2192 |
2192
J. Stern & Co
London,
United Kingdom
| $938M | +$98.5M | +12% | 3.83% | – | 44 | 25% | 0.5 |
|
| 2193 |
2193
Longbow Finance
Lutry,
Switzerland
| $937M | -$30.3M | -3% | 5.44% | 162% | 94 | 17.02% | 0.9 |
|
| 2194 |
2194
Zazove Associates
Incline Village,
Nevada
| $935M | +$58.4M | +7% | 0.04% | 11% | 139 | 11.51% | 1.5 |
|
| 2195 |
2195
Moody National Bank Trust Division
Galveston,
Texas
| $934M | -$353M | -27% | 8.31% | 115% | 496 | 17.34% | 4.5 |
|
| 2196 |
2196
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $934M | +$34.9M | +4% | 4.88% | 160% | 363 | 5.51% | 0.7 |
|
| 2197 |
2197
Strategic Wealth Investment Group
Louisville,
Kentucky
| $933M | +$142M | +18% | 6.12% | – | 148 | 21.62% | 2.2 |
|
| 2198 |
2198
Private Capital Management (Florida)
Naples,
Florida
| $933M | +$73.1M | +8% | 22.6% | 118% | 157 | 21.66% | 2.3 |
|
| 2199 |
2199
Whitney & Co
Rochester,
New York
| $933M | +$62.3M | +7% | 5.31% | 93.2% | 132 | 9.09% | 5.3 |
|
| 2200 |
2200
Ironvine Capital Partners
Omaha,
Nebraska
| $931M | +$18.5M | +2% | 6.29% | 58.8% | 49 | 10.2% | 4.8 |
|