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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $921M | +$15.9M | +2% | 12.2% | 89.9% | 7 | 14.29% | 3.5 |
|
| 2277 |
2277
Certuity
North Palm Beach,
Florida
| $921M | -$5.44M | -0.6% | 4.28% | 190% | 420 | 23.1% | 2 |
|
| 2278 |
2278
Berkshire Money Management
Dalton,
Massachusetts
| $920M | +$46.1M | +5% | 1.24% | 61.8% | 86 | 53.49% | 1.8 |
|
| 2279 |
2279
Voya Financial Advisors
Windsor,
Connecticut
| $919M | -$7.71M | -0.8% | 1.37% | 44.8% | 236 | 9.75% | 5.8 |
|
| 2280 |
2280
Penn Davis McFarland
Dallas,
Texas
| $919M | +$29.7M | +3% | 2.98% | 100% | 83 | 9.64% | 3.3 |
|
| 2281 |
2281
Fort Point Capital Partners
San Francisco,
California
| $918M | +$107M | +13% | 2.27% | 62.2% | 325 | 17.54% | 3.4 |
|
| 2282 |
2282
Richard C. Young & Co
Newport,
Rhode Island
| $918M | +$2.36M | +0.3% | 0.79% | 137% | 91 | 15.38% | 4.3 |
|
| 2283 |
CIG
2283
CCM Investment Group
Northfield,
Minnesota
| $917M | – | – | 5.8% | – | 208 | – | 0 |
|
| 2284 |
2284
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $917M | +$26.8M | +3% | 1.59% | 38.2% | 150 | 10% | 3.6 |
|
| 2285 |
2285
Matrix Asset Advisors
White Plains,
New York
| $916M | +$16.5M | +2% | 1.28% | 84.9% | 111 | 9.01% | 4.5 |
|
| 2286 |
2286
Longbow Finance
Lutry,
Switzerland
| $915M | -$22.1M | -2% | 9.12% | 162% | 116 | 62.93% | 0.7 |
|
| 2287 |
2287
Miller Investment Management
West Conshohocken,
Pennsylvania
| $914M | -$46.8M | -5% | 2.02% | 60.2% | 105 | 5.71% | 6 |
|
| 2288 |
2288
Twin Capital Management
Mcmurray,
Pennsylvania
| $913M | +$27M | +3% | 4.17% | 132% | 315 | 11.75% | 3.7 |
|
| 2289 |
2289
Aveo Capital Partners
Englewood,
Colorado
| $913M | -$28.3M | -3% | 1.2% | 19.1% | 368 | 16.3% | 2.5 |
|
| 2290 |
2290
Carret Asset Management
New York
| $913M | -$8.76M | -1% | 2.13% | 94.4% | 291 | 4.47% | 7.6 |
|
| 2291 |
2291
L & S Advisors
Los Angeles,
California
| $912M | -$44.4M | -5% | 7.8% | 231% | 378 | 18.78% | 1.9 |
|
| 2292 |
2292
CapWealth Advisors
Franklin,
Tennessee
| $912M | -$7.23M | -0.8% | 3.75% | 152% | 110 | 9.09% | 5.8 |
|
| 2293 |
2293
Van Cleef Asset Management
Beachwood,
Ohio
| $912M | +$11.2M | +1% | 5.37% | 104% | 126 | 8.73% | 6.9 |
|
| 2294 |
AH
2294
Allen Holding
New York
| $912M | -$15.3M | -2% | 15.9% | 135% | 14 | 0% | 6.9 |
|
| 2295 |
2295
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $911M | -$50.3M | -5% | 1.48% | 96.6% | 185 | 10.27% | 2.1 |
|
| 2296 |
FP
2296
FPR Partners
San Francisco,
California
| $910M | -$161M | -15% | 2.85% | 33% | 12 | 8.33% | 7.4 |
|
| 2297 |
2297
ICICI Prudential Asset Management
Mumbai,
India
| $909M | -$37.1M | -4% | 0.73% | 62.1% | 168 | 10.12% | 2.5 |
|
| 2298 |
2298
Iron Triangle Partners
Cos Cob,
Connecticut
| $908M | +$187M | +26% | 3.31% | 152% | 39 | 76.92% | 0.3 |
|
| 2299 |
2299
West Coast Financial
Santa Barbara,
California
| $908M | -$1.49M | -0.2% | 0.84% | 22.2% | 179 | 11.73% | 4.7 |
|
| 2300 |
2300
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $907M | – | – | 0.78% | – | 834 | – | 0 |
|