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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
Certified Advisory Corp
Altamonte Springs,
Florida
| $962M | +$78.8M | +9% | 7.18% | 58.2% | 311 | 7.72% | 3.8 |
|
| 2277 |
2277
Beacon Financial Group
Dallas,
Texas
| $960M | +$44.6M | +5% | 7.05% | 66.6% | 353 | 9.63% | 4.3 |
|
| 2278 |
2278
Denali Advisors
San Diego,
California
| $960M | +$81.5M | +9% | 13.3% | 106% | 314 | 21.02% | 1.4 |
|
| 2279 |
2279
Silicon Valley Capital Partners
San Jose,
California
| $958M | +$193M | +25% | 16.5% | 103% | 332 | 34.04% | 1.9 |
|
| 2280 |
2280
Heartwood Wealth Advisors
Richmond,
Virginia
| $958M | +$81.5M | +9% | 8.65% | 59.4% | 188 | 10.64% | 2.7 |
|
| 2281 |
2281
Bramshill Investments
Naples,
Florida
| $956M | -$23.4M | -2% | 0.32% | 3.6% | 161 | 22.36% | 1.5 |
|
| 2282 |
CC
2282
Cornerstone Capital
Palo Alto,
California
| $956M | +$26.9M | +3% | 10.5% | 91.2% | 103 | 8.74% | 6.2 |
|
| 2283 |
2283
Sovran Advisors
San Diego,
California
| $954M | +$184M | +24% | 9.79% | – | 529 | 22.12% | 0.4 |
|
| 2284 |
2284
Stokes Family Office
New Orleans,
Louisiana
| $953M | +$63.6M | +7% | 7.49% | 68.1% | 248 | 11.69% | 3.3 |
|
| 2285 |
BPIM
2285
Brant Point Investment Management
New York
| $953M | +$115M | +14% | 14.2% | 169% | 148 | 37.16% | 3.1 |
|
| 2286 |
2286
Miller Investment Management
West Conshohocken,
Pennsylvania
| $952M | +$48.5M | +5% | 7.47% | 60.2% | 99 | 5.05% | 6.6 |
|
| 2287 |
2287
MASTERINVEST Kapitalanlage
Vienna,
| $951M | – | – | 15.4% | – | 265 | – | 0 |
|
| 2288 |
2288
North of South Capital
London,
United Kingdom
| $951M | +$55.9M | +6% | 2.53% | – | 22 | 13.64% | 0.7 |
|
| 2289 |
2289
AWM Capital
Phoenix,
Arizona
| $951M | +$93.7M | +11% | 7.56% | 51.1% | 109 | 11.01% | 2.3 |
|
| 2290 |
2290
Berkshire Money Management
Dalton,
Massachusetts
| $950M | +$59.1M | +7% | 7.83% | 61.8% | 158 | 37.34% | 1.3 |
|
| 2291 |
2291
J.V. Bruni & Co
Colorado Springs,
Colorado
| $950M | +$89.5M | +10% | 9.71% | 97.9% | 33 | 9.09% | 5.6 |
|
| 2292 |
2292
Arrow Financial
Glens Falls,
New York
| $950M | +$55.2M | +6% | 8.01% | 66.5% | 163 | 6.75% | 8.4 |
|
| 2293 |
TC
2293
Torno Capital
Cohasset,
Massachusetts
| $950M | +$563M | +145% | 2.84% | – | 111 | 75.68% | 0.3 |
|
| 2294 |
2294
One Madison Group
New York
| $948M | +$183M | +24% | 25.4% | – | 31 | 25.81% | 0.5 |
|
| 2295 |
2295
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $948M | +$52M | +6% | 6.6% | 59.5% | 124 | 4.84% | 6.1 |
|
| 2296 |
2296
Shepherd Financial Partners
Winchester,
Massachusetts
| $946M | +$93.4M | +11% | 10.6% | 78% | 248 | 10.48% | 3.7 |
|
| 2297 |
2297
Wealthcare Capital Management
Richmond,
Virginia
| $946M | -$40.1M | -4% | 5.75% | 46.2% | 93 | 20.43% | 5.2 |
|
| 2298 |
1WCM
2298
12 West Capital Management
New York
| $946M | +$268M | +40% | 40.9% | 169% | 19 | 21.05% | 2.7 |
|
| 2299 |
2299
Redwood Investment Management
Scottsdale,
Arizona
| $943M | +$20.9M | +2% | 7.96% | 62.5% | 348 | 35.63% | 1.4 |
|
| 2300 |
2300
Park Presidio Capital
San Francisco,
California
| $943M | +$544M | +136% | 11.9% | 94.1% | 12 | 0% | 5 |
|