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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Capital Advantage
Walnut Creek,
California
| $409M | +$21M | +5% | 0.6% | 49.2% | 83 | 16.87% | 2.7 |
|
| 2352 |
2352
Stearns Financial Services Group
Greensboro,
North Carolina
| $409M | -$9.8M | -2% | 1.28% | 26.1% | 132 | 6.82% | 3.7 |
|
| 2353 |
2353
Crescent Grove Advisors
Lake Forest,
Illinois
| $408M | +$10M | +3% | 0.19% | 64.1% | 161 | 16.77% | 0.6 |
|
| 2354 |
2354
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $408M | -$7.87M | -2% | 1.06% | 50.4% | 13 | 15.38% | 2.5 |
|
| 2355 |
2355
Glendon Capital Management
Santa Monica,
California
| $408M | -$18.5M | -4% | 7.8% | 142% | 32 | 15.63% | 1.7 |
|
| 2356 |
2356
CWA Asset Management Group
Naples,
Florida
| $406M | +$28M | +7% | 0.75% | – | 201 | 17.91% | 1.3 |
|
| 2357 |
2357
Shepherd Financial Partners
Winchester,
Massachusetts
| $406M | -$20M | -5% | 0.53% | 78% | 119 | 14.29% | 1 |
|
| 2358 |
2358
Segantii Capital Management
Hong Kong
| $406M | +$80.1M | +25% | 0.27% | 33.1% | 64 | 79.69% | 0.2 |
|
| 2359 |
2359
Van Cleef Asset Management
Beachwood,
Ohio
| $406M | -$50K | -0% | 0.13% | 104% | 114 | 7.02% | 3.5 |
|
| 2360 |
2360
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| $405M | -$35.1M | -8% | 0.14% | 24.6% | 1,438 | 52.85% | 0.6 |
|
| 2361 |
2361
GVO Asset Management
Zug,
Switzerland
| $405M | -$28.8M | -7% | 1.31% | 71.2% | 26 | 50% | 0.8 |
|
| 2362 |
2362
Orgel Wealth Management
Altoona,
Wisconsin
| $404M | -$9.08M | -2% | 0.71% | 39.6% | 48 | 22.92% | 0.9 |
|
| 2363 |
2363
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $404M | -$7.79M | -2% | 1.26% | 73.7% | 110 | 10.91% | 1.6 |
|
| 2364 |
3C
2364
361 Capital
Denver,
Colorado
| $404M | +$107K | +0% | 4.26% | 118% | 384 | 71.09% | 0.2 |
|
| 2365 |
2365
Northcape Capital
Sydney,
Australia
| $403M | +$6M | +2% | 4.78% | – | 12 | 0% | 1.2 |
|
| 2366 |
JC
2366
Joho Capital
New York
| $402M | +$13.8M | +4% | 1.57% | 80.2% | 9 | 55.56% | 1.5 |
|
| 2367 |
2367
Kingsview Wealth Management
Grants Pass,
Oregon
| $402M | +$122M | +44% | 0.07% | 71.5% | 442 | 29.41% | 0.7 |
|
| 2368 |
2368
Segment Wealth Management
Houston,
Texas
| $402M | -$11.6M | -3% | 1.46% | 108% | 221 | 19.91% | 2.5 |
|
| 2369 |
2369
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $402M | +$101M | +34% | 1.46% | 602% | 18 | 33.33% | 1 |
|
| 2370 |
2370
Raub Brock Capital Management
Larkspur,
California
| $402M | -$2.1M | -0.5% | 0.46% | 54.7% | 47 | 19.15% | 2.5 |
|
| 2371 |
2371
Laffer Tengler Investments
Nashville,
Tennessee
| $402M | +$2.58M | +0.6% | 0.4% | 96.5% | 269 | 49.44% | 1.1 |
|
| 2372 |
2372
Maple Capital Management
Montpelier,
Vermont
| $401M | +$12.4M | +3% | 1.65% | 100% | 147 | 12.24% | 3.1 |
|
| 2373 |
2373
Stairway Partners
Chicago,
Illinois
| $401M | -$2.05M | -0.5% | 0.43% | 48.1% | 9 | 0% | 4.4 |
|
| 2374 |
2374
Fiduciary Trust International
Lincoln,
Massachusetts
| $401M | -$815K | -0.2% | 1.8% | 36.8% | 103 | 6.8% | 1.9 |
|
| 2375 |
2375
Berkshire Money Management
Dalton,
Massachusetts
| $401M | +$1.12M | +0.3% | 0.75% | 61.8% | 28 | 21.43% | 2.1 |
|