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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
Baxter Bros Inc
Riverside,
Connecticut
| $438M | +$9.6M | +2% | 4.72% | 73.8% | 118 | 8.47% | 4.1 |
|
| 2352 |
GWI
2352
Grace & White Inc
Ny,
New York
| $438M | +$16.1M | +4% | 0.8% | 59.6% | 128 | 3.13% | 4.7 |
|
| 2353 |
2353
Kovack Advisors
Ft. Lauderdale,
Florida
| $437M | +$36.4M | +9% | 3.47% | 118% | 530 | 23.58% | 1.8 |
|
| 2354 |
2354
West Coast Financial
Santa Barbara,
California
| $437M | +$13.8M | +3% | 6.25% | 22.2% | 117 | 9.4% | 3.6 |
|
| 2355 |
2355
Metropolis Capital
Amersham,
United Kingdom
| $436M | +$80.4M | +23% | 2.62% | 61.7% | 11 | 18.18% | 0.4 |
|
| 2356 |
2356
United Asset Strategies
Garden City,
New York
| $435M | +$9.6M | +2% | 3.48% | 94.6% | 217 | 20.28% | 1.9 |
|
| 2357 |
2357
Main Management ETF Advisors
San Francisco,
California
| $434M | +$3.11M | +0.7% | 3.48% | 97.2% | 13 | 23.08% | 1 |
|
| 2358 |
2358
Camden National Bank
Camden,
Maine
| $434M | +$20.5M | +5% | 5.71% | 48.8% | 119 | 11.76% | 1.6 |
|
| 2359 |
2359
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $433M | -$61.6M | -12% | 6.04% | 89.9% | 40 | 12.5% | 1 |
|
| 2360 |
2360
MV Capital Management
Bethesda,
Maryland
| $433M | +$16.7M | +4% | 2.32% | 67.6% | 370 | 10% | 2.8 |
|
| 2361 |
2361
Almanack Investment Partners
Wayne,
Pennsylvania
| $432M | +$79M | +22% | 2.35% | 77.8% | 289 | 54.33% | 0.6 |
|
| 2362 |
JWBC
2362
J.W. Burns & Co
Dewitt,
New York
| $432M | +$22.2M | +5% | 5.15% | 95.4% | 168 | 4.76% | 4.3 |
|
| 2363 |
2363
M.D. Sass LLC
New York
| $432M | -$196M | -31% | 6% | 80.1% | 59 | 18.64% | 1.4 |
|
| 2364 |
2364
Hudson Valley Investment Advisors
Goshen,
New York
| $432M | +$18.9M | +5% | 3.6% | 102% | 178 | 12.36% | 3.7 |
|
| 2365 |
2365
WBH Advisory
Baltimore,
Maryland
| $431M | +$10.9M | +3% | 3.72% | 57.6% | 238 | 4.62% | 4.3 |
|
| 2366 |
2366
Willingdon Wealth Management
Huntersville,
North Carolina
| $431M | +$23.4M | +6% | 4.52% | 15.3% | 382 | 25.39% | 1.9 |
|
| 2367 |
2367
Chemung Canal Trust
Elmira,
New York
| $430M | +$10.6M | +3% | 4.2% | 80.9% | 114 | 6.14% | 4 |
|
| 2368 |
2368
Mark Asset Management
New York
| $429M | -$23.1M | -5% | 7.44% | 325% | 71 | 33.8% | 1.7 |
|
| 2369 |
2369
Jaffetilchin Investment Partners
Tampa,
Florida
| $429M | -$20.9M | -5% | 3.74% | 88.1% | 347 | 43.52% | 1.2 |
|
| 2370 |
CCM
2370
Cohen Capital Management
Corte Madera,
California
| $429M | +$14.2M | +3% | 2.66% | 91.5% | 138 | 5.07% | 4.2 |
|
| 2371 |
2371
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $429M | +$7.33M | +2% | 4.85% | 58% | 234 | 5.98% | 2.3 |
|
| 2372 |
2372
Pacific Global Investment Management
Glendale,
California
| $428M | -$24.4M | -5% | 4.56% | 48% | 225 | 12.44% | 4.3 |
|
| 2373 |
2373
Dundas Partners
Edinburgh,
United Kingdom
| $428M | +$21.9M | +5% | 6.83% | 87.6% | 32 | 3.13% | 1.3 |
|
| 2374 |
2374
Well Done LLC
Holland,
Michigan
| $428M | +$21.2M | +5% | 4.17% | 80.4% | 156 | 14.1% | 1.9 |
|
| 2375 |
2375
Barber Financial Group
Lenexa,
Kansas
| $428M | -$80.7M | -16% | 2.52% | 39% | 157 | 22.29% | 1.3 |
|