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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
Mayflower Financial Advisors
Boston,
Massachusetts
| $669M | -$104M | -13% | 3.54% | 68.7% | 372 | 12.63% | 2.1 |
|
| 2352 |
2352
Advisor OS
Chicago,
Illinois
| $667M | +$56M | +9% | 3.19% | 61.2% | 312 | 13.14% | 1.6 |
|
| 2353 |
2353
Parthenon LLC
Louisville,
Kentucky
| $666M | -$25.8M | -4% | 2.39% | 93.3% | 118 | 5.08% | 7.6 |
|
| 2354 |
2354
Whitney & Co
Rochester,
New York
| $666M | -$28.9M | -4% | 3.07% | 93.2% | 126 | 6.35% | 5.1 |
|
| 2355 |
2355
Graham Holdings Company
Arlington,
Virginia
| $666M | +$16.8M | +3% | 3.41% | 95.1% | 5 | 0% | 1.7 |
|
| 2356 |
2356
Broad Bay Capital Management
New York
| $665M | -$78M | -11% | 5.73% | 338% | 19 | 15.79% | 2.1 |
|
| 2357 |
2357
WealthShield Partners
Cary,
North Carolina
| $664M | -$161K | -0% | 3.65% | 71% | 509 | 10.81% | 1.8 |
|
| 2358 |
2358
HUB Investment Partners
Austin,
Texas
| $663M | +$60.1M | +10% | 2.93% | 95.7% | 292 | 20.21% | 1 |
|
| 2359 |
2359
Rodgers & Associates
Lancaster,
Pennsylvania
| $662M | -$30.7M | -4% | 4.24% | 56.3% | 87 | 5.75% | 2.5 |
|
| 2360 |
2360
Suncoast Equity Management
Tampa,
Florida
| $662M | -$4.6M | -0.7% | 1% | 82.9% | 78 | 12.82% | 2.8 |
|
| 2361 |
2361
Skylands Capital
Milwaukee,
Wisconsin
| $662M | -$35.4M | -5% | 2.45% | 61% | 161 | 16.15% | 4.9 |
|
| 2362 |
2362
Nilsine Partners
Greenwood Village,
Colorado
| $661M | -$19M | -3% | 2.83% | 117% | 373 | 14.21% | 0.4 |
|
| 2363 |
2363
Northcape Capital
Sydney,
Australia
| $661M | -$128M | -16% | 10.5% | – | 31 | 3.23% | 3.2 |
|
| 2364 |
2364
CDAM (UK)
London,
United Kingdom
| $661M | -$43.1M | -6% | 1.1% | 7.89% | 11 | 9.09% | 3.2 |
|
| 2365 |
RGREA
2365
Ranger Global Real Estate Advisors
Denver,
Colorado
| $661M | +$49.9M | +8% | 10.3% | 18% | 38 | 13.16% | 1.8 |
|
| 2366 |
2366
Berkshire Money Management
Dalton,
Massachusetts
| $660M | -$31.9M | -5% | 3.07% | 61.8% | 48 | 18.75% | 3.1 |
|
| 2367 |
2367
Nadler Financial Group
Deerfield,
Illinois
| $660M | -$23.9M | -3% | 3.8% | 81.8% | 118 | 9.32% | 5.6 |
|
| 2368 |
2368
Rossmore Private Capital
Glastonbury,
Connecticut
| $660M | -$12.1M | -2% | 1.79% | 87.1% | 235 | 4.68% | 3.8 |
|
| 2369 |
RA
2369
Resolute Advisors
San Francisco,
California
| $660M | -$287M | -30% | 24% | 36.7% | 70 | 17.14% | 2 |
|
| 2370 |
TAM
2370
Telemark Asset Management
Boston,
Massachusetts
| $659M | -$78.1M | -11% | 0.71% | 329% | 58 | 34.48% | 1.6 |
|
| 2371 |
2371
Baxter Bros Inc
Riverside,
Connecticut
| $659M | -$13.6M | -2% | 0.86% | 73.8% | 156 | 22.44% | 5.5 |
|
| 2372 |
2372
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $658M | -$34.7M | -5% | 3.01% | 127% | 496 | 4.64% | 6.4 |
|
| 2373 |
2373
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $657M | -$27.5M | -4% | 3.45% | 83.4% | 504 | 38.69% | 3.2 |
|
| 2374 |
2374
Toth Financial Advisory
Leesburg,
Virginia
| $657M | -$34.7M | -5% | 4.2% | 90.4% | 868 | 23.39% | 3.2 |
|
| 2375 |
2375
Fort Point Capital Partners
San Francisco,
California
| $656M | -$52M | -7% | 2.28% | 62.2% | 313 | 16.61% | 2.9 |
|