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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Glassman Wealth Services
Vienna,
Virginia
| $706M | +$87.2M | +14% | 11.3% | 62.6% | 2,116 | 13.56% | 3.6 |
|
| 2427 |
2427
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $704M | – | – | 8.89% | 42.7% | 1,389 | – | 0 |
|
| 2428 |
2428
Infrastructure Capital Advisors
New York
| $704M | -$170M | -19% | 4.22% | 52% | 111 | 45.95% | 1.1 |
|
| 2429 |
2429
Fort Point Capital Partners
San Francisco,
California
| $704M | +$47.4M | +7% | 9.77% | 62.2% | 325 | 20% | 2.9 |
|
| 2430 |
2430
Barlow Wealth Partners
Louisville,
Kentucky
| $704M | – | – | 13% | 101% | 148 | – | 0 |
|
| 2431 |
2431
Shepherd Financial Partners
Winchester,
Massachusetts
| $703M | +$66.1M | +10% | 11.1% | 78% | 214 | 14.02% | 3 |
|
| 2432 |
2432
Continuum Advisory
Eagle,
Idaho
| $703M | +$79M | +13% | 9.78% | 77% | 499 | 19.64% | 2.3 |
|
| 2433 |
2433
Miller Investment Management
West Conshohocken,
Pennsylvania
| $703M | +$67.5M | +11% | 10.6% | 60.2% | 105 | 10.48% | 5 |
|
| 2434 |
2434
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $703M | +$46.3M | +7% | 10.6% | 83.4% | 525 | 40.38% | 4.5 |
|
| 2435 |
2435
One William Street Capital Management
New York
| $702M | +$661M | +1,623% | 4.86% | 44% | 9 | 77.78% | 0.2 |
|
| 2436 |
2436
Cutler Investment Counsel
Jacksonville,
Oregon
| $700M | +$65.3M | +10% | 9.03% | 61.8% | 133 | 8.27% | 4.6 |
|
| 2437 |
2437
Dean Investment Associates
Beavercreek,
Ohio
| $700M | +$90.3M | +15% | 9.07% | 63.5% | 216 | 10.65% | 4 |
|
| 2438 |
2438
Professional Advisory Services
Vero Beach,
Florida
| $700M | +$91.8M | +15% | 11.7% | 69.3% | 73 | 8.22% | 5.9 |
|
| 2439 |
2439
Pier Capital
Stamford,
Connecticut
| $699M | +$78.9M | +13% | 18.3% | 223% | 139 | 30.94% | 1.5 |
|
| 2440 |
2440
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $699M | -$400M | -36% | 9.09% | – | 67 | 37.31% | 0.8 |
|
| 2441 |
2441
Cornerstone Wealth Group
Huntersville,
North Carolina
| $698M | +$134M | +24% | 10.1% | 96% | 159 | 16.98% | 2.5 |
|
| 2442 |
FCP
2442
Fine Capital Partners
New York
| $696M | +$66.2M | +11% | 15.1% | 95.5% | 2 | 0% | 8.4 |
|
| 2443 |
2443
First Turn Management
Del Mar,
California
| $696M | – | – | 41.3% | – | 31 | – | 0 |
|
| 2444 |
2444
Abbrea Capital
Greenbrae,
California
| $696M | +$67M | +11% | 10.4% | 38% | 238 | 6.3% | 4.7 |
|
| 2445 |
2445
JLB & Associates
Plymouth,
Michigan
| $696M | +$58M | +9% | 10.1% | 69.9% | 77 | 2.6% | 6.9 |
|
| 2446 |
2446
Robotti Robert
| $695M | +$13.7M | +2% | 10.4% | 107% | 60 | 5% | 5 |
|
| 2447 |
2447
Red Cedar Investment Management
Grand Rapids,
Michigan
| $694M | +$40.7M | +6% | 10.4% | 81.4% | 79 | 11.39% | 2.4 |
|
| 2448 |
2448
IDG China Venture Capital Fund IV Associates
Hong Kong
| $694M | -$71.2M | -9% | 48.5% | 59.2% | 5 | 20% | 2.8 |
|
| 2449 |
2449
Great Hill Partners
Boston,
Massachusetts
| $694M | -$18.3M | -3% | 10.6% | 24% | 2 | 0% | 2 |
|
| 2450 |
2450
Means Investment Company
Bangor,
Maine
| $694M | +$83.2M | +14% | 12.4% | 87.9% | 201 | 8.46% | 3.5 |
|