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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 |
BFS
2426
Bard Financial Services
Branford,
Connecticut
| $834M | -$13.4M | -2% | 0.43% | 90.1% | 216 | 5.09% | 3.2 |
|
| 2427 |
2427
Winthrop Advisory Group
Boston,
Massachusetts
| $833M | +$24.3M | +3% | 2.67% | 78.3% | 171 | 19.88% | 3.5 |
|
| 2428 |
2428
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $833M | +$27.9M | +3% | 1.34% | 42.8% | 784 | 74.49% | 1 |
|
| 2429 |
2429
Leuthold Group
Minneapolis,
Minnesota
| $833M | -$67M | -7% | 0.8% | 126% | 217 | 32.72% | 1.7 |
|
| 2430 |
2430
Savvy Advisors Inc
New York
| $832M | +$339M | +69% | 3.09% | – | 483 | 33.95% | 0.5 |
|
| 2431 |
2431
LVW Advisors
Pittsford,
New York
| $831M | +$45M | +6% | 1.41% | 79.1% | 334 | 14.07% | 3.1 |
|
| 2432 |
2432
IMA Advisory Services
Denver,
Colorado
| $830M | +$371M | +81% | 0.53% | 74.5% | 297 | 55.22% | 1.6 |
|
| 2433 |
2433
Cooper Financial Group
Irvine,
California
| $830M | +$60.1M | +8% | 2.86% | 87.2% | 413 | 14.04% | 2.3 |
|
| 2434 |
2434
Naviter Wealth
Little Rock,
Arkansas
| $829M | +$111M | +15% | 0.59% | 87.1% | 307 | 30.29% | 1.5 |
|
| 2435 |
2435
Melqart Asset Management
London,
United Kingdom
| $828M | -$278M | -25% | 8.3% | 250% | 67 | 55.22% | 0.7 |
|
| 2436 |
2436
DLD Asset Management
New York
| $827M | +$105M | +15% | 1.27% | 10.3% | 85 | 45.88% | 0.4 |
|
| 2437 |
2437
Parthenon LLC
Louisville,
Kentucky
| $827M | -$10.7M | -1% | 0.56% | 93.3% | 127 | 4.72% | 7.9 |
|
| 2438 |
2438
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $826M | +$106M | +15% | 14.3% | 1,119% | 58 | 27.59% | 1.1 |
|
| 2439 |
2439
Lincluden Management
Mississauga,
Ontario, Canada
| $826M | -$90.7M | -10% | 5.49% | 67.7% | 74 | 4.05% | 6.5 |
|
| 2440 |
2440
Octavia Wealth Advisors
Cincinnati,
Ohio
| $824M | +$12.6M | +2% | 0.42% | 67.9% | 236 | 11.86% | 2.5 |
|
| 2441 |
2441
TRUE Private Wealth Advisors
Salem,
Oregon
| $824M | -$14.4M | -2% | 1.07% | 89.2% | 242 | 18.6% | 4.3 |
|
| 2442 |
2442
Kadensa Capital
Central,
Hong Kong
| $824M | +$442M | +116% | 10.6% | 191% | 64 | 70.31% | 0.3 |
|
| 2443 |
2443
North of South Capital
London,
United Kingdom
| $823M | +$164M | +25% | 1.35% | – | 19 | 15.79% | 0.4 |
|
| 2444 |
2444
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $823M | -$19.1M | -2% | 1.73% | 127% | 478 | 4.18% | 7.4 |
|
| 2445 |
2445
INVST
Indianapolis,
Indiana
| $823M | -$3.47M | -0.4% | 1.36% | 78.5% | 270 | 14.07% | 2.1 |
|
| 2446 |
2446
Isthmus Partners
Madison,
Wisconsin
| $823M | -$19M | -2% | 1.17% | 73.7% | 219 | 11.87% | 3.1 |
|
| 2447 |
2447
Intrinsic Edge Capital Management
Chicago,
Illinois
| $823M | -$5.26M | -0.6% | 8.38% | 283% | 145 | 59.31% | 0.6 |
|
| 2448 |
AIC
2448
AWM Investment Company
New York
| $821M | -$4.54M | -0.5% | 31.1% | 778% | 103 | 20.39% | 3.5 |
|
| 2449 |
2449
RW Investment Management
Eagle,
Idaho
| $821M | +$16.9M | +2% | 1.8% | – | 103 | 9.71% | 1.6 |
|
| 2450 |
2450
Maple-Brown Abbott
Barangaroo,
Australia
| $820M | -$188M | -19% | 1.75% | 7.92% | 16 | 0% | 4.6 |
|