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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Water Island Capital
New York
| $1.08B | +$179M | +20% | 16.1% | 438% | 138 | 68.84% | 0.2 |
|
| 2452 |
2452
TriCert Investment Counsel
Waterloo,
| $1.07B | – | – | 10.9% | – | 88 | – | 0 |
|
| 2453 |
GA
2453
GuoLine Advisory
Singapore
| $1.07B | +$118M | +12% | 24.1% | 112% | 25 | 12% | 2.2 |
|
| 2454 |
2454
Ironvine Capital Partners
Omaha,
Nebraska
| $1.07B | +$163M | +18% | 14.1% | 58.8% | 62 | 17.74% | 5.3 |
|
| 2455 |
2455
Steel Grove Capital Advisors
Memphis,
Tennessee
| $1.07B | +$124M | +13% | 15.1% | 106% | 237 | 13.08% | 3.1 |
|
| 2456 |
2456
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $1.07B | +$111M | +12% | 8.91% | 47.7% | 207 | 6.76% | 4.9 |
|
| 2457 |
2457
Oak Harvest Investment Services
Houston,
Texas
| $1.07B | +$113M | +12% | 18.2% | 120% | 203 | 33.5% | 2.2 |
|
| 2458 |
2458
Cypress Capital Group
Palm Beach,
Florida
| $1.07B | +$182M | +20% | 14.9% | 97.8% | 320 | 25% | 4.9 |
|
| 2459 |
2459
Tamar Securities
Woodland Hills,
California
| $1.07B | +$136M | +15% | 12.3% | 84.8% | 105 | 20.95% | 2.8 |
|
| 2460 |
2460
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $1.07B | +$33.4M | +3% | 7.33% | – | 5 | 0% | 1.2 |
|
| 2461 |
2461
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $1.07B | +$222M | +26% | 16.7% | – | 349 | 23.5% | 3.1 |
|
| 2462 |
2462
Broad Bay Capital Management
New York
| $1.07B | -$106M | -9% | 33.5% | 338% | 37 | 64.86% | 0.8 |
|
| 2463 |
2463
Center for Financial Planning
Southfied,
Michigan
| $1.07B | +$112M | +12% | 11.6% | 64.4% | 687 | 7.28% | 4.1 |
|
| 2464 |
2464
Jag Capital Management
St Louis,
Missouri
| $1.07B | +$179M | +20% | 37.7% | 230% | 176 | 28.98% | 3.5 |
|
| 2465 |
2465
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.07B | +$92.6M | +10% | 13.8% | 70.5% | 225 | 40.89% | 2.2 |
|
| 2466 |
2466
Bedel Financial Consulting
Indianapolis,
Indiana
| $1.06B | +$177M | +20% | 19.3% | 104% | 322 | 12.11% | 4.7 |
|
| 2467 |
2467
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $1.06B | +$157M | +17% | 9.11% | 61.5% | 181 | 16.02% | 3.8 |
|
| 2468 |
2468
NWF Advisory Services
Los Angeles,
California
| $1.06B | +$178M | +20% | 28.7% | 120% | 468 | 14.74% | 1.6 |
|
| 2469 |
2469
Petrus Trust Company
Dallas,
Texas
| $1.06B | +$148M | +16% | 14% | 36.9% | 30 | 20% | 3.4 |
|
| 2470 |
2470
Cutler Investment Counsel
Jacksonville,
Oregon
| $1.06B | +$91.2M | +9% | 9.37% | 61.8% | 159 | 9.43% | 5.3 |
|
| 2471 |
BDP
2471
Brehaut David Pascal
| $1.06B | +$154M | +17% | 17% | – | 1 | 0% | 0.5 |
|
| 2472 |
2472
Polaris Capital Management
Boston,
Massachusetts
| $1.06B | -$161M | -13% | 14.6% | 94.4% | 90 | 13.33% | 4.5 |
|
| 2473 |
2473
Synergy Asset Management
Vancouver,
Washington
| $1.06B | +$119M | +13% | 22% | 97.3% | 338 | 44.38% | 1.1 |
|
| 2474 |
2474
Planning Center Inc
Moline,
Illinois
| $1.06B | +$72.6M | +7% | 6% | 38.9% | 88 | 15.91% | 2.7 |
|
| 2475 |
2475
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.06B | +$249M | +31% | 22% | 131% | 106 | 25.47% | 2.8 |
|