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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
Barton Investment Management
West Conshohocken,
Pennsylvania
| $275M | -$89.7M | -25% | 3.34% | 80.3% | 55 | 21.82% | 2.4 |
|
| 2452 |
2452
Avidian Wealth Enterprises
Houston,
Texas
| $275M | +$88.4M | +47% | 7.05% | 71.7% | 103 | 53.4% | 0.7 |
|
| 2453 |
2453
INCA Investments
Miami,
Florida
| $275M | +$8.89M | +3% | 2.77% | 128% | 10 | 20% | 2 |
|
| 2454 |
2454
Brookmont Capital Management
Dallas,
Texas
| $275M | -$37.7M | -12% | 3.02% | 32.2% | 55 | 5.45% | 2.2 |
|
| 2455 |
GCM
2455
Gabalex Capital Management
New York
| $274M | -$14M | -5% | 1.84% | 24.9% | 17 | 17.65% | 1.5 |
|
| 2456 |
2456
Endicott Management
New York
| $274M | -$13.2M | -5% | 5.35% | 229% | 51 | 54.9% | 0.8 |
|
| 2457 |
2457
American National Bank & Trust
Wichita Falls,
Texas
| $274M | +$8.15M | +3% | 1.73% | 102% | 269 | 31.23% | 1.4 |
|
| 2458 |
2458
Maple Capital Management
Montpelier,
Vermont
| $273M | +$2.05M | +0.8% | 1.5% | 100% | 127 | 16.54% | 2.3 |
|
| 2459 |
2459
First Western Capital Management
Los Angeles,
California
| $273M | -$8.43M | -3% | 3.25% | 43% | 105 | 20% | 1.5 |
|
| 2460 |
BP
2460
Banbury Partners
Charlotte,
North Carolina
| $273M | -$21.8M | -7% | 8.34% | 138% | 19 | 47.37% | 0.6 |
|
| 2461 |
2461
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $272M | +$7.14M | +3% | 3.06% | 68.7% | 187 | 24.06% | 1.4 |
|
| 2462 |
2462
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $272M | +$6.11M | +2% | 2.31% | 13.4% | 3 | 0% | 1.5 |
|
| 2463 |
2463
Roundview Capital
Princeton,
New Jersey
| $272M | +$3.45M | +1% | 0.56% | 77.7% | 188 | 15.96% | 1.8 |
|
| 2464 |
2464
First Trust Capital Management
Chicago,
Illinois
| $272M | +$128M | +88% | 28.2% | 214% | 66 | 77.27% | 0.1 |
|
| 2465 |
2465
Security National Trust
Wheeling,
West Virginia
| $272M | +$5.95M | +2% | 3.51% | 58.3% | 481 | 9.36% | 2.5 |
|
| 2466 |
2466
Hills Bank & Trust
North Liberty,
Iowa
| $272M | +$685K | +0.3% | 1.81% | 52.8% | 128 | 8.59% | 2 |
|
| 2467 |
2467
Aviance Capital Partners
Naples,
Florida
| $272M | -$15.8M | -6% | 0.14% | 98.2% | 213 | 11.74% | 1.9 |
|
| 2468 |
2468
Xponance
Philadelphia,
Pennsylvania
| $272M | +$8.54M | +3% | 1.39% | 144% | 65 | 36.92% | 0.7 |
|
| 2469 |
2469
Mechanics Bank - Trust Department
Walnut Creek,
California
| $271M | +$14M | +5% | 4.87% | 76.8% | 124 | 10.48% | 2.5 |
|
| 2470 |
AIS
2470
AlphaOne Investment Services
West Chester,
Pennsylvania
| $271M | +$27.8M | +11% | 2.88% | 77.1% | 100 | 23% | 1.7 |
|
| 2471 |
2471
Tanglewood Wealth Management
Houston,
Texas
| $271M | -$19.3M | -7% | 2.51% | 64.6% | 12 | 8.33% | 1.6 |
|
| 2472 |
2472
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $271M | – | – | 1.27% | 44.7% | 129 | – | 0 |
|
| 2473 |
2473
Bristlecone Advisors
Bellevue,
Washington
| $271M | +$18.5M | +7% | 0.56% | 103% | 165 | 20% | 0.5 |
|
| 2474 |
2474
FAS Wealth Partners
Leawood,
Kansas
| $271M | +$76.1M | +39% | 2.87% | 72.3% | 151 | 19.87% | 1.4 |
|
| 2475 |
CANC
2475
Culbertson A N & Co
Charlottesville,
Virginia
| $270M | +$12.8M | +5% | 2.84% | 87.5% | 83 | 6.02% | 2.6 |
|