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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
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $635M | +$64.4M | +11% | 9.31% | 70.8% | 11 | 18.18% | 1.9 |
|
| 2452 |
2452
Alaska Wealth Advisors
Anchorage,
Alaska
| $634M | +$36.5M | +6% | 2.4% | 44.3% | 124 | 15.32% | 1.5 |
|
| 2453 |
SP
2453
Solel Partners
Boston,
Massachusetts
| $634M | +$145M | +30% | 12.9% | 25.9% | 27 | 29.63% | 1.3 |
|
| 2454 |
2454
Signet Financial Management
Parsippany,
New Jersey
| $632M | +$38.5M | +6% | 5.98% | 65.2% | 278 | 8.99% | 2.3 |
|
| 2455 |
2455
KWB Wealth
Redlands,
California
| $632M | +$90.3M | +17% | 3.98% | 54.8% | 139 | 25.18% | 1.3 |
|
| 2456 |
2456
Montanaro Asset Management
London,
United Kingdom
| $632M | -$11.6M | -2% | 8.97% | 49.6% | 46 | 4.35% | 2.1 |
|
| 2457 |
2457
Means Investment Company
Bangor,
Maine
| $632M | +$62.6M | +11% | 10.2% | 87.9% | 200 | 6% | 3.1 |
|
| 2458 |
2458
Sierra Capital
Miami,
Florida
| $632M | +$15.2M | +2% | 3.67% | 32.4% | 187 | 5.88% | 1.9 |
|
| 2459 |
SCM
2459
Somerset Capital Management
London,
United Kingdom
| $631M | -$89.4M | -12% | 5.14% | 7.5% | 11 | 9.09% | 3.4 |
|
| 2460 |
2460
Strategic Wealth Investment Group
Louisville,
Kentucky
| $630M | +$91M | +17% | 6.73% | – | 141 | 27.66% | 1.9 |
|
| 2461 |
2461
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $630M | +$87.2M | +16% | 6.23% | 89.5% | 148 | 21.62% | 1.2 |
|
| 2462 |
2462
Continuum Advisory
Eagle,
Idaho
| $629M | +$39.5M | +7% | 5.36% | 77% | 458 | 10.48% | 2 |
|
| 2463 |
2463
Ikarian Capital
Dallas,
Texas
| $628M | +$187M | +42% | 32.6% | 5,184% | 169 | 58.58% | 0.6 |
|
| 2464 |
2464
Main Street Research
Lakeville,
Connecticut
| $627M | +$121M | +24% | 6.94% | 232% | 103 | 21.36% | 4.6 |
|
| 2465 |
2465
Mechanics Bank - Trust Department
Walnut Creek,
California
| $627M | +$32.3M | +5% | 6.86% | 76.8% | 174 | 4.02% | 6.4 |
|
| 2466 |
2466
VR Adviser
New York
| $625M | +$113M | +22% | 23.5% | 1,698% | 35 | 42.86% | 0.7 |
|
| 2467 |
2467
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $625M | +$280M | +81% | 51.3% | 101% | 15 | 33.33% | 1.7 |
|
| 2468 |
JWBC
2468
J.W. Burns & Co
Dewitt,
New York
| $624M | +$36.3M | +6% | 8.18% | 95.4% | 177 | 2.82% | 6.8 |
|
| 2469 |
2469
Avestar Capital
New York
| $624M | +$63.5M | +11% | 8.58% | 101% | 371 | 25.07% | 1.7 |
|
| 2470 |
2470
AlphaCore Capital
La Jolla,
California
| $624M | +$246M | +65% | 3.23% | 85.9% | 356 | 33.71% | 0.8 |
|
| 2471 |
2471
Dendur Capital
New York
| $624M | +$45.1M | +8% | 18.1% | 99.6% | 14 | 21.43% | 1.3 |
|
| 2472 |
2472
Gilbert & Cook
West Des Moines,
Iowa
| $624M | +$44.2M | +8% | 6.13% | 63.2% | 239 | 21.76% | 2.8 |
|
| 2473 |
2473
Winthrop Advisory Group
Boston,
Massachusetts
| $624M | +$57M | +10% | 7.45% | 78.3% | 140 | 12.14% | 3 |
|
| 2474 |
2474
Silver Oak Securities
Jackson,
Tennessee
| $622M | +$12.5M | +2% | 3.96% | 73.4% | 495 | 34.14% | 0.7 |
|
| 2475 |
2475
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $622M | +$29M | +5% | 4.62% | 52.3% | 15 | 0% | 1.7 |
|