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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
Mason Street Advisors
Milwaukee,
Wisconsin
| $743M | +$149M | +25% | 0.26% | 32% | 13 | 46.15% | 2.4 |
|
| 2452 |
2452
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $743M | +$24.4M | +3% | 0.76% | 42.8% | 203 | 4.93% | 3.4 |
|
| 2453 |
2453
Hill Investment Group Partners
St. Louis,
Missouri
| $743M | +$34.5M | +5% | 0.68% | 50.6% | 72 | 5.56% | 1.8 |
|
| 2454 |
2454
Financial Synergies Wealth Advisors
Houston,
Texas
| $742M | -$19.8M | -3% | 0.97% | 79% | 507 | 86.19% | 3.3 |
|
| 2455 |
2455
Legato Capital Management
San Francisco,
California
| $742M | -$86.8M | -10% | 3.23% | 243% | 638 | 24.14% | 1.1 |
|
| 2456 |
2456
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $742M | +$34.4M | +5% | 4.7% | 89.9% | 10 | 30% | 4.1 |
|
| 2457 |
2457
Signet Financial Management
Parsippany,
New Jersey
| $741M | +$13.7M | +2% | 2.78% | 65.2% | 282 | 10.99% | 2.8 |
|
| 2458 |
2458
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $741M | -$285K | -0% | 0.39% | 42.7% | 1,443 | 7.62% | 0.5 |
|
| 2459 |
2459
Sixth Street Partners
Dallas,
Texas
| $741M | -$132M | -15% | 0.41% | 5.31% | 17 | 23.53% | 1.5 |
|
| 2460 |
2460
JLB & Associates
Plymouth,
Michigan
| $741M | -$11.3M | -2% | 0.62% | 69.5% | 80 | 5% | 7 |
|
| 2461 |
2461
Ashford Capital Management
Wilmington,
Delaware
| $741M | +$1.32M | +0.2% | 2.06% | 150% | 102 | 15.69% | 4.4 |
|
| 2462 |
JWBC
2462
J.W. Burns & Co
Dewitt,
New York
| $741M | +$22.1M | +3% | 3.98% | 95.4% | 192 | 6.25% | 7 |
|
| 2463 |
2463
Condire Management
Dallas,
Texas
| $740M | -$130K | -0% | 6.03% | 187% | 20 | 25% | 1.5 |
|
| 2464 |
AIC
2464
AWM Investment Company
New York
| $740M | -$23.3M | -3% | 10.5% | 778% | 125 | 28.8% | 3.2 |
|
| 2465 |
VCM
2465
Violich Capital Management
San Francisco,
California
| $740M | +$41.2M | +6% | 6.17% | 111% | 115 | 10.43% | 6.5 |
|
| 2466 |
2466
RW Investment Management
Eagle,
Idaho
| $740M | +$21.4M | +3% | 0.08% | – | 94 | 8.51% | 1.3 |
|
| 2467 |
2467
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $739M | +$7.29M | +1% | 0.81% | 140% | 31 | 22.58% | 4.5 |
|
| 2468 |
2468
Rodgers Brothers
Harmony,
Pennsylvania
| $738M | +$5.88M | +0.8% | 0.1% | 108% | 252 | 10.32% | 5.6 |
|
| 2469 |
2469
Prosperity Consulting Group
Owings Mills,
Maryland
| $737M | -$60.3M | -8% | 2.29% | 66.8% | 344 | 15.7% | 1 |
|
| 2470 |
2470
Portland Global Advisors
Portland,
Maine
| $737M | +$3.47M | +0.5% | 0.38% | 43.4% | 137 | 7.3% | 6 |
|
| 2471 |
2471
AlphaQuest
New York
| $737M | +$162M | +28% | 3.65% | – | 1,965 | 37.86% | 0.3 |
|
| 2472 |
2472
Covalis Capital
London,
United Kingdom
| $736M | -$74.8M | -9% | 0.08% | 37.9% | 91 | 75.82% | 0.2 |
|
| 2473 |
2473
Winthrop Advisory Group
Boston,
Massachusetts
| $736M | +$44.3M | +6% | 4.27% | 78.3% | 150 | 10% | 3.6 |
|
| 2474 |
2474
Wellspring Financial Advisors
Cleveland,
Ohio
| $735M | +$102M | +16% | 2.82% | 77.2% | 161 | 18.01% | 2.1 |
|
| 2475 |
2475
Cutler Investment Counsel
Jacksonville,
Oregon
| $735M | -$10.9M | -1% | 0.66% | 56.2% | 132 | 6.06% | 4.8 |
|