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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
Cutler Investment Counsel
Jacksonville,
Oregon
| $793M | +$57.8M | +8% | 8.48% | 61.8% | 132 | 6.82% | 4.9 |
|
| 2452 |
2452
Institute for Wealth Management
Denver,
Colorado
| $792M | +$46.3M | +6% | 5.9% | 137% | 560 | 11.61% | 3.7 |
|
| 2453 |
2453
Oak Root LLC
Santa Barbara,
California
| $792M | +$42M | +6% | 5.91% | 75.4% | 15 | 0% | 0.7 |
|
| 2454 |
2454
ShawSpring Partners
Boston,
Massachusetts
| $792M | +$98.3M | +14% | 12.9% | 3.53% | 10 | 0% | 2.2 |
|
| 2455 |
2455
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $790M | +$46.3M | +6% | 6.73% | 51.5% | 111 | 3.6% | 2.2 |
|
| 2456 |
2456
Alley Investment Management Company
Lake Forest,
Illinois
| $790M | +$57.4M | +8% | 8.07% | 54.6% | 86 | 2.33% | 2.3 |
|
| 2457 |
2457
Red Cedar Investment Management
Grand Rapids,
Michigan
| $788M | +$54.9M | +7% | 6.59% | 81.4% | 82 | 12.2% | 2.6 |
|
| 2458 |
2458
Rodgers Brothers
Harmony,
Pennsylvania
| $787M | +$49M | +7% | 8.27% | 108% | 249 | 9.64% | 5.8 |
|
| 2459 |
2459
Khrom Capital Management
Miami Beach,
Florida
| $787M | +$258M | +49% | 12.8% | 35.6% | 18 | 22.22% | 1.3 |
|
| 2460 |
2460
Aperture Investors
New York
| $787M | +$103M | +15% | 11.6% | 211% | 90 | 30% | 1.4 |
|
| 2461 |
2461
Alta Park Capital
San Francisco,
California
| $787M | -$15.4M | -2% | 11.9% | 1,071% | 43 | 53.49% | 0.9 |
|
| 2462 |
2462
Vise Technologies
New York
| $786M | +$216M | +38% | 7.17% | – | 622 | 37.46% | 1.1 |
|
| 2463 |
2463
LVW Advisors
Pittsford,
New York
| $786M | +$102M | +15% | 5.92% | 79.1% | 319 | 10.97% | 3 |
|
| 2464 |
2464
Lodestar Private Asset Management
Alamo,
California
| $785M | +$58.5M | +8% | 5.92% | 64.4% | 219 | 7.31% | 1.5 |
|
| 2465 |
2465
Signet Financial Management
Parsippany,
New Jersey
| $785M | +$43.2M | +6% | 6.36% | 65.2% | 280 | 10.71% | 2.9 |
|
| 2466 |
2466
Pekin Hardy Strauss
Chicago,
Illinois
| $784M | +$56.1M | +8% | 7.68% | 102% | 368 | 19.57% | 4 |
|
| 2467 |
2467
Pembroke Management
Montreal,
Quebec, Canada
| $784M | +$39.7M | +5% | 9.61% | 105% | 64 | 12.5% | 3.3 |
|
| 2468 |
2468
Continuum Advisory
Eagle,
Idaho
| $783M | +$89.7M | +13% | 6.05% | 77% | 2,043 | 23.35% | 1 |
|
| 2469 |
2469
Parkman Healthcare Partners
Stamford,
Connecticut
| $783M | +$36.9M | +5% | 19.2% | 306% | 106 | 27.36% | 1.3 |
|
| 2470 |
2470
Dark Forest Capital Management
San Juan,
Puerto Rico
| $783M | +$236M | +43% | 9.56% | 63% | 1,223 | 71.3% | 0.2 |
|
| 2471 |
2471
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $782M | +$76.9M | +11% | 3.27% | 151% | 314 | 20.7% | 0.6 |
|
| 2472 |
2472
Curated Wealth Partners
El Segundo,
California
| $782M | +$65M | +9% | 9.33% | 39.9% | 140 | 11.43% | 0.2 |
|
| 2473 |
2473
LVZ Inc
Holland,
Michigan
| $782M | +$48.1M | +7% | 6.67% | 52.9% | 158 | 15.19% | 2.9 |
|
| 2474 |
2474
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $781M | +$502M | +180% | 6.84% | 116% | 378 | 56.61% | 1.7 |
|
| 2475 |
2475
Great Lakes Retirement
Sandusky,
Ohio
| $780M | +$50.7M | +7% | 4.69% | 118% | 703 | 72.97% | 2.1 |
|