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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
Great Lakes Retirement
Sandusky,
Ohio
| $962M | +$45.5M | +5% | 3.41% | 118% | 229 | 18.78% | 2.5 |
|
| 2452 |
2452
Synergy Asset Management
Vancouver,
Washington
| $962M | -$1.8B | -65% | 3.98% | 97.3% | 314 | 47.77% | 1 |
|
| 2453 |
2453
Cutler Investment Counsel
Jacksonville,
Oregon
| $961M | +$7.5M | +0.8% | 1.3% | 61.8% | 146 | 5.48% | 5.3 |
|
| 2454 |
2454
Center for Financial Planning
Southfied,
Michigan
| $961M | +$25.5M | +3% | 1.78% | 64.4% | 743 | 16.69% | 3.5 |
|
| 2455 |
2455
Red Door Wealth Management
Memphis,
Tennessee
| $961M | +$19.4M | +2% | 2.37% | 100% | 307 | 10.42% | 2.7 |
|
| 2456 |
2456
Tairen Capital
Hong Kong
| $961M | +$35.5M | +4% | 11.9% | 462% | 91 | 62.64% | 0.3 |
|
| 2457 |
2457
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $961M | +$45.6M | +5% | 1.86% | 68% | 156 | 8.33% | 3.8 |
|
| 2458 |
2458
Wellesley Asset Management
Portsmouth,
New Hampshire
| $961M | -$38M | -4% | 0% | 0% | 54 | 0% | 1 |
|
| 2459 |
2459
JGP Wealth Management
Bend,
Oregon
| $959M | +$57.1M | +6% | 1.71% | 87.8% | 244 | 17.62% | 3.4 |
|
| 2460 |
2460
Condire Management
Dallas,
Texas
| $958M | +$123M | +15% | 18.4% | 187% | 24 | 25% | 1.7 |
|
| 2461 |
2461
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $958M | +$104M | +12% | 2.24% | 84.5% | 2,756 | 82.62% | 0.6 |
|
| 2462 |
BDP
2462
Brehaut David Pascal
| $958M | – | – | 4.35% | – | 1 | – | 0 |
|
| 2463 |
2463
Focused Wealth Management
Newburgh,
New York
| $957M | +$17.9M | +2% | 2.28% | 80.9% | 244 | 27.46% | 5.8 |
|
| 2464 |
MPM
2464
MBB Public Markets
Chicago,
Illinois
| $957M | +$205M | +27% | 5.51% | 50.3% | 42 | 45.24% | 1.5 |
|
| 2465 |
AP
2465
Archon Partners
Princeton Junction,
New Jersey
| $957M | +$15.7M | +2% | 2.42% | 99.5% | 46 | 23.91% | 5.7 |
|
| 2466 |
2466
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $957M | +$188M | +24% | 6.92% | – | 75 | 81.33% | 0.2 |
|
| 2467 |
2467
Broad Bay Capital Management
New York
| $956M | +$147M | +18% | 7.27% | 338% | 36 | 50% | 1.1 |
|
| 2468 |
RL
2468
RPO LLC
Stamford,
Connecticut
| $956M | -$3.25M | -0.3% | 3.91% | 66.2% | 82 | 60.98% | 0.4 |
|
| 2469 |
2469
Sunriver Management
Greenwich,
Connecticut
| $954M | +$33.9M | +4% | 1.92% | 9.27% | 27 | 37.04% | 1.2 |
|
| 2470 |
2470
Polymer Capital Management
New York
| $953M | +$8.18M | +0.9% | 8.04% | – | 1,041 | 56.96% | 0.3 |
|
| 2471 |
NM
2471
Newtyn Management
New York
| $952M | +$135M | +17% | 18% | 52% | 42 | 45.24% | 1.7 |
|
| 2472 |
2472
Atika Capital Management
New York
| $950M | -$292M | -24% | 27.6% | 811% | 121 | 65.29% | 0.6 |
|
| 2473 |
2473
Black Diamond Financial
Towson,
Maryland
| $949M | +$56M | +6% | 2.62% | 68.3% | 181 | 13.81% | 3.1 |
|
| 2474 |
2474
Intrua Financial
Houston,
Texas
| $948M | +$27.2M | +3% | 1.98% | 77.4% | 486 | 13.17% | 2.5 |
|
| 2475 |
2475
Shenkman Capital Management
New York
| $948M | -$69.3M | -7% | 0.15% | 3.15% | 98 | 2.04% | 1 |
|