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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Avalon Global Asset Management
San Francisco,
California
| $843M | +$129M | +18% | 29.4% | 278% | 55 | 52.73% | 3.1 |
|
| 2477 |
2477
Glencore
Baar,
Switzerland
| $843M | +$4.18M | +0.5% | 1.34% | – | 2 | 0% | 0.5 |
|
| 2478 |
2478
Coppell Advisory Solutions
Coppell,
Texas
| $842M | +$121M | +17% | 8.28% | – | 442 | 40.5% | 1.6 |
|
| 2479 |
2479
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $842M | +$48M | +6% | 5.82% | 42.7% | 1,417 | 6.14% | 1.4 |
|
| 2480 |
2480
L. Roy Papp & Associates
Phoenix,
Arizona
| $842M | +$26.7M | +3% | 5.3% | 80.1% | 181 | 4.42% | 7.1 |
|
| 2481 |
2481
SCHF (GPE)
Wilson,
Wyoming
| $842M | +$424M | +102% | 38.9% | – | 7 | 71.43% | 0.1 |
|
| 2482 |
2482
HHM Wealth Advisors
Chattanooga,
Tennessee
| $841M | +$98.5M | +13% | 7.61% | 62.3% | 956 | 13.28% | 2.9 |
|
| 2483 |
2483
Southeast Asset Advisors
Thomasville,
Georgia
| $841M | +$25.8M | +3% | 3.54% | 91.5% | 200 | 12.5% | 4.2 |
|
| 2484 |
2484
James Investment Research
Alpha,
Ohio
| $841M | +$53.4M | +7% | 11.1% | 110% | 352 | 11.36% | 4.9 |
|
| 2485 |
2485
Cabot Wealth Management
Salem,
Massachusetts
| $841M | +$55.9M | +7% | 9.19% | 69.3% | 135 | 11.11% | 5.9 |
|
| 2486 |
2486
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $840M | +$25.7M | +3% | 3.91% | 47.7% | 197 | 7.61% | 4.6 |
|
| 2487 |
2487
Legato Capital Management
San Francisco,
California
| $839M | +$97.1M | +13% | 20.3% | 243% | 636 | 23.11% | 1.5 |
|
| 2488 |
2488
Main Management Fund Advisors
San Francisco,
California
| $839M | +$156M | +23% | 13.7% | 80% | 6 | 0% | 1.2 |
|
| 2489 |
2489
NWF Advisory Services
Los Angeles,
California
| $839M | +$126M | +18% | 8.84% | 120% | 443 | 23.02% | 1 |
|
| 2490 |
2490
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $838M | +$67.8M | +9% | 11.4% | 82.9% | 153 | 43.79% | 2.8 |
|
| 2491 |
2491
Red Door Wealth Management
Memphis,
Tennessee
| $838M | +$161M | +24% | 10% | 100% | 289 | 22.49% | 2.4 |
|
| 2492 |
BFS
2492
Bard Financial Services
Branford,
Connecticut
| $837M | +$19.7M | +2% | 6.59% | 90.1% | 217 | 8.76% | 3.6 |
|
| 2493 |
2493
Leuthold Group
Minneapolis,
Minnesota
| $837M | +$66.9M | +9% | 13.1% | 126% | 239 | 29.71% | 1.5 |
|
| 2494 |
2494
NTV Asset Management
Charleston,
West Virginia
| $837M | +$86M | +11% | 12.1% | 110% | 294 | 10.54% | 6.2 |
|
| 2495 |
2495
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $837M | +$91.8M | +12% | 17.2% | 143% | 410 | 49.02% | 1.4 |
|
| 2496 |
2496
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $836M | +$205M | +33% | 10.6% | 82.3% | 67 | 53.73% | 0.5 |
|
| 2497 |
2497
Barlow Wealth Partners
Louisville,
Kentucky
| $836M | +$74.2M | +10% | 12.4% | 101% | 142 | 11.27% | 1.3 |
|
| 2498 |
2498
United Bank (Virginia)
Vienna,
Virginia
| $835M | +$49.3M | +6% | 8.56% | 76.1% | 147 | 13.61% | 5.3 |
|
| 2499 |
2499
Opus Capital Group
Cincinnati,
Ohio
| $835M | +$58.3M | +7% | 6.79% | 49.7% | 131 | 7.63% | 5 |
|
| 2500 |
2500
Headlands Technologies
Chicago,
Illinois
| $835M | -$42.2M | -5% | 23.3% | 158% | 1,610 | 60.56% | 0.4 |
|