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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Fiduciary Alliance
Greenville,
South Carolina
| $754M | +$138M | +22% | 7.58% | 104% | 270 | 26.67% | 0.9 |
|
| 2527 |
2527
MainStreet Investment Advisors
Chicago,
Illinois
| $753M | -$70.7M | -9% | 7.06% | 61% | 159 | 3.77% | 4.3 |
|
| 2528 |
2528
Heritage Financial Services
Westwood,
Massachusetts
| $752M | +$55M | +8% | 5.48% | 38.3% | 114 | 11.4% | 1.8 |
|
| 2529 |
2529
Orion Resource Partners
New York
| $752M | +$90.2M | +14% | 19.2% | – | 23 | 43.48% | 0.2 |
|
| 2530 |
2530
L.J. Altfest & Co
New York
| $751M | +$19.3M | +3% | 7.92% | 95.6% | 374 | 27.54% | 3.3 |
|
| 2531 |
2531
Mechanics Bank - Trust Department
Walnut Creek,
California
| $751M | +$52.2M | +7% | 6.14% | 76.8% | 205 | 5.37% | 6.1 |
|
| 2532 |
2532
Daido Life Insurance Company
Osaka,
Japan
| $751M | -$123M | -14% | 5.35% | 68.7% | 6 | 16.67% | 5.3 |
|
| 2533 |
GWSG
2533
GPS Wealth Strategies Group
Centennial,
Colorado
| $751M | +$84.7M | +13% | 4.88% | 118% | 1,455 | 10.86% | 1.3 |
|
| 2534 |
2534
River Wealth Advisors
Camp Hill,
Pennsylvania
| $750M | +$53M | +8% | 6.39% | 80.3% | 209 | 8.13% | 5.7 |
|
| 2535 |
2535
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $749M | +$110M | +17% | 16.8% | 35.7% | 6 | 50% | 3.6 |
|
| 2536 |
2536
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $748M | +$61.4M | +9% | 6.44% | 64.6% | 100 | 8% | 1.9 |
|
| 2537 |
2537
NTV Asset Management
Charleston,
West Virginia
| $748M | +$49.2M | +7% | 6.45% | 110% | 271 | 7.01% | 6.2 |
|
| 2538 |
2538
SYM Financial Corp
Winona Lake,
Indiana
| $747M | +$120M | +19% | 7.08% | 64.3% | 299 | 24.41% | 1.7 |
|
| 2539 |
2539
Moloney Securities Asset Management
Manchester,
Missouri
| $746M | +$54.2M | +8% | 7.34% | 86% | 528 | 16.67% | 3.4 |
|
| 2540 |
2540
Toews Corporation
Northfield,
New Jersey
| $746M | +$140M | +23% | 4.33% | 22% | 17 | 0% | 2.1 |
|
| 2541 |
2541
WealthPLAN Partners
Omaha,
Nebraska
| $745M | -$187M | -20% | 6.53% | 71.6% | 319 | 26.96% | 4.3 |
|
| 2542 |
2542
Crosslink Capital
Menlo Park,
California
| $745M | +$28.4M | +4% | 13.7% | 135% | 21 | 19.05% | 3.9 |
|
| 2543 |
2543
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $745M | +$64.8M | +10% | 5.8% | 97.3% | 532 | 15.41% | 3.7 |
|
| 2544 |
2544
Silverback Asset Management
Chapel Hill,
North Carolina
| $744M | -$69.2M | -9% | 0.36% | 92.1% | 85 | 8.24% | 1.1 |
|
| 2545 |
2545
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $743M | +$71.1M | +11% | 6.59% | 53.4% | 110 | 14.55% | 1.4 |
|
| 2546 |
2546
Silchester International Investors
London,
United Kingdom
| $743M | +$176M | +31% | 0.02% | 53.9% | 4 | 0% | 2.3 |
|
| 2547 |
2547
2Xideas
Kusnacht,
Switzerland
| $742M | -$58.6M | -7% | 11.1% | 40.6% | 57 | 12.28% | 2.5 |
|
| 2548 |
2548
Sixth Street Partners
Dallas,
Texas
| $742M | +$1.27M | +0.2% | 8.05% | 5.31% | 18 | 27.78% | 1.4 |
|
| 2549 |
2549
Newbrook Capital Advisors
New York
| $742M | +$61.7M | +9% | 11.7% | 299% | 24 | 54.17% | 0.7 |
|
| 2550 |
2550
Great Waters Wealth Management
Shoreview,
Minnesota
| $742M | +$86.8M | +13% | 6.22% | 49% | 111 | 7.21% | 1.4 |
|