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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
LVZ Inc
Holland,
Michigan
| $780M | -$1.84M | -0.2% | 1.2% | 52.9% | 162 | 16.05% | 3.1 |
|
| 2527 |
2527
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $780M | -$10.4M | -1% | 1.07% | 51.5% | 114 | 3.51% | 2.4 |
|
| 2528 |
2528
Great Waters Wealth Management
Shoreview,
Minnesota
| $779M | +$37.7M | +5% | 2.19% | 49% | 116 | 8.62% | 1.6 |
|
| 2529 |
GWSG
2529
GPS Wealth Strategies Group
Centennial,
Colorado
| $779M | +$28.5M | +4% | 4.16% | 118% | 1,451 | 8.89% | 1.5 |
|
| 2530 |
AAA
2530
Adams Asset Advisors
Dallas,
Texas
| $779M | +$22.7M | +3% | 3.12% | 66.8% | 80 | 10% | 4.9 |
|
| 2531 |
2531
Canyon Capital Advisors
Dallas,
Texas
| $779M | -$49.2M | -6% | 2.88% | 78% | 14 | 21.43% | 2.8 |
|
| 2532 |
2532
Absolute Investment Advisers
Rosemary Beach,
Florida
| $777M | +$45M | +6% | 0.82% | 0.5% | 145 | 33.1% | 1.2 |
|
| 2533 |
2533
Sixth Street Partners
Dallas,
Texas
| $777M | +$35.2M | +5% | 0.65% | 5.31% | 20 | 25% | 1.3 |
|
| 2534 |
CM
2534
Conifer Management
New York
| $776M | -$97.8M | -11% | 13.7% | 22.7% | 6 | 0% | 3.7 |
|
| 2535 |
2535
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $775M | +$1.79M | +0.2% | 0.37% | 62.2% | 140 | 7.86% | 3.2 |
|
| 2536 |
2536
Great Lakes Retirement
Sandusky,
Ohio
| $774M | -$5.79M | -0.7% | 1.68% | 118% | 216 | 12.96% | 2.3 |
|
| 2537 |
2537
Night Owl Capital Management
Greenwich,
Connecticut
| $774M | +$42.9M | +6% | 6.84% | 162% | 29 | 10.34% | 4.1 |
|
| 2538 |
2538
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $774M | -$26.4M | -3% | 0.38% | 64.3% | 606 | 10.07% | 1.1 |
|
| 2539 |
2539
JGP Wealth Management
Bend,
Oregon
| $774M | -$3.19M | -0.4% | 1.9% | 87.8% | 189 | 10.58% | 3.7 |
|
| 2540 |
2540
SYM Financial Corp
Winona Lake,
Indiana
| $774M | +$26.3M | +4% | 3.53% | 64.3% | 362 | 35.36% | 1.5 |
|
| 2541 |
2541
Philip James Wealth Mangement
Milton,
Georgia
| $774M | -$40.9M | -5% | 2.33% | 76% | 177 | 10.17% | 0.5 |
|
| 2542 |
2542
Mason Street Advisors
Milwaukee,
Wisconsin
| $773M | -$50.9M | -6% | 3.9% | 32% | 12 | 0% | 2.9 |
|
| 2543 |
TFP
2543
Triple Frond Partners
San Francisco,
California
| $772M | -$382K | -0% | 5.11% | 92.9% | 10 | 20% | 5.7 |
|
| 2544 |
2544
Waycross Partners
Louisville,
Kentucky
| $772M | +$48.7M | +7% | 4.93% | 87.7% | 66 | 6.06% | 3 |
|
| 2545 |
2545
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $771M | +$27.7M | +4% | 1.59% | 53.4% | 128 | 22.66% | 1.4 |
|
| 2546 |
2546
Stansberry Asset Management
Westlake,
Texas
| $770M | -$30.4M | -4% | 0.75% | 79.6% | 134 | 14.93% | 2.2 |
|
| 2547 |
2547
ThornTree Capital Partners
Boston,
Massachusetts
| $770M | +$169M | +28% | 12.7% | 217% | 31 | 38.71% | 1.2 |
|
| 2548 |
2548
Teamwork Financial Advisors
San Antonio,
Texas
| $770M | +$48.3M | +7% | 5.3% | 134% | 202 | 34.16% | 1.9 |
|
| 2549 |
VCM
2549
Violich Capital Management
San Francisco,
California
| $769M | -$523K | -0.1% | 2.17% | 111% | 115 | 10.43% | 6.9 |
|
| 2550 |
2550
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $769M | +$64.2M | +9% | 2.77% | 83% | 1,225 | 15.02% | 2 |
|