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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
Barlow Wealth Partners
Louisville,
Kentucky
| $900M | -$26.5M | -3% | 1.39% | 101% | 144 | 11.11% | 1.8 |
|
| 2527 |
2527
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $900M | -$5.86M | -0.6% | 1.09% | – | 141 | 23.4% | 0.9 |
|
| 2528 |
2528
Denali Advisors
San Diego,
California
| $900M | -$1.32M | -0.1% | 2.32% | 106% | 351 | 21.08% | 1.6 |
|
| 2529 |
2529
WealthShield Partners
Cary,
North Carolina
| $898M | -$9.19M | -1% | 1.07% | 71% | 626 | 12.46% | 2.9 |
|
| 2530 |
2530
Global Endowment Management
Charlotte,
North Carolina
| $896M | +$95M | +12% | 1.23% | 46.1% | 145 | 17.93% | 2.8 |
|
| 2531 |
2531
IAG Wealth Partners
Waukesha,
Wisconsin
| $896M | +$32.2M | +4% | 0.42% | 47.3% | 532 | 11.09% | 3.7 |
|
| 2532 |
2532
Insight Wealth Strategies
San Ramon,
California
| $896M | +$23.6M | +3% | 3.46% | 83.5% | 188 | 14.89% | 2.8 |
|
| 2533 |
2533
Water Island Capital
New York
| $896M | -$32M | -3% | 17.2% | 438% | 145 | 73.1% | 0.2 |
|
| 2534 |
2534
First Turn Management
Del Mar,
California
| $895M | +$19.9M | +2% | 17.6% | – | 38 | 26.32% | 0.9 |
|
| 2535 |
2535
Squadra Investments
Rio De Janeiro,
Brazil
| $894M | +$359M | +67% | 10% | 1.55% | 7 | 28.57% | 1.5 |
|
| 2536 |
2536
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| $893M | -$190M | -18% | 5.2% | – | 1 | 0% | 1.3 |
|
| 2537 |
2537
Signet Financial Management
Parsippany,
New Jersey
| $892M | -$2.84M | -0.3% | 0.07% | 65.2% | 310 | 10.97% | 3.5 |
|
| 2538 |
2538
Financial Management Professionals
Austin,
Texas
| $892M | -$78M | -8% | 0.13% | 67.3% | 1,037 | 14.27% | 4.4 |
|
| 2539 |
AAA
2539
Adams Asset Advisors
Dallas,
Texas
| $891M | +$131M | +17% | 26.5% | 66.8% | 88 | 5.68% | 5.3 |
|
| 2540 |
2540
Quantum Financial Advisors
El Segundo,
California
| $891M | +$849K | +0.1% | 0.31% | 68% | 251 | 20.32% | 1.8 |
|
| 2541 |
2541
James Investment Research
Alpha,
Ohio
| $891M | -$24.5M | -3% | 2.57% | 110% | 379 | 10.03% | 5 |
|
| 2542 |
PCM
2542
Prime Capital Management
Hong Kong
| $891M | +$49M | +6% | 0.4% | 579% | 7 | 14.29% | 0.8 |
|
| 2543 |
2543
Trustees of Columbia University in the City of New York
New York
| $891M | +$61.2M | +7% | 4.64% | – | 5 | 60% | 1.9 |
|
| 2544 |
2544
Deeter Investments
Austin,
Texas
| $891M | +$423M | +90% | 14.9% | – | 166 | 71.69% | 0.1 |
|
| 2545 |
2545
ZEGA Investments
Palm Beach Gardens,
Florida
| $890M | +$41.5M | +5% | 2.92% | – | 316 | 50.63% | 0.4 |
|
| 2546 |
2546
Jag Capital Management
St Louis,
Missouri
| $889M | -$32.8M | -4% | 1.96% | 230% | 163 | 22.7% | 3.6 |
|
| 2547 |
2547
Keebeck Wealth Management
Chicago,
Illinois
| $889M | +$22.5M | +3% | 1.72% | 81.3% | 452 | 24.78% | 2.4 |
|
| 2548 |
2548
Cypress Capital Group
Palm Beach,
Florida
| $889M | -$3.65M | -0.4% | 1.64% | 111% | 260 | 16.15% | 6.1 |
|
| 2549 |
2549
Foundation Resource Management
Little Rock,
Arkansas
| $889M | +$141M | +19% | 15.5% | 84.5% | 55 | 5.45% | 8 |
|
| 2550 |
2550
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $888M | -$22.8M | -3% | 1.4% | 83.4% | 413 | 9.69% | 5.2 |
|