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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
GWSG
2551
GPS Wealth Strategies Group
Centennial,
Colorado
| $741M | -$37.7M | -5% | 5.55% | 118% | 1,586 | 17.47% | 1.6 |
|
| 2552 |
VCM
2552
Violich Capital Management
San Francisco,
California
| $741M | -$27.6M | -4% | 0.99% | 111% | 110 | 9.09% | 7.3 |
|
| 2553 |
2553
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $740M | -$28M | -4% | 4.53% | 83% | 1,200 | 16.08% | 2 |
|
| 2554 |
TFP
2554
Triple Frond Partners
San Francisco,
California
| $740M | -$32.5M | -4% | 5.31% | 92.9% | 12 | 41.67% | 4.3 |
|
| 2555 |
2555
Focused Wealth Management
Newburgh,
New York
| $740M | -$1.12M | -0.2% | 2.81% | 80.9% | 220 | 26.36% | 6 |
|
| 2556 |
2556
Moloney Securities Asset Management
Manchester,
Missouri
| $739M | -$6.02M | -0.8% | 0.6% | 86% | 534 | 18.54% | 3.6 |
|
| 2557 |
2557
Tamar Securities
Woodland Hills,
California
| $738M | +$13M | +2% | 1.24% | 101% | 89 | 19.1% | 2.6 |
|
| 2558 |
2558
Daido Life Insurance Company
Osaka,
Japan
| $738M | -$77.4M | -9% | 4.51% | 78.3% | 6 | 0% | 4.8 |
|
| 2559 |
2559
LaFleur & Godfrey
Grand Rapids,
Michigan
| $737M | +$7.57M | +1% | 0.78% | 98.2% | 154 | 8.44% | 4.5 |
|
| 2560 |
2560
Arbor Investment Advisors
Winston Salem,
North Carolina
| $736M | +$23.6M | +3% | 0.26% | 48.5% | 118 | 12.71% | 4.7 |
|
| 2561 |
2561
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $736M | – | – | 0.32% | – | 62 | – | 0 |
|
| 2562 |
2562
Cahill Financial Advisors
Edina,
Minnesota
| $736M | -$2.01M | -0.3% | 1.27% | 55.9% | 270 | 4.44% | 4.6 |
|
| 2563 |
2563
Nellore Capital Management
Redwood City,
California
| $735M | -$30.6M | -4% | 2.66% | 73.8% | 19 | 26.32% | 2.4 |
|
| 2564 |
2564
Hendershot Investments
Centreville,
Virginia
| $735M | +$993K | +0.1% | 1.18% | 61.9% | 133 | 4.51% | 5.6 |
|
| 2565 |
2565
Howard Financial Services
Dallas,
Texas
| $734M | -$734K | -0.1% | 1.37% | 55.9% | 199 | 14.57% | 2.9 |
|
| 2566 |
2566
Monograph Wealth Advisors
Manhattan Beach,
California
| $734M | -$22.2M | -3% | 1.73% | 68% | 124 | 16.94% | 2.1 |
|
| 2567 |
2567
Taikang Asset Management (HK)
Hong Kong
| $734M | +$53.6M | +8% | 1.19% | 172% | 119 | 28.57% | 2.6 |
|
| 2568 |
2568
Greatmark Investment Partners
Columbus,
Georgia
| $733M | -$1.03M | -0.1% | 0.78% | 72.5% | 145 | 6.21% | 6 |
|
| 2569 |
2569
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $733M | -$28.4M | -4% | 2.15% | – | 113 | 19.47% | 0.2 |
|
| 2570 |
2570
TCG Crossover Management
Palo Alto,
California
| $733M | -$290M | -28% | 20.7% | 3,013% | 38 | 2.63% | 1.3 |
|
| 2571 |
2571
Mechanics Bank - Trust Department
Walnut Creek,
California
| $733M | -$17.5M | -2% | 1.59% | 76.8% | 230 | 10.87% | 6 |
|
| 2572 |
2572
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $733M | – | – | 2% | – | 254 | – | 0 |
|
| 2573 |
2573
INVST
Indianapolis,
Indiana
| $733M | -$90.3M | -11% | 1.66% | 78.5% | 343 | 48.69% | 1.8 |
|
| 2574 |
2574
Forest Avenue Capital Management
Miami,
Florida
| $732M | -$361M | -33% | 6.7% | 415% | 26 | 57.69% | 0.8 |
|
| 2575 |
2575
Everhart Financial Group
Dublin,
Ohio
| $731M | +$245M | +51% | 2.63% | 123% | 351 | 18.52% | 2 |
|