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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 |
2551
Oak Root LLC
Santa Barbara,
California
| $807M | +$61.4M | +8% | 10.5% | 75.4% | 14 | 21.43% | 1.5 |
|
| 2552 |
2552
Navellier & Associates
Reno,
Nevada
| $807M | +$83.4M | +12% | 27.6% | 361% | 321 | 11.21% | 1.9 |
|
| 2553 |
2553
Absher Wealth Management
Chapel Hill,
North Carolina
| $807M | +$44.3M | +6% | 5.78% | 54.5% | 72 | 8.33% | 3.7 |
|
| 2554 |
2554
Cahill Financial Advisors
Edina,
Minnesota
| $806M | +$69.8M | +9% | 7.87% | 55.9% | 281 | 8.19% | 4.6 |
|
| 2555 |
2555
Savoie Capital
Chicago,
Illinois
| $805M | -$34.6M | -4% | 22.1% | – | 99 | 12.12% | 1.4 |
|
| 2556 |
2556
River Wealth Advisors
Camp Hill,
Pennsylvania
| $804M | +$85M | +12% | 10.1% | 80.3% | 205 | 5.37% | 6.1 |
|
| 2557 |
RIA
2557
RPG Investment Advisory
Pleasanton,
California
| $804M | -$592M | -42% | 21.9% | 186% | 101 | 18.81% | 4.6 |
|
| 2558 |
2558
Greenwood Capital Associates
Greenwood,
South Carolina
| $804M | +$62.4M | +8% | 9.95% | 81.3% | 264 | 17.05% | 2.5 |
|
| 2559 |
2559
Cypress Capital Group
Palm Beach,
Florida
| $804M | +$40M | +5% | 7.59% | 97.8% | 237 | 19.83% | 6.3 |
|
| 2560 |
2560
ICICI Prudential Asset Management
Mumbai,
India
| $803M | +$34.3M | +4% | 9.72% | 62.1% | 160 | 5% | 2.9 |
|
| 2561 |
2561
INVST
Indianapolis,
Indiana
| $803M | +$70.1M | +10% | 9.86% | 78.5% | 312 | 17.95% | 1.8 |
|
| 2562 |
2562
Grove Bank & Trust
Miami,
Florida
| $802M | +$53.6M | +7% | 8.33% | 80.5% | 921 | 15.64% | 2.7 |
|
| 2563 |
2563
Sendero Wealth Management
San Antonio,
Texas
| $802M | +$81M | +11% | 12.1% | 99.2% | 195 | 8.21% | 1.8 |
|
| 2564 |
2564
LaFleur & Godfrey
Grand Rapids,
Michigan
| $801M | +$63.7M | +9% | 12.9% | 85.2% | 150 | 6% | 4.5 |
|
| 2565 |
2565
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| $799M | +$123M | +18% | 29.9% | 507% | 24 | 4.17% | 3.3 |
|
| 2566 |
2566
Oak Harvest Investment Services
Houston,
Texas
| $798M | +$82.3M | +12% | 11.8% | 120% | 169 | 23.67% | 1.9 |
|
| 2567 |
2567
RIT Capital Partners
London,
United Kingdom
| $798M | +$94.3M | +13% | 10.5% | 71.4% | 27 | 44.44% | 0.6 |
|
| 2568 |
2568
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $797M | +$53.9M | +7% | 11.3% | 116% | 357 | 26.89% | 1.7 |
|
| 2569 |
2569
Consolidated Planning Corp
Atlanta,
Georgia
| $797M | +$70.3M | +10% | 9.74% | 84.6% | 195 | 12.31% | 2.1 |
|
| 2570 |
2570
Greatmark Investment Partners
Columbus,
Georgia
| $797M | +$63.2M | +9% | 7.02% | 62% | 149 | 8.05% | 6 |
|
| 2571 |
2571
Signet Financial Management
Parsippany,
New Jersey
| $796M | +$54.9M | +7% | 10.2% | 65.2% | 302 | 12.58% | 3.1 |
|
| 2572 |
SA
2572
SoftVest Advisors
Abilene,
Texas
| $795M | -$326M | -29% | 13.1% | 178% | 6 | 0% | 2.2 |
|
| 2573 |
2573
Novem Group
Rochester,
New York
| $794M | +$81.3M | +11% | 8.02% | – | 441 | 24.72% | 0.4 |
|
| 2574 |
2574
Cat Rock Capital Management
Greenwich,
Connecticut
| $794M | +$40.3M | +5% | 16.3% | 66.7% | 17 | 23.53% | 2.3 |
|
| 2575 |
2575
McGowan Group Asset Management
Dallas,
Texas
| $794M | +$37.5M | +5% | 3.62% | 69.8% | 130 | 9.23% | 4.1 |
|