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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
Philip James Wealth Mangement
Milton,
Georgia
| $857M | +$72.9M | +9% | 8.55% | 76% | 195 | 22.56% | 1 |
|
| 2552 |
2552
Triata Capital
Hong Kong
| $857M | +$344M | +67% | 29.1% | – | 16 | 12.5% | 0.6 |
|
| 2553 |
2553
Fiducient Advisors
Chicago,
Illinois
| $856M | +$38.8M | +5% | 5.75% | 52.3% | 172 | 19.77% | 1.9 |
|
| 2554 |
2554
River Wealth Advisors
Camp Hill,
Pennsylvania
| $855M | +$50.8M | +6% | 7.66% | 80.3% | 209 | 6.22% | 6.3 |
|
| 2555 |
2555
Grove Bank & Trust
Miami,
Florida
| $855M | +$53M | +7% | 7.55% | 80.5% | 896 | 12.39% | 3 |
|
| 2556 |
2556
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $855M | +$69.8M | +9% | 7.21% | 67.5% | 249 | 12.85% | 2 |
|
| 2557 |
2557
Novem Group
Rochester,
New York
| $854M | +$60M | +8% | 6.38% | – | 452 | 17.7% | 0.6 |
|
| 2558 |
2558
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $853M | +$93.1M | +12% | 6.53% | 84.5% | 514 | 17.7% | 3.1 |
|
| 2559 |
2559
Sendero Wealth Management
San Antonio,
Texas
| $853M | +$51.7M | +6% | 8.46% | 99.2% | 198 | 9.6% | 1.9 |
|
| 2560 |
2560
Criteria Caixa
Barcelona,
Spain
| $853M | +$91.1M | +12% | 13.6% | 35.5% | 22 | 27.27% | 2 |
|
| 2561 |
2561
Red Cedar Investment Management
Grand Rapids,
Michigan
| $853M | +$61M | +8% | 9.77% | 81.4% | 85 | 8.24% | 2.9 |
|
| 2562 |
2562
Rivulet Capital
Summit,
New Jersey
| $852M | -$178M | -17% | 1.52% | 27.4% | 16 | 18.75% | 1.8 |
|
| 2563 |
2563
Slow Capital
Greenbrae,
California
| $851M | +$34.6M | +4% | 7.35% | 156% | 121 | 5.79% | 4.9 |
|
| 2564 |
2564
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $851M | -$73M | -8% | 19% | 142% | 24 | 29.17% | 3.5 |
|
| 2565 |
2565
Mattern Capital Management
Lakewood,
Colorado
| $851M | +$18.2M | +2% | 2.4% | 31.5% | 174 | 3.45% | 3.5 |
|
| 2566 |
2566
Fort Point Capital Partners
San Francisco,
California
| $849M | -$538M | -39% | 6.08% | 62.2% | 326 | 37.42% | 4.2 |
|
| 2567 |
2567
Legacy Edge Advisors
Syosset,
New York
| $849M | +$100M | +13% | 5.43% | – | 216 | 14.35% | 1.3 |
|
| 2568 |
2568
Insight Wealth Strategies
San Ramon,
California
| $849M | +$57.1M | +7% | 6.82% | 83.5% | 187 | 17.11% | 2.6 |
|
| 2569 |
2569
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $849M | +$58M | +7% | 5.63% | 51.1% | 599 | 6.51% | 4.2 |
|
| 2570 |
2570
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $848M | +$65.7M | +8% | 5.72% | 52.3% | 16 | 0% | 3.3 |
|
| 2571 |
2571
Quadcap Wealth Management
Frisco,
Texas
| $848M | +$60.3M | +8% | 8.52% | – | 435 | 16.09% | 1.3 |
|
| 2572 |
2572
Private Wealth Asset Management
Cedar Rapids,
Iowa
| $848M | +$94M | +12% | 7.18% | – | 1,148 | 10.19% | 0.5 |
|
| 2573 |
2573
Cortland Associates
St Louis,
Missouri
| $847M | -$10.2M | -1% | 2.45% | 57.1% | 65 | 10.77% | 5.7 |
|
| 2574 |
RIA
2574
RPG Investment Advisory
Pleasanton,
California
| $847M | +$42.6M | +5% | 11.5% | 186% | 87 | 5.75% | 4.7 |
|
| 2575 |
2575
Great Waters Wealth Management
Shoreview,
Minnesota
| $846M | +$77.6M | +10% | 5.92% | 49% | 117 | 8.55% | 2.1 |
|