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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
FJ Capital Management
Mclean,
Virginia
| $888M | -$17.6M | -2% | 0.83% | 97.9% | 178 | 57.3% | 1.1 |
|
| 2552 |
2552
Bedel Financial Consulting
Indianapolis,
Indiana
| $888M | -$41.2M | -4% | 5.11% | 104% | 308 | 9.74% | 4.7 |
|
| 2553 |
2553
Howard Financial Services
Dallas,
Texas
| $888M | +$32.9M | +4% | 0.4% | 55.9% | 235 | 17.87% | 2.9 |
|
| 2554 |
2554
Griffin Asset Management
New York
| $887M | -$37.7M | -4% | 0.47% | 88.9% | 261 | 22.99% | 5.5 |
|
| 2555 |
2555
INVST
Indianapolis,
Indiana
| $886M | -$34.3M | -4% | 0.87% | 78.5% | 396 | 37.37% | 1.9 |
|
| 2556 |
2556
NWF Advisory Services
Los Angeles,
California
| $886M | -$19.2M | -2% | 0.89% | 120% | 443 | 14.9% | 1.5 |
|
| 2557 |
2557
McGuire Investment Group
Wakefield,
Rhode Island
| $885M | -$50.4M | -5% | 0.68% | 202% | 123 | 3.25% | 4.5 |
|
| 2558 |
2558
Grove Bank & Trust
Miami,
Florida
| $884M | -$4.64M | -0.5% | 0.31% | 80.5% | 899 | 9.57% | 3.3 |
|
| 2559 |
2559
Motley Fool Wealth Management
Alexandria,
Virginia
| $884M | -$405M | -31% | 6.77% | 70.7% | 130 | 6.15% | 4.6 |
|
| 2560 |
2560
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $883M | +$136M | +18% | 8.86% | 106% | 72 | 8.33% | 1.6 |
|
| 2561 |
2561
American Express
New York
| $880M | -$327M | -27% | 27.1% | – | 1 | 0% | 2.3 |
|
| 2562 |
2562
Romano Brothers & Co
Evanston,
Illinois
| $880M | +$245K | +0% | 2.15% | 110% | 325 | 5.23% | 2.9 |
|
| 2563 |
2563
Capital Advisors Ltd
Shaker Heights,
Ohio
| $880M | -$6.87M | -0.8% | 1.67% | 61.1% | 1,640 | 11.46% | 4.1 |
|
| 2564 |
2564
180 Wealth Advisors
Federal Way,
Washington
| $880M | +$1.49M | +0.2% | 0.22% | 165% | 500 | 11.6% | 3.8 |
|
| 2565 |
2565
Quadcap Wealth Management
Frisco,
Texas
| $879M | +$5.03M | +0.6% | 0.16% | 94.2% | 426 | 13.62% | 1.6 |
|
| 2566 |
DCM
2566
Dupont Capital Management
Wilmington,
Delaware
| $879M | -$8.32M | -0.9% | 0.5% | 100% | 111 | 16.22% | 4.3 |
|
| 2567 |
2567
Oak Hill Advisors
New York
| $878M | +$265M | +43% | 53.1% | 42.4% | 12 | 0% | 4.8 |
|
| 2568 |
2568
Headlands Technologies
Chicago,
Illinois
| $878M | -$320M | -27% | 0.09% | 158% | 1,033 | 67.76% | 0.4 |
|
| 2569 |
2569
True North Advisors
Dallas,
Texas
| $877M | +$104M | +13% | 0.61% | 82.9% | 288 | 28.13% | 2 |
|
| 2570 |
2570
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $877M | -$79.6M | -8% | 10.6% | – | 99 | 79.8% | 0.2 |
|
| 2571 |
2571
Middleton & Co
Boston,
Massachusetts
| $877M | -$65M | -7% | 4.83% | 81.8% | 168 | 5.36% | 6.9 |
|
| 2572 |
2572
Souders Financial Advisors
Cincinnati,
Ohio
| $876M | +$3.19M | +0.4% | 1.68% | 59.8% | 227 | 13.22% | 2.8 |
|
| 2573 |
2573
LVZ Inc
Holland,
Michigan
| $876M | -$18.2M | -2% | 0.85% | 52.9% | 180 | 16.67% | 3.3 |
|
| 2574 |
2574
Stillwater Capital Advisors
Devon,
Pennsylvania
| $876M | -$54.3M | -6% | 2.69% | 121% | 73 | 10.96% | 6.1 |
|
| 2575 |
2575
Atlas Capital Advisors
Jackson,
Wyoming
| $875M | -$23.2M | -3% | 1.19% | – | 1,045 | 12.44% | 3.3 |
|