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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Liberty One Investment Management
Libertyville,
Illinois
| $1B | +$30.3M | +3% | 5.07% | 40.3% | 159 | 6.29% | 3.6 |
|
| 2577 |
2577
Ascent Wealth Partners
New Hartford,
New York
| $1B | +$140M | +16% | 20.5% | 105% | 204 | 9.8% | 4 |
|
| 2578 |
2578
Embree Financial Group
Chicago,
Illinois
| $999M | +$149M | +18% | 14.6% | 87.6% | 304 | 17.43% | 1.5 |
|
| 2579 |
2579
180 Wealth Advisors
Federal Way,
Washington
| $997M | +$118M | +13% | 22.1% | 136% | 515 | 12.62% | 3.8 |
|
| 2580 |
2580
HHM Wealth Advisors
Chattanooga,
Tennessee
| $996M | +$127M | +15% | 12.9% | 62.3% | 957 | 14.42% | 3.3 |
|
| 2581 |
2581
Leuthold Group
Minneapolis,
Minnesota
| $995M | +$56.4M | +6% | 18.5% | 126% | 246 | 17.89% | 1.7 |
|
| 2582 |
2582
Nine Masts Capital
Central,
Hong Kong
| $995M | +$302M | +44% | 7.94% | 88.1% | 311 | 65.59% | 0.2 |
|
| 2583 |
2583
Romano Brothers & Co
Evanston,
Illinois
| $994M | +$114M | +13% | 23.6% | 110% | 335 | 5.97% | 3.1 |
|
| 2584 |
2584
Souders Financial Advisors
Cincinnati,
Ohio
| $994M | +$118M | +13% | 11.8% | 54.9% | 240 | 16.67% | 2.8 |
|
| 2585 |
2585
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $994M | +$117M | +13% | 11.4% | – | 96 | 80.21% | 0.3 |
|
| 2586 |
2586
Rock Creek Group
Washington,
District of Columbia
| $994M | +$6.01M | +0.6% | 6.89% | 37.2% | 62 | 17.74% | 1.9 |
|
| 2587 |
PAI
2587
Power Alpha Investment
Road Town, Tortola,
British Virgin Islands
| $994M | +$119M | +14% | 14.7% | – | 5 | 20% | 0.5 |
|
| 2588 |
2588
Denali Advisors
San Diego,
California
| $993M | +$93.3M | +10% | 19% | 106% | 347 | 19.88% | 1.7 |
|
| 2589 |
2589
Capital Advisors Ltd
Shaker Heights,
Ohio
| $991M | +$111M | +13% | 13.2% | 61.1% | 1,623 | 10.66% | 4.3 |
|
| 2590 |
2590
Jamison Private Wealth Management
Milton,
Georgia
| $990M | +$168M | +20% | 27.1% | 130% | 229 | 8.3% | 2.1 |
|
| 2591 |
2591
Pine Grove Financial Group
Woodbury,
Minnesota
| $990M | +$130M | +15% | 11.6% | – | 227 | 20.7% | 0.4 |
|
| 2592 |
2592
KTF Investments
Seal Beach,
California
| $989M | +$405M | +69% | 48.8% | – | 100 | 16% | 0.4 |
|
| 2593 |
2593
State of Wyoming
Cheyenne,
Wyoming
| $989M | +$145M | +17% | 25.4% | 135% | 2,319 | 42.39% | 1.3 |
|
| 2594 |
2594
Novem Group
Rochester,
New York
| $988M | +$115M | +13% | 12.3% | – | 506 | 25.69% | 1 |
|
| 2595 |
2595
Archford Capital Strategies
Swansea,
Illinois
| $987M | +$114M | +13% | 17.2% | 87.4% | 376 | 13.83% | 4 |
|
| 2596 |
2596
Global Endowment Management
Charlotte,
North Carolina
| $987M | +$90.4M | +10% | 10.2% | 46.1% | 132 | 50% | 3.4 |
|
| 2597 |
2597
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $985M | +$149M | +18% | 18.1% | 76.7% | 258 | 15.12% | 3 |
|
| 2598 |
2598
Southeast Asset Advisors
Thomasville,
Georgia
| $984M | +$72M | +8% | 11.3% | 91.5% | 237 | 13.5% | 4.1 |
|
| 2599 |
APFP
2599
Action Point Financial Planning
Grand Rapids,
Michigan
| $984M | +$872M | +778% | 12.2% | – | 2,789 | 97.42% | 0 |
|
| 2600 |
2600
LVZ Inc
Holland,
Michigan
| $984M | +$108M | +12% | 10.6% | 52.9% | 184 | 16.3% | 3.1 |
|