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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
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $687M | +$36.6M | +6% | 1.08% | 64.6% | 101 | 10.89% | 1.8 |
|
| 2577 |
2577
Greatmark Investment Partners
Columbus,
Georgia
| $686M | -$18.1M | -3% | 1.3% | 62% | 129 | 3.1% | 6.2 |
|
| 2578 |
2578
Adams Natural Resources Fund
Baltimore,
Maryland
| $685M | -$23.7M | -3% | 2.92% | 50.6% | 55 | 1.82% | 6.9 |
|
| 2579 |
2579
Aperture Investors
New York
| $685M | -$96.5M | -12% | 0.06% | 211% | 93 | 32.26% | 1.3 |
|
| 2580 |
2580
Monograph Wealth Advisors
Manhattan Beach,
California
| $684M | +$3.08M | +0.5% | 2.19% | 68% | 163 | 41.72% | 1.7 |
|
| 2581 |
2581
Gilbert & Cook
West Des Moines,
Iowa
| $684M | -$49.7M | -7% | 1.87% | 63.2% | 229 | 10.92% | 3.3 |
|
| 2582 |
LP
2582
LGL Partners
Philadelphia,
Pennsylvania
| $684M | +$87.1M | +15% | 2.65% | 68.9% | 120 | 19.17% | 3.4 |
|
| 2583 |
2583
LVW Advisors
Pittsford,
New York
| $684M | +$93.2M | +16% | 2.89% | 79.1% | 315 | 15.24% | 2.9 |
|
| 2584 |
2584
Arbor Investment Advisors
Winston Salem,
North Carolina
| $684M | +$820K | +0.1% | 0.47% | 44.3% | 115 | 15.65% | 4.7 |
|
| 2585 |
2585
Ascent Wealth Partners
New Hartford,
New York
| $683M | +$9.4M | +1% | 3.35% | 105% | 167 | 10.78% | 4 |
|
| 2586 |
2586
GCM Grosvenor Holdings
Chicago,
Illinois
| $683M | +$27.2M | +4% | 5.16% | 78.7% | 22 | 13.64% | 1 |
|
| 2587 |
2587
Avitas Wealth Management
Los Angeles,
California
| $683M | +$24.6M | +4% | 6.6% | 56.2% | 213 | 8.92% | 2.9 |
|
| 2588 |
2588
Bedel Financial Consulting
Indianapolis,
Indiana
| $682M | +$44.8M | +7% | 8.07% | 104% | 260 | 6.15% | 4.3 |
|
| 2589 |
2589
Keebeck Wealth Management
Chicago,
Illinois
| $682M | +$1.88M | +0.3% | 3.35% | 81.3% | 287 | 12.54% | 2.7 |
|
| 2590 |
2590
LaFleur & Godfrey
Grand Rapids,
Michigan
| $682M | +$5.99M | +0.9% | 1.58% | 85.2% | 141 | 8.51% | 4.2 |
|
| 2591 |
2591
Multicoin Capital Management
Austin,
Texas
| $681M | +$44.2M | +7% | 1.21% | – | 3 | 0% | 0.4 |
|
| 2592 |
2592
Cary Street Partners Asset Management
Richmond,
Virginia
| $681M | +$36.1M | +6% | 0.26% | 25.3% | 210 | 11.43% | 2.3 |
|
| 2593 |
2593
Ardsley Advisory Partners
Stamford,
Connecticut
| $681M | -$15.3M | -2% | 6.14% | 555% | 188 | 59.57% | 0.7 |
|
| 2594 |
2594
MONECO Advisors
Fairfield,
Connecticut
| $680M | +$50.5M | +8% | 2.11% | 70.5% | 450 | 16.67% | 2.2 |
|
| 2595 |
2595
Cooper Financial Group
Irvine,
California
| $680M | +$71.7M | +12% | 2.93% | 87.2% | 398 | 18.84% | 2.1 |
|
| 2596 |
2596
Passaic Partners
Newark,
New Jersey
| $680M | -$13.5M | -2% | 1.44% | 53.2% | 11 | 0% | 1.3 |
|
| 2597 |
2597
Newbrook Capital Advisors
New York
| $680M | -$91.2M | -12% | 4.46% | 299% | 21 | 23.81% | 0.9 |
|
| 2598 |
2598
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $680M | +$50.7M | +8% | 2.96% | 97.3% | 518 | 14.09% | 3.7 |
|
| 2599 |
2599
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $679M | +$328M | +94% | 0.46% | 47.9% | 131 | 19.08% | 1.6 |
|
| 2600 |
2600
Greenland Capital Management
New York
| $679M | -$218M | -24% | 3.23% | 210% | 501 | 67.86% | 0.3 |
|