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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $782M | +$101M | +15% | 7.77% | 52.3% | 16 | 0% | 3 |
|
| 2602 |
2602
Archford Capital Strategies
Swansea,
Illinois
| $782M | +$99.3M | +15% | 10.9% | 87.4% | 327 | 13.46% | 4 |
|
| 2603 |
2603
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $782M | +$37.6M | +5% | 7.51% | 51.5% | 122 | 15.57% | 2.8 |
|
| 2604 |
2604
Bordeaux Wealth Advisors
Menlo Park,
California
| $781M | +$241M | +45% | 25.9% | 141% | 175 | 19.43% | 2.1 |
|
| 2605 |
2605
Arbor Investment Advisors
Winston Salem,
North Carolina
| $780M | +$44.3M | +6% | 6.38% | 44.3% | 118 | 8.47% | 4.8 |
|
| 2606 |
2606
Emerald Advisors
Bellevue,
Washington
| $780M | +$27.6M | +4% | 5.63% | 71.8% | 106 | 16.04% | 3.1 |
|
| 2607 |
2607
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $779M | +$142M | +22% | 0.5% | 25.8% | 83 | 56.63% | 0.4 |
|
| 2608 |
2608
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $777M | +$59.7M | +8% | 7.12% | 57.8% | 201 | 12.44% | 2.1 |
|
| 2609 |
2609
LM Advisors
San Diego,
California
| $777M | +$222M | +40% | 13.6% | – | 230 | 26.52% | 1.2 |
|
| 2610 |
2610
Taikang Asset Management (HK)
Hong Kong
| $777M | +$42.7M | +6% | 10.4% | 172% | 111 | 18.02% | 2.8 |
|
| 2611 |
2611
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $775M | +$180M | +30% | 11.9% | – | 1,887 | 21.73% | 0.7 |
|
| 2612 |
2612
OLP Capital Management
Causeway Bay,
Hong Kong
| $773M | +$3.01M | +0.4% | 2.56% | 146% | 4 | 0% | 1.6 |
|
| 2613 |
2613
Claret Asset Management
Montreal,
Quebec, Canada
| $772M | +$79.2M | +11% | 9.7% | 73.3% | 450 | 55.33% | 1.4 |
|
| 2614 |
2614
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $772M | +$127M | +20% | 4.27% | 2,136% | 18 | 22.22% | 2.1 |
|
| 2615 |
2615
First Light Asset Management
Edina,
Minnesota
| $771M | -$104M | -12% | 0.86% | 364% | 45 | 33.33% | 2.2 |
|
| 2616 |
2616
MidWestOne Financial Group
Iowa City,
Iowa
| $770M | +$66M | +9% | 6.49% | 62.7% | 312 | 15.38% | 3.3 |
|
| 2617 |
VS
2617
VK Services
Menlo Park,
California
| $770M | +$382M | +99% | 99.2% | 1,605% | 2 | 0% | 3.8 |
|
| 2618 |
2618
Lansdowne Partners (UK)
London,
United Kingdom
| $770M | +$63.9M | +9% | 16.8% | 293% | 23 | 21.74% | 2.2 |
|
| 2619 |
2619
Managed Asset Portfolios
Rochester,
Michigan
| $770M | +$47.9M | +7% | 11% | 99.2% | 53 | 15.09% | 4 |
|
| 2620 |
2620
Revolve Wealth Partners
Hackensack,
New Jersey
| $770M | +$78.1M | +11% | 8.74% | 67.4% | 246 | 15.85% | 2 |
|
| 2621 |
2621
Great Waters Wealth Management
Shoreview,
Minnesota
| $769M | +$48.1M | +7% | 6.89% | 49% | 111 | 8.11% | 1.9 |
|
| 2622 |
CM
2622
Conifer Management
New York
| $768M | +$109M | +16% | 19.2% | 22.7% | 6 | 16.67% | 3.3 |
|
| 2623 |
2623
Hill Investment Group Partners
St. Louis,
Missouri
| $768M | +$39.7M | +5% | 7.2% | 50.6% | 52 | 5.77% | 2.6 |
|
| 2624 |
PS
2624
Portfolio Strategies
Monsey,
New York
| $768M | +$122M | +19% | 19.7% | 120% | 54 | 16.67% | 3.3 |
|
| 2625 |
2625
Marietta Wealth Management
Marietta,
Georgia
| $767M | +$85.6M | +13% | 10.5% | 93% | 116 | 7.76% | 4.5 |
|