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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Evermay Wealth Management
Arlington,
Virginia
| $971M | +$68.9M | +8% | 10.3% | 56.2% | 695 | 20.86% | 4 |
|
| 2627 |
2627
Marietta Wealth Management
Marietta,
Georgia
| $971M | +$129M | +15% | 13.6% | 93% | 137 | 8.76% | 4.6 |
|
| 2628 |
2628
Noked Israel
Ramat Hasharon,
Israel
| $970M | +$293M | +43% | 37.8% | 265% | 14 | 28.57% | 1.5 |
|
| 2629 |
2629
RMG Wealth Management
Platteville,
Wisconsin
| $969M | +$103M | +12% | 12.8% | – | 804 | 53.11% | 0.5 |
|
| 2630 |
2630
Disciplina Capital Management
Nashville,
Tennessee
| $968M | +$24.4M | +3% | 6.66% | 30% | 69 | 2.9% | 3.4 |
|
| 2631 |
2631
Stockman Wealth Management
Billings,
Montana
| $968M | +$61.5M | +7% | 12.1% | 77.5% | 190 | 12.11% | 5.4 |
|
| 2632 |
2632
L & S Advisors
Los Angeles,
California
| $967M | +$173M | +22% | 30.3% | 231% | 273 | 28.21% | 3 |
|
| 2633 |
2633
Intrinsic Edge Capital Management
Chicago,
Illinois
| $967M | +$365M | +60% | 44.3% | 283% | 155 | 50.97% | 0.7 |
|
| 2634 |
2634
Revolve Wealth Partners
Hackensack,
New Jersey
| $965M | +$195M | +25% | 13.7% | 67.4% | 362 | 38.12% | 1.8 |
|
| 2635 |
2635
Bath Savings Trust
Bath,
Maine
| $965M | +$29.1M | +3% | 6.76% | 57.8% | 183 | 11.48% | 6.9 |
|
| 2636 |
2636
L2 Asset Management
Wayland,
Massachusetts
| $965M | -$86.6M | -8% | 19.8% | 128% | 445 | 18.43% | 1.8 |
|
| 2637 |
2637
Baker Ellis Asset Management
Vancouver,
Washington
| $964M | +$122M | +14% | 20.3% | 91.9% | 274 | 10.58% | 5.4 |
|
| 2638 |
2638
Goodnow Investment Group
Darien,
Connecticut
| $964M | +$50.8M | +6% | 13.3% | 131% | 31 | 32.26% | 3.3 |
|
| 2639 |
2639
Aviance Capital Partners
Naples,
Florida
| $963M | +$109M | +13% | 15.8% | 109% | 400 | 11% | 4.7 |
|
| 2640 |
2640
Leonard Green & Partners
Los Angeles,
California
| $962M | -$1.81B | -65% | 30% | 53.9% | 6 | 33.33% | 4.6 |
|
| 2641 |
2641
Silverarc Capital Management
Boston,
Massachusetts
| $962M | -$17.7M | -2% | 33.4% | 2,765% | 98 | 51.02% | 1 |
|
| 2642 |
2642
Parthenon LLC
Louisville,
Kentucky
| $962M | +$87.2M | +10% | 15.3% | 93.3% | 138 | 11.59% | 8.2 |
|
| 2643 |
2643
Ardsley Advisory Partners
Stamford,
Connecticut
| $960M | +$176M | +22% | 67.8% | 555% | 219 | 64.84% | 0.6 |
|
| 2644 |
2644
Ramirez Asset Management
New York
| $960M | +$128M | +15% | 11.3% | 86.8% | 375 | 10.93% | 1.9 |
|
| 2645 |
JWBC
2645
J.W. Burns & Co
Dewitt,
New York
| $959M | +$86.7M | +10% | 14.2% | 95.4% | 195 | 9.23% | 7.7 |
|
| 2646 |
2646
Wahed Invest
New York
| $958M | +$188M | +24% | 37.1% | 140% | 234 | 6.84% | 3 |
|
| 2647 |
2647
Buck Wealth Strategies
Denver,
Colorado
| $956M | +$146M | +18% | 7.03% | 48.4% | 1,173 | 86.1% | 0.2 |
|
| 2648 |
2648
River Wealth Advisors
Camp Hill,
Pennsylvania
| $956M | +$85M | +10% | 15.7% | 80.3% | 221 | 9.05% | 6.3 |
|
| 2649 |
2649
Lifeworks Advisors
Grand Rapids,
Michigan
| $955M | +$176M | +23% | 22.2% | 80.4% | 349 | 18.05% | 2 |
|
| 2650 |
2650
Victory Financial Group
Austin,
Texas
| $953M | +$139M | +17% | 17.9% | – | 429 | 25.87% | 0.9 |
|