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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
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $854M | -$613K | -0.1% | 1.36% | – | 61 | 8.2% | 0.9 |
|
| 2627 |
2627
Absher Wealth Management
Chapel Hill,
North Carolina
| $853M | +$9.9M | +1% | 0.59% | 65.3% | 78 | 16.67% | 4.1 |
|
| 2628 |
2628
Absolute Investment Advisers
Rosemary Beach,
Florida
| $852M | -$25M | -3% | 0.56% | 0.5% | 147 | 34.69% | 1 |
|
| 2629 |
2629
United Services Automobile Association
San Antonio,
Texas
| $851M | -$729M | -46% | 0.9% | 31.8% | 20 | 30% | 9.6 |
|
| 2630 |
2630
Evelyn Partners Investment Management Services
London,
| $850M | +$51.7M | +6% | 3.77% | – | 290 | 12.76% | 1.1 |
|
| 2631 |
RIA
2631
RPG Investment Advisory
Pleasanton,
California
| $850M | -$31.2M | -4% | 0.42% | 186% | 98 | 13.27% | 4.4 |
|
| 2632 |
2632
Embree Financial Group
Chicago,
Illinois
| $849M | +$33.5M | +4% | 2.68% | 87.6% | 286 | 19.93% | 1.5 |
|
| 2633 |
2633
Parsifal Capital Management
Greenwich,
Connecticut
| $849M | -$370M | -30% | 0.67% | 154% | 24 | 50% | 1.1 |
|
| 2634 |
2634
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $849M | +$353M | +71% | 2.67% | 142% | 28 | 42.86% | 2.9 |
|
| 2635 |
2635
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $848M | -$82.8M | -9% | 1.89% | – | 307 | 15.31% | 3.5 |
|
| 2636 |
2636
Hohimer Wealth Management
Seattle,
Washington
| $847M | +$104M | +14% | 0.03% | 111% | 434 | 38.71% | 1.7 |
|
| 2637 |
2637
Catalyst Financial Partners
Boston,
Massachusetts
| $847M | -$49.8M | -6% | 0.76% | 110% | 393 | 23.41% | 1.9 |
|
| 2638 |
2638
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $845M | -$44.9M | -5% | 3.64% | 49% | 116 | 7.76% | 3.9 |
|
| 2639 |
AP
2639
Archon Partners
Princeton Junction,
New Jersey
| $845M | -$112M | -12% | 6.63% | 99.5% | 48 | 31.25% | 5.1 |
|
| 2640 |
2640
Fractal Investments
Glastonbury,
Connecticut
| $845M | +$129M | +18% | 18.1% | 74.2% | 89 | 19.1% | 2.2 |
|
| 2641 |
2641
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $845M | +$213M | +34% | 10.1% | 89.7% | 44 | 25% | 2.6 |
|
| 2642 |
2642
Occidental Asset Management
Burlingame,
California
| $844M | +$11.9M | +1% | 0.97% | 97.4% | 329 | 24.01% | 3.7 |
|
| 2643 |
2643
Hel Ved Capital Management
Central,
Hong Kong
| $844M | +$472M | +127% | 34.9% | 1,351% | 81 | 66.67% | 0.3 |
|
| 2644 |
2644
State of Wyoming
Cheyenne,
Wyoming
| $844M | -$69.3M | -8% | 1% | 135% | 2,094 | 29.7% | 1.6 |
|
| 2645 |
2645
Baker Ellis Asset Management
Vancouver,
Washington
| $842M | +$11.5M | +1% | 3.79% | 91.9% | 273 | 11.72% | 5.5 |
|
| 2646 |
2646
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $842M | -$7.96M | -0.9% | 0.12% | 117% | 221 | 7.24% | 5.8 |
|
| 2647 |
BI
2647
BBFIT Investments
Singapore,
| $842M | -$161M | -16% | 15.3% | – | 9 | 22.22% | 0.3 |
|
| 2648 |
2648
Marietta Wealth Management
Marietta,
Georgia
| $841M | -$23.1M | -3% | 0.48% | 93% | 132 | 8.33% | 4.6 |
|
| 2649 |
2649
Walmart Inc
Bentonville,
Arkansas
| $840M | -$134M | -14% | 12.3% | – | 3 | 0% | 1 |
|
| 2650 |
2650
Community Bank
Dewitt,
New York
| $840M | -$6.02M | -0.7% | 1.36% | 86.3% | 527 | 12.33% | 5.7 |
|