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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Cooper Investors
Melbourne, Victoria,
Australia
| $658M | -$1.08B | -62% | 1.17% | 57.5% | 50 | 26% | 1.8 |
|
| 2652 |
2652
Ardmore Road Asset Management
New York
| $658M | +$90.3M | +16% | 6.94% | 245% | 54 | 53.7% | 0.3 |
|
| 2653 |
2653
AWM Capital
Phoenix,
Arizona
| $658M | +$58.2M | +10% | 0.51% | 51.1% | 90 | 10% | 1.7 |
|
| 2654 |
2654
Greenline Partners
New York
| $657M | +$29.7M | +5% | 1.1% | 69.6% | 136 | 13.24% | 3.3 |
|
| 2655 |
2655
Biglari Capital Corp
San Antonio,
Texas
| $657M | -$89.3M | -12% | 7.8% | 72.7% | 12 | 0% | 5 |
|
| 2656 |
2656
Albar Capital
London,
United Kingdom
| $656M | +$67.7M | +11% | 9.84% | 163% | 46 | 63.04% | 0.3 |
|
| 2657 |
2657
WealthShield Partners
Cary,
North Carolina
| $656M | +$38M | +6% | 2.6% | 71% | 495 | 9.9% | 2.3 |
|
| 2658 |
2658
John G. Ullman & Associates
Corning,
New York
| $655M | +$3.66M | +0.6% | 0.73% | 156% | 187 | 11.23% | 4.2 |
|
| 2659 |
2659
Great Waters Wealth Management
Shoreview,
Minnesota
| $655M | +$42.5M | +7% | 0.79% | 49% | 108 | 12.04% | 1.2 |
|
| 2660 |
2660
TSG Consumer Partners
Larkspur,
California
| $655M | -$929M | -59% | 7.51% | 70.1% | 2 | 0% | 2.5 |
|
| 2661 |
2661
Financial Planning & Information Services
De Pere,
Wisconsin
| $655M | -$10.9M | -2% | 0.24% | 13% | 90 | 12.22% | 5.3 |
|
| 2662 |
2662
Institutional & Family Asset Management
Fort Collins,
Colorado
| $654M | +$27M | +4% | 0.68% | 19% | 794 | 13.1% | 4 |
|
| 2663 |
2663
Wallington Asset Management
Indianapolis,
Indiana
| $654M | +$15.7M | +2% | 0.85% | 108% | 90 | 10% | 4.9 |
|
| 2664 |
2664
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $654M | +$39.8M | +6% | 3.87% | 116% | 345 | 24.64% | 1.4 |
|
| 2665 |
2665
Parker Investment Management
Menlo Park,
California
| $654M | +$10.8M | +2% | 13.7% | 208% | 32 | 3.13% | 3.5 |
|
| 2666 |
2666
St Louis Trust
Saint Louis,
Missouri
| $654M | +$14M | +2% | 0.89% | 71.4% | 126 | 3.97% | 4.1 |
|
| 2667 |
2667
Inspirion Wealth Advisors
Libertyville,
Illinois
| $654M | +$48.6M | +8% | 0.06% | 52.5% | 155 | 5.81% | 4.1 |
|
| 2668 |
2668
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $653M | +$63.5M | +11% | 1.27% | 64.4% | 58 | 12.07% | 1.4 |
|
| 2669 |
2669
Discerene Group
Stamford,
Connecticut
| $652M | -$37.5M | -5% | 4.24% | 48.6% | 11 | 0% | 3 |
|
| 2670 |
2670
Waycross Partners
Louisville,
Kentucky
| $652M | +$70.4M | +12% | 3.6% | 87.7% | 77 | 18.18% | 2.4 |
|
| 2671 |
2671
D'Orazio & Associates
Falls Church,
Virginia
| $652M | +$31.3M | +5% | 2.17% | 61.2% | 226 | 12.83% | 3.1 |
|
| 2672 |
2672
Personal CFO Solutions
Chester,
New Jersey
| $651M | +$9.9M | +2% | 1.9% | 91.4% | 604 | 22.52% | 2.1 |
|
| 2673 |
2673
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $651M | +$28.6M | +5% | 2.54% | 82.9% | 153 | 34.64% | 2.8 |
|
| 2674 |
2674
Redwood Capital Management
New York
| $650M | -$59.1M | -8% | 6.03% | 313% | 21 | 23.81% | 3 |
|
| 2675 |
2675
9258 Wealth Management
Blue Ash,
Ohio
| $650M | +$7.69M | +1% | 5.14% | 49.6% | 356 | 6.46% | 3.4 |
|