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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
Jag Capital Management
St Louis,
Missouri
| $717M | -$112M | -13% | 11% | 230% | 153 | 20.26% | 3.8 |
|
| 2652 |
2652
Souders Financial Advisors
Cincinnati,
Ohio
| $716M | -$1.75M | -0.2% | 0.39% | 54.9% | 184 | 11.41% | 2.5 |
|
| 2653 |
2653
Inspirion Wealth Advisors
Libertyville,
Illinois
| $716M | +$825K | +0.1% | 0.14% | 52.5% | 164 | 10.37% | 4.3 |
|
| 2654 |
2654
Skylands Capital
Milwaukee,
Wisconsin
| $716M | -$21.3M | -3% | 1.34% | 61% | 165 | 15.76% | 5.4 |
|
| 2655 |
2655
Coppell Advisory Solutions
Coppell,
Texas
| $716M | +$35.9M | +5% | 2.47% | – | 2,114 | 17.55% | 1.1 |
|
| 2656 |
2656
Greenline Partners
New York
| $714M | +$15.7M | +2% | 1.42% | 69.6% | 242 | 43.8% | 2 |
|
| 2657 |
2657
Consolidated Investment Group
Englewood,
Colorado
| $713M | +$40.1M | +6% | 5.36% | 140% | 66 | 6.06% | 5.9 |
|
| 2658 |
2658
MainStreet Investment Advisors
Chicago,
Illinois
| $713M | -$39.8M | -5% | 0.29% | 61% | 166 | 15.66% | 4.2 |
|
| 2659 |
TIM
2659
Total Investment Management
Scottsdale,
Arizona
| $713M | -$180M | -20% | 2.02% | 44.4% | 82 | 21.95% | 2.9 |
|
| 2660 |
2660
Arbor Investment Advisors
Winston Salem,
North Carolina
| $712M | -$42.6M | -6% | 1.89% | 48.5% | 125 | 21.6% | 4.8 |
|
| 2661 |
2661
Quarry LP
New York
| $712M | +$314M | +79% | 5.25% | 83.2% | 2,134 | 51.41% | 0.6 |
|
| 2662 |
2662
Lee Financial
Dallas,
Texas
| $712M | +$8.01M | +1% | 1.5% | 75% | 189 | 8.47% | 4.4 |
|
| 2663 |
2663
Stanley-Laman Group
Berwyn,
Pennsylvania
| $712M | -$408K | -0.1% | 5.68% | 114% | 309 | 14.56% | 2.1 |
|
| 2664 |
2664
Qtron Investments
Boston,
Massachusetts
| $712M | -$19.8M | -3% | 3.33% | 140% | 437 | 13.04% | 2.4 |
|
| 2665 |
2665
MidWestOne Financial Group
Iowa City,
Iowa
| $712M | -$12.5M | -2% | 0.89% | 62.7% | 300 | 9.33% | 3.2 |
|
| 2666 |
2666
Sharkey, Howes & Javer
Denver,
Colorado
| $712M | +$9.8M | +1% | 1.18% | 60.2% | 155 | 14.19% | 2.8 |
|
| 2667 |
2667
TrinityPoint Wealth
Milford,
Connecticut
| $712M | +$16.1M | +2% | 1.76% | 28.4% | 356 | 13.2% | 3.3 |
|
| 2668 |
2668
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $711M | +$7.39M | +1% | 0.99% | 80.3% | 194 | 13.4% | 2.6 |
|
| 2669 |
2669
American Financial Advisors
Marietta,
Georgia
| $710M | -$23M | -3% | 0.75% | 52.7% | 153 | 6.54% | 3.1 |
|
| 2670 |
2670
Gilbert & Cook
West Des Moines,
Iowa
| $709M | -$18M | -2% | 1.47% | 63.2% | 224 | 14.73% | 3.5 |
|
| 2671 |
2671
Iron Gate Global Advisors
Nsl,
Utah
| $709M | +$61.9M | +10% | 6.29% | 106% | 97 | 17.53% | 3.6 |
|
| 2672 |
2672
Scarborough Advisors
Annapolis,
Maryland
| $708M | +$88.9M | +14% | 0.94% | 63.3% | 120 | 34.17% | 0.9 |
|
| 2673 |
2673
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $707M | -$21.1M | -3% | 2.54% | 51.1% | 642 | 9.81% | 3.5 |
|
| 2674 |
PFMOSF
2674
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $707M | +$76.5M | +12% | 16.5% | 209% | 66 | 69.7% | 0.4 |
|
| 2675 |
2675
Slow Capital
Greenbrae,
California
| $706M | +$53.7M | +8% | 7.6% | 156% | 125 | 6.4% | 4.9 |
|