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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Financial Enhancement Group
Anderson,
Indiana
| $541M | +$26.1M | +5% | 4.3% | 62.2% | 137 | 29.2% | 2.7 |
|
| 2677 |
2677
HCR Wealth Advisors
Los Angeles,
California
| $540M | +$34.7M | +7% | 8.49% | 107% | 184 | 7.61% | 3.8 |
|
| 2678 |
2678
EAM Investors
Solana Beach,
California
| $540M | +$30.8M | +6% | 47.4% | 6,012% | 405 | 76.54% | 0.2 |
|
| 2679 |
2679
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $540M | +$24.6M | +5% | 6.55% | 80.3% | 159 | 15.09% | 2.6 |
|
| 2680 |
2680
Cigna Investments
Bloomfield,
Connecticut
| $539M | +$36.1M | +7% | 9.77% | 154% | 470 | 6.17% | 5.1 |
|
| 2681 |
2681
Berry Street Capital Management
London,
United Kingdom
| $539M | +$142M | +36% | 6.42% | 331% | 45 | 75.56% | 0.2 |
|
| 2682 |
2682
Bison Wealth
Atlanta,
Georgia
| $539M | +$216M | +67% | 7.58% | 37.4% | 392 | 35.97% | 2.4 |
|
| 2683 |
2683
Portside Wealth Group
Provo,
Utah
| $539M | – | – | 5.76% | 90.1% | 369 | – | 0 |
|
| 2684 |
2684
Kapitalo Investimentos
Sao Paulo,
Brazil
| $539M | +$233M | +76% | 6.52% | 66.5% | 746 | 83.51% | 0.1 |
|
| 2685 |
2685
Exchange Capital Management
Ann Arbor,
Michigan
| $539M | +$46M | +9% | 6.36% | 57.8% | 178 | 6.18% | 5 |
|
| 2686 |
2686
Cary Street Partners Asset Management
Richmond,
Virginia
| $538M | +$9.17M | +2% | 4.46% | 25.3% | 419 | 59.67% | 1.7 |
|
| 2687 |
2687
Mason Street Advisors
Milwaukee,
Wisconsin
| $537M | +$84.9M | +19% | 4.38% | 32% | 9 | 11.11% | 4.4 |
|
| 2688 |
2688
ORIX Corp
Tokyo,
Japan
| $537M | -$28.8M | -5% | 5.08% | 11.7% | 1 | 0% | 5.5 |
|
| 2689 |
2689
Gilman Hill Asset Management
New Canaan,
Connecticut
| $537M | +$45.3M | +9% | 3.65% | 54.2% | 221 | 10.41% | 4.2 |
|
| 2690 |
GWSG
2690
GPS Wealth Strategies Group
Centennial,
Colorado
| $537M | +$53.9M | +11% | 9.28% | 118% | 1,326 | 11.99% | 0.4 |
|
| 2691 |
2691
GFG Capital
Miami,
Florida
| $537M | +$71.6M | +15% | 9.62% | 152% | 127 | 18.9% | 2.2 |
|
| 2692 |
2692
Towercrest Capital Management
Newtown,
Pennsylvania
| $537M | +$56M | +12% | 3.45% | 42.6% | 104 | 9.62% | 4 |
|
| 2693 |
2693
Edenbrook Capital
Mt. Kisco,
New York
| $537M | +$56.4M | +12% | 31.6% | 267% | 13 | 7.69% | 3 |
|
| 2694 |
2694
McGuire Investment Group
Wakefield,
Rhode Island
| $537M | +$33.4M | +7% | 8.97% | 202% | 130 | 18.46% | 3 |
|
| 2695 |
2695
NFP Retirement Inc
Aliso Viejo,
California
| $536M | +$33.7M | +7% | 4.22% | 46.7% | 247 | 8.5% | 1.9 |
|
| 2696 |
2696
Summit Financial Strategies
Columbus,
Ohio
| $536M | +$28.6M | +6% | 4.98% | 59.4% | 130 | 7.69% | 3.2 |
|
| 2697 |
ERFOTCOFW
2697
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $536M | +$24.8M | +5% | 4.96% | 31.5% | 12 | 0% | 1.1 |
|
| 2698 |
2698
Silicon Valley Capital Partners
San Jose,
California
| $536M | +$58.1M | +12% | 10.5% | 103% | 399 | 43.86% | 0.8 |
|
| 2699 |
2699
Sompo Asset Management
Tokyo,
Japan
| $536M | +$60.3M | +13% | 7.2% | 84.7% | 175 | 3.43% | 2.9 |
|
| 2700 |
2700
Parkside Investments
Deerfield,
Illinois
| $536M | +$4.7M | +0.9% | 3.12% | 70.4% | 98 | 18.37% | 3.2 |
|