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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
Sharkey, Howes & Javer
Denver,
Colorado
| $522M | -$6.18M | -1% | 3.6% | 60.2% | 118 | 25.42% | 2.7 |
|
| 2677 |
2677
Souders Financial Advisors
Cincinnati,
Ohio
| $521M | -$2.49M | -0.5% | 3.01% | 54.9% | 156 | 10.26% | 2.2 |
|
| 2678 |
2678
Mason Street Advisors
Milwaukee,
Wisconsin
| $521M | -$16.5M | -3% | 3.6% | 32% | 8 | 0% | 4.7 |
|
| 2679 |
GWSG
2679
GPS Wealth Strategies Group
Centennial,
Colorado
| $521M | -$16.4M | -3% | 2.95% | 118% | 1,316 | 8.13% | 0.6 |
|
| 2680 |
2680
Y.D. More Investments
Ramat Gan,
Israel
| $520M | +$86.9M | +20% | 4.78% | 305% | 378 | 23.81% | 0.6 |
|
| 2681 |
2681
TBH Global Asset Management
Brentwood,
Tennessee
| $520M | +$9.8M | +2% | 3.21% | 70.7% | 237 | 14.77% | 1.9 |
|
| 2682 |
2682
Financial Enhancement Group
Anderson,
Indiana
| $520M | -$20.9M | -4% | 2.17% | 62.2% | 132 | 21.97% | 2.8 |
|
| 2683 |
2683
Dillon & Associates
Jackson,
Michigan
| $520M | -$24M | -4% | 3.77% | 117% | 81 | 4.94% | 6.8 |
|
| 2684 |
2684
Bensler
Bellevue,
Washington
| $520M | -$6.99M | -1% | 2.71% | 106% | 161 | 10.56% | 1.3 |
|
| 2685 |
2685
First Beijing Investment Ltd
Hong Kong
| $519M | +$188M | +57% | 12.4% | 81.8% | 11 | 27.27% | 0.2 |
|
| 2686 |
PS
2686
Portfolio Strategies
Monsey,
New York
| $519M | -$34.6M | -6% | 5.01% | 120% | 46 | 10.87% | 2.6 |
|
| 2687 |
2687
S&T Bank
Indiana,
Pennsylvania
| $519M | -$37M | -7% | 3.34% | 193% | 104 | 9.62% | 5.4 |
|
| 2688 |
2688
McGuire Investment Group
Wakefield,
Rhode Island
| $519M | -$18M | -3% | 4.72% | 202% | 123 | 8.13% | 3.2 |
|
| 2689 |
2689
EAM Investors
Solana Beach,
California
| $518M | -$21.6M | -4% | 29.9% | 6,012% | 407 | 70.52% | 0.2 |
|
| 2690 |
2690
Insight Wealth Strategies
San Ramon,
California
| $518M | -$4.8M | -0.9% | 2.46% | 83.5% | 148 | 11.49% | 2.7 |
|
| 2691 |
2691
Bluescape Energy Partners
Dallas,
Texas
| $518M | -$11M | -2% | 5.36% | 57.9% | 6 | 33.33% | 1.8 |
|
| 2692 |
2692
Ninety One
Cape Town,
South Africa
| $518M | +$113M | +28% | 1.63% | 232% | 73 | 16.44% | 3.5 |
|
| 2693 |
2693
Consolidated Investment Group
Englewood,
Colorado
| $517M | -$41.2M | -7% | 3.2% | 140% | 66 | 0% | 5.2 |
|
| 2694 |
2694
Insight Wealth Partners
Plano,
Texas
| $517M | +$85.4M | +20% | 2.51% | 56.2% | 72 | 5.56% | 2.1 |
|
| 2695 |
2695
Almanack Investment Partners
Wayne,
Pennsylvania
| $517M | -$52.7M | -9% | 0.99% | 77.8% | 186 | 23.12% | 1.8 |
|
| 2696 |
2696
Planning Alternatives
Birmingham,
Michigan
| $516M | -$27.6M | -5% | 4.26% | 69.6% | 48 | 10.42% | 5.7 |
|
| 2697 |
2697
Elequin Capital
New York
| $515M | +$320M | +163% | 1.47% | 52.4% | 670 | 61.19% | 0.3 |
|
| 2698 |
2698
Ropes Wealth Advisors
Boston,
Massachusetts
| $515M | -$87.4M | -15% | 3.04% | 71% | 284 | 14.79% | 5.5 |
|
| 2699 |
2699
Resource Consulting Group
Orlando,
Florida
| $515M | +$9.38M | +2% | 1.61% | – | 69 | 26.09% | 1.1 |
|
| 2700 |
2700
Bison Wealth
Atlanta,
Georgia
| $515M | -$23.5M | -4% | 2.36% | 37.4% | 412 | 13.11% | 2.6 |
|