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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
NFP Retirement Inc
Aliso Viejo,
California
| $591M | +$67.2M | +13% | 9.17% | 46.7% | 248 | 10.48% | 2.2 |
|
| 2677 |
2677
Passaic Partners
Newark,
New Jersey
| $591M | +$40.7M | +7% | 9.8% | 53.2% | 10 | 40% | 1.7 |
|
| 2678 |
CEI
2678
Clark Estates Inc
New York
| $590M | +$40.6M | +7% | 16.6% | 34.5% | 102 | 25.49% | 1.9 |
|
| 2679 |
2679
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $590M | +$146M | +33% | 12.6% | 140% | 214 | 50.47% | 2.3 |
|
| 2680 |
2680
Meteora Capital
Boca Raton,
Florida
| $589M | +$2.62M | +0.4% | 1.14% | 56.9% | 425 | 32.71% | 0.8 |
|
| 2681 |
2681
Biondo Investment Advisors
Milford,
Pennsylvania
| $588M | +$57.5M | +11% | 12.5% | 83.4% | 87 | 13.79% | 4.8 |
|
| 2682 |
2682
Penn Davis McFarland
Dallas,
Texas
| $588M | +$17M | +3% | 11.7% | 100% | 49 | 12.24% | 4.8 |
|
| 2683 |
2683
Heritage Financial Services
Westwood,
Massachusetts
| $588M | +$75.6M | +15% | 7.65% | 38.3% | 99 | 20.2% | 1.3 |
|
| 2684 |
2684
Great Point Partners
Greenwich,
Connecticut
| $587M | +$37.7M | +7% | 40.6% | 710% | 52 | 53.85% | 0.6 |
|
| 2685 |
2685
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $586M | +$62.7M | +12% | 11.4% | 80.3% | 173 | 17.92% | 2.7 |
|
| 2686 |
2686
Strategies Wealth Advisors
Grand Rapids,
Michigan
| $585M | +$76.3M | +15% | 10.5% | 64.6% | 91 | 15.38% | 1.5 |
|
| 2687 |
2687
RR Advisors
Dallas,
Texas
| $584M | +$6.33M | +1% | 2.72% | 115% | 21 | 4.76% | 3.2 |
|
| 2688 |
2688
Souders Financial Advisors
Cincinnati,
Ohio
| $584M | +$63.3M | +12% | 9% | 54.9% | 160 | 10.63% | 2.3 |
|
| 2689 |
2689
Resource Consulting Group
Orlando,
Florida
| $584M | +$68.8M | +13% | 10.2% | – | 71 | 29.58% | 1 |
|
| 2690 |
2690
Core Alternative Capital
Peachtree Corners,
Georgia
| $583M | -$65M | -10% | 10.3% | 74.5% | 384 | 7.03% | 2.1 |
|
| 2691 |
2691
Cary Street Partners Asset Management
Richmond,
Virginia
| $583M | +$48M | +9% | 9.83% | 25.3% | 207 | 12.56% | 2 |
|
| 2692 |
2692
RBO & Co
Saint Helena,
California
| $583M | +$32.4M | +6% | 9.03% | 27.9% | 57 | 5.26% | 6.3 |
|
| 2693 |
2693
Teamwork Financial Advisors
San Antonio,
Texas
| $583M | -$29.8M | -5% | 10.2% | 134% | 224 | 28.57% | 1.8 |
|
| 2694 |
2694
Norden Group
Provo,
Utah
| $581M | +$277M | +91% | 6.33% | 104% | 304 | 23.03% | 0.2 |
|
| 2695 |
2695
St Louis Trust
Saint Louis,
Missouri
| $581M | +$49.9M | +9% | 10.6% | 71.4% | 108 | 3.7% | 4.1 |
|
| 2696 |
TCOT
2696
Trust Company of Toledo
Holland,
Ohio
| $581M | +$72M | +14% | 11.4% | 109% | 224 | 8.04% | 6.3 |
|
| 2697 |
1SP
2697
140 Summer Partners
New York
| $580M | +$67.8M | +13% | 14.8% | 202% | 13 | 15.38% | 0.9 |
|
| 2698 |
2698
Atlas FRM
Greenwich,
Connecticut
| $580M | -$25.1M | -4% | 8.8% | 38.9% | 12 | 25% | 1 |
|
| 2699 |
2699
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $580M | +$80.7M | +16% | 11.3% | 67.5% | 200 | 13% | 0.9 |
|
| 2700 |
GIM
2700
Greylin Investment Management
Orange,
Virginia
| $578M | +$21.8M | +4% | 6.77% | 52.1% | 76 | 7.89% | 5.6 |
|