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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
Marietta Wealth Management
Marietta,
Georgia
| $688M | +$46.8M | +7% | 5.63% | 93% | 113 | 9.73% | 4.4 |
|
| 2677 |
2677
NWF Advisory Services
Los Angeles,
California
| $688M | +$59.2M | +9% | 5.29% | 120% | 362 | 15.19% | 1.1 |
|
| 2678 |
2678
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $688M | +$37.1M | +6% | 7.07% | 98% | 158 | 36.71% | 2.7 |
|
| 2679 |
2679
Cynosure Group
Salt Lake City,
Utah
| $686M | +$63M | +10% | 5.72% | 56.8% | 415 | 30.36% | 0.7 |
|
| 2680 |
2680
HBW Advisory Services
Simi Valley,
California
| $684M | +$81.5M | +14% | 6.55% | 68.6% | 401 | 26.68% | 1.8 |
|
| 2681 |
2681
V-Square Quantitative Management
Chicago,
Illinois
| $681M | +$63.7M | +10% | 6.59% | 111% | 697 | 17.36% | 0.9 |
|
| 2682 |
2682
Coppell Advisory Solutions
Coppell,
Texas
| $680M | +$73.3M | +12% | 7.44% | – | 1,989 | 15.08% | 1 |
|
| 2683 |
2683
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $678M | -$144M | -18% | 3.13% | 312% | 2 | 50% | 3 |
|
| 2684 |
2684
Grove Bank & Trust
Miami,
Florida
| $677M | +$54M | +9% | 6.29% | 80.5% | 755 | 29.14% | 2.5 |
|
| 2685 |
2685
CDAM (UK)
London,
United Kingdom
| $677M | +$7.31M | +1% | 6.86% | 7.89% | 10 | 0% | 3.5 |
|
| 2686 |
2686
LS Investment Advisors
Bloomfield Hills,
Michigan
| $677M | +$36M | +6% | 7.22% | 98.7% | 142 | 6.34% | 8.2 |
|
| 2687 |
2687
Auxier Asset Management
Aurora,
Oregon
| $677M | +$45M | +7% | 8.36% | 71.7% | 176 | 5.11% | 7.7 |
|
| 2688 |
2688
9258 Wealth Management
Blue Ash,
Ohio
| $677M | +$26.7M | +4% | 5.92% | 49.6% | 362 | 7.18% | 3.5 |
|
| 2689 |
2689
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $676M | +$42.1M | +7% | 4.94% | 76.7% | 194 | 14.95% | 2.7 |
|
| 2690 |
2690
Northcape Capital
Sydney,
Australia
| $675M | +$2.53M | +0.4% | 6.52% | – | 34 | 8.82% | 3.2 |
|
| 2691 |
2691
Adams Natural Resources Fund
Baltimore,
Maryland
| $675M | -$10M | -1% | 0.21% | 50.6% | 57 | 7.02% | 6.8 |
|
| 2692 |
2692
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $674M | +$52.1M | +8% | 5.75% | 67.5% | 212 | 10.38% | 1.4 |
|
| 2693 |
2693
SKBA Capital Management
San Francisco,
California
| $674M | +$50.4M | +8% | 10.6% | 53.9% | 79 | 10.13% | 4.3 |
|
| 2694 |
2694
Radnor Capital Management
Wayne,
Pennsylvania
| $673M | +$345M | +105% | 7.81% | 96.9% | 340 | 54.41% | 1.4 |
|
| 2695 |
2695
Consolidated Investment Group
Englewood,
Colorado
| $673M | +$28.4M | +4% | 5.26% | 140% | 66 | 6.06% | 5.8 |
|
| 2696 |
2696
Inscription Capital
Houston,
Texas
| $673M | +$51.9M | +8% | 6.06% | – | 382 | 12.57% | 1.9 |
|
| 2697 |
2697
Intrua Financial
Houston,
Texas
| $673M | +$2.77M | +0.4% | 6.49% | 77.4% | 414 | 14.49% | 2.4 |
|
| 2698 |
2698
Cooper Investors
Melbourne, Victoria,
Australia
| $673M | +$14.7M | +2% | 11.1% | 57.5% | 49 | 24.49% | 1.8 |
|
| 2699 |
2699
Alphadyne Asset Management
New York
| $672M | +$92.9M | +16% | 0.79% | 159% | 39 | 84.62% | 0.2 |
|
| 2700 |
2700
Consolidated Planning Corp
Atlanta,
Georgia
| $672M | +$66.2M | +11% | 7.41% | 84.6% | 223 | 29.15% | 1.7 |
|