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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
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $741M | +$347K | +0% | 10.4% | 83% | 1,182 | 13.37% | 2.3 |
|
| 2677 |
2677
Gilbert & Cook
West Des Moines,
Iowa
| $740M | +$50.4M | +7% | 9.03% | 63.2% | 212 | 7.08% | 3.7 |
|
| 2678 |
HP
2678
Hound Partners
New York
| $740M | +$236M | +47% | 18.4% | 19.7% | 28 | 39.29% | 0.9 |
|
| 2679 |
2679
Wealth Management Nebraska
Norfolk,
Nebraska
| $740M | +$82.4M | +13% | 6.53% | – | 89 | 24.72% | 0.4 |
|
| 2680 |
2680
Sargent Investment Group
Bethesda,
Maryland
| $740M | +$113M | +18% | 17% | 113% | 247 | 10.53% | 3.3 |
|
| 2681 |
2681
Quantum Financial Advisors
El Segundo,
California
| $739M | +$67.9M | +10% | 8.56% | 61.1% | 196 | 18.37% | 1.7 |
|
| 2682 |
2682
Professional Advisory Services
Vero Beach,
Florida
| $737M | +$23.1M | +3% | 6.61% | 69.3% | 85 | 3.53% | 6.1 |
|
| 2683 |
KWMG
2683
King Wealth Management Group
Naples,
Florida
| $737M | +$77.4M | +12% | 13.7% | 86% | 165 | 9.09% | 5.7 |
|
| 2684 |
2684
First Hawaiian Bank
Honolulu,
Hawaii
| $737M | +$50.9M | +7% | 8.89% | 72.7% | 99 | 9.09% | 7.9 |
|
| 2685 |
2685
Dillon & Associates
Jackson,
Michigan
| $737M | +$63.6M | +9% | 12.3% | 117% | 79 | 3.8% | 7.8 |
|
| 2686 |
2686
Resources Management Corp
West Hartford,
Connecticut
| $736M | +$25.3M | +4% | 9.59% | 78.5% | 451 | 11.75% | 4.8 |
|
| 2687 |
2687
Parkside Investments
Deerfield,
Illinois
| $736M | +$56.7M | +8% | 9.47% | 70.4% | 95 | 9.47% | 4.2 |
|
| 2688 |
DTL
2688
Dynamic Technology Lab
Singapore
| $736M | +$45.1M | +7% | 6.87% | 30.8% | 1,424 | 70.79% | 0.3 |
|
| 2689 |
2689
Stockman Wealth Management
Billings,
Montana
| $736M | +$60.5M | +9% | 6.27% | 73.5% | 178 | 9.55% | 5.2 |
|
| 2690 |
WCM
2690
Wallace Capital Management
Dallas,
Texas
| $734M | -$47M | -6% | 3.28% | 62.3% | 86 | 19.77% | 5.5 |
|
| 2691 |
2691
Clark Asset Management
Stratham,
New Hampshire
| $734M | +$137M | +23% | 7.4% | 51.8% | 208 | 29.81% | 1 |
|
| 2692 |
2692
Permanens Capital
New York
| $733M | +$183M | +33% | 8.92% | 76.9% | 76 | 32.89% | 1.6 |
|
| 2693 |
2693
Bedel Financial Consulting
Indianapolis,
Indiana
| $733M | +$35.2M | +5% | 3.42% | 104% | 277 | 6.86% | 4.7 |
|
| 2694 |
2694
Bank Hapoalim BM
Tel Aviv,
Israel
| $733M | +$43.5M | +6% | 11.4% | 76.6% | 132 | 12.88% | 4.8 |
|
| 2695 |
2695
ZEGA Investments
Palm Beach Gardens,
Florida
| $733M | +$76.6M | +12% | 7.42% | – | 163 | 30.06% | 0.4 |
|
| 2696 |
2696
Affinity Asset Advisors
New York
| $732M | -$316M | -30% | 15.9% | 1,487% | 119 | 41.18% | 1 |
|
| 2697 |
2697
Flaharty Asset Management
Clearwater,
Florida
| $731M | +$38.1M | +5% | 4.45% | 33.4% | 513 | 76.02% | 3.4 |
|
| 2698 |
GA
2698
GFS Advisors
Houston,
Texas
| $731M | +$233M | +47% | 9.39% | 97.9% | 150 | 21.33% | 3.2 |
|
| 2699 |
2699
TFC Financial Management
Boston,
Massachusetts
| $730M | +$76.8M | +12% | 8.14% | 60% | 1,106 | 25.5% | 2.4 |
|
| 2700 |
2700
BSW Wealth Partners
Boulder,
Colorado
| $730M | +$71.1M | +11% | 9.83% | 75.4% | 330 | 10.91% | 3.6 |
|