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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
James J. Burns & Company
Melville,
New York
| $924M | +$186M | +25% | 13% | 70.2% | 171 | 14.04% | 2.3 |
|
| 2702 |
2702
Alaska Wealth Advisors
Anchorage,
Alaska
| $923M | +$90.4M | +11% | 13% | 44.3% | 92 | 9.78% | 3.4 |
|
| 2703 |
2703
Delta Global Management
New York
| $922M | -$300M | -25% | 34.8% | – | 220 | 62.27% | 0.4 |
|
| 2704 |
SA
2704
SoftVest Advisors
Abilene,
Texas
| $921M | +$49M | +6% | 1.89% | 178% | 9 | 44.44% | 1.7 |
|
| 2705 |
2705
AXQ Capital
Jersey City,
New Jersey
| $920M | +$143M | +18% | 16.9% | 35.5% | 1,459 | 67.51% | 0.2 |
|
| 2706 |
VCM
2706
Violich Capital Management
San Francisco,
California
| $919M | +$63.9M | +7% | 17.4% | 111% | 125 | 8% | 6.6 |
|
| 2707 |
2707
TFO Wealth Partners
Maumee,
Ohio
| $919M | +$184M | +25% | 11.5% | 63.6% | 77 | 22.08% | 1.4 |
|
| 2708 |
2708
SJS Investment Consulting
Sylvania,
Ohio
| $919M | +$100M | +12% | 12.8% | 69.4% | 3,000 | 21.57% | 1.9 |
|
| 2709 |
2709
Strategic Planning Group
Bountiful,
Utah
| $918M | +$203M | +28% | 20.7% | 162% | 76 | 6.58% | 1.5 |
|
| 2710 |
2710
Beau Ventures
Pittsford,
New York
| $918M | +$171M | +23% | 20.6% | – | 22 | 4.55% | 0.5 |
|
| 2711 |
2711
Harvey Investment Company
Louisville,
Kentucky
| $918M | +$8.34M | +0.9% | 5.84% | 56.4% | 101 | 4.95% | 9 |
|
| 2712 |
2712
Quantitative Investment Management
Charlottesville,
Virginia
| $917M | -$45.1M | -5% | 3.53% | 24.6% | 547 | 70.38% | 0.2 |
|
| 2713 |
2713
Avalon Global Asset Management
San Francisco,
California
| $917M | +$193M | +27% | 58.7% | 278% | 50 | 42% | 4.1 |
|
| 2714 |
2714
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $917M | +$103M | +13% | 12.3% | 51.5% | 122 | 8.2% | 3.4 |
|
| 2715 |
2715
Twin Capital Management
Mcmurray,
Pennsylvania
| $916M | +$141M | +18% | 26.7% | 132% | 292 | 15.07% | 4.3 |
|
| 2716 |
2716
De Lisle Partners
Poole,
United Kingdom
| $916M | +$80.3M | +10% | 16.8% | – | 192 | 16.67% | 1.6 |
|
| 2717 |
2717
Greenvale Capital
London,
United Kingdom
| $916M | +$3.44M | +0.4% | 21.3% | 101% | 16 | 56.25% | 1.5 |
|
| 2718 |
2718
Agave Capital Management
London,
| $915M | +$293M | +47% | 15% | – | 18 | 88.89% | 0.1 |
|
| 2719 |
KWMG
2719
King Wealth Management Group
Naples,
Florida
| $914M | +$115M | +14% | 15.5% | 86% | 177 | 11.3% | 5.9 |
|
| 2720 |
SF
2720
Symphony Financial
Houston,
Texas
| $914M | +$159M | +21% | 15.3% | 95.7% | 390 | 24.1% | 1.3 |
|
| 2721 |
2721
MJP Associates
Farmington,
Connecticut
| $914M | +$90.6M | +11% | 13.1% | 60.9% | 255 | 18.82% | 2.3 |
|
| 2722 |
2722
Atlas Capital Advisors
Jackson,
Wyoming
| $914M | +$39.2M | +4% | 22.1% | – | 1,122 | 18.36% | 3.3 |
|
| 2723 |
2723
ICICI Prudential Asset Management
Mumbai,
India
| $913M | +$80.6M | +10% | 24.1% | 62.1% | 167 | 13.17% | 3.3 |
|
| 2724 |
2724
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| $913M | -$174M | -16% | 13.1% | – | 317 | 25.87% | 0.4 |
|
| 2725 |
WCM
2725
Wallace Capital Management
Dallas,
Texas
| $912M | +$41.3M | +5% | 3.32% | 62.3% | 78 | 5.13% | 5.7 |
|