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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Castellan Group
Louisville,
Kentucky
| $912M | +$186M | +26% | 27.5% | 184% | 47 | 36.17% | 1.5 |
|
| 2727 |
2727
JT Stratford LLC
Gainesville,
Georgia
| $912M | +$126M | +16% | 18.9% | 103% | 345 | 20.87% | 3 |
|
| 2728 |
2728
Nelson Capital Management
Menlo Park,
California
| $912M | +$92.4M | +11% | 13.6% | 121% | 123 | 14.63% | 5.7 |
|
| 2729 |
2729
Permian Investment Partners
Dallas,
Texas
| $911M | +$6.62M | +0.7% | 8.93% | 78.6% | 15 | 26.67% | 1.5 |
|
| 2730 |
2730
Pacific Life Fund Advisors
Newport Beach,
California
| $910M | +$39.1M | +4% | 11.3% | 47.6% | 35 | 62.86% | 1 |
|
| 2731 |
2731
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| $909M | +$55.7M | +7% | 12.6% | – | 62 | 8.06% | 1.1 |
|
| 2732 |
2732
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $907M | +$149M | +20% | 16.9% | 65.7% | 220 | 18.64% | 1.6 |
|
| 2733 |
2733
Greatmark Investment Partners
Columbus,
Georgia
| $906M | +$52.9M | +6% | 7.35% | 72.5% | 154 | 6.49% | 6.3 |
|
| 2734 |
2734
Oak Root LLC
Santa Barbara,
California
| $906M | +$86.2M | +11% | 14.3% | 75.4% | 10 | 0% | 2.5 |
|
| 2735 |
2735
Manchester Global Management
London,
United Kingdom
| $906M | +$157M | +21% | 28.3% | 156% | 24 | 8.33% | 1.6 |
|
| 2736 |
2736
One Wealth Advisors
San Francisco,
California
| $906M | +$103M | +13% | 13.9% | 66% | 351 | 20.51% | 2.1 |
|
| 2737 |
2737
SeaCrest Wealth Management
Purchase,
New York
| $903M | -$31.6M | -3% | 24% | 153% | 683 | 26.5% | 4.8 |
|
| 2738 |
2738
Ranmore Fund Management
Cobham,
United Kingdom
| $903M | +$146M | +19% | 4.47% | – | 29 | 51.72% | 0.4 |
|
| 2739 |
2739
Light Street Capital Management
Palo Alto,
California
| $903M | +$369M | +69% | 77.1% | 377% | 32 | 37.5% | 1.3 |
|
| 2740 |
2740
Bay Colony Advisors
Concord,
Massachusetts
| $903M | +$84.5M | +10% | 19% | 91.8% | 560 | 24.64% | 3.2 |
|
| 2741 |
2741
TFC Financial Management
Boston,
Massachusetts
| $902M | +$90.6M | +11% | 12.2% | 66.9% | 1,094 | 14.26% | 2.9 |
|
| 2742 |
2742
Parkside Investments
Deerfield,
Illinois
| $902M | +$79.1M | +10% | 14.6% | 70.4% | 101 | 12.87% | 4.4 |
|
| 2743 |
2743
Soundwatch Capital
Rowayton,
Connecticut
| $901M | +$108M | +14% | 15.2% | 68.6% | 53 | 11.32% | 1.6 |
|
| 2744 |
2744
Strid Group
Newtown Square,
Pennsylvania
| $901M | +$93.9M | +12% | 10.9% | 55.2% | 94 | 10.64% | 2.9 |
|
| 2745 |
2745
Nellore Capital Management
Redwood City,
California
| $901M | +$118M | +15% | 11.1% | 73.8% | 11 | 9.09% | 4.4 |
|
| 2746 |
2746
MayTech Global Investments
New York
| $900M | +$80.4M | +10% | 21.1% | 158% | 25 | 20% | 5 |
|
| 2747 |
2747
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $900M | +$73.6M | +9% | 14.8% | – | 1,560 | 51.99% | 0.2 |
|
| 2748 |
2748
Blueprint Financial Advisors
Greensboto,
North Carolina
| $900M | +$225M | +33% | 18.2% | – | 136 | 30.15% | 0.6 |
|
| 2749 |
2749
North Peak Capital Management
New York
| $900M | +$299M | +50% | 232% | 301% | 9 | 33.33% | 1.7 |
|
| 2750 |
2750
Valley National Advisers
Bethlehem,
Pennsylvania
| $900M | +$127M | +16% | 18.8% | 87.2% | 1,084 | 22.42% | 4.5 |
|