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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 |
KWMG
2726
King Wealth Management Group
Naples,
Florida
| $320M | +$27.8M | +10% | 7.19% | 86% | 134 | 12.69% | 3.2 |
|
| 2727 |
2727
First Heartland Consultants
Lake St. Louis,
Missouri
| $320M | +$36M | +13% | 5.74% | 59.2% | 261 | 16.86% | 2.7 |
|
| 2728 |
2728
Hanson & Doremus Investment Management
Burlington,
Vermont
| $320M | +$15.4M | +5% | 3.73% | 86.3% | 504 | 10.52% | 3.7 |
|
| 2729 |
2729
Avidian Wealth Enterprises
Houston,
Texas
| $320M | +$2.75M | +0.9% | 4.43% | 71.7% | 124 | 33.87% | 1.4 |
|
| 2730 |
2730
Exane Asset Management
Paris,
France
| $319M | +$88.3M | +38% | 6.98% | 74.5% | 197 | 75.13% | 0.3 |
|
| 2731 |
2731
TrustCore Financial Services
Brentwood,
Tennessee
| $319M | +$37.1M | +13% | 10.5% | 28.3% | 1,059 | 26.53% | 0.6 |
|
| 2732 |
2732
Pathstone Family Office
Englewood,
New Jersey
| $319M | +$184M | +135% | 7.6% | 38.9% | 264 | 50.38% | 0.8 |
|
| 2733 |
RIM
2733
Regent Investment Management
Louisville,
Kentucky
| $319M | +$19.8M | +7% | 7.23% | 44% | 211 | 8.06% | 3.6 |
|
| 2734 |
2734
Security National Trust
Wheeling,
West Virginia
| $319M | +$17.5M | +6% | 7.73% | 58.3% | 398 | 6.28% | 4.3 |
|
| 2735 |
2735
Greenline Partners
New York
| $319M | +$13.9M | +5% | 5.19% | 69.6% | 69 | 7.25% | 0.7 |
|
| 2736 |
2736
GM Advisory Group
Melville,
New York
| $319M | -$17.7M | -5% | 2.87% | 53.6% | 133 | 15.79% | 1.8 |
|
| 2737 |
2737
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $319M | +$12.1M | +4% | 3.26% | 106% | 19 | 21.05% | 2.1 |
|
| 2738 |
2738
Harvest Capital Management
Concord,
New Hampshire
| $319M | +$20.8M | +7% | 3.7% | 19.5% | 106 | 7.55% | 3 |
|
| 2739 |
2739
Marquette Asset Management
Minneapolis,
Minnesota
| $318M | +$19.8M | +7% | 5.55% | 69.6% | 105 | 10.48% | 2.8 |
|
| 2740 |
VHMC
2740
Value Holdings Management Company
Hampton Bays,
New York
| $318M | +$8.63M | +3% | 6.3% | 125% | 36 | 11.11% | 3.5 |
|
| 2741 |
2741
Financial Enhancement Group
Anderson,
Indiana
| $318M | +$27.6M | +10% | 4.43% | 62.2% | 282 | 15.96% | 0.8 |
|
| 2742 |
2742
Greatmark Investment Partners
Columbus,
Georgia
| $318M | +$27.9M | +10% | 9.27% | 62% | 127 | 7.87% | 3.5 |
|
| 2743 |
2743
Circle Wealth Management
Summit,
New Jersey
| $317M | +$22.8M | +8% | 6.43% | 71.8% | 105 | 12.38% | 1.4 |
|
| 2744 |
FPFS
2744
First Personal Financial Services
Charlotte,
North Carolina
| $317M | +$17.8M | +6% | 6.4% | 31.5% | 708 | 11.86% | 2 |
|
| 2745 |
2745
America First Investment Advisors
Omaha,
Nebraska
| $317M | +$9.41M | +3% | 3.55% | 78.2% | 100 | 4% | 3.9 |
|
| 2746 |
2746
American Assets Inc
San Diego,
California
| $316M | -$11M | -3% | 3.36% | 63.2% | 3 | 0% | 3.6 |
|
| 2747 |
2747
Spectrum Management Group
Indianapolis,
Indiana
| $316M | +$28.5M | +10% | 7.26% | 44% | 256 | 23.44% | 1.4 |
|
| 2748 |
2748
Income Research & Management
Boston,
Massachusetts
| $316M | -$8.41M | -3% | 0.07% | 1.19% | 27 | 92.59% | 2.6 |
|
| 2749 |
SCM
2749
Sanoor Capital Management
Greenwich,
Connecticut
| $316M | +$82.3M | +35% | 13% | – | 21 | 66.67% | 0.5 |
|
| 2750 |
2750
StrategIQ Financial Group
Merrillville,
Indiana
| $316M | +$26.4M | +9% | 3.6% | 12.6% | 189 | 11.64% | 1.7 |
|