We are live on !
Find out more
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
Passaic Partners
Newark,
New Jersey
| $688M | +$20.1M | +3% | 3.35% | 53.2% | 14 | 14.29% | 1.4 |
|
| 2727 |
2727
Oslo Pensjonsforsikring
Oslo,
| $687M | -$126M | -16% | 0.18% | 79% | 474 | 13.08% | 0.6 |
|
| 2728 |
2728
Arkos Global Advisors
Houston,
Texas
| $686M | -$3.55M | -0.5% | 1.64% | 43.6% | 139 | 13.67% | 2.7 |
|
| 2729 |
2729
Novem Group
Rochester,
New York
| $686M | – | – | 0.04% | – | 379 | – | 0 |
|
| 2730 |
2730
Ardmore Road Asset Management
New York
| $686M | -$89.8M | -12% | 13.6% | 245% | 53 | 54.72% | 0.5 |
|
| 2731 |
KWMG
2731
King Wealth Management Group
Naples,
Florida
| $686M | +$43.8M | +7% | 2.5% | 86% | 165 | 15.15% | 5.5 |
|
| 2732 |
2732
Aprio Wealth Management
Atlanta,
Georgia
| $685M | +$60.1M | +10% | 2.16% | 66.1% | 330 | 16.36% | 1.5 |
|
| 2733 |
2733
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $685M | +$9.7M | +1% | 1.5% | 76.7% | 201 | 15.92% | 2.9 |
|
| 2734 |
2734
Fort Sheridan Advisors
Highland Park,
Illinois
| $685M | +$26.2M | +4% | 3.91% | 109% | 265 | 13.21% | 3 |
|
| 2735 |
2735
Flaharty Asset Management
Clearwater,
Florida
| $685M | -$26.3M | -4% | 0.77% | 37.8% | 454 | 73.35% | 3.2 |
|
| 2736 |
2736
Covalis Capital
London,
United Kingdom
| $684M | -$26.5M | -4% | 1.28% | 37.9% | 88 | 72.73% | 0.2 |
|
| 2737 |
2737
NWF Advisory Services
Los Angeles,
California
| $683M | -$4.98M | -0.7% | 2.97% | 120% | 433 | 55.43% | 1 |
|
| 2738 |
2738
De Lisle Partners
Poole,
United Kingdom
| $682M | +$65.2M | +11% | 4.47% | – | 203 | 10.34% | 0.6 |
|
| 2739 |
2739
LS Investment Advisors
Bloomfield Hills,
Michigan
| $682M | +$5.13M | +0.8% | 2.63% | 98.7% | 141 | 6.38% | 8.5 |
|
| 2740 |
2740
BSW Wealth Partners
Boulder,
Colorado
| $681M | +$14.9M | +2% | 0.73% | 75.4% | 331 | 15.41% | 3.5 |
|
| 2741 |
2741
Vision Capital Management
Portland,
Oregon
| $681M | -$28.9M | -4% | 0.16% | 78.4% | 134 | 7.46% | 4.3 |
|
| 2742 |
2742
Simcoe Capital Management
New York
| $680M | -$81.9M | -11% | 3.95% | 48.7% | 18 | 55.56% | 1.4 |
|
| 2743 |
2743
Taikang Asset Management (HK)
Hong Kong
| $680M | -$269M | -28% | 6.59% | 172% | 121 | 27.27% | 2.4 |
|
| 2744 |
2744
Quadcap Wealth Management
Frisco,
Texas
| $680M | +$40.2M | +6% | 1.72% | 94.2% | 424 | 19.58% | 0.8 |
|
| 2745 |
2745
Tairen Capital
Hong Kong
| $680M | -$2.14B | -76% | 6.92% | 462% | 83 | 45.78% | 0.2 |
|
| 2746 |
2746
Baker Ellis Asset Management
Vancouver,
Washington
| $680M | -$27.1M | -4% | 0.24% | 91.9% | 230 | 8.26% | 5.6 |
|
| 2747 |
2747
John G. Ullman & Associates
Corning,
New York
| $680M | -$15.9M | -2% | 3.93% | 156% | 185 | 10.27% | 4.6 |
|
| 2748 |
2748
D'Orazio & Associates
Falls Church,
Virginia
| $680M | -$26.4M | -4% | 3.02% | 61.2% | 271 | 17.34% | 3 |
|
| 2749 |
2749
Zevin Asset Management
Boston,
Massachusetts
| $679M | +$32.8M | +5% | 0.85% | 71.7% | 89 | 11.24% | 5.2 |
|
| 2750 |
2750
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $679M | +$24.5M | +4% | 11.7% | 106% | 19 | 21.05% | 3.1 |
|