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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
Mayflower Financial Advisors
Boston,
Massachusetts
| $719M | +$60.4M | +9% | 10.1% | 68.7% | 414 | 12.32% | 3 |
|
| 2727 |
2727
Planning Alternatives
Birmingham,
Michigan
| $719M | +$66.4M | +10% | 10.5% | 69.6% | 85 | 16.47% | 4.4 |
|
| 2728 |
2728
Summit Creek Advisors
Minneapolis,
Minnesota
| $719M | +$34M | +5% | 13.5% | 68.8% | 71 | 7.04% | 4.2 |
|
| 2729 |
2729
Francisco Partners Management
San Francisco,
California
| $719M | +$95.6M | +15% | 20.3% | 14.3% | 5 | 0% | 3.9 |
|
| 2730 |
2730
Premier Path Wealth Partners
Madison,
New Jersey
| $718M | +$75.8M | +12% | 10.6% | 98.8% | 399 | 10.03% | 1.2 |
|
| 2731 |
2731
JLB & Associates
Plymouth,
Michigan
| $717M | +$35.1K | +0% | 7.31% | 69.5% | 76 | 5.26% | 7.8 |
|
| 2732 |
2732
180 Wealth Advisors
Federal Way,
Washington
| $717M | +$89.1M | +14% | 16.1% | 136% | 440 | 9.55% | 3.7 |
|
| 2733 |
2733
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $716M | +$66.3M | +10% | 6.68% | 44.3% | 116 | 6.9% | 1.3 |
|
| 2734 |
2734
American Financial Advisors
Marietta,
Georgia
| $716M | +$26.7M | +4% | 5.82% | 52.7% | 163 | 11.04% | 3.3 |
|
| 2735 |
2735
Parker Investment Management
Menlo Park,
California
| $715M | +$152M | +27% | 21.7% | 208% | 45 | 26.67% | 3.3 |
|
| 2736 |
2736
Sagefield Capital
Dallas,
Texas
| $715M | -$115M | -14% | 5.41% | 115% | 138 | 55.8% | 1 |
|
| 2737 |
2737
Intrinsic Edge Capital Management
Chicago,
Illinois
| $714M | +$170M | +31% | 24% | 283% | 113 | 65.49% | 0.6 |
|
| 2738 |
2738
Twin Focus Capital Partners
Boston,
Massachusetts
| $714M | +$70.3M | +11% | 10.1% | 92.5% | 179 | 20.67% | 4.4 |
|
| 2739 |
2739
Abacus FCF Advisors
Orlando,
Florida
| $714M | +$76.8M | +12% | 13.8% | 197% | 93 | 45.16% | 1.8 |
|
| 2740 |
2740
AIP LLC
New York
| $713M | -$81.8M | -10% | 3% | 54.9% | 2 | 0% | 2 |
|
| 2741 |
2741
Maltese Capital Management
New York
| $713M | +$97.8M | +16% | 5.46% | 114% | 133 | 20.3% | 2.7 |
|
| 2742 |
2742
Southernsun Asset Management
Memphis,
Tennessee
| $712M | +$21.4M | +3% | 12.5% | 54.7% | 32 | 9.38% | 5.2 |
|
| 2743 |
2743
Naspers
South Africa
| $712M | -$324M | -31% | 9.65% | 88.2% | 4 | 0% | 3.5 |
|
| 2744 |
2744
CVA Family Office
Denver,
Colorado
| $712M | +$59.3M | +9% | 9.09% | 71.6% | 1,481 | 19.99% | 1.7 |
|
| 2745 |
CT
2745
Chicago Trust
Grayslake,
Illinois
| $712M | +$148M | +26% | 7.87% | 85.9% | 424 | 20.99% | 3.7 |
|
| 2746 |
2746
Strid Group
Newtown Square,
Pennsylvania
| $711M | +$67M | +10% | 8.67% | 50.4% | 70 | 21.43% | 3.4 |
|
| 2747 |
2747
Strategic Financial Concepts
San Antonio,
Texas
| $711M | +$178M | +33% | 6.87% | 56.8% | 375 | 36% | 1.1 |
|
| 2748 |
2748
Wallington Asset Management
Indianapolis,
Indiana
| $711M | +$16.3M | +2% | 8.12% | 108% | 99 | 34.34% | 5.8 |
|
| 2749 |
AAA
2749
Adams Asset Advisors
Dallas,
Texas
| $711M | -$18.7M | -3% | 0.66% | 66.8% | 81 | 6.17% | 5.2 |
|
| 2750 |
2750
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $711M | +$90.3M | +15% | 12.4% | 95.4% | 38 | 7.89% | 6.3 |
|