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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
Leo Wealth LLC
Hurst,
Texas
| $771M | -$515M | -40% | 6.44% | – | 404 | 33.91% | 1.3 |
|
| 2727 |
2727
Wallington Asset Management
Indianapolis,
Indiana
| $771M | +$60.2M | +8% | 8.37% | 108% | 73 | 5.48% | 6.1 |
|
| 2728 |
2728
HS Management Partners
New York
| $770M | -$456M | -37% | 1.29% | 27.7% | 25 | 0% | 3.5 |
|
| 2729 |
2729
Hemington Wealth Management
Falls Church,
Virginia
| $769M | +$78.6M | +11% | 6.63% | 76.1% | 1,768 | 6.62% | 1.1 |
|
| 2730 |
TIM
2730
Total Investment Management
Scottsdale,
Arizona
| $769M | +$77.2M | +11% | 5.22% | 44.4% | 903 | 91.14% | 3 |
|
| 2731 |
2731
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $769M | +$457M | +147% | 16.9% | – | 87 | 85.06% | 0.2 |
|
| 2732 |
2732
Professional Advisory Services
Vero Beach,
Florida
| $768M | +$31.1M | +4% | 6.12% | 69.3% | 93 | 22.58% | 6.1 |
|
| 2733 |
2733
Sirios Capital Management
Boston,
Massachusetts
| $768M | +$78.4M | +11% | 6.11% | 177% | 73 | 26.03% | 1.8 |
|
| 2734 |
2734
Samsara BioCapital
Palo Alto,
California
| $766M | +$277M | +57% | 97.4% | 1,580% | 31 | 19.35% | 2.7 |
|
| 2735 |
2735
New England Asset Management
Farmington,
Connecticut
| $765M | +$122M | +19% | 5.64% | 55.6% | 127 | 4.72% | 5.6 |
|
| 2736 |
CL
2736
CIM LLC
Albany,
New York
| $765M | +$21.9M | +3% | 6.62% | 108% | 176 | 7.39% | 3.8 |
|
| 2737 |
2737
Alaska Wealth Advisors
Anchorage,
Alaska
| $764M | +$66.4M | +10% | 4.95% | 44.3% | 87 | 14.94% | 3 |
|
| 2738 |
2738
Fort Sheridan Advisors
Highland Park,
Illinois
| $764M | +$62.4M | +9% | 9.16% | 109% | 276 | 11.23% | 3.3 |
|
| 2739 |
2739
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $764M | +$47.6M | +7% | 5.08% | 44.3% | 124 | 14.52% | 1.4 |
|
| 2740 |
CIA
2740
Covington Investment Advisors
Ligonier,
Pennsylvania
| $764M | +$63.9M | +9% | 10.2% | 100% | 75 | 5.33% | 6.2 |
|
| 2741 |
2741
Caligan Partners
New York
| $764M | +$243M | +47% | 228% | 2,628% | 22 | 40.91% | 1 |
|
| 2742 |
2742
Cypress Funds
Los Angeles,
California
| $763M | -$476M | -38% | 2.73% | 100% | 16 | 6.25% | 3.9 |
|
| 2743 |
2743
South Street Advisors
New York
| $763M | +$88.8M | +13% | 13.8% | 169% | 85 | 28.24% | 3.5 |
|
| 2744 |
2744
Fountainhead AM
Warren,
New Jersey
| $762M | +$73.1M | +11% | 7.18% | 65.6% | 234 | 11.54% | 1.8 |
|
| 2745 |
2745
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $762M | +$33.5M | +5% | 5.43% | – | 235 | 7.66% | 0.7 |
|
| 2746 |
2746
Advisory Research
Chicago,
Illinois
| $761M | +$111M | +17% | 13.5% | 144% | 154 | 11.04% | 3.8 |
|
| 2747 |
2747
Manchester Global Management
London,
United Kingdom
| $760M | +$66.6M | +10% | 12% | 156% | 26 | 38.46% | 1.1 |
|
| 2748 |
2748
JLB & Associates
Plymouth,
Michigan
| $760M | +$43.3M | +6% | 8.89% | 69.9% | 75 | 4% | 8 |
|
| 2749 |
2749
Massar Capital Management
Stamford,
Connecticut
| $760M | +$626M | +468% | 10.8% | – | 221 | 70.59% | 0.2 |
|
| 2750 |
2750
MJP Associates
Farmington,
Connecticut
| $760M | +$85M | +13% | 6.31% | 60.9% | 267 | 17.98% | 1.9 |
|