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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
USA Financial Formulas
Ada,
Michigan
| $617M | -$57.2K | -0% | 3.16% | 104% | 391 | 47.31% | 1.3 |
|
| 2752 |
2752
Fiduciary Alliance
Greenville,
South Carolina
| $616M | +$49.6M | +9% | 2.6% | 104% | 231 | 22.94% | 0.9 |
|
| 2753 |
2753
Adventist Health System West
Roseville,
California
| $616M | +$59.7M | +11% | 2.25% | 60.2% | 8 | 50% | 1.9 |
|
| 2754 |
VC
2754
Vision Capital
Toronto,
Ontario, Canada
| $616M | +$126M | +26% | 1.42% | 19.8% | 21 | 61.9% | 0.5 |
|
| 2755 |
2755
EAM Investors
Solana Beach,
California
| $615M | -$26.4M | -4% | 25.3% | 6,012% | 357 | 67.79% | 0.3 |
|
| 2756 |
2756
Two Seas Capital
Rye,
New York
| $615M | +$105M | +21% | 9.22% | 344% | 21 | 19.05% | 0.8 |
|
| 2757 |
2757
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $615M | +$316M | +106% | 0.11% | 57.8% | 156 | 30.77% | 1.7 |
|
| 2758 |
2758
Bison Wealth
Atlanta,
Georgia
| $615M | -$375K | -0.1% | 1.48% | 37.4% | 424 | 0.47% | 3 |
|
| 2759 |
2759
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $615M | -$33.4M | -5% | 5.46% | 1,119% | 42 | 14.29% | 1.1 |
|
| 2760 |
2760
First Turn Management
Del Mar,
California
| $615M | -$53.7M | -8% | 6.37% | – | 44 | 40.91% | 0.3 |
|
| 2761 |
2761
Exchange Capital Management
Ann Arbor,
Michigan
| $614M | -$711K | -0.1% | 0.99% | 57.8% | 198 | 7.58% | 5.2 |
|
| 2762 |
SP
2762
Solel Partners
Boston,
Massachusetts
| $614M | +$10.3M | +2% | 4.78% | 25.9% | 23 | 21.74% | 1.6 |
|
| 2763 |
2763
Cornercap Investment Counsel
Atlanta,
Georgia
| $614M | -$35.7M | -5% | 2.06% | 55.4% | 722 | 32.55% | 1.5 |
|
| 2764 |
2764
Lee Financial
Dallas,
Texas
| $614M | +$13.9M | +2% | 1.85% | 75% | 159 | 17.61% | 5 |
|
| 2765 |
2765
180 Wealth Advisors
Federal Way,
Washington
| $613M | +$56.8M | +10% | 4.73% | 136% | 450 | 13.78% | 3.1 |
|
| 2766 |
2766
Herald Investment Management
London,
United Kingdom
| $610M | -$6.58M | -1% | 2.12% | 493% | 99 | 4.04% | 5.2 |
|
| 2767 |
2767
Howard Financial Services
Dallas,
Texas
| $610M | +$29.7M | +5% | 1.37% | 55.9% | 165 | 8.48% | 2.9 |
|
| 2768 |
2768
Smartleaf Asset Management
Boston,
Massachusetts
| $610M | +$93.2M | +18% | 2.72% | – | 2,777 | 34.64% | 0.3 |
|
| 2769 |
2769
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $610M | +$31.5M | +5% | 9.05% | 183% | 75 | 5.33% | 6 |
|
| 2770 |
2770
Total Wealth Planning
Cincinnati,
Ohio
| $610M | +$27.7M | +5% | 0.17% | 37.2% | 93 | 6.45% | 2.9 |
|
| 2771 |
2771
BSW Wealth Partners
Boulder,
Colorado
| $609M | +$19.2M | +3% | 2.53% | 75.4% | 308 | 5.84% | 3.4 |
|
| 2772 |
2772
Onyx Bridge Wealth Group
Tarrytown,
New York
| $609M | +$49.3M | +9% | 2.53% | 74.6% | 280 | 8.57% | 1.7 |
|
| 2773 |
2773
Mayflower Financial Advisors
Boston,
Massachusetts
| $609M | +$10.9M | +2% | 2.32% | 68.7% | 374 | 9.36% | 2.5 |
|
| 2774 |
2774
Sanders Morris Harris
Houston,
Texas
| $609M | +$64.3M | +12% | 3.2% | 85.8% | 307 | 15.96% | 1.1 |
|
| 2775 |
2775
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $609M | +$4.22M | +0.7% | 0.01% | 52.3% | 17 | 11.76% | 2 |
|