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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
TFC Financial Management
Boston,
Massachusetts
| $797M | +$16.8M | +2% | 2.35% | 66.9% | 1,070 | 16.92% | 2.7 |
|
| 2752 |
2752
Sargent Investment Group
Bethesda,
Maryland
| $797M | +$95.5M | +14% | 1.67% | 113% | 264 | 54.92% | 2.1 |
|
| 2753 |
2753
Versant Capital Management
Phoenix,
Arizona
| $797M | +$62.2M | +8% | 4.45% | 97.3% | 2,760 | 8.95% | 4.3 |
|
| 2754 |
2754
1834 Investment Advisors
Milwaukee,
Wisconsin
| $797M | -$17.8M | -2% | 2.54% | 68.7% | 214 | 9.35% | 5.9 |
|
| 2755 |
2755
ACK Asset Management
Greenwich,
Connecticut
| $797M | -$2.38M | -0.3% | 2.67% | 132% | 26 | 34.62% | 1.2 |
|
| 2756 |
2756
Pathway Financial Advisors
South Burlington,
Vermont
| $796M | +$45.8M | +6% | 1.31% | 52.7% | 148 | 5.41% | 4.2 |
|
| 2757 |
2757
Advisory Research
Chicago,
Illinois
| $796M | +$34.3M | +5% | 2.73% | 144% | 161 | 18.63% | 3.6 |
|
| 2758 |
2758
Gilbert & Cook
West Des Moines,
Iowa
| $796M | +$17.3M | +2% | 2.48% | 63.2% | 232 | 14.66% | 3.7 |
|
| 2759 |
2759
Arosa Capital Management
Miami Beach,
Florida
| $795M | +$340M | +75% | 15% | 536% | 118 | 70.34% | 0.3 |
|
| 2760 |
2760
Victory Financial Group
Austin,
Texas
| $795M | +$68.1M | +9% | 1.49% | – | 326 | 26.69% | 0.7 |
|
| 2761 |
2761
Castellan Group
Louisville,
Kentucky
| $795M | +$105M | +15% | 2.24% | 184% | 65 | 46.15% | 1 |
|
| 2762 |
2762
Kirkoswald Asset Management
New York
| $795M | +$712M | +861% | 23.6% | – | 8 | 100% | 0 |
|
| 2763 |
2763
Parkside Investments
Deerfield,
Illinois
| $794M | -$6.16M | -0.8% | 3.76% | 70.4% | 101 | 8.91% | 4.3 |
|
| 2764 |
2764
Planning Alternatives
Birmingham,
Michigan
| $794M | +$15.2M | +2% | 2.13% | 69.6% | 101 | 15.84% | 4 |
|
| 2765 |
2765
Gemsstock Ltd
London,
United Kingdom
| $793M | +$307M | +63% | 11.6% | 149% | 23 | 39.13% | 0.6 |
|
| 2766 |
2766
CoreView Capital Management
Hong Kong
| $793M | -$116M | -13% | 13.4% | 50.9% | 7 | 0% | 3.3 |
|
| 2767 |
2767
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $792M | +$447K | +0.1% | 2.34% | 70.3% | 373 | 14.48% | 1.5 |
|
| 2768 |
2768
Cortland Associates
St Louis,
Missouri
| $792M | -$54.5M | -6% | 3.99% | 58.4% | 65 | 6.15% | 6.1 |
|
| 2769 |
2769
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $792M | – | – | 2.77% | – | 738 | – | 0 |
|
| 2770 |
2770
Family Management
New York
| $791M | +$63.9M | +9% | 2.92% | 69% | 327 | 32.42% | 2.1 |
|
| 2771 |
2771
SJS Investment Consulting
Sylvania,
Ohio
| $790M | +$59.5M | +8% | 3.48% | 69.4% | 2,160 | 27.69% | 2.2 |
|
| 2772 |
2772
Freedom Together Foundation
New York
| $789M | -$84.9M | -10% | 1.99% | – | 2 | 0% | 1 |
|
| 2773 |
2773
Wallington Asset Management
Indianapolis,
Indiana
| $788M | +$17.4M | +2% | 5.68% | 108% | 76 | 10.53% | 6.1 |
|
| 2774 |
2774
Accurate Wealth Management
Wesley Chapel,
Florida
| $788M | +$37M | +5% | 2.93% | 101% | 535 | 14.77% | 1.8 |
|
| 2775 |
2775
Buck Wealth Strategies
Denver,
Colorado
| $788M | +$58.3M | +8% | 2.45% | 48.4% | 198 | 27.27% | 0.9 |
|