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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
AAA
2776
Adams Asset Advisors
Dallas,
Texas
| $882M | -$9.7M | -1% | 2.19% | 66.8% | 89 | 2.25% | 5.6 |
|
| 2777 |
2777
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $881M | +$91.3M | +12% | 23.2% | 484% | 7 | 14.29% | 2.8 |
|
| 2778 |
2778
Front Street Capital Management
Missoula,
Montana
| $881M | +$127M | +17% | 25% | 316% | 77 | 14.29% | 5.5 |
|
| 2779 |
2779
Meridian Wealth Advisors
Austin,
Texas
| $880M | +$124M | +16% | 14.6% | 79.9% | 227 | 18.06% | 4.2 |
|
| 2780 |
2780
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $880M | -$130M | -13% | 10.4% | 172% | 96 | 0% | 3.5 |
|
| 2781 |
2781
Foguth Wealth Management
Brighton,
Michigan
| $879M | +$21.7M | +3% | 11.1% | – | 226 | 12.39% | 1.2 |
|
| 2782 |
2782
Cannon Financial Strategists
Athens,
Georgia
| $879M | +$118M | +15% | 10.8% | 56.7% | 137 | 23.36% | 3.2 |
|
| 2783 |
2783
Absher Wealth Management
Chapel Hill,
North Carolina
| $878M | +$25.4M | +3% | 5.81% | 54.5% | 76 | 10.53% | 4 |
|
| 2784 |
2784
Eclectic Associates
Fullerton,
California
| $878M | +$125M | +17% | 10.3% | 53.8% | 167 | 7.78% | 2.7 |
|
| 2785 |
2785
Vision Capital Management
Portland,
Oregon
| $876M | +$84M | +11% | 14.3% | 78.4% | 158 | 6.33% | 4.6 |
|
| 2786 |
2786
St Louis Trust
Saint Louis,
Missouri
| $875M | +$18.9M | +2% | 18.3% | 71.4% | 150 | 20% | 5.1 |
|
| 2787 |
2787
Managed Asset Portfolios
Rochester,
Michigan
| $875M | +$40.5M | +5% | 17.5% | 99.2% | 56 | 17.86% | 4.3 |
|
| 2788 |
2788
Lake Street Private Wealth
Chicago,
Illinois
| $874M | +$88.9M | +11% | 17.1% | 105% | 290 | 12.07% | 3.7 |
|
| 2789 |
2789
Inspirion Wealth Advisors
Libertyville,
Illinois
| $874M | +$70.4M | +9% | 9.53% | 52.5% | 199 | 14.07% | 4.4 |
|
| 2790 |
2790
Concord Wealth Partners
Abingdon,
Virginia
| $873M | +$103M | +13% | 14.3% | 66% | 886 | 76.64% | 0.9 |
|
| 2791 |
2791
Thompson Investment Management
Madison,
Wisconsin
| $872M | +$98.1M | +13% | 12.6% | 100% | 519 | 6.74% | 4.1 |
|
| 2792 |
CFGSD
2792
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $872M | +$157M | +22% | 16.3% | 72% | 120 | 13.33% | 2.5 |
|
| 2793 |
2793
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $871M | +$113M | +15% | 10.4% | 56.8% | 360 | 15% | 2.8 |
|
| 2794 |
2794
Mint Tower Capital Management
Amsterdam,
Netherlands
| $871M | -$246M | -22% | 3.83% | 40% | 404 | 32.67% | 0.6 |
|
| 2795 |
2795
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $871M | +$166M | +24% | 30.7% | 183% | 65 | 9.23% | 7.4 |
|
| 2796 |
2796
Scarborough Advisors
Annapolis,
Maryland
| $871M | -$42.7M | -5% | 12.3% | 63.3% | 764 | 81.28% | 1.4 |
|
| 2797 |
MO
2797
McMillan Office
St. Clair Shores,
Michigan
| $871M | +$89.2M | +11% | 15.1% | – | 512 | 3.32% | 0.5 |
|
| 2798 |
SCM
2798
SIR Capital Management
New York
| $870M | -$201M | -19% | 1.05% | 71.1% | 107 | 43.93% | 0.9 |
|
| 2799 |
2799
Premier Path Wealth Partners
Madison,
New Jersey
| $870M | +$102M | +13% | 18.4% | 98.8% | 416 | 8.17% | 2 |
|
| 2800 |
2800
Oslo Pensjonsforsikring
Oslo,
| $869M | +$227M | +35% | 16.6% | 79% | 496 | 17.14% | 1.7 |
|