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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 |
2776
Revolve Wealth Partners
Hackensack,
New Jersey
| $608M | +$21.2M | +4% | 1.22% | 67.4% | 192 | 9.9% | 1.7 |
|
| 2777 |
2777
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $608M | -$39M | -6% | 3.64% | 140% | 223 | 29.15% | 2.8 |
|
| 2778 |
2778
Towercrest Capital Management
Newtown,
Pennsylvania
| $608M | +$14.7M | +2% | 1.3% | 42.6% | 111 | 7.21% | 4.8 |
|
| 2779 |
2779
State of Wyoming
Cheyenne,
Wyoming
| $607M | +$6.82M | +1% | 1.85% | 131% | 1,928 | 31.95% | 1.4 |
|
| 2780 |
2780
Bornite Capital Management
New York
| $607M | +$10.6M | +2% | 0.05% | 208% | 59 | 71.19% | 0.3 |
|
| 2781 |
2781
Brio Consultants
San Francisco,
California
| $606M | +$13.5M | +2% | 1.2% | 42.7% | 99 | 8.08% | 2.7 |
|
| 2782 |
2782
Coppell Advisory Solutions
Coppell,
Texas
| $606M | – | – | 5.28% | – | 1,798 | – | 0.8 |
|
| 2783 |
2783
Iron Gate Global Advisors
Nsl,
Utah
| $606M | +$43.9M | +8% | 6.93% | 106% | 107 | 14.95% | 3.3 |
|
| 2784 |
2784
Consolidated Planning Corp
Atlanta,
Georgia
| $606M | +$21.4M | +4% | 2.99% | 84.6% | 208 | 24.04% | 1.7 |
|
| 2785 |
2785
Toews Corporation
Northfield,
New Jersey
| $606M | +$30.6M | +5% | 0.13% | 22% | 19 | 21.05% | 1.8 |
|
| 2786 |
2786
Strid Group
Newtown Square,
Pennsylvania
| $605M | +$48.4M | +9% | 0.68% | 50.4% | 63 | 22.22% | 3.1 |
|
| 2787 |
2787
Blue Edge Capital
Richmond,
Virginia
| $604M | +$6.38M | +1% | 2.1% | 67.4% | 115 | 8.7% | 5.4 |
|
| 2788 |
2788
Disciplina Capital Management
Nashville,
Tennessee
| $604M | +$10.9M | +2% | 1% | 30% | 57 | 0% | 3.2 |
|
| 2789 |
2789
Abacus Wealth Partners
Santa Monica,
California
| $603M | +$7.23M | +1% | 0.72% | 46% | 93 | 15.05% | 1.9 |
|
| 2790 |
EFL
2790
ERn Financial LLC
Middleton,
Wisconsin
| $603M | +$26.3M | +5% | 1.8% | 55.9% | 183 | 8.74% | 2.9 |
|
| 2791 |
2791
HBW Advisory Services
Simi Valley,
California
| $603M | +$67.9M | +13% | 0.23% | 68.6% | 377 | 31.03% | 1.9 |
|
| 2792 |
2792
Technology Crossover Management XI
Menlo Park,
California
| $602M | +$159M | +36% | 9.91% | 112% | 3 | 33.33% | 0.7 |
|
| 2793 |
2793
Brandywine Trust
Hockessin,
Delaware
| $602M | +$12.6M | +2% | 1.38% | 32.7% | 32 | 6.25% | 7.4 |
|
| 2794 |
2794
New England Asset Management
Farmington,
Connecticut
| $602M | -$43.4M | -7% | 0.52% | 55.6% | 119 | 26.05% | 5.2 |
|
| 2795 |
2795
Jamison Private Wealth Management
Milton,
Georgia
| $602M | +$10.3M | +2% | 3.06% | 130% | 544 | 18.2% | 0.6 |
|
| 2796 |
2796
Granger Management
New York
| $600M | +$99.2M | +20% | 2.68% | 69.9% | 23 | 8.7% | 2.4 |
|
| 2797 |
KWMG
2797
King Wealth Management Group
Naples,
Florida
| $600M | +$29.6M | +5% | 5.34% | 86% | 149 | 4.7% | 5.7 |
|
| 2798 |
2798
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| $599M | -$15.3M | -2% | 2.42% | 46% | 2 | 0% | 1.8 |
|
| 2799 |
2799
Bay Colony Advisors
Concord,
Massachusetts
| $599M | +$31.1M | +5% | 3.24% | 91.8% | 450 | 14.89% | 2.5 |
|
| 2800 |
2800
Elser Financial Planning
Indianapolis,
Indiana
| $599M | – | – | 0.45% | – | 98 | – | 0 |
|