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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 |
FRM
2776
Fox Run Management
Greenwich,
Connecticut
| $646M | +$94.9M | +17% | 5.25% | 64% | 1,295 | 68.88% | 0.2 |
|
| 2777 |
2777
BlueSky Wealth Advisors
New Bern,
North Carolina
| $645M | +$5.53M | +0.9% | 0.46% | 45.9% | 75 | 4% | 2.9 |
|
| 2778 |
2778
Oslo Pensjonsforsikring
Oslo,
| $645M | -$41.6M | -6% | 0.14% | 79% | 493 | 14.6% | 0.8 |
|
| 2779 |
2779
Brandywine Trust
Hockessin,
Delaware
| $645M | +$10.9M | +2% | 0.21% | 32.7% | 36 | 13.89% | 7.2 |
|
| 2780 |
2780
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $645M | -$361M | -36% | 12.5% | 2,136% | 17 | 11.76% | 2.1 |
|
| 2781 |
2781
Hemington Wealth Management
Falls Church,
Virginia
| $645M | +$247M | +62% | 0.6% | 76.1% | 1,820 | 5.93% | 0.7 |
|
| 2782 |
2782
Strid Group
Newtown Square,
Pennsylvania
| $644M | +$3.44M | +0.5% | 1.47% | 55.2% | 64 | 9.38% | 3.3 |
|
| 2783 |
2783
Colonial Trust
Spartanburg,
South Carolina
| $644M | -$29.1M | -4% | 0.62% | 75.5% | 1,359 | 22.44% | 1.7 |
|
| 2784 |
2784
Twin Focus Capital Partners
Boston,
Massachusetts
| $644M | -$32.8M | -5% | 0.65% | 92.5% | 164 | 20.12% | 4.8 |
|
| 2785 |
CIA
2785
Covington Investment Advisors
Ligonier,
Pennsylvania
| $643M | -$22.9M | -3% | 3.47% | 100% | 73 | 4.11% | 6.3 |
|
| 2786 |
2786
IAG Wealth Partners
Waukesha,
Wisconsin
| $643M | +$76.4M | +13% | 0.03% | 54.1% | 541 | 14.23% | 3.1 |
|
| 2787 |
2787
Crosslink Capital
Menlo Park,
California
| $643M | -$75.9M | -11% | 2.29% | 135% | 21 | 23.81% | 3.9 |
|
| 2788 |
2788
Premier Path Wealth Partners
Madison,
New Jersey
| $643M | -$13.5M | -2% | 1.91% | 98.8% | 387 | 8.53% | 1.1 |
|
| 2789 |
2789
Legacy Edge Advisors
Syosset,
New York
| $641M | +$11M | +2% | 1.54% | 58.9% | 186 | 7.53% | 1.1 |
|
| 2790 |
2790
Financial Enhancement Group
Anderson,
Indiana
| $640M | -$13.7M | -2% | 1.76% | 62.2% | 131 | 25.19% | 3.1 |
|
| 2791 |
IBOK
2791
Independence Bank of Kentucky
Owensboro,
Kentucky
| $640M | -$10.2M | -2% | 2.4% | 94.3% | 638 | 6.27% | 3.8 |
|
| 2792 |
LWANC
2792
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $639M | -$1.21M | -0.2% | 0.22% | 71.1% | 750 | 9.2% | 3.9 |
|
| 2793 |
2793
Alaska Wealth Advisors
Anchorage,
Alaska
| $639M | -$4.39M | -0.7% | 0.28% | 44.3% | 70 | 24.29% | 3.8 |
|
| 2794 |
2794
Summit Securities Group
New York
| $639M | +$154M | +32% | 0.36% | 149% | 1,157 | 82.89% | 0.3 |
|
| 2795 |
2795
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $637M | -$562M | -47% | 1.85% | 25.8% | 113 | 69.03% | 0.4 |
|
| 2796 |
2796
Brio Consultants
San Francisco,
California
| $637M | -$2.13M | -0.3% | 0.98% | 42.7% | 124 | 11.29% | 2.8 |
|
| 2797 |
2797
Abacus FCF Advisors
Orlando,
Florida
| $637M | -$123M | -16% | 0.56% | 197% | 270 | 71.48% | 1.6 |
|
| 2798 |
ECM
2798
EagleClaw Capital Management
Boston,
Massachusetts
| $636M | +$5.08M | +0.8% | 1.24% | 109% | 146 | 6.16% | 6.5 |
|
| 2799 |
2799
Dudley & Shanley
Palm Beach,
Florida
| $635M | -$12.5M | -2% | 6.94% | 67.9% | 37 | 2.7% | 3.9 |
|
| 2800 |
2800
Foundation Resource Management
Little Rock,
Arkansas
| $634M | +$35.7M | +6% | 9.17% | 84.5% | 52 | 3.85% | 8.2 |
|