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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
Stanley-Laman Group
Berwyn,
Pennsylvania
| $787M | +$85.1M | +12% | 4.93% | 114% | 316 | 24.05% | 2 |
|
| 2777 |
2777
Fort Sheridan Advisors
Highland Park,
Illinois
| $787M | +$22.5M | +3% | 4.06% | 109% | 276 | 5.8% | 3.5 |
|
| 2778 |
2778
Sharkey, Howes & Javer
Denver,
Colorado
| $787M | +$8.67M | +1% | 1.72% | 60.2% | 167 | 8.98% | 3.1 |
|
| 2779 |
2779
Ionic Capital Management
New York
| $786M | -$173M | -18% | 7.74% | 163% | 189 | 51.85% | 0.6 |
|
| 2780 |
2780
Alaska Wealth Advisors
Anchorage,
Alaska
| $785M | +$20.8M | +3% | 0.64% | 44.3% | 91 | 15.38% | 3.2 |
|
| 2781 |
2781
SCHF (GPE)
Wilson,
Wyoming
| $785M | -$153M | -16% | 4.25% | – | 9 | 55.56% | 0.4 |
|
| 2782 |
2782
Hendershot Investments
Centreville,
Virginia
| $784M | -$9.9M | -1% | 3.02% | 50.5% | 130 | 6.15% | 5.9 |
|
| 2783 |
2783
Eagle Strategies
New York
| $783M | +$35.6M | +5% | 2.79% | 77.7% | 256 | 10.16% | 1.9 |
|
| 2784 |
2784
Arkos Global Advisors
Houston,
Texas
| $783M | -$2.28M | -0.3% | 2.12% | 43.6% | 171 | 29.24% | 3.4 |
|
| 2785 |
2785
Liberty One Investment Management
Libertyville,
Illinois
| $783M | -$996M | -56% | 1.19% | 40.3% | 157 | 16.56% | 3.6 |
|
| 2786 |
2786
D'Orazio & Associates
Falls Church,
Virginia
| $782M | +$25.2M | +3% | 1.04% | 61.2% | 302 | 12.91% | 3.2 |
|
| 2787 |
2787
Impact Partnership Wealth
Marietta,
Georgia
| $780M | +$107M | +16% | 1.34% | 47.3% | 435 | 45.75% | 0.8 |
|
| 2788 |
TIM
2788
Total Investment Management
Scottsdale,
Arizona
| $779M | +$10.1M | +1% | 1.09% | 44.4% | 94 | 21.28% | 3 |
|
| 2789 |
2789
JT Stratford LLC
Gainesville,
Georgia
| $779M | +$32.2M | +4% | 2.47% | 103% | 336 | 20.24% | 2.9 |
|
| 2790 |
2790
Bernicke Wealth Management
Altoona,
Wisconsin
| $779M | – | – | 2.06% | – | 100 | – | 3.3 |
|
| 2791 |
2791
De Lisle Partners
Poole,
United Kingdom
| $778M | -$36.2M | -4% | 3.04% | – | 183 | 13.11% | 1.4 |
|
| 2792 |
2792
Geometric Wealth Advisors
Washington,
District of Columbia
| $777M | +$26.9M | +4% | 3.07% | 62.1% | 82 | 4.88% | 2.2 |
|
| 2793 |
2793
Strategic Planning Group
Bountiful,
Utah
| $777M | +$37.1M | +5% | 2.89% | 162% | 75 | 5.33% | 1.5 |
|
| 2794 |
2794
American Financial Advisors
Marietta,
Georgia
| $775M | -$1.58M | -0.2% | 2.44% | 52.7% | 165 | 7.27% | 3.5 |
|
| 2795 |
2795
Liberty Wealth Management
Oakland,
California
| $775M | +$64.5M | +9% | 2.58% | 64.2% | 269 | 14.5% | 2.3 |
|
| 2796 |
2796
Dillon & Associates
Jackson,
Michigan
| $774M | -$3.3M | -0.4% | 2.76% | 117% | 79 | 6.33% | 8 |
|
| 2797 |
2797
Premier Path Wealth Partners
Madison,
New Jersey
| $774M | -$2.64M | -0.3% | 3.02% | 98.8% | 412 | 9.47% | 1.6 |
|
| 2798 |
2798
True North Advisors
Dallas,
Texas
| $774M | +$144M | +23% | 1.11% | 82.9% | 276 | 31.52% | 2 |
|
| 2799 |
2799
Lifeworks Advisors
Grand Rapids,
Michigan
| $772M | +$21.2M | +3% | 1.28% | 80.4% | 352 | 13.92% | 1.9 |
|
| 2800 |
2800
RMG Wealth Management
Platteville,
Wisconsin
| $772M | +$61.9M | +9% | 1.21% | – | 547 | 59.05% | 0.3 |
|