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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Jamison Private Wealth Management
Milton,
Georgia
| $484M | – | – | 3.08% | 130% | 395 | – | 0 |
|
| 2802 |
2802
Disciplina Capital Management
Nashville,
Tennessee
| $484M | -$85.9M | -15% | 4.12% | 30% | 57 | 1.75% | 2.5 |
|
| 2803 |
2803
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $484M | -$47M | -9% | 3.49% | 97.3% | 502 | 14.54% | 3.6 |
|
| 2804 |
2804
Tarbox Family Office
Newport Beach,
California
| $483M | -$31.5M | -6% | 4.12% | 66.4% | 106 | 12.26% | 6.6 |
|
| 2805 |
2805
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $483M | -$14.5M | -3% | 2.31% | 64.4% | 46 | 15.22% | 1 |
|
| 2806 |
2806
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $482M | +$20.1M | +4% | 3.12% | 53.4% | 88 | 19.32% | 1.1 |
|
| 2807 |
2807
Dividend Assets Capital
Ridgeland,
South Carolina
| $482M | -$4.05M | -0.8% | 0.88% | 67.4% | 541 | 12.94% | 3.6 |
|
| 2808 |
2808
Per Stirling Capital Management
Austin,
Texas
| $482M | -$9.6M | -2% | 3.02% | 63.1% | 208 | 12.98% | 0.6 |
|
| 2809 |
2809
Tortoise Index Solutions
Overland Park,
Kansas
| $481M | -$8.74M | -2% | 0.63% | 52.2% | 67 | 5.97% | 5.3 |
|
| 2810 |
2810
Mengis Capital Management
Portland,
Oregon
| $481M | -$20M | -4% | 2.87% | 104% | 170 | 5.29% | 5.3 |
|
| 2811 |
2811
World Equity Group
Schaumburg,
Illinois
| $481M | +$142M | +42% | 3.37% | 117% | 386 | 31.35% | 0.8 |
|
| 2812 |
2812
Meridian Wealth Partners
Exton,
Pennsylvania
| $480M | -$6.78M | -1% | 3.29% | 54.2% | 101 | 12.87% | 2.4 |
|
| 2813 |
2813
Johnson Bixby & Associates
Vancouver,
Washington
| $480M | -$2.54M | -0.5% | 3.59% | 48.7% | 103 | 16.5% | 2 |
|
| 2814 |
2814
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $480M | -$15.4M | -3% | 4.28% | 55.8% | 117 | 7.69% | 4.8 |
|
| 2815 |
2815
Capital Planning Advisors
Roseville,
California
| $479M | -$14M | -3% | 2.25% | 64.2% | 131 | 9.92% | 4.1 |
|
| 2816 |
2816
Goldstein Advisors
Madison,
Wisconsin
| $479M | +$1.64M | +0.3% | 3.2% | 62.6% | 177 | 9.04% | 0.7 |
|
| 2817 |
2817
HBW Advisory Services
Simi Valley,
California
| $479M | +$18M | +4% | 3.45% | 68.6% | 345 | 31.3% | 1.6 |
|
| 2818 |
2818
Strid Group
Newtown Square,
Pennsylvania
| $478M | -$8.15M | -2% | 2.87% | 55.2% | 48 | 6.25% | 3.2 |
|
| 2819 |
2819
TFO Wealth Partners
Maumee,
Ohio
| $478M | +$4.34M | +0.9% | 4.3% | 63.6% | 1,110 | 25.68% | 0.7 |
|
| 2820 |
2820
Alibaba Group
Causeway Bay,
Hong Kong
| $478M | -$28.1M | -6% | 0.34% | 2.06% | 9 | 0% | 3.8 |
|
| 2821 |
2821
Amarillo National Bank
Amarillo,
Texas
| $478M | -$37.8M | -7% | 3.79% | 63.5% | 102 | 11.76% | 5.5 |
|
| 2822 |
KPF
2822
K2 Principal Fund
Toronto,
Ontario, Canada
| $477M | +$40.2M | +9% | 0.62% | 76.5% | 320 | 58.44% | 0.5 |
|
| 2823 |
2823
Blue Edge Capital
Richmond,
Virginia
| $477M | -$19.3M | -4% | 3.18% | 67.4% | 103 | 6.8% | 5.4 |
|
| 2824 |
2824
Advantage Alpha Capital Partners
San Francisco,
California
| $476M | -$24.1M | -5% | 3.46% | 79.2% | 97 | 14.43% | 1.9 |
|
| 2825 |
MWM
2825
Madison Wealth Management
Cincinnati,
Ohio
| $476M | -$18.5M | -4% | 2.56% | 35.1% | 158 | 8.86% | 2.7 |
|