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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
Pilgrim Global Advisors
Reno,
Nevada
| $772M | +$233M | +43% | 56.4% | – | 3 | 0% | 1.9 |
|
| 2802 |
2802
D'Orazio & Associates
Falls Church,
Virginia
| $772M | -$10.3M | -1% | 1.99% | 66.7% | 320 | 17.19% | 3.2 |
|
| 2803 |
2803
Canyon Capital Advisors
Dallas,
Texas
| $772M | +$11.3M | +1% | 1.09% | 78% | 21 | 47.62% | 1.3 |
|
| 2804 |
2804
Hudson Valley Investment Advisors
Goshen,
New York
| $772M | -$132M | -15% | 1.9% | 102% | 152 | 6.58% | 7.1 |
|
| 2805 |
2805
LexAurum Advisors
Overland Park,
Kansas
| $771M | – | – | 0.61% | – | 400 | – | 3.2 |
|
| 2806 |
CANC
2806
Culbertson A N & Co
Charlottesville,
Virginia
| $771M | +$42M | +6% | 1.41% | 87.5% | 144 | 18.75% | 8 |
|
| 2807 |
2807
Concord Wealth Partners
Abingdon,
Virginia
| $770M | +$756K | +0.1% | 0.22% | 71.1% | 849 | 76.09% | 3.7 |
|
| 2808 |
2808
Wahed Invest
New York
| $770M | +$11.4M | +2% | 0.43% | 140% | 232 | 11.21% | 2.8 |
|
| 2809 |
2809
CRA Financial Services
Northfield,
New Jersey
| $770M | +$5.94M | +0.8% | 2.02% | 91.9% | 305 | 7.21% | 3.8 |
|
| 2810 |
2810
Slow Capital
Greenbrae,
California
| $770M | -$67.4M | -8% | 4.31% | 156% | 118 | 16.1% | 5.2 |
|
| 2811 |
2811
Revolve Wealth Partners
Hackensack,
New Jersey
| $770M | -$80.8M | -10% | 0.99% | 67.4% | 243 | 11.52% | 2.5 |
|
| 2812 |
2812
Arbor Investment Advisors
Winston Salem,
North Carolina
| $768M | +$8.32M | +1% | 0.19% | 48.5% | 120 | 12.5% | 5.1 |
|
| 2813 |
2813
Premier Path Wealth Partners
Madison,
New Jersey
| $767M | -$7.01M | -0.9% | 1.32% | 98.8% | 418 | 10.53% | 1.8 |
|
| 2814 |
2814
Fiducient Advisors
Chicago,
Illinois
| $765M | -$41.8M | -5% | 1.38% | 52.3% | 175 | 23.43% | 2.5 |
|
| 2815 |
2815
Capital Advantage
Walnut Creek,
California
| $765M | +$23.7M | +3% | 0.43% | 49.2% | 152 | 6.58% | 2.6 |
|
| 2816 |
2816
Camrose Capital Investment Partners
London,
United Kingdom
| $764M | +$160M | +27% | 5.09% | – | 10 | 0% | 1.2 |
|
| 2817 |
2817
Fortis Capital Advisors
Prairie Village,
Kansas
| $763M | +$86M | +13% | 0.85% | 127% | 428 | 40.65% | 0.9 |
|
| 2818 |
2818
Skylands Capital
Milwaukee,
Wisconsin
| $763M | +$25.9M | +4% | 1.79% | 61% | 168 | 18.45% | 5.3 |
|
| 2819 |
2819
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $763M | +$263K | +0% | 0.24% | – | 252 | 26.19% | 1 |
|
| 2820 |
2820
Think Investments
San Francisco,
California
| $762M | -$135M | -15% | 6.8% | 285% | 40 | 57.5% | 1.8 |
|
| 2821 |
2821
Freedom Together Foundation
New York
| $762M | -$26.4M | -3% | 3.3% | – | 2 | 0% | 1.3 |
|
| 2822 |
GWM
2822
Gibbs Wealth Management
Alpharetta,
Georgia
| $762M | +$349M | +84% | 0.96% | – | 456 | 33.99% | 1.1 |
|
| 2823 |
2823
Boxer Capital Management
San Diego,
California
| $762M | +$305M | +67% | 54% | – | 56 | 23.21% | 0.5 |
|
| 2824 |
2824
Cannon Financial Strategists
Athens,
Georgia
| $761M | +$41.5M | +6% | 0.64% | 56.7% | 111 | 11.71% | 3.6 |
|
| 2825 |
OM
2825
Opaleye Management
Boston,
Massachusetts
| $759M | +$1.33M | +0.2% | 15.6% | 748% | 63 | 28.57% | 1.5 |
|