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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Ironwood Investment Counsel
Scottsdale,
Arizona
| $475M | +$30.6M | +7% | 4.94% | 64% | 259 | 22.01% | 4.2 |
|
| 2827 |
KWMG
2827
King Wealth Management Group
Naples,
Florida
| $474M | -$20.4M | -4% | 3.16% | 86% | 153 | 7.19% | 5.2 |
|
| 2828 |
2828
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $474M | -$15.4M | -3% | 3.35% | 51.1% | 833 | 17.89% | 2.2 |
|
| 2829 |
2829
Sentry LLC
Memphis,
Tennessee
| $474M | +$14M | +3% | 4.25% | 61.3% | 125 | 8.8% | 0.5 |
|
| 2830 |
2830
Townsend & Associates
Westminster,
Colorado
| $474M | +$85M | +22% | 3.84% | 58% | 123 | 20.33% | 1.5 |
|
| 2831 |
2831
Pine Ridge Advisers
New York
| $473M | +$20.4M | +5% | 3.43% | 90.1% | 27 | 3.7% | 2.1 |
|
| 2832 |
2832
Mainstay Capital Management
Grand Blanc,
Michigan
| $473M | -$84.9M | -15% | 1.15% | 131% | 112 | 25.89% | 2.9 |
|
| 2833 |
LWANC
2833
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $473M | -$26.5M | -5% | 2.2% | 71.1% | 607 | 5.44% | 3.5 |
|
| 2834 |
2834
Oak Harvest Investment Services
Houston,
Texas
| $473M | +$26.4M | +6% | 1.93% | 120% | 124 | 25.81% | 1.5 |
|
| 2835 |
2835
Adventist Health System West
Roseville,
California
| $472M | -$37.2M | -7% | 3.41% | 60.2% | 5 | 0% | 3.1 |
|
| 2836 |
2836
Arcadia Investment Management
Kalamazoo,
Michigan
| $472M | -$20.8M | -4% | 2.47% | 83.5% | 346 | 7.23% | 4.5 |
|
| 2837 |
NRA
2837
NSI Retail Advisors
Warrendale,
Pennsylvania
| $472M | -$125M | -21% | 2.89% | 26.2% | 53 | 26.42% | 1.9 |
|
| 2838 |
2838
Academy Capital Management
Waco,
Texas
| $472M | -$27.7M | -6% | 2.61% | 71.2% | 36 | 13.89% | 3.3 |
|
| 2839 |
2839
Concord Wealth Partners
Abingdon,
Virginia
| $471M | +$6.37M | +1% | 2.27% | 66% | 1,086 | 9.21% | 0.9 |
|
| 2840 |
2840
Atlas Venture Advisors
Boston,
Massachusetts
| $471M | -$120M | -20% | 15% | 34.6% | 5 | 0% | 3.8 |
|
| 2841 |
2841
Herald Investment Management
London,
United Kingdom
| $470M | -$44.5M | -9% | 1.34% | 493% | 105 | 8.57% | 4.9 |
|
| 2842 |
2842
Live Oak Private Wealth
Wilmington,
North Carolina
| $470M | -$32.6M | -6% | 4.07% | 65% | 168 | 5.95% | 2.7 |
|
| 2843 |
2843
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $469M | +$18M | +4% | 2.05% | 78.9% | 155 | 11.61% | 1.2 |
|
| 2844 |
2844
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $469M | -$17.2M | -4% | 4.39% | 80.8% | 89 | 13.48% | 2.7 |
|
| 2845 |
2845
Investure LLC
Charlottesville,
Virginia
| $469M | -$54M | -10% | 6.3% | 55.4% | 13 | 0% | 4 |
|
| 2846 |
2846
Strategic Point Investment Advisors
Providence,
Rhode Island
| $468M | -$19.1M | -4% | 3.53% | 51.9% | 35 | 5.71% | 3.6 |
|
| 2847 |
2847
American Investment Services
Great Barrington,
Massachusetts
| $468M | -$25.3M | -5% | 3.64% | 63.1% | 141 | 5.67% | 5.1 |
|
| 2848 |
2848
Harbor Capital Advisors
Chicago,
Illinois
| $468M | -$32.3M | -6% | 2.65% | 128% | 674 | 36.05% | 0.7 |
|
| 2849 |
2849
Makena Capital Management
Menlo Park,
California
| $467M | -$56.3M | -11% | 2.23% | 78.7% | 49 | 32.65% | 1.5 |
|
| 2850 |
2850
Centerbridge Partners
New York
| $467M | -$175M | -27% | 1.29% | 15.9% | 15 | 6.67% | 2 |
|