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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Apollon Financial
Mount Pleasant,
South Carolina
| $848M | +$124M | +17% | 15.2% | 103% | 296 | 12.84% | 1.5 |
|
| 2852 |
2852
Think Investments
San Francisco,
California
| $847M | +$84.2M | +11% | 71.7% | 285% | 39 | 64.1% | 2.2 |
|
| 2853 |
2853
Peterson Wealth Advisors
Orem,
Utah
| $846M | +$94.3M | +13% | 10.2% | 50.9% | 120 | 10% | 3.5 |
|
| 2854 |
2854
Lineweaver Wealth Advisors
Valley View,
Ohio
| $845M | +$103M | +14% | 11.8% | 68.4% | 192 | 17.71% | 2.7 |
|
| 2855 |
2855
Arkos Global Advisors
Houston,
Texas
| $844M | +$47.7M | +6% | 7.08% | 43.6% | 207 | 43.96% | 3.6 |
|
| 2856 |
2856
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| $844M | +$81.2M | +11% | 10.4% | – | 226 | 8.41% | 1.2 |
|
| 2857 |
2857
Power Corp of Canada
Montreal, Quebec,
Canada
| $843M | +$97.7M | +13% | 40.9% | 14.4% | 1 | 0% | 2.5 |
|
| 2858 |
2858
Kora Management
Brooklyn,
New York
| $843M | +$141M | +20% | 32.7% | 307% | 10 | 10% | 2.3 |
|
| 2859 |
2859
LaFleur & Godfrey
Grand Rapids,
Michigan
| $842M | +$38.9M | +5% | 10.2% | 98.2% | 153 | 10.46% | 5 |
|
| 2860 |
2860
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $842M | +$67.1M | +9% | 16% | 80.3% | 197 | 20.81% | 3 |
|
| 2861 |
2861
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $842M | -$3.38M | -0.4% | 7.08% | 40.2% | 121 | 9.09% | 4 |
|
| 2862 |
2862
Range Advisory
Mclean,
Virginia
| $840M | +$301M | +56% | 16.5% | – | 363 | 31.13% | 0.3 |
|
| 2863 |
2863
First Pacific Financial
Vancouver,
Washington
| $839M | +$62.7M | +8% | 12% | 53.6% | 718 | 36.63% | 2.1 |
|
| 2864 |
2864
Financial Enhancement Group
Anderson,
Indiana
| $839M | +$31.5M | +4% | 10.4% | 62.2% | 146 | 13.7% | 3.3 |
|
| 2865 |
2865
Security National Bank
Omaha,
Nebraska
| $838M | +$151M | +22% | 19.7% | 125% | 449 | 20.94% | 2.4 |
|
| 2866 |
2866
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $838M | -$69.2M | -8% | 8.76% | 32.6% | 88 | 17.05% | 4.6 |
|
| 2867 |
2867
Nottingham Advisors
Amherst,
New York
| $838M | +$60.6M | +8% | 7.37% | 47.6% | 123 | 9.76% | 4.5 |
|
| 2868 |
2868
Physician Wealth Advisors
Midvale,
Utah
| $837M | +$119M | +17% | 15.6% | 79.9% | 2,476 | 22.66% | 1.2 |
|
| 2869 |
2869
Professional Advisory Services
Vero Beach,
Florida
| $836M | +$111M | +15% | 18.9% | 69.3% | 96 | 19.79% | 5.6 |
|
| 2870 |
2870
Glassman Wealth Services
Vienna,
Virginia
| $835M | +$99.1M | +13% | 12.4% | 62.6% | 245 | 27.35% | 4 |
|
| 2871 |
2871
Artemis Wealth Advisors
New York
| $835M | +$172M | +26% | 48.5% | 174% | 60 | 33.33% | 2 |
|
| 2872 |
2872
Breakwater Capital Group
Paramus,
New Jersey
| $833M | +$86.5M | +12% | 13.1% | 67.4% | 395 | 10.13% | 2.2 |
|
| 2873 |
2873
Blue Edge Capital
Richmond,
Virginia
| $833M | +$79.8M | +11% | 15.3% | 67.4% | 143 | 10.49% | 5.2 |
|
| 2874 |
2874
HHLR Advisors
Grand Cayman,
Cayman Islands
| $832M | -$841M | -50% | 26.8% | 137% | 43 | 30.23% | 2.5 |
|
| 2875 |
2875
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $832M | +$118M | +17% | 1.63% | 101% | 17 | 5.88% | 1.4 |
|