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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
Archford Capital Strategies
Swansea,
Illinois
| $435M | +$47.5M | +12% | 7.77% | 87.4% | 298 | 17.45% | 3.7 |
|
| 2852 |
2852
Brasada Capital Management
Houston,
Texas
| $434M | +$12.7M | +3% | 5.49% | 76.5% | 140 | 22.86% | 2.3 |
|
| 2853 |
2853
Kavar Capital Partners Group
Leawood,
Kansas
| $434M | +$41.8M | +11% | 11% | 77.2% | 153 | 14.38% | 4.4 |
|
| 2854 |
2854
Dock Street Asset Management
Palm Beach,
Florida
| $434M | +$16.5M | +4% | 3.18% | 175% | 58 | 10.34% | 3.9 |
|
| 2855 |
2855
Eagle Rock Investment Company
Atlanta,
Georgia
| $434M | +$50.5M | +13% | 10.1% | 121% | 138 | 13.77% | 0.8 |
|
| 2856 |
2856
Eagle Health Investments
Greenwich,
Connecticut
| $433M | -$2.26M | -0.5% | 19.7% | 241% | 30 | 16.67% | 1.4 |
|
| 2857 |
2857
Vesa Equity Investment
Luxembourg
| $433M | +$48.9M | +13% | 21.4% | 2.97% | 1 | 0% | 2 |
|
| 2858 |
2858
Regis Management Company
Menlo Park,
California
| $433M | +$21M | +5% | 9.38% | 5.33% | 58 | 12.07% | 5.5 |
|
| 2859 |
2859
TFO Wealth Partners
Maumee,
Ohio
| $433M | +$32.9M | +8% | 10.1% | 63.6% | 950 | 87.68% | 0.2 |
|
| 2860 |
2860
Sax Wealth Advisors
Parsippany,
New Jersey
| $433M | +$44.5M | +11% | 9.38% | 64.3% | 176 | 13.64% | 1.5 |
|
| 2861 |
2861
Intrua Financial
Houston,
Texas
| $433M | +$57.1M | +15% | 9.57% | 77.4% | 347 | 19.88% | 1.5 |
|
| 2862 |
2862
Strategic Wealth Investment Group
Louisville,
Kentucky
| $433M | +$84.7M | +24% | 4.57% | – | 135 | 20% | 1.6 |
|
| 2863 |
EVM
2863
Evelyn V. Moreno
| $432M | +$211M | +95% | 10.1% | 39.4% | 167 | 17.37% | 2.4 |
|
| 2864 |
2864
Meridian Wealth Partners
Exton,
Pennsylvania
| $432M | +$32.7M | +8% | 6.57% | 54.2% | 91 | 13.19% | 2.1 |
|
| 2865 |
2865
Amarillo National Bank
Amarillo,
Texas
| $431M | -$177K | -0% | 7.74% | 63.5% | 105 | 14.29% | 5.3 |
|
| 2866 |
2866
Park Presidio Capital
San Francisco,
California
| $431M | -$5.28M | -1% | 6.99% | 94.1% | 12 | 8.33% | 3.6 |
|
| 2867 |
2867
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $430M | -$1.65M | -0.4% | 6.71% | 80.8% | 93 | 9.68% | 2.3 |
|
| 2868 |
2868
Edge Wealth Management
New York
| $430M | -$22.2M | -5% | 6.83% | 75.3% | 94 | 20.21% | 4.9 |
|
| 2869 |
2869
Johnson Bixby & Associates
Vancouver,
Washington
| $430M | +$31.6M | +8% | 6.79% | 48.7% | 103 | 11.65% | 1.4 |
|
| 2870 |
2870
Buffington Mohr McNeal
Boise,
Idaho
| $430M | +$14.6M | +4% | 8.93% | 29.3% | 124 | 7.26% | 4.8 |
|
| 2871 |
ASM
2871
ATW SPAC Management
New York
| $430M | -$197M | -31% | 1.75% | 68.7% | 319 | 38.56% | 0.7 |
|
| 2872 |
SA
2872
SoftVest Advisors
Abilene,
Texas
| $430M | +$107M | +33% | 37.3% | 178% | 6 | 16.67% | 1.7 |
|
| 2873 |
NRA
2873
NSI Retail Advisors
Warrendale,
Pennsylvania
| $429M | +$91.6M | +27% | 6.07% | 26.2% | 43 | 11.63% | 1.3 |
|
| 2874 |
2874
Dimension Capital Management
Coral Gables,
Florida
| $429M | +$15.6M | +4% | 6.54% | 65.5% | 117 | 20.51% | 3 |
|
| 2875 |
2875
Arcadia Investment Management
Kalamazoo,
Michigan
| $429M | +$15.6M | +4% | 9.57% | 83.5% | 359 | 25.35% | 4 |
|