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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
Lifeworks Advisors
Grand Rapids,
Michigan
| $671M | +$68.9M | +11% | 7.57% | 80.4% | 334 | 14.37% | 1.6 |
|
| 2852 |
2852
Glenorchy Capital
Boorolite,
Australia
| $671M | +$508M | +312% | 11.8% | – | 66 | 4.55% | 1.3 |
|
| 2853 |
2853
Live Oak Private Wealth
Wilmington,
North Carolina
| $670M | +$53.3M | +9% | 7.36% | 65% | 194 | 4.64% | 3.7 |
|
| 2854 |
2854
Exchange Capital Management
Ann Arbor,
Michigan
| $670M | +$53.3M | +9% | 9.03% | 57.8% | 212 | 5.19% | 5.5 |
|
| 2855 |
ECM
2855
EagleClaw Capital Management
Boston,
Massachusetts
| $670M | +$33.6M | +5% | 9.05% | 104% | 150 | 8% | 6.6 |
|
| 2856 |
2856
Geometric Wealth Advisors
Washington,
District of Columbia
| $669M | +$84.2M | +14% | 10.3% | 62.1% | 76 | 10.53% | 1.9 |
|
| 2857 |
2857
Nexus Investment Management
Toronto,
Ontario, Canada
| $669M | -$214M | -24% | 10.5% | 77.5% | 82 | 10.98% | 4.2 |
|
| 2858 |
2858
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $669M | +$117M | +21% | 8.54% | 55% | 154 | 13.64% | 3.8 |
|
| 2859 |
LWANC
2859
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $669M | +$30.2M | +5% | 7.08% | 63.3% | 698 | 73.21% | 5.6 |
|
| 2860 |
2860
High Probability Advisors
Pittsford,
New York
| $669M | +$69.1M | +12% | 7.77% | 52.6% | 61 | 11.48% | 2.9 |
|
| 2861 |
2861
Family Management
New York
| $668M | +$56.6M | +9% | 10.5% | 69% | 255 | 23.53% | 2.3 |
|
| 2862 |
2862
Daido Life Insurance Company
Osaka,
Japan
| $668M | -$69.2M | -9% | 10.4% | 68.7% | 6 | 0% | 5.1 |
|
| 2863 |
2863
Freemont Management
Vaud,
Switzerland
| $667M | +$363M | +119% | 25.4% | 113% | 113 | 32.74% | 1.7 |
|
| 2864 |
VCM
2864
Vivaldi Capital Management
Chicago,
Illinois
| $666M | +$45.2M | +7% | 9.12% | 69.2% | 309 | 12.62% | 3.2 |
|
| 2865 |
2865
Evelyn Partners Investment Management Services
London,
| $666M | +$56.4M | +9% | 11.5% | – | 282 | 10.28% | 0.5 |
|
| 2866 |
2866
Tarbox Family Office
Newport Beach,
California
| $665M | +$63.3M | +11% | 8.78% | 66.4% | 117 | 9.4% | 6.9 |
|
| 2867 |
2867
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $665M | +$211M | +47% | 8.89% | 64.7% | 204 | 41.67% | 1.1 |
|
| 2868 |
2868
Arvest Investments
Lowell,
Arkansas
| $664M | +$30.3M | +5% | 5.79% | 50% | 185 | 17.84% | 1.1 |
|
| 2869 |
2869
Embree Financial Group
Chicago,
Illinois
| $664M | +$67.2M | +11% | 10.2% | 87.6% | 224 | 13.39% | 1.2 |
|
| 2870 |
2870
Beryl Capital Management
Redondo Beach,
California
| $664M | +$396M | +148% | 54.3% | 3,932% | 39 | 94.87% | 0 |
|
| 2871 |
2871
Boulay Financial Advisors
Eden Prairie,
Minnesota
| $663M | +$364M | +122% | 7.6% | – | 4 | 50% | 0.1 |
|
| 2872 |
2872
Intelligence Driven Advisers
Carlsbad,
California
| $663M | +$144M | +28% | 8% | 65.6% | 126 | 24.6% | 2 |
|
| 2873 |
2873
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $662M | +$141M | +27% | 52.9% | 484% | 13 | 15.38% | 2.7 |
|
| 2874 |
2874
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $662M | +$52.9M | +9% | 7.04% | 61.6% | 200 | 10% | 1.7 |
|
| 2875 |
2875
Financial Advisors Network
Tustin,
California
| $662M | +$59.4M | +10% | 7.45% | – | 197 | 10.15% | 3.4 |
|