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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Noesis Capital Mangement
Boca Raton,
Florida
| $832M | +$155M | +23% | 29.3% | 139% | 131 | 9.92% | 5.1 |
|
| 2877 |
2877
Sargent Investment Group
Bethesda,
Maryland
| $832M | +$72.4M | +10% | 13.6% | 113% | 292 | 12.33% | 2.3 |
|
| 2878 |
2878
AA Financial Advisors
Columbus,
Ohio
| $832M | +$122M | +17% | 11.1% | 68.8% | 242 | 13.64% | 1.5 |
|
| 2879 |
2879
American Financial Advisors
Marietta,
Georgia
| $831M | +$81.6M | +11% | 14.2% | 52.7% | 175 | 12.57% | 3.7 |
|
| 2880 |
2880
Compass Financial Management
Tampa,
Florida
| $829M | – | – | 21.4% | – | 1,545 | – | 0 |
|
| 2881 |
2881
Sharkey, Howes & Javer
Denver,
Colorado
| $829M | +$86.4M | +12% | 12.9% | 60.2% | 166 | 9.64% | 3.4 |
|
| 2882 |
2882
AdvisorShares Investments
Bethesda,
Maryland
| $828M | +$279M | +51% | 15.3% | 110% | 333 | 35.14% | 1.4 |
|
| 2883 |
GWM
2883
Gibbs Wealth Management
Alpharetta,
Georgia
| $828M | +$66.1M | +9% | 15.9% | – | 500 | 22.2% | 1.1 |
|
| 2884 |
2884
Benchstone Capital Management
New York
| $828M | -$31.7M | -4% | 33.2% | – | 54 | 61.11% | 0.4 |
|
| 2885 |
2885
Arvest Investments
Lowell,
Arkansas
| $827M | +$93.3M | +13% | 11.4% | 50% | 228 | 16.67% | 1.5 |
|
| 2886 |
2886
Cullen Investment Group
Lafayette,
Louisiana
| $827M | +$69M | +9% | 13.6% | 102% | 188 | 8.51% | 2.1 |
|
| 2887 |
2887
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $826M | +$50.7M | +7% | 11.1% | 86.4% | 142 | 7.04% | 8.8 |
|
| 2888 |
2888
Meridian Wealth Partners
Exton,
Pennsylvania
| $826M | +$97.5M | +13% | 13.2% | 54.2% | 132 | 15.91% | 3.5 |
|
| 2889 |
2889
Parsifal Capital Management
Greenwich,
Connecticut
| $826M | -$23.4M | -3% | 29.3% | 154% | 20 | 35% | 1.3 |
|
| 2890 |
2890
Strategic Wealth Investment Group
Louisville,
Kentucky
| $825M | +$36.7M | +5% | 6.64% | – | 109 | 18.35% | 2.3 |
|
| 2891 |
2891
John G. Ullman & Associates
Corning,
New York
| $824M | +$70.1M | +9% | 26.3% | 156% | 191 | 14.14% | 4.9 |
|
| 2892 |
2892
Rice Partnership
Honolulu,
Hawaii
| $824M | +$92.1M | +13% | 22.6% | 123% | 190 | 16.32% | 3.8 |
|
| 2893 |
2893
Werba Rubin Papier Wealth Management
San Jose,
California
| $824M | +$105M | +15% | 13% | 67% | 326 | 19.94% | 1.4 |
|
| 2894 |
2894
Intellus Advisors
Naples,
Florida
| $823M | +$91.7M | +13% | 17.9% | – | 139 | 13.67% | 1.2 |
|
| 2895 |
2895
McGowan Group Asset Management
Dallas,
Texas
| $823M | +$37.8M | +5% | 14.2% | 69.8% | 168 | 16.67% | 3.2 |
|
| 2896 |
2896
Hudson Valley Investment Advisors
Goshen,
New York
| $823M | +$51.5M | +7% | 16.8% | 102% | 152 | 10.53% | 7.2 |
|
| 2897 |
2897
Leelyn Smith
Geneva,
Illinois
| $822M | +$109M | +15% | 20.7% | 77.3% | 165 | 11.52% | 3.5 |
|
| 2898 |
2898
Sirios Capital Management
Boston,
Massachusetts
| $822M | -$2.51M | -0.3% | 22.5% | 177% | 95 | 24.21% | 1.5 |
|
| 2899 |
2899
Sivia Capital Partners
Mill Valley,
California
| $822M | +$306M | +59% | 25.9% | – | 608 | 36.35% | 0.9 |
|
| 2900 |
2900
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $822M | +$111M | +16% | 15.8% | 69.8% | 153 | 24.84% | 1.8 |
|