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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Cooper Financial Group
Irvine,
California
| $492M | +$48.9M | +11% | 6.32% | 87.2% | 269 | 17.47% | 1.2 |
|
| 2902 |
2902
Edge Wealth Management
New York
| $491M | +$20.9M | +4% | 6.98% | 75.3% | 466 | 11.37% | 2.8 |
|
| 2903 |
2903
Cornerstone Wealth Group
Huntersville,
North Carolina
| $491M | -$1.01M | -0.2% | 6.7% | 96% | 170 | 21.76% | 1.2 |
|
| 2904 |
2904
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| $490M | +$96.8M | +25% | 7.8% | 51.8% | 15 | 53.33% | 0.3 |
|
| 2905 |
2905
Teamwork Financial Advisors
San Antonio,
Texas
| $490M | +$63.4M | +15% | 10.8% | 134% | 265 | 21.89% | 0.8 |
|
| 2906 |
2906
Noesis Capital Mangement
Boca Raton,
Florida
| $489M | +$43.9M | +10% | 7.9% | 139% | 131 | 15.27% | 3.7 |
|
| 2907 |
KWMG
2907
King Wealth Management Group
Naples,
Florida
| $489M | +$43.5M | +10% | 8.63% | 86% | 174 | 9.2% | 3.4 |
|
| 2908 |
2908
TrinityPoint Wealth
Milford,
Connecticut
| $489M | +$59.7M | +14% | 8.11% | 28.4% | 274 | 15.33% | 1.5 |
|
| 2909 |
2909
Natural Investments
Windsor,
California
| $489M | -$20.2M | -4% | 2.35% | – | 3 | 0% | 0.7 |
|
| 2910 |
2910
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $489M | +$33.5M | +7% | 5.97% | 80.6% | 148 | 23.65% | 0.9 |
|
| 2911 |
2911
Greenline Partners
New York
| $489M | +$32M | +7% | 6.57% | 69.6% | 134 | 10.45% | 1.5 |
|
| 2912 |
2912
Hohimer Wealth Management
Seattle,
Washington
| $489M | +$78.2M | +19% | 8.53% | 99.7% | 213 | 14.55% | 1.1 |
|
| 2913 |
2913
Sompo Asset Management
Tokyo,
Japan
| $488M | +$48.5M | +11% | 6.73% | 84.7% | 153 | 17.65% | 1.9 |
|
| 2914 |
2914
Personal CFO Solutions
Chester,
New Jersey
| $488M | +$25.7M | +6% | 6.17% | 91.4% | 473 | 21.14% | 0.9 |
|
| 2915 |
2915
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $488M | +$39.4M | +9% | 11% | 70.2% | 40 | 50% | 0.5 |
|
| 2916 |
2916
Coastal Bridge Advisors
Westport,
Connecticut
| $488M | -$58.2M | -11% | 9.61% | 88.1% | 163 | 19.63% | 2.8 |
|
| 2917 |
2917
Capital Planning Advisors
Roseville,
California
| $487M | +$41.4M | +9% | 7.08% | 64.2% | 155 | 21.29% | 2.5 |
|
| 2918 |
2918
Financial Enhancement Group
Anderson,
Indiana
| $487M | -$2.99M | -0.6% | 5.01% | 62.2% | 320 | 22.5% | 2 |
|
| 2919 |
2919
Peavine Capital
Reno,
Nevada
| $487M | +$35.8M | +8% | 3.11% | 30.8% | 14 | 21.43% | 3.1 |
|
| 2920 |
2920
JBJ Investment Partners
Charleston,
South Carolina
| $487M | +$29.8M | +7% | 4.59% | 46.2% | 67 | 16.42% | 1.3 |
|
| 2921 |
2921
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $486M | +$169M | +53% | 11% | 51.8% | 23 | 26.09% | 1.5 |
|
| 2922 |
2922
Monarch Alternative Capital
New York
| $486M | -$989M | -67% | 2.9% | 497% | 12 | 58.33% | 0.3 |
|
| 2923 |
2923
Crabel Capital Management
Los Angeles,
California
| $486M | +$102M | +27% | 6.31% | 13.9% | 156 | 59.62% | 0.3 |
|
| 2924 |
2924
Tectonic Advisors
Frisco,
Texas
| $485M | +$82.5M | +21% | 7.01% | 44.9% | 219 | 14.61% | 0.4 |
|
| 2925 |
2925
Lathrop Investment Management
Little Rock,
Arkansas
| $485M | +$38.3M | +9% | 8.99% | 72.2% | 74 | 5.41% | 4.7 |
|