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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
Financial Advisors Network
Tustin,
California
| $724M | -$5.3M | -0.7% | 0.89% | – | 228 | 24.56% | 3.6 |
|
| 2902 |
2902
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $724M | +$34.8M | +5% | 1.11% | 39.5% | 63 | 17.46% | 2.8 |
|
| 2903 |
TFHU
2903
TLT Family Holdco ULC
Toronto,
| $724M | -$187M | -21% | 18.3% | – | 8 | 0% | 0.8 |
|
| 2904 |
2904
Avalon Global Asset Management
San Francisco,
California
| $724M | +$105M | +17% | 2.5% | 278% | 54 | 50% | 3.6 |
|
| 2905 |
2905
FengHe Fund Management
Singapore
| $724M | -$1.05B | -59% | 21.2% | 779% | 48 | 56.25% | 0.5 |
|
| 2906 |
VCM
2906
Vivaldi Capital Management
Chicago,
Illinois
| $723M | -$11.9M | -2% | 1.1% | 69.2% | 303 | 12.54% | 3.6 |
|
| 2907 |
2907
Financial Solutions Advisory Group
Chicago,
Illinois
| $723M | – | – | 1.7% | – | 174 | – | 0 |
|
| 2908 |
2908
Pasadena Private Wealth
Pasadena,
California
| $723M | -$12.2M | -2% | 0.73% | 53% | 305 | 19.67% | 1.8 |
|
| 2909 |
2909
Unique Wealth
Clearwater,
Florida
| $723M | +$7M | +1% | 1.86% | 68.5% | 216 | 30.09% | 1.4 |
|
| 2910 |
2910
Apollon Financial
Mount Pleasant,
South Carolina
| $723M | +$34.3M | +5% | 2.04% | 103% | 275 | 12.73% | 1.5 |
|
| 2911 |
2911
Zevin Asset Management
Boston,
Massachusetts
| $723M | -$22.8M | -3% | 3.11% | 71.7% | 101 | 11.88% | 5 |
|
| 2912 |
2912
Zweig-DiMenna Associates
New York
| $722M | -$889M | -55% | 5.97% | 561% | 120 | 60.83% | 1.8 |
|
| 2913 |
2913
Mechanics Bank - Trust Department
Walnut Creek,
California
| $722M | -$41.4M | -5% | 1.24% | 76.8% | 210 | 8.57% | 6.9 |
|
| 2914 |
2914
FCPM III Services
Naarden,
Netherlands
| $722M | -$40.7M | -5% | 0.37% | – | 11 | 18.18% | 1.4 |
|
| 2915 |
2915
White Lighthouse Investment Management
Bedford,
Massachusetts
| $721M | +$4.41M | +0.6% | 1.32% | 62% | 154 | 8.44% | 5.3 |
|
| 2916 |
2916
Financial Advisory Corporation
Grand Rapids,
Michigan
| $720M | +$32.2M | +5% | 0.56% | – | 54 | 11.11% | 1 |
|
| 2917 |
2917
Fagan Associates
Troy,
New York
| $719M | -$30.8M | -4% | 3.1% | 127% | 143 | 11.89% | 4.9 |
|
| 2918 |
2918
Ellevest Inc
New York
| $719M | -$4.07M | -0.6% | 0.1% | 73.8% | 467 | 16.92% | 3.4 |
|
| 2919 |
2919
Summit Asset Management
Memphis,
Tennessee
| $719M | +$12.1M | +2% | 0.2% | 53.4% | 178 | 7.3% | 6.5 |
|
| 2920 |
2920
Physician Wealth Advisors
Midvale,
Utah
| $719M | -$128K | -0% | 1.73% | 79.9% | 2,264 | 19.57% | 1.1 |
|
| 2921 |
2921
Kadensa Capital
Central,
Hong Kong
| $718M | -$245M | -25% | 3.32% | 191% | 53 | 45.28% | 0.6 |
|
| 2922 |
2922
Tobias Financial Advisors
Plantation,
Florida
| $718M | +$10.4M | +1% | 0.39% | 44.5% | 157 | 15.92% | 2.5 |
|
| 2923 |
2923
Werba Rubin Papier Wealth Management
San Jose,
California
| $718M | +$349M | +95% | 0.68% | 67% | 300 | 30% | 1.4 |
|
| 2924 |
2924
LM Advisors
San Diego,
California
| $718M | -$14M | -2% | 5.01% | – | 224 | 11.61% | 1.7 |
|
| 2925 |
2925
Sycomore Asset Management
Paris,
France
| $718M | +$113M | +19% | 9.87% | 163% | 75 | 16% | 2.4 |
|