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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Herald Investment Management
London,
United Kingdom
| $718M | -$47.9M | -6% | 9.81% | 493% | 100 | 6% | 5.1 |
|
| 2927 |
2927
Live Oak Private Wealth
Wilmington,
North Carolina
| $717M | -$16.9M | -2% | 2.41% | 74.6% | 210 | 7.14% | 4 |
|
| 2928 |
2928
Nuance Investments
Kansas City,
Missouri
| $717M | -$190M | -21% | 2.09% | 3.13% | 53 | 33.96% | 2.8 |
|
| 2929 |
2929
Arkansas Financial Group
Little Rock,
Arkansas
| $717M | +$23.5M | +3% | 1.21% | 41.4% | 95 | 4.21% | 4.5 |
|
| 2930 |
2930
Cambient Family Office
Ada,
Michigan
| $716M | +$15.6M | +2% | 2.12% | – | 282 | 15.25% | 0.2 |
|
| 2931 |
2931
Anatole Investment Management
Central,
Hong Kong
| $716M | +$116M | +19% | 79.7% | 3,486% | 23 | 69.57% | 0.2 |
|
| 2932 |
2932
Biltmore Family Office
Charlotte,
North Carolina
| $716M | -$8.85M | -1% | 1.97% | 99% | 356 | 15.73% | 3.9 |
|
| 2933 |
2933
Ovata Capital Management
Hong Kong
| $715M | -$108M | -13% | 5.55% | 69.1% | 64 | 57.81% | 0.5 |
|
| 2934 |
2934
Strategic Planning Group
Bountiful,
Utah
| $715M | -$61.5M | -8% | 1.51% | 162% | 92 | 42.39% | 1.3 |
|
| 2935 |
2935
Legacy Financial Advisors
Covington,
Kentucky
| $715M | -$7.81M | -1% | 0.52% | 86.3% | 431 | 16.01% | 2.6 |
|
| 2936 |
2936
Nexus Investment Management
Toronto,
Ontario, Canada
| $715M | -$18.7M | -3% | 1.76% | 93.5% | 75 | 13.33% | 5.3 |
|
| 2937 |
2937
First Hawaiian Bank
Honolulu,
Hawaii
| $715M | -$36.5M | -5% | 1.5% | 72.7% | 91 | 6.59% | 8.7 |
|
| 2938 |
CFGSD
2938
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $715M | +$14.5M | +2% | 2% | 72% | 108 | 7.41% | 2.6 |
|
| 2939 |
ECM
2939
EagleClaw Capital Management
Boston,
Massachusetts
| $714M | +$23M | +3% | 7.71% | 104% | 151 | 8.61% | 7.1 |
|
| 2940 |
2940
Glen Eagle Advisors
Kingston,
New Jersey
| $714M | -$20.7M | -3% | 0.89% | 68.5% | 1,067 | 6.28% | 5.3 |
|
| 2941 |
2941
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $714M | -$46.8M | -6% | 10.3% | 101% | 16 | 0% | 1.3 |
|
| 2942 |
2942
Affinity Capital Advisors
Berkeley,
California
| $713M | -$9.42M | -1% | 2.57% | 72.7% | 189 | 12.7% | 3.4 |
|
| 2943 |
2943
Leelyn Smith
Geneva,
Illinois
| $713M | +$21.5M | +3% | 0.36% | 86% | 162 | 12.35% | 3.4 |
|
| 2944 |
2944
Insight Wealth Partners
Plano,
Texas
| $713M | -$16.7M | -2% | 0.42% | 56.2% | 131 | 20.61% | 2.6 |
|
| 2945 |
2945
Dimension Capital Management
Coral Gables,
Florida
| $713M | -$1.69M | -0.2% | 1.16% | 65.5% | 130 | 17.69% | 3.8 |
|
| 2946 |
TLP
2946
Tri Locum Partners
New York
| $713M | -$57.6M | -7% | 0.53% | 357% | 21 | 47.62% | 0.7 |
|
| 2947 |
2947
Defilade Capital Management
Emeryville,
California
| $712M | -$25.6M | -3% | 0.08% | – | 42 | 47.62% | 0.2 |
|
| 2948 |
2948
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| $712M | +$192M | +37% | 2.44% | – | 192 | 49.48% | 0.1 |
|
| 2949 |
2949
Asio Capital
Lexington,
Kentucky
| $712M | +$3.32M | +0.5% | 4.1% | 98% | 123 | 20.33% | 2.9 |
|
| 2950 |
2950
Personal CFO Solutions
Chester,
New Jersey
| $712M | +$82.1M | +13% | 0.19% | 91.4% | 571 | 20.67% | 2.6 |
|