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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
XY Planning Network
Bozeman,
Montana
| $797M | +$171M | +27% | 10.7% | – | 356 | 27.81% | 0.7 |
|
| 2952 |
2952
Allied Investment Advisors
Billings,
Montana
| $797M | +$99.1M | +14% | 6.24% | 68.4% | 112 | 12.5% | 3.9 |
|
| 2953 |
2953
Emerald Advisors
Bellevue,
Washington
| $796M | -$11.8M | -1% | 1.17% | 71.8% | 144 | 22.92% | 3.1 |
|
| 2954 |
2954
Technology Crossover Management X
Menlo Park,
California
| $795M | +$13.9M | +2% | 5.27% | 73.1% | 6 | 0% | 4.4 |
|
| 2955 |
HA
2955
Harbor Advisors
West Palm Beach,
Florida
| $795M | +$103M | +15% | 29.2% | 125% | 207 | 11.11% | 5.1 |
|
| 2956 |
2956
Bornite Capital Management
New York
| $795M | +$200M | +34% | 19.8% | 208% | 28 | 67.86% | 0.4 |
|
| 2957 |
2957
Cornerstone Planning Group
Fairfield,
New Jersey
| $794M | +$44.9M | +6% | 13.2% | 60% | 1,964 | 12.37% | 1.8 |
|
| 2958 |
2958
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $794M | +$135M | +20% | 15.5% | 81% | 928 | 10.67% | 4.4 |
|
| 2959 |
2959
Seilern Investment Management
London,
United Kingdom
| $794M | -$44.7M | -5% | 4.71% | – | 24 | 0% | 1.4 |
|
| 2960 |
2960
Resources Management Corp
West Hartford,
Connecticut
| $794M | +$40.1M | +5% | 13.8% | 78.5% | 417 | 55.4% | 6.6 |
|
| 2961 |
2961
Raffa Wealth Management
Washington,
District of Columbia
| $793M | +$153M | +24% | 7.54% | 35.8% | 1,691 | 16.14% | 3.7 |
|
| 2962 |
2962
Glen Eagle Advisors
Kingston,
New Jersey
| $793M | +$79M | +11% | 11.1% | 68.5% | 1,103 | 9.43% | 5.1 |
|
| 2963 |
BBES
2963
Buffalo Business & Estate Services
Orchard Park,
New York
| $793M | +$104M | +15% | 14.9% | – | 110 | 79.09% | 0 |
|
| 2964 |
GUB
2964
Golden Unicorn BVI
Road Town,
| $792M | +$95.2M | +14% | 33.1% | – | 7 | 42.86% | 0.7 |
|
| 2965 |
KAS
2965
Kemnay Advisory Services
New York
| $791M | +$169M | +27% | 22.9% | 167% | 1,385 | 29.68% | 0.4 |
|
| 2966 |
2966
Diadema Partners
Morristown,
New Jersey
| $791M | +$204M | +35% | 23.3% | – | 211 | 61.61% | 0.3 |
|
| 2967 |
2967
Financial Solutions Advisory Group
Chicago,
Illinois
| $791M | +$67.5M | +9% | 11.4% | – | 185 | 10.27% | 0.2 |
|
| 2968 |
2968
KPP Advisory Services
Louisville,
Kentucky
| $791M | +$102M | +15% | 17.3% | 87.9% | 380 | 12.89% | 1.7 |
|
| 2969 |
2969
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $791M | +$101M | +15% | 11.3% | 52.1% | 148 | 16.22% | 3 |
|
| 2970 |
2970
Enclave Advisors
Austin,
Texas
| $790M | +$60.9M | +8% | 11.5% | – | 146 | 18.49% | 1.3 |
|
| 2971 |
2971
Colonial Trust
Spartanburg,
South Carolina
| $790M | +$54.5M | +7% | 16.8% | 75.5% | 1,200 | 11% | 2.5 |
|
| 2972 |
2972
First Hawaiian Bank
Honolulu,
Hawaii
| $790M | +$74.5M | +10% | 11.9% | 72.7% | 92 | 8.7% | 8.2 |
|
| 2973 |
2973
Titan Global Capital Management USA
New York
| $790M | +$118M | +18% | 25% | 191% | 79 | 26.58% | 2.2 |
|
| 2974 |
2974
Wellington Shields Capital Management
New York
| $788M | +$122M | +18% | 32.3% | 137% | 352 | 12.78% | 5.4 |
|
| 2975 |
2975
IFC Advisors
Los Angeles,
California
| $788M | +$88.7M | +13% | 12.1% | – | 189 | 21.69% | 1.1 |
|