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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
Fort Sheridan Advisors
Highland Park,
Illinois
| $501M | +$60.1M | +14% | 12.3% | 109% | 213 | 14.55% | 2.9 |
|
| 2952 |
2952
Oak Harvest Investment Services
Houston,
Texas
| $501M | +$28.4M | +6% | 9.02% | 120% | 117 | 12.82% | 1.7 |
|
| 2953 |
2953
Security Benefit Life Insurance Company
Topeka,
Kansas
| $501M | -$109M | -18% | 6.53% | 60.6% | 52 | 21.15% | 1.7 |
|
| 2954 |
IIA
2954
IPG Investment Advisors
San Diego,
California
| $500M | +$46.4M | +10% | 12.8% | 126% | 216 | 38.43% | 1.7 |
|
| 2955 |
2955
Shay Capital
New York
| $500M | -$210M | -30% | 12% | 166% | 468 | 66.03% | 0.6 |
|
| 2956 |
2956
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $500M | +$94.7M | +23% | 9.69% | 79.3% | 157 | 16.56% | 3.3 |
|
| 2957 |
2957
180 Wealth Advisors
Federal Way,
Washington
| $500M | +$55.4M | +12% | 12.4% | 136% | 401 | 10.97% | 3.1 |
|
| 2958 |
2958
Hamilton Capital Partners (Canada)
Toronto,
| $500M | +$224M | +82% | 12.2% | 143% | 118 | 38.14% | 0.6 |
|
| 2959 |
2959
Concord Wealth Partners
Abingdon,
Virginia
| $499M | +$28.8M | +6% | 7.82% | 71.1% | 1,057 | 26.49% | 1.3 |
|
| 2960 |
AMG
2960
Asset Management Group
Stamford,
Connecticut
| $499M | +$44.5M | +10% | 10.8% | 57% | 131 | 4.58% | 7.2 |
|
| 2961 |
2961
WBI Investments
Red Bank,
New Jersey
| $499M | +$2.13M | +0.4% | 9.82% | 97.3% | 240 | 45% | 0.9 |
|
| 2962 |
ERFOTCOFW
2962
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $499M | +$44.8M | +10% | 9.92% | 31.5% | 13 | 0% | 1 |
|
| 2963 |
2963
World Equity Group
Schaumburg,
Illinois
| $499M | +$17.4M | +4% | 11.2% | 117% | 380 | 25.53% | 1 |
|
| 2964 |
2964
Hackensack Meridian Health
Edison,
New Jersey
| $498M | -$176M | -26% | 8.42% | 53.4% | 6 | 33.33% | 1.3 |
|
| 2965 |
2965
Buffington Mohr McNeal
Boise,
Idaho
| $498M | +$57.8M | +13% | 13% | 29.3% | 133 | 12.78% | 4.8 |
|
| 2966 |
2966
Evolution Wealth Advisors
Aventura,
Florida
| $497M | +$49.5M | +11% | 12.3% | 84.5% | 132 | 12.88% | 2.1 |
|
| 2967 |
2967
Brandywine Trust
Hockessin,
Delaware
| $497M | +$82.8M | +20% | 8.19% | 32.7% | 30 | 13.33% | 7.2 |
|
| 2968 |
2968
LM Advisors
San Diego,
California
| $497M | – | – | 11.5% | – | 734 | – | 0 |
|
| 2969 |
2969
Naviter Wealth
Little Rock,
Arkansas
| $497M | +$82.6M | +20% | 8.91% | 87.1% | 232 | 15.52% | 1.2 |
|
| 2970 |
2970
Financial Advisors Network
Tustin,
California
| $497M | +$51.7M | +12% | 9.47% | – | 180 | 11.67% | 2.6 |
|
| 2971 |
JCP
2971
JB Capital Partners
Armonk,
New York
| $496M | +$91.1M | +23% | 28.3% | 142% | 77 | 1.3% | 2.4 |
|
| 2972 |
2972
High Probability Advisors
Pittsford,
New York
| $496M | +$31.7M | +7% | 9.14% | 52.6% | 54 | 5.56% | 2.1 |
|
| 2973 |
2973
Onyx Bridge Wealth Group
Tarrytown,
New York
| $496M | +$67.7M | +16% | 9.43% | 74.6% | 267 | 17.98% | 1.4 |
|
| 2974 |
VHMC
2974
Value Holdings Management Company
Hampton Bays,
New York
| $495M | +$41.7M | +9% | 10.2% | 125% | 28 | 3.57% | 6.7 |
|
| 2975 |
2975
Overbrook Management Corp
New York
| $495M | +$65.3M | +15% | 14.1% | 157% | 69 | 11.59% | 4.8 |
|