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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
TFGT
2951
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $794M | +$135M | +20% | 15.5% | 72.9% | 928 | 10.67% | 17.5 |
|
| 2952 |
SIM
2952
Seilern Investment Management
London,
United Kingdom
| $794M | -$44.7M | -5% | 4.71% | – | 24 | 0% | 5.6 |
|
| 2953 |
RMC
2953
Resources Management Corp
West Hartford,
Connecticut
| $794M | +$40.1M | +5% | 13.8% | 78.5% | 417 | 55.4% | 26.2 |
|
| 2954 |
RWM
2954
Raffa Wealth Management
Washington,
District of Columbia
| $793M | +$153M | +24% | 7.54% | 35.8% | 1,691 | 16.14% | 14.9 |
|
| 2955 |
GEA
2955
Glen Eagle Advisors
Kingston,
New Jersey
| $793M | +$79M | +11% | 11.1% | 68.5% | 1,103 | 9.43% | 20.6 |
|
| 2956 |
BBES
2956
Buffalo Business & Estate Services
Orchard Park,
New York
| $793M | +$104M | +15% | 14.9% | – | 110 | 79.09% | 0 |
|
| 2957 |
GUB
2957
Golden Unicorn BVI
Road Town,
| $792M | +$95.2M | +14% | 33.1% | – | 7 | 42.86% | 2.9 |
|
| 2958 |
KAS
2958
Kemnay Advisory Services
New York
| $791M | +$169M | +27% | 22.9% | 167% | 1,385 | 29.68% | 1.7 |
|
| 2959 |
DP
2959
Diadema Partners
Morristown,
New Jersey
| $791M | +$204M | +35% | 23.3% | – | 211 | 61.61% | 1.2 |
|
| 2960 |
FSAG
2960
Financial Solutions Advisory Group
Chicago,
Illinois
| $791M | +$67.5M | +9% | 11.4% | – | 185 | 10.27% | 0.9 |
|
| 2961 |
KAS
2961
KPP Advisory Services
Louisville,
Kentucky
| $791M | +$102M | +15% | 17.3% | 77.9% | 380 | 12.89% | 6.6 |
|
| 2962 |
BSSFA
2962
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $791M | +$101M | +15% | 11.3% | 52.1% | 148 | 16.22% | 11.9 |
|
| 2963 |
EA
2963
Enclave Advisors
Austin,
Texas
| $790M | +$60.9M | +8% | 11.5% | – | 146 | 18.49% | 5.2 |
|
| 2964 |
CT
2964
Colonial Trust
Spartanburg,
South Carolina
| $790M | +$54.5M | +7% | 16.8% | 75.5% | 1,200 | 11% | 10.1 |
|
| 2965 |
FHB
2965
First Hawaiian Bank
Honolulu,
Hawaii
| $790M | +$74.5M | +10% | 11.9% | 72.7% | 92 | 8.7% | 32.8 |
|
| 2966 |
TGCMU
2966
Titan Global Capital Management USA
New York
| $790M | +$118M | +18% | 25% | 191% | 79 | 26.58% | 8.9 |
|
| 2967 |
WSCM
2967
Wellington Shields Capital Management
New York
| $788M | +$122M | +18% | 32.3% | 137% | 352 | 12.78% | 21.6 |
|
| 2968 |
IA
2968
IFC Advisors
Los Angeles,
California
| $788M | +$88.7M | +13% | 12.1% | – | 189 | 21.69% | 4.4 |
|
| 2969 |
AFA
2969
Arlington Financial Advisors
Santa Barbara,
California
| $787M | +$85.5M | +12% | 11.7% | 60.7% | 112 | 19.64% | 13.1 |
|
| 2970 |
TFA
2970
Tobias Financial Advisors
Plantation,
Florida
| $787M | +$69.1M | +10% | 9.66% | 44.5% | 158 | 15.82% | 10.5 |
|
| 2971 |
TWM
2971
Thrive Wealth Management
Audubon,
Pennsylvania
| $787M | +$116M | +17% | 15% | 84.1% | 271 | 18.82% | 10 |
|
| 2972 |
PPW
2972
Pasadena Private Wealth
Pasadena,
California
| $786M | +$62.8M | +9% | 9.69% | 53% | 327 | 20.8% | 7 |
|
| 2973 |
MWP
2973
Madison Wealth Partners
Madison,
Wisconsin
| $786M | +$159M | +25% | 14.9% | 66.9% | 295 | 26.44% | 7.5 |
|
| 2974 |
GWA
2974
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $786M | +$94.2M | +14% | 14.7% | – | 147 | 12.24% | 7.7 |
|
| 2975 |
AIP
2975
Almanack Investment Partners
Wayne,
Pennsylvania
| $785M | +$192M | +32% | 15.5% | 77.8% | 348 | 56.9% | 6.2 |
|