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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Arlington Financial Advisors
Santa Barbara,
California
| $787M | +$85.5M | +12% | 11.7% | 67.6% | 112 | 19.64% | 3.3 |
|
| 2977 |
2977
Tobias Financial Advisors
Plantation,
Florida
| $787M | +$69.1M | +10% | 9.66% | 44.5% | 158 | 15.82% | 2.6 |
|
| 2978 |
2978
Thrive Wealth Management
Audubon,
Pennsylvania
| $787M | +$116M | +17% | 15% | 84.1% | 271 | 18.82% | 2.5 |
|
| 2979 |
2979
Pasadena Private Wealth
Pasadena,
California
| $786M | +$63M | +9% | 9.69% | 53% | 327 | 20.8% | 1.7 |
|
| 2980 |
2980
Madison Wealth Partners
Madison,
Wisconsin
| $786M | +$159M | +25% | 14.9% | 66.9% | 295 | 26.44% | 1.9 |
|
| 2981 |
2981
Gratus Wealth Advisors
Virginia Beach,
Virginia
| $786M | +$94.2M | +14% | 14.7% | 65.2% | 147 | 12.24% | 1.9 |
|
| 2982 |
2982
Almanack Investment Partners
Wayne,
Pennsylvania
| $785M | +$192M | +32% | 15.5% | 77.8% | 348 | 56.9% | 1.6 |
|
| 2983 |
2983
Horizon Wealth Management
La Grange,
Illinois
| $785M | +$102M | +15% | 19.9% | 97.2% | 158 | 19.62% | 2.1 |
|
| 2984 |
2984
Harraden Circle Investments
New York
| $784M | +$285M | +57% | 10.1% | – | 266 | 43.61% | 0.5 |
|
| 2985 |
2985
8VC Opportunities GP II
Austin,
Texas
| $784M | – | – | 6.04% | – | 3 | – | 0 |
|
| 2986 |
2986
TT International Asset Management
London,
United Kingdom
| $783M | -$133M | -14% | 22.2% | 308% | 60 | 38.33% | 0.6 |
|
| 2987 |
2987
CFM Wealth Partners
Austin,
Texas
| $783M | +$116M | +17% | 30.8% | 152% | 154 | 10.39% | 4.4 |
|
| 2988 |
2988
Topsail Wealth Management
Charlotte,
North Carolina
| $783M | +$105M | +16% | 12.4% | – | 307 | 7.49% | 1.2 |
|
| 2989 |
2989
Lee Financial
Dallas,
Texas
| $783M | +$74.3M | +10% | 12.6% | 75% | 168 | 17.26% | 5 |
|
| 2990 |
2990
Chatham Capital Group
Savannah,
Georgia
| $783M | +$93.7M | +14% | 16.2% | 97% | 206 | 6.8% | 6.2 |
|
| 2991 |
2991
Converium Capital
Montreal,
| $783M | +$196M | +33% | 3.84% | – | 49 | 34.69% | 0.3 |
|
| 2992 |
2992
Globeflex Capital
San Diego,
California
| $783M | +$122M | +18% | 34.8% | 186% | 456 | 28.73% | 1.9 |
|
| 2993 |
2993
Longbow Finance
Lutry,
Switzerland
| $782M | +$230M | +42% | 24.8% | 162% | 68 | 32.35% | 1.3 |
|
| 2994 |
2994
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $782M | +$76.6M | +11% | 10.4% | 71.4% | 230 | 18.26% | 3.7 |
|
| 2995 |
2995
Wexford Capital
West Palm Beach,
Florida
| $782M | +$91.7M | +13% | 23.5% | 128% | 267 | 55.06% | 0.7 |
|
| 2996 |
2996
Laffer Tengler Investments
Nashville,
Tennessee
| $782M | +$104M | +15% | 20.9% | 96.5% | 194 | 29.38% | 2.3 |
|
| 2997 |
2997
Hudock Inc
Williamsport,
Pennsylvania
| $781M | +$101M | +15% | 15.8% | 69.7% | 227 | 16.3% | 5.9 |
|
| 2998 |
2998
Asio Capital
Lexington,
Kentucky
| $781M | +$68.8M | +10% | 18.6% | 98% | 119 | 15.97% | 3 |
|
| 2999 |
QCM
2999
Qsemble Capital Management
New York
| $781M | -$528M | -40% | 6.16% | 39.9% | 606 | 67.82% | 0.3 |
|
| 3000 |
3000
Summit Asset Management
Memphis,
Tennessee
| $780M | +$61.6M | +9% | 8.7% | 48.9% | 188 | 11.17% | 6.3 |
|