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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
Legacy Financial Advisors
Covington,
Kentucky
| $402M | -$42.2M | -10% | 11.9% | 86.3% | 263 | 25.1% | 1.5 |
|
| 2977 |
AMCA
2977
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $402M | -$72.5M | -15% | 17.3% | 110% | 143 | 11.19% | 4 |
|
| 2978 |
2978
RMR Wealth Builders
Montclair,
New Jersey
| $401M | -$64.9M | -14% | 14.1% | 91.7% | 225 | 22.67% | 1.1 |
|
| 2979 |
2979
Honeycomb Asset Management
New York
| $401M | -$378M | -49% | 25.1% | 49% | 55 | 81.82% | 0.2 |
|
| 2980 |
2980
MBL Wealth
Charlotte,
North Carolina
| $401M | -$8.75M | -2% | 10.8% | 52.7% | 182 | 25.27% | 0.7 |
|
| 2981 |
2981
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $401M | -$79.9M | -17% | 16.4% | 174% | 212 | 8.49% | 4.4 |
|
| 2982 |
2982
Cheviot Value Management
Beverly Hills,
California
| $401M | -$71.6M | -15% | 13.6% | 77.8% | 80 | 13.75% | 3.9 |
|
| 2983 |
2983
SC XII Management
Menlo Park,
California
| $401M | -$1.04B | -72% | 62.9% | 73.4% | 1 | 0% | 1.8 |
|
| 2984 |
2984
Biltmore Family Office
Charlotte,
North Carolina
| $400M | -$66.8M | -14% | 16.5% | 78.1% | 218 | 7.34% | 2.8 |
|
| 2985 |
2985
Cable Hill Partners
Portland,
Oregon
| $400M | +$248M | +163% | 13.1% | 20.3% | 177 | 42.94% | 2.6 |
|
| 2986 |
2986
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $400M | -$59.8M | -13% | 12.6% | 48.8% | 364 | 13.19% | 5 |
|
| 2987 |
2987
Lathrop Investment Management
Little Rock,
Arkansas
| $400M | -$73.7M | -16% | 14.8% | 72.2% | 73 | 2.74% | 5.5 |
|
| 2988 |
2988
FinTrust Capital Advisors
Greenville,
South Carolina
| $400M | -$35.7M | -8% | 12.6% | 23.6% | 1,354 | 16.77% | 2.3 |
|
| 2989 |
IIA
2989
IPG Investment Advisors
San Diego,
California
| $400M | -$123M | -24% | 20.3% | 106% | 198 | 32.32% | 1.6 |
|
| 2990 |
2990
Sugarloaf Wealth Management
Duluth,
Georgia
| $399M | -$22.8M | -5% | 11.2% | 10.2% | 855 | 16.84% | 1.9 |
|
| 2991 |
2991
Strategic Wealth Investment Group
Louisville,
Kentucky
| $399M | -$20.1M | -5% | 11.5% | – | 146 | 23.29% | 1.2 |
|
| 2992 |
2992
Mudrick Capital Management
New York
| $399M | -$290M | -42% | 18.7% | 212% | 12 | 0% | 1.4 |
|
| 2993 |
2993
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $399M | -$63.3M | -14% | 14% | 76.7% | 166 | 13.86% | 2 |
|
| 2994 |
RL
2994
RPO LLC
Stamford,
Connecticut
| $399M | +$90.4M | +29% | 1.14% | 66.2% | 194 | 38.66% | 0.3 |
|
| 2995 |
2995
Steadview Capital Management
London,
United Kingdom
| $399M | -$307M | -43% | 39.8% | 930% | 15 | 13.33% | 1.1 |
|
| 2996 |
2996
World Equity Group
Schaumburg,
Illinois
| $398M | -$65.8M | -14% | 12.8% | 117% | 411 | 32.36% | 0.2 |
|
| 2997 |
AO
2997
Allen Operations
New York
| $398M | -$170M | -30% | 24.3% | 218% | 43 | 4.65% | 3.1 |
|
| 2998 |
2998
Aaron Wealth Advisors
Chicago,
Illinois
| $398M | -$35.7M | -8% | 14.8% | 108% | 936 | 80.34% | 1 |
|
| 2999 |
2999
Archford Capital Strategies
Swansea,
Illinois
| $398M | -$51M | -11% | 12.6% | 87.4% | 297 | 17.51% | 3.7 |
|
| 3000 |
3000
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $398M | -$90.2M | -18% | 17.2% | 26.4% | 2 | 0% | 1.6 |
|