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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
SJS Investment Consulting
Sylvania,
Ohio
| $567M | +$50.5M | +10% | 5.91% | 69.4% | 1,730 | 8.15% | 2.1 |
|
| 2977 |
AMCI
2977
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $567M | -$16.7M | -3% | 2.86% | – | 1 | 0% | 0.8 |
|
| 2978 |
2978
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $566M | +$39.5M | +7% | 8.95% | 79.3% | 162 | 13.58% | 3.6 |
|
| 2979 |
2979
Bornite Capital Management
New York
| $566M | -$41.5M | -7% | 12.8% | 208% | 63 | 80.95% | 0.3 |
|
| 2980 |
2980
Sirios Capital Management
Boston,
Massachusetts
| $565M | -$9.3M | -2% | 11.3% | 177% | 68 | 16.18% | 1.7 |
|
| 2981 |
2981
CFO4Life Group
Coppell,
Texas
| $565M | +$33.1M | +6% | 5.35% | 56.7% | 230 | 15.22% | 3 |
|
| 2982 |
2982
Acorn Financial Advisory Services
Reston,
Virginia
| $565M | +$28.8M | +5% | 5.92% | 96.9% | 216 | 10.19% | 3.1 |
|
| 2983 |
2983
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $564M | +$43.7M | +8% | 7.28% | 55.5% | 86 | 3.49% | 3.4 |
|
| 2984 |
2984
Affinity Wealth Management
Wilmington,
Delaware
| $564M | +$15.7M | +3% | 5.66% | 116% | 110 | 15.45% | 2.8 |
|
| 2985 |
CM
2985
Capital Management
Glen Allen,
Virginia
| $563M | +$63.8M | +13% | 11.7% | 63.6% | 80 | 7.5% | 4 |
|
| 2986 |
2986
Advisory Research
Chicago,
Illinois
| $563M | +$31.3M | +6% | 10.3% | 144% | 167 | 10.78% | 3.2 |
|
| 2987 |
WAM
2987
Warberg Asset Management
Winnetka,
Illinois
| $562M | -$96.3M | -15% | 0.04% | 65.3% | 270 | 40.74% | 0.9 |
|
| 2988 |
2988
Wahed Invest
New York
| $562M | +$63.9M | +13% | 4.81% | 140% | 244 | 13.93% | 2.1 |
|
| 2989 |
2989
Embree Financial Group
Chicago,
Illinois
| $561M | +$41M | +8% | 5.81% | 87.6% | 203 | 13.3% | 0.6 |
|
| 2990 |
2990
Montanaro Asset Management
London,
United Kingdom
| $561M | +$24.7M | +5% | 7.06% | 49.6% | 48 | 6.25% | 2.7 |
|
| 2991 |
TCM
2991
Trybe Capital Management
Greenwich,
Connecticut
| $561M | +$1.65M | +0.3% | 0.69% | 681% | 15 | 20% | 2.2 |
|
| 2992 |
2992
Greystone Financial Group
Bloomfield Hills,
Michigan
| $560M | +$48.3M | +9% | 7.21% | 79.3% | 115 | 25.22% | 1.3 |
|
| 2993 |
2993
Abacus Planning Group
Columbia,
South Carolina
| $560M | +$43.9M | +9% | 7.18% | 59.1% | 236 | 15.68% | 3.7 |
|
| 2994 |
2994
Oliver Luxxe Assets
Gladstone,
New Jersey
| $559M | +$88.3M | +19% | 9.39% | 137% | 207 | 23.67% | 2.7 |
|
| 2995 |
2995
FRG Family Wealth Advisors
Bellevue,
Washington
| $559M | +$42.2M | +8% | 3.87% | 76.4% | 147 | 6.12% | 5.8 |
|
| 2996 |
2996
PAX Financial Group
San Antonio,
Texas
| $558M | +$45.5M | +9% | 6.13% | 56% | 255 | 21.57% | 2.4 |
|
| 2997 |
2997
White Lighthouse Investment Management
Bedford,
Massachusetts
| $557M | +$39.1M | +8% | 5.57% | 62% | 133 | 10.53% | 4.5 |
|
| 2998 |
2998
Horst & Graben Wealth Management
Portland,
Oregon
| $557M | +$33.7M | +6% | 5.71% | 55.1% | 162 | 11.73% | 2.6 |
|
| 2999 |
2999
Sky Investment Group
Hartford,
Connecticut
| $557M | +$34.1M | +7% | 7.07% | 81.4% | 141 | 5.67% | 5.8 |
|
| 3000 |
3000
Sargent Investment Group
Bethesda,
Maryland
| $557M | +$66.4M | +14% | 10.7% | 113% | 228 | 8.77% | 3.2 |
|