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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
ASK Capital Management
San Francisco,
California
| $625M | +$329M | +111% | 63.3% | – | 5 | 20% | 0.4 |
|
| 2977 |
2977
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $624M | +$52.9M | +9% | 7.33% | 52.1% | 147 | 17.69% | 2.2 |
|
| 2978 |
2978
Insight Advisors
Newtown,
Pennsylvania
| $624M | +$48.8M | +8% | 8.27% | 74% | 310 | 15.81% | 3 |
|
| 2979 |
2979
RBO & Co
Saint Helena,
California
| $624M | -$2.8M | -0.4% | 1.24% | 27.9% | 54 | 1.85% | 7.5 |
|
| 2980 |
MAA
2980
Mraz Amerine & Associates
Modesto,
California
| $623M | +$41.5M | +7% | 1.06% | 69.8% | 198 | 17.68% | 4.9 |
|
| 2981 |
2981
Primavera Capital Management
George Town,
Cayman Islands
| $622M | -$92.4M | -13% | 12.4% | 1.21% | 3 | 0% | 4 |
|
| 2982 |
2982
KFG Wealth Management
Granger,
Indiana
| $622M | +$71.9M | +13% | 7.2% | 55.9% | 208 | 12.98% | 1.5 |
|
| 2983 |
2983
Hudock Inc
Williamsport,
Pennsylvania
| $622M | +$50.2M | +9% | 7.71% | 69.7% | 186 | 6.45% | 6.4 |
|
| 2984 |
2984
Conversant Capital
Summit,
New Jersey
| $622M | +$16.1M | +3% | 4.11% | 228% | 26 | 65.38% | 0.6 |
|
| 2985 |
2985
WealthPLAN Partners
Omaha,
Nebraska
| $621M | -$88M | -12% | 6.92% | 71.6% | 266 | 12.41% | 4.3 |
|
| 2986 |
2986
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $621M | +$43M | +7% | 13.7% | 183% | 70 | 10% | 7.1 |
|
| 2987 |
2987
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $621M | +$63.7M | +11% | 12.5% | – | 341 | 9.97% | 2.8 |
|
| 2988 |
2988
TFG Asset Management
Grand Cayman,
Cayman Islands
| $621M | +$183M | +42% | 10% | 72.1% | 40 | 25% | 1.3 |
|
| 2989 |
2989
Brookwood Investment Group
Phoenix,
Arizona
| $620M | +$38.3M | +7% | 14.5% | – | 528 | 34.09% | 0.2 |
|
| 2990 |
2990
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $620M | +$68.7M | +12% | 11.5% | 172% | 88 | 14.77% | 3.1 |
|
| 2991 |
2991
St. James Investment Company
Southlake,
Texas
| $620M | +$19.7M | +3% | 1.48% | 43.8% | 36 | 33.33% | 3.3 |
|
| 2992 |
2992
Thrive Wealth Management
Audubon,
Pennsylvania
| $619M | +$96.1M | +18% | 9.52% | 84.1% | 237 | 10.97% | 2.2 |
|
| 2993 |
2993
Unique Wealth
Clearwater,
Florida
| $619M | +$90.1M | +17% | 9.81% | 68.5% | 179 | 17.88% | 1.1 |
|
| 2994 |
2994
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $619M | +$62.6M | +11% | 8.3% | 56.3% | 122 | 10.66% | 4 |
|
| 2995 |
2995
Enclave Advisors
Austin,
Texas
| $619M | +$33.1M | +6% | 10.4% | – | 123 | 14.63% | 0.7 |
|
| 2996 |
2996
Kelman-Lazarov Inc
Memphis,
Tennessee
| $617M | +$66.4M | +12% | 7.05% | 46.6% | 126 | 11.11% | 4.5 |
|
| 2997 |
2997
Newbridge Financial Services Group
Boca Raton,
Florida
| $616M | +$204M | +50% | 20.8% | 189% | 1,379 | 28.64% | 1.4 |
|
| 2998 |
2998
Strategic Planning Group
Bountiful,
Utah
| $616M | +$105M | +21% | 21.2% | 162% | 83 | 12.05% | 1.3 |
|
| 2999 |
2999
Mirador Capital Partners
Pleasanton,
California
| $615M | +$44.8M | +8% | 10.1% | 120% | 213 | 13.62% | 3.8 |
|
| 3000 |
3000
FSM Wealth Advisors
Cleveland,
Ohio
| $615M | +$170M | +38% | 8.25% | 62.8% | 295 | 30.51% | 1.4 |
|