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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $700M | +$78.6M | +13% | 2.9% | 90.7% | 301 | 11.3% | 6.1 |
|
| 3002 |
CFGSD
3002
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $700M | +$35M | +5% | 1.3% | 72% | 104 | 1.92% | 2.5 |
|
| 3003 |
3003
Kelman-Lazarov Inc
Memphis,
Tennessee
| $700M | +$25.8M | +4% | 2.11% | 46.6% | 137 | 5.84% | 4.5 |
|
| 3004 |
3004
Dean Investment Associates
Beavercreek,
Ohio
| $700M | -$13.2M | -2% | 3.05% | 63.5% | 209 | 8.13% | 4.7 |
|
| 3005 |
3005
Intelligence Driven Advisers
Carlsbad,
California
| $700M | -$21.7M | -3% | 2.62% | 65.6% | 146 | 20.55% | 2 |
|
| 3006 |
3006
Crews Bank & Trust
Wauchula,
Florida
| $699M | +$15.5M | +2% | 2.12% | – | 659 | 8.95% | 0.9 |
|
| 3007 |
3007
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $699M | +$53.3M | +8% | 1.81% | 71.4% | 207 | 18.84% | 3.9 |
|
| 3008 |
3008
Torray Investment Partners
Bethesda,
Maryland
| $698M | -$38.6M | -5% | 2.1% | 97.2% | 106 | 16.98% | 4.6 |
|
| 3009 |
TCM
3009
Trybe Capital Management
Greenwich,
Connecticut
| $698M | -$50.7M | -7% | 8.67% | 681% | 14 | 42.86% | 2.1 |
|
| 3010 |
3010
Titan Global Capital Management USA
New York
| $698M | +$19M | +3% | 6.19% | 191% | 60 | 6.67% | 2.7 |
|
| 3011 |
3011
Arlington Financial Advisors
Santa Barbara,
California
| $698M | +$18.3M | +3% | 3.4% | 67.6% | 124 | 25.81% | 3.2 |
|
| 3012 |
3012
Security National Bank
Omaha,
Nebraska
| $698M | +$44.6M | +7% | 6.09% | 125% | 402 | 13.18% | 2.3 |
|
| 3013 |
3013
Cat Rock Capital Management
Greenwich,
Connecticut
| $697M | -$113M | -14% | 5.08% | 66.7% | 17 | 11.76% | 2.3 |
|
| 3014 |
BBES
3014
Buffalo Business & Estate Services
Orchard Park,
New York
| $696M | – | – | 2.58% | – | 101 | – | 0 |
|
| 3015 |
3015
MainStreet Investment Advisors
Chicago,
Illinois
| $696M | -$48.1M | -6% | 1.9% | 61% | 168 | 9.52% | 4.3 |
|
| 3016 |
3016
Artemis Wealth Advisors
New York
| $695M | -$224M | -24% | 5.04% | 174% | 47 | 34.04% | 2.4 |
|
| 3017 |
3017
Integrity Advisory Solutions
Dallas,
Texas
| $694M | +$67.8M | +11% | 1.59% | – | 281 | 17.79% | 0.2 |
|
| 3018 |
3018
Arkansas Financial Group
Little Rock,
Arkansas
| $694M | +$14.1M | +2% | 1.41% | 41.4% | 99 | 13.13% | 4.3 |
|
| 3019 |
3019
Mirova
Paris,
France
| $694M | -$13.9M | -2% | 1.63% | 64.6% | 115 | 23.48% | 3.6 |
|
| 3020 |
3020
Cigna Investments
Bloomfield,
Connecticut
| $693M | -$16.4M | -2% | 1.57% | 154% | 485 | 7.84% | 6.3 |
|
| 3021 |
3021
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| $693M | +$9.7M | +1% | 1.7% | 52.1% | 152 | 17.11% | 2.8 |
|
| 3022 |
3022
CFM Wealth Partners
Austin,
Texas
| $693M | +$3.98M | +0.6% | 3.4% | 152% | 148 | 3.38% | 4.2 |
|
| 3023 |
JC
3023
JBF Capital
Aspen,
Colorado
| $693M | -$12.8M | -2% | 2.55% | 93.6% | 97 | 39.18% | 2.3 |
|
| 3024 |
3024
Tolleson Wealth Management
Dallas,
Texas
| $693M | +$46.2M | +7% | 1.48% | 56.2% | 97 | 12.37% | 4 |
|
| 3025 |
3025
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $693M | +$41.7M | +6% | 2.49% | 69.8% | 152 | 28.95% | 1.7 |
|