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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Excelsior Advisor Network
Denver,
Colorado
| $759M | +$496M | +189% | 13.9% | – | 455 | 50.77% | 0.2 |
|
| 3052 |
3052
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $759M | -$30.2M | -4% | 25% | 165% | 52 | 36.54% | 2.4 |
|
| 3053 |
3053
Rollins Financial Advisors
New York City,
New York
| $759M | +$127M | +20% | 21.7% | – | 178 | 16.85% | 1.7 |
|
| 3054 |
3054
Riversedge Advisors
Wilmington,
Delaware
| $759M | +$141M | +23% | 13.4% | 71.3% | 328 | 37.8% | 1.3 |
|
| 3055 |
3055
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| $759M | +$46.5M | +7% | 13.6% | – | 189 | 49.74% | 0.4 |
|
| 3056 |
3056
Northwest Wealth Management
Spencer,
Iowa
| $758M | +$92.8M | +14% | 12.7% | 63.4% | 295 | 23.73% | 3.2 |
|
| 3057 |
3057
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $757M | +$93.1M | +14% | 26.5% | 96.6% | 222 | 26.13% | 2.6 |
|
| 3058 |
3058
McLean Asset Management
Tysons,
Virginia
| $757M | +$185M | +32% | 11% | 64.3% | 182 | 9.89% | 3.3 |
|
| 3059 |
3059
MATAURO
New York
| $756M | +$64.4M | +9% | 5.52% | – | 172 | 23.84% | 0.9 |
|
| 3060 |
3060
Academy Capital Management
Waco,
Texas
| $756M | +$56.8M | +8% | 12.7% | 71.2% | 42 | 26.19% | 3.9 |
|
| 3061 |
3061
Polymer Capital Management
New York
| $755M | -$232M | -24% | 28.5% | – | 1,058 | 66.73% | 0.4 |
|
| 3062 |
3062
Pier Capital
Stamford,
Connecticut
| $755M | +$148M | +24% | 41.9% | 223% | 150 | 32.67% | 1.7 |
|
| 3063 |
3063
Hughes Financial Services
Herndon,
Virginia
| $755M | +$104M | +16% | 13.5% | – | 1,961 | 18.51% | 0.7 |
|
| 3064 |
3064
Founders Financial Alliance
Raleigh,
North Carolina
| $754M | +$200M | +36% | 14.8% | 84.9% | 825 | 16.48% | 2.7 |
|
| 3065 |
3065
Kinsale Capital Group
Richmond,
Virginia
| $754M | +$131M | +21% | 11.4% | 70.9% | 45 | 17.78% | 2.5 |
|
| 3066 |
3066
Stanley Capital Management
Houston,
Texas
| $754M | +$156M | +26% | 44% | 158% | 43 | 20.93% | 4.3 |
|
| 3067 |
3067
Financial Advisory Corporation
Grand Rapids,
Michigan
| $754M | +$34.4M | +5% | 8.18% | – | 59 | 15.25% | 1.1 |
|
| 3068 |
3068
SC&H Financial Advisors
Sparks,
Maryland
| $754M | +$90.6M | +14% | 12% | 66.2% | 162 | 5.56% | 3.3 |
|
| 3069 |
3069
Acorn Financial Advisory Services
Reston,
Virginia
| $753M | +$23.7M | +3% | 18.9% | 96.9% | 232 | 11.21% | 3.5 |
|
| 3070 |
3070
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $752M | +$194M | +35% | 12.8% | 57.9% | 1,439 | 32.66% | 0.6 |
|
| 3071 |
3071
Northwest Financial Advisors
Herndon,
Virginia
| $752M | +$700M | +1,351% | 8.52% | 67% | 93 | 33.33% | 1.3 |
|
| 3072 |
3072
Perryman Financial Advisory
Dallas,
Texas
| $751M | +$84.3M | +13% | 12.2% | – | 201 | 17.91% | 0.4 |
|
| 3073 |
3073
TRB Wealth Management
Houston,
Texas
| $751M | +$47.7M | +7% | 14.5% | – | 327 | 22.32% | 0.2 |
|
| 3074 |
3074
BDF Gestion
Paris,
France
| $751M | +$2.04M | +0.3% | 36.8% | – | 152 | 11.18% | 1.5 |
|
| 3075 |
3075
Qtron Investments
Boston,
Massachusetts
| $751M | +$13M | +2% | 24.4% | 140% | 492 | 23.17% | 2.7 |
|