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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
Y.D. More Investments
Ramat Gan,
Israel
| $434M | -$10.2M | -2% | 6.88% | 305% | 359 | 10.58% | 0.5 |
|
| 3052 |
3052
Compound Global Advisors
Mercer Island,
Washington
| $433M | +$40M | +10% | 8.09% | – | 45 | 42.22% | 0.4 |
|
| 3053 |
3053
Faithward Advisors
Lancaster,
Pennsylvania
| $433M | -$8M | -2% | 2.51% | 119% | 327 | 23.85% | 1.6 |
|
| 3054 |
GCMG
3054
Gyroscope Capital Management Group
Naples,
Florida
| $433M | +$40.7M | +10% | 5.54% | 24.8% | 220 | 39.09% | 1.7 |
|
| 3055 |
3055
JAT Capital Management
Greenwich,
Connecticut
| $433M | +$97.6M | +29% | 25.2% | 734% | 50 | 68% | 0.3 |
|
| 3056 |
3056
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $433M | +$11M | +3% | 1.77% | 71.4% | 134 | 15.67% | 4.4 |
|
| 3057 |
3057
Peak Asset Management
Louisville,
Colorado
| $432M | +$23.3M | +6% | 6.99% | 70.1% | 145 | 6.21% | 5 |
|
| 3058 |
3058
EFG Asset Management (Americas)
Miami,
Florida
| $432M | +$13.9M | +3% | 9.35% | 112% | 148 | 16.22% | 3.3 |
|
| 3059 |
3059
EFG Capital International
Miami,
Florida
| $432M | – | – | 9.35% | – | 138 | – | 0 |
|
| 3060 |
3060
Advanced Asset Management Advisors
Dublin,
Ohio
| $432M | +$21.3M | +5% | 5.85% | 93.6% | 93 | 0% | 3.9 |
|
| 3061 |
3061
NWF Advisory Services
Los Angeles,
California
| $432M | +$585K | +0.1% | 5.85% | 120% | 285 | 0.35% | 0.2 |
|
| 3062 |
3062
Greystone Financial Group
Bloomfield Hills,
Michigan
| $431M | +$34.8M | +9% | 3.58% | 64.8% | 116 | 27.59% | 0.8 |
|
| 3063 |
3063
Insight Wealth Partners
Plano,
Texas
| $431M | -$14.2M | -3% | 1.39% | 63.2% | 73 | 19.18% | 1.9 |
|
| 3064 |
3064
MA Private Wealth
San Carlos,
California
| $431M | +$19.8M | +5% | 4.14% | 57.5% | 69 | 5.8% | 2.5 |
|
| 3065 |
III
3065
Independent Investors Inc
Nesconset,
New York
| $431M | +$28.4M | +7% | 11.4% | 61.6% | 69 | 4.35% | 7.6 |
|
| 3066 |
3066
Benjamin Edwards Inc
Clayton,
Missouri
| $431M | +$20.8M | +5% | 5.5% | 66.5% | 735 | 11.43% | 2.1 |
|
| 3067 |
3067
Sunflower Bank
Dallas,
Texas
| $430M | -$12.2M | -3% | 0.92% | 42.7% | 111 | 4.5% | 2.6 |
|
| 3068 |
3068
EMG Holdings
Old Greenwich,
Connecticut
| $429M | -$527M | -55% | 17.2% | 4.17% | 94 | 50% | 0.8 |
|
| 3069 |
EWA
3069
ERTS Wealth Advisors
Marquette,
Michigan
| $429M | +$16.5M | +4% | 2.5% | 39.3% | 95 | 10.53% | 2.9 |
|
| 3070 |
3070
MSD Capital
New York
| $429M | +$5.96M | +1% | 6.48% | 11.5% | 5 | 0% | 4.4 |
|
| 3071 |
3071
Bright Rock Capital Management
Hanover,
Massachusetts
| $429M | +$29M | +7% | 6.21% | 53.1% | 82 | 6.1% | 4.5 |
|
| 3072 |
3072
Taikang Asset Management (HK)
Hong Kong
| $429M | -$123M | -22% | 5.21% | 172% | 69 | 13.04% | 3.2 |
|
| 3073 |
3073
Bourgeon Capital Management
Darien,
Connecticut
| $429M | +$8.73M | +2% | 3.81% | 121% | 360 | 17.22% | 2.8 |
|
| 3074 |
3074
NBW Capital
Boston,
Massachusetts
| $429M | +$17.1M | +4% | 6.85% | 86% | 117 | 14.53% | 3.5 |
|
| 3075 |
3075
D'Orazio & Associates
Falls Church,
Virginia
| $429M | +$42.8M | +11% | 8.42% | 61.2% | 167 | 29.94% | 4 |
|