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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $424M | +$36.2M | +9% | 0.08% | 76.7% | 163 | 14.72% | 1.6 |
|
| 3102 |
3102
Kesler Norman & Wride
Ogden,
Utah
| $424M | -$10M | -2% | 0.31% | 76% | 157 | 7.01% | 0.7 |
|
| 3103 |
3103
Vectors Research Management
New York
| $424M | +$32.2M | +8% | 0.7% | 67.3% | 529 | 12.85% | 1.9 |
|
| 3104 |
3104
Realta Investment Advisors
Wilmington,
Delaware
| $424M | +$2.68M | +0.6% | 0.38% | 151% | 428 | 12.38% | 1.5 |
|
| 3105 |
3105
Archford Capital Strategies
Swansea,
Illinois
| $424M | +$25.2M | +6% | 0.71% | 87.4% | 320 | 8.44% | 2.9 |
|
| 3106 |
3106
Human Investing
Lake Oswego,
Oregon
| $424M | +$13.3M | +3% | 0.68% | 56.9% | 118 | 15.25% | 1.9 |
|
| 3107 |
3107
Model Capital Management
Wellesley,
Massachusetts
| $424M | -$16.9M | -4% | 0.03% | – | 6 | 66.67% | 0.2 |
|
| 3108 |
3108
Summit Wealth Partners
Orlando,
Florida
| $423M | +$4.71M | +1% | 0.9% | 44.9% | 156 | 5.77% | 1.4 |
|
| 3109 |
3109
IMA Advisory Services
Denver,
Colorado
| $423M | -$4.62M | -1% | 0.38% | 74.5% | 295 | 4.75% | 3 |
|
| 3110 |
3110
Crewe Advisors
Salt Lake City,
Utah
| $423M | +$20.1M | +5% | 5.68% | 96.1% | 488 | 19.26% | 1.8 |
|
| 3111 |
3111
EAM Global Investors
Solana Beach,
California
| $423M | +$61.7M | +17% | 27.6% | 2,399% | 270 | 78.52% | 0.1 |
|
| 3112 |
3112
Exane Asset Management
Paris,
France
| $422M | -$18.4M | -4% | 2.03% | 74.5% | 20 | 50% | 0.7 |
|
| 3113 |
3113
Alpha Capital Management
Austin,
Texas
| $422M | -$4.25M | -1% | 0.94% | 88% | 121 | 14.88% | 2.8 |
|
| 3114 |
3114
Act Two Investors
Santa Cruz,
California
| $421M | -$90.3M | -18% | 0.39% | 53% | 34 | 14.71% | 2.3 |
|
| 3115 |
3115
Sax Wealth Advisors
Parsippany,
New Jersey
| $421M | +$130M | +45% | 0.87% | 64.3% | 174 | 11.49% | 0.6 |
|
| 3116 |
3116
Cowen Investment Management
New York
| $421M | +$36.1M | +9% | 5.75% | 1.87% | 255 | 32.16% | 0.4 |
|
| 3117 |
3117
Trivium Point Advisory
Westport,
Connecticut
| $421M | +$20.2M | +5% | 0.63% | 106% | 239 | 13.81% | 1.4 |
|
| 3118 |
3118
Tortoise Index Solutions
Overland Park,
Kansas
| $421M | -$57M | -12% | 1.91% | 52.2% | 111 | 10.81% | 3 |
|
| 3119 |
3119
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $421M | -$56.7M | -12% | 6.22% | 82.3% | 34 | 14.71% | 1.1 |
|
| 3120 |
3120
HUB Investment Partners
Austin,
Texas
| $420M | +$45.8M | +12% | 1.3% | 95.7% | 240 | 25% | 0.5 |
|
| 3121 |
CCM
3121
Composite Capital Management
Hong Kong
| $420M | -$395M | -48% | 47.9% | – | 1 | 0% | 0.3 |
|
| 3122 |
MAM
3122
Morse Asset Management
Darien,
Connecticut
| $420M | +$6.19M | +1% | 3.85% | 222% | 184 | 28.8% | 1.9 |
|
| 3123 |
MCG
3123
McCollum Christoferson Group
Amherst,
New York
| $420M | -$877K | -0.2% | 1.36% | 59.4% | 76 | 5.26% | 2.6 |
|
| 3124 |
3124
Cutter & Co Brokerage
Ballwin,
Missouri
| $419M | -$15.3M | -4% | 1.88% | 40.4% | 332 | 13.25% | 2.5 |
|
| 3125 |
SGH
3125
Sivik Global Healthcare
Greenwich,
Connecticut
| $419M | -$93.5M | -18% | 1.75% | 83.8% | 63 | 53.97% | 1.3 |
|