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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Icon Advisers
Greenwood Village,
Colorado
| $393M | +$2.57M | +0.7% | 2.58% | 114% | 168 | 29.17% | 2.1 |
|
| 3127 |
3127
Colonial Trust
Spartanburg,
South Carolina
| $393M | +$27.2M | +7% | 5.85% | 75.5% | 951 | 10.52% | 0.3 |
|
| 3128 |
3128
Ninety One
Cape Town,
South Africa
| $393M | +$85.6M | +28% | 5.51% | 232% | 77 | 11.69% | 3.1 |
|
| 3129 |
3129
Revolve Wealth Partners
Hackensack,
New Jersey
| $393M | +$43.7M | +13% | 7.62% | 67.4% | 152 | 11.18% | 1 |
|
| 3130 |
GCMG
3130
Gyroscope Capital Management Group
Naples,
Florida
| $392M | +$62.7M | +19% | 4.29% | 24.8% | 183 | 37.16% | 1.8 |
|
| 3131 |
3131
Conversant Capital
Summit,
New Jersey
| $392M | -$43.2M | -10% | 0.3% | 228% | 28 | 67.86% | 0.5 |
|
| 3132 |
3132
Martel Wealth Advisors
Vancouver,
Washington
| $392M | +$22.9M | +6% | 5.26% | 43.4% | 52 | 13.46% | 3.2 |
|
| 3133 |
3133
Armbruster Capital Management
Pittsford,
New York
| $391M | +$5.69M | +1% | 2.11% | 66.7% | 105 | 4.76% | 4.5 |
|
| 3134 |
3134
Intercontinental Wealth Advisors
San Antonio,
Texas
| $391M | +$55.1M | +16% | 9.2% | 46.7% | 314 | 19.11% | 2.8 |
|
| 3135 |
3135
5AM Venture Management
San Francisco,
California
| $391M | +$18.9M | +5% | 8.58% | 546% | 26 | 26.92% | 1.4 |
|
| 3136 |
3136
Leelyn Smith
Geneva,
Illinois
| $391M | +$26.6M | +7% | 5.41% | 86% | 464 | 76.72% | 2.7 |
|
| 3137 |
3137
Cambridge Advisors
Omaha,
Nebraska
| $391M | +$18.1M | +5% | 5.06% | 58.6% | 187 | 6.42% | 5.1 |
|
| 3138 |
3138
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $391M | +$23.3M | +6% | 2.96% | 95.4% | 34 | 2.94% | 5.8 |
|
| 3139 |
3139
Thrive Wealth Management
Audubon,
Pennsylvania
| $390M | +$41M | +12% | 7.05% | 84.1% | 179 | 15.64% | 0.9 |
|
| 3140 |
NG
3140
Northstar Group
New York
| $390M | +$37.2M | +11% | 7.46% | 63.9% | 146 | 8.9% | 5.4 |
|
| 3141 |
3141
Barometer Capital Management
Toronto,
Ontario, Canada
| $390M | +$50.8M | +15% | 15.2% | 339% | 171 | 66.08% | 0.3 |
|
| 3142 |
3142
Systelligence LLC
Bloomington,
Minnesota
| $390M | +$5.82M | +2% | 2.46% | 58.3% | 50 | 22% | 1 |
|
| 3143 |
3143
Cedar Brook Financial Partners
Cleveland,
Ohio
| $389M | +$34.4M | +10% | 6.85% | 47% | 411 | 14.84% | 2.4 |
|
| 3144 |
3144
Summit Wealth Partners
Orlando,
Florida
| $389M | +$12.3M | +3% | 4.32% | 44.9% | 194 | 13.92% | 2 |
|
| 3145 |
3145
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $389M | +$73.8M | +23% | 4.4% | 61.6% | 146 | 14.38% | 0.2 |
|
| 3146 |
3146
Artemis Wealth Advisors
New York
| $389M | +$59.8M | +18% | 23.6% | 180% | 95 | 35.79% | 1.9 |
|
| 3147 |
3147
Miramar Capital
Northbrook,
Illinois
| $389M | +$7.4M | +2% | 2.5% | 47.3% | 88 | 7.95% | 2.3 |
|
| 3148 |
JC
3148
Joho Capital
New York
| $389M | +$79.7M | +26% | 15% | 80.2% | 18 | 22.22% | 1.4 |
|
| 3149 |
3149
Martin & Co
Knoxville,
Tennessee
| $389M | +$9.6M | +3% | 5.38% | 67.8% | 109 | 2.75% | 7.9 |
|
| 3150 |
3150
Pacific Capital Wealth Advisors
Corona,
California
| $389M | +$1.8M | +0.5% | 5.15% | 54.1% | 96 | 17.71% | 2 |
|