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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
FBL Investment Management Services
West Des Moines,
Iowa
| $241M | +$202M | +519% | 1.12% | 16.6% | 49 | 65.31% | 1.6 |
|
| 3152 |
3152
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $240M | -$95.9M | -29% | 18.8% | 39.2% | 6 | 50% | 0.4 |
|
| 3153 |
3153
Icon Wealth Partners
Houston,
Texas
| $240M | +$1.89M | +0.8% | 4.59% | – | 846 | 69.03% | 0.6 |
|
| 3154 |
3154
Silicon Valley Capital Partners
San Jose,
California
| $240M | +$31.2M | +15% | 7.72% | 103% | 31 | 16.13% | 1.4 |
|
| 3155 |
CBTWT
3155
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $240M | +$18.5M | +8% | 8.63% | 124% | 145 | 11.03% | 2.1 |
|
| 3156 |
3156
Wynnefield Capital
New York
| $240M | -$31.1M | -11% | 1.68% | 52.1% | 35 | 20% | 2.8 |
|
| 3157 |
GWA
3157
Guidant Wealth Advisors
Palatine,
Illinois
| $239M | +$9.7M | +4% | 2.51% | 17.8% | 283 | 22.97% | 1.4 |
|
| 3158 |
FCT
3158
Family Capital Trust
Peabody,
Massachusetts
| $239M | +$14.4M | +6% | 9.25% | 39.1% | 62 | 8.06% | 3.5 |
|
| 3159 |
3159
BCWM LLC
Overland Park,
Kansas
| $239M | +$10.5M | +5% | 5.36% | – | 72 | 8.33% | 2.3 |
|
| 3160 |
3160
TCI Wealth Advisors
Tucson,
Arizona
| $239M | +$14.3M | +6% | 8.85% | 65% | 1,699 | 13.18% | 2.5 |
|
| 3161 |
3161
Lagoda Investment Management
New York
| $239M | -$1.49M | -0.6% | 12.2% | 250% | 37 | 5.41% | 2.6 |
|
| 3162 |
ACM
3162
Aquilo Capital Management
San Francisco,
California
| $239M | +$118M | +97% | 8.21% | 6.84% | 15 | 26.67% | 0.2 |
|
| 3163 |
3163
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $239M | -$108M | -31% | 6.11% | 88.9% | 101 | 69.31% | 0.6 |
|
| 3164 |
3164
Cynosure Advisors
Salt Lake City,
Utah
| $238M | -$129M | -35% | 3.01% | – | 222 | 94.14% | 0.8 |
|
| 3165 |
MP
3165
Mediatel Partners
Fort Worth,
Texas
| $238M | +$16.5M | +7% | 7.48% | 11.6% | 2 | 0% | 5.3 |
|
| 3166 |
3166
McNamara Financial Services
Marshfield,
Massachusetts
| $237M | +$10.2M | +4% | 2.16% | 42.6% | 41 | 4.88% | 2 |
|
| 3167 |
3167
Berman Capital Advisors
Atlanta,
Georgia
| $237M | -$50M | -17% | 3.93% | 48.2% | 132 | 29.55% | 0.6 |
|
| 3168 |
3168
Smith & Howard Wealth Management
Atlanta,
Georgia
| $237M | +$9.6M | +4% | 4.33% | 40.4% | 49 | 8.16% | 2.8 |
|
| 3169 |
3169
BFSG LLC
Irvine,
California
| $237M | +$9.6M | +4% | 7.33% | 81.9% | 144 | 27.78% | 1.1 |
|
| 3170 |
3170
Financial Sense Advisors
San Diego,
California
| $237M | +$93.4M | +65% | 5.34% | 152% | 81 | 46.91% | 1.1 |
|
| 3171 |
3171
Rock Creek Group
Washington,
District of Columbia
| $237M | – | – | 2.26% | 37.2% | 87 | – | 0.2 |
|
| 3172 |
3172
Madison International Realty Holdings
New York
| $236M | -$21M | -8% | 0.13% | – | 10 | 20% | 1 |
|
| 3173 |
3173
Goldstein Munger & Associates
San Ramon,
California
| $236M | -$871K | -0.4% | 3.79% | 11.9% | 38 | 13.16% | 3.4 |
|
| 3174 |
3174
McRae Capital Management
Morristown,
New Jersey
| $236M | -$3.08M | -1% | 7.63% | 78.2% | 101 | 8.91% | 3.4 |
|
| 3175 |
3175
Inspirion Wealth Advisors
Libertyville,
Illinois
| $236M | +$23.5M | +11% | 7.09% | 52.5% | 79 | 8.86% | 2.6 |
|