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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Genesis Investment Management
London,
United Kingdom
| $479M | -$30.9M | -6% | 4.2% | 47.4% | 17 | 23.53% | 2.9 |
|
| 3177 |
3177
Gleason Group
Prospect,
Kentucky
| $478M | +$43.1M | +10% | 8.96% | 69.1% | 223 | 8.52% | 3.4 |
|
| 3178 |
3178
Oliver Luxxe Assets
Gladstone,
New Jersey
| $477M | +$52M | +12% | 14% | 137% | 195 | 25.64% | 2.6 |
|
| 3179 |
3179
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $476M | +$44.4M | +10% | 7.53% | 56.3% | 106 | 9.43% | 3.4 |
|
| 3180 |
3180
Edge Wealth Management
New York
| $476M | +$18.6M | +4% | 6.38% | 75.3% | 83 | 9.64% | 5.5 |
|
| 3181 |
3181
Physician Wealth Advisors
Midvale,
Utah
| $476M | +$27.6M | +6% | 8.16% | 79.9% | 185 | 14.59% | 2.8 |
|
| 3182 |
3182
Taikang Asset Management (HK)
Hong Kong
| $475M | -$54.2M | -10% | 5.21% | 172% | 93 | 35.48% | 2.8 |
|
| 3183 |
3183
Dividend Assets Capital
Ridgeland,
South Carolina
| $474M | -$33.9M | -7% | 10.3% | 67.4% | 478 | 70.5% | 6.8 |
|
| 3184 |
3184
Rowlandmiller & Partners
Atlanta,
Georgia
| $474M | +$37.4M | +9% | 9.99% | 84% | 184 | 4.35% | 5.6 |
|
| 3185 |
3185
Hartford Financial Management
Hartford,
Connecticut
| $474M | +$32.2M | +7% | 9.38% | 87.9% | 401 | 7.23% | 5.7 |
|
| 3186 |
RI
3186
RPTC Inc
Jackson,
Wyoming
| $473M | +$7.5M | +2% | 6.17% | 66.4% | 6 | 0% | 5.1 |
|
| 3187 |
AMCA
3187
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $473M | +$48.3M | +11% | 15.4% | 129% | 147 | 14.97% | 4.5 |
|
| 3188 |
3188
Raub Brock Capital Management
Larkspur,
California
| $472M | -$5.25M | -1% | 7.71% | 54.7% | 70 | 50% | 3.3 |
|
| 3189 |
3189
StepStone Group
La Jolla,
California
| $472M | -$84M | -15% | 10.6% | 107% | 27 | 40.74% | 1.7 |
|
| 3190 |
3190
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $471M | +$32.3M | +7% | 5.95% | 62.6% | 280 | 10.36% | 1.8 |
|
| 3191 |
3191
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $471M | +$39.3M | +9% | 7.62% | 58.9% | 111 | 20.72% | 1.5 |
|
| 3192 |
3192
Kesler Norman & Wride
Ogden,
Utah
| $471M | +$34.7M | +8% | 7.83% | 90% | 160 | 6.88% | 2.7 |
|
| 3193 |
3193
Asio Capital
Lexington,
Kentucky
| $471M | +$42.9M | +10% | 12.3% | 98% | 104 | 11.54% | 2.3 |
|
| 3194 |
3194
Austin Asset Management
Austin,
Texas
| $471M | +$91.1M | +24% | 17.7% | 93.4% | 64 | 9.38% | 1.6 |
|
| 3195 |
3195
Peterson Wealth Advisors
Orem,
Utah
| $471M | +$49.4M | +12% | 6.32% | 50.9% | 69 | 7.25% | 3.6 |
|
| 3196 |
3196
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $470M | +$294M | +167% | 15.6% | 151% | 276 | 13.77% | 0.2 |
|
| 3197 |
3197
Armbruster Capital Management
Pittsford,
New York
| $470M | +$30.9M | +7% | 8.06% | 66.7% | 107 | 5.61% | 5 |
|
| 3198 |
3198
Janiczek Wealth Management
Denver,
Colorado
| $470M | +$55.6M | +13% | 7.25% | 16.4% | 1,178 | 11.21% | 2.7 |
|
| 3199 |
CRB
3199
Chad R. Baker
| $470M | +$25.2M | +6% | 6.29% | 123% | 54 | 3.7% | 5.6 |
|
| 3200 |
3200
Summit Wealth Partners
Orlando,
Florida
| $469M | +$38.3M | +9% | 6.3% | 44.9% | 228 | 9.65% | 2.4 |
|