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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Mountain Capital Investment Advisors
Westminster,
Colorado
| $702M | +$28.3M | +4% | 12.3% | 63.3% | 103 | 22.33% | 1.8 |
|
| 3202 |
3202
Summit Wealth Partners
Orlando,
Florida
| $702M | +$70.2M | +11% | 11.5% | 44.9% | 291 | 10.65% | 2.9 |
|
| 3203 |
3203
12th Street Asset Management Company
Nashville,
Tennessee
| $702M | +$90.5M | +15% | 20.1% | 106% | 36 | 22.22% | 3.3 |
|
| 3204 |
3204
Strategic Global Advisors
Newport Beach,
California
| $702M | +$76.3M | +12% | 23.5% | 137% | 167 | 37.72% | 1.9 |
|
| 3205 |
AW
3205
Atlas Wealth
Cincinnati,
Ohio
| $701M | +$368M | +110% | 8.11% | 43.5% | 181 | 38.12% | 1.4 |
|
| 3206 |
3206
Oak Hill Advisors
New York
| $701M | -$177M | -20% | 10.5% | 42.4% | 12 | 0% | 5 |
|
| 3207 |
3207
American Money Management
Rancho Santa Fe,
California
| $700M | +$68.2M | +11% | 12.5% | 65% | 184 | 14.13% | 4.7 |
|
| 3208 |
3208
BWCP LP
Dallas,
Texas
| $700M | +$44.5M | +7% | 28.4% | 198% | 33 | 45.45% | 0.7 |
|
| 3209 |
3209
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $700M | +$84.1M | +14% | 11.6% | 52.3% | 82 | 13.41% | 3.3 |
|
| 3210 |
3210
Larch Capital Partners
Miami,
Florida
| $700M | +$9.5M | +1% | 2.67% | – | 64 | 26.56% | 0.3 |
|
| 3211 |
3211
Probity Advisors
Dallas,
Texas
| $699M | +$68M | +11% | 14.3% | 61.7% | 238 | 5.88% | 5.5 |
|
| 3212 |
3212
Fiducient Advisors
Chicago,
Illinois
| $698M | -$66.6M | -9% | 10.3% | 52.3% | 163 | 20.86% | 2.3 |
|
| 3213 |
3213
Tarbox Family Office
Newport Beach,
California
| $698M | +$82.4M | +13% | 13.2% | 66.4% | 99 | 7.07% | 8.4 |
|
| 3214 |
3214
Princeton Global Asset Management
Princeton,
New Jersey
| $698M | +$84.9M | +14% | 15.5% | 110% | 908 | 17.18% | 3.3 |
|
| 3215 |
3215
DV Equities
Chicago,
Illinois
| $698M | – | – | 26.8% | – | 107 | – | 0.2 |
|
| 3216 |
SVCM
3216
Saturn V Capital Management
Austin,
Texas
| $697M | +$145M | +26% | 24.6% | 1,083% | 24 | 16.67% | 0.8 |
|
| 3217 |
MAA
3217
Mraz Amerine & Associates
Modesto,
California
| $697M | +$18.9M | +3% | 3.89% | 69.8% | 210 | 14.76% | 5 |
|
| 3218 |
3218
Financial Management Network
Mission Viejo,
California
| $697M | +$43.9M | +7% | 10.8% | 62.5% | 215 | 13.02% | 2.8 |
|
| 3219 |
3219
Crane Advisory
Fullerton,
California
| $697M | +$28.5M | +4% | 8.38% | 38.2% | 56 | 8.93% | 2.3 |
|
| 3220 |
3220
Brickley Wealth Management
San Mateo,
California
| $696M | +$113M | +19% | 13% | 62.6% | 69 | 14.49% | 3.7 |
|
| 3221 |
IIA
3221
IPG Investment Advisors
San Diego,
California
| $696M | +$114M | +20% | 27.7% | 126% | 308 | 34.42% | 1.9 |
|
| 3222 |
3222
Affiance Financial
St. Louis Park,
Minnesota
| $695M | +$78.3M | +13% | 11.3% | 57.8% | 114 | 9.65% | 5.7 |
|
| 3223 |
3223
Cornerstone Management
Duluth,
Georgia
| $695M | +$67.5M | +11% | 9.32% | 43.6% | 68 | 5.88% | 5.3 |
|
| 3224 |
3224
Deltroit Asset Management (UK)
London,
| $695M | +$72.1M | +12% | 23.4% | – | 46 | 34.78% | 0.4 |
|
| 3225 |
3225
Aspen Grove Capital
Avon,
Colorado
| $694M | +$180M | +35% | 14.9% | 90% | 225 | 16% | 2.2 |
|