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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
Adams Wealth Management
Logan,
Utah
| $523M | +$56.8M | +12% | 1.5% | 105% | 122 | 16.39% | 2.5 |
|
| 3202 |
JCP
3202
JB Capital Partners
Armonk,
New York
| $522M | +$285K | +0.1% | 2.32% | 142% | 82 | 8.54% | 3 |
|
| 3203 |
3203
Strategic Financial Concepts
San Antonio,
Texas
| $521M | +$207M | +66% | 0.75% | 56.8% | 341 | 31.67% | 0.7 |
|
| 3204 |
FA
3204
Financial Advisors
Andover,
Massachusetts
| $521M | -$3.58M | -0.7% | 0.19% | 71.5% | 84 | 8.33% | 4 |
|
| 3205 |
3205
Accurate Wealth Management
Wesley Chapel,
Florida
| $521M | +$23.3M | +5% | 3.34% | 101% | 408 | 15.2% | 1.6 |
|
| 3206 |
FBT
3206
First Bank & Trust
Brookings,
South Dakota
| $521M | -$6.17M | -1% | 0.43% | 85.6% | 247 | 10.12% | 3.7 |
|
| 3207 |
3207
Riposte Capital
New York
| $521M | -$386M | -43% | 12.2% | 370% | 33 | 54.55% | 0.3 |
|
| 3208 |
3208
Probity Advisors
Dallas,
Texas
| $520M | -$2.67M | -0.5% | 1.56% | 61.7% | 240 | 9.17% | 4.7 |
|
| 3209 |
3209
Standpoint Asset Management
Scottsdale,
Arizona
| $519M | -$8.87M | -2% | 1.4% | 71.9% | 8 | 0% | 2 |
|
| 3210 |
3210
West Financial Advisors
Des Moines,
Iowa
| $519M | +$68.9K | +0% | 1.72% | 49.1% | 226 | 26.11% | 2 |
|
| 3211 |
3211
Azzad Asset Management
Falls Church,
Virginia
| $518M | -$373M | -42% | 3.4% | 101% | 315 | 47.94% | 3.9 |
|
| 3212 |
MIC
3212
Maxi Investments CY
Limassol,
Cyprus
| $518M | +$144M | +38% | 4.85% | 83.2% | 163 | 66.87% | 0.5 |
|
| 3213 |
3213
AdvisorShares Investments
Bethesda,
Maryland
| $518M | -$3.53M | -0.7% | 1.97% | 110% | 345 | 45.8% | 1.3 |
|
| 3214 |
3214
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $517M | +$30M | +6% | 5.3% | 70.3% | 80 | 10% | 3 |
|
| 3215 |
CEI
3215
Clark Estates Inc
New York
| $517M | -$19.9M | -4% | 4.03% | 34.5% | 101 | 19.8% | 2.2 |
|
| 3216 |
3216
Dechtman Wealth Management
Centennial,
Colorado
| $517M | +$28.8M | +6% | 1.51% | – | 67 | 7.46% | 1.2 |
|
| 3217 |
3217
Cyrus J. Lawrence
New York
| $517M | +$7.33M | +1% | 4.74% | – | 200 | 21.5% | 1.7 |
|
| 3218 |
3218
Third Avenue Management
New York
| $517M | -$94.8M | -16% | 6.29% | 113% | 61 | 6.56% | 5.3 |
|
| 3219 |
3219
Cornerstone Management
Duluth,
Georgia
| $517M | +$37.5M | +8% | 0.09% | 43.6% | 55 | 7.27% | 5.2 |
|
| 3220 |
3220
Regatta Capital Group
El Segundo,
California
| $516M | +$608K | +0.1% | 1.96% | 78.1% | 196 | 9.18% | 2.3 |
|
| 3221 |
3221
Strategy Asset Managers
Pasadena,
California
| $516M | -$5.28M | -1% | 4.1% | 115% | 258 | 10.08% | 3 |
|
| 3222 |
3222
Dividend Assets Capital
Ridgeland,
South Carolina
| $515M | -$7.58M | -1% | 0.38% | 67.4% | 140 | 5% | 7.1 |
|
| 3223 |
3223
Triasima Portfolio Management
Montreal,
Quebec, Canada
| $515M | +$70.4M | +16% | 3.37% | 224% | 152 | 49.34% | 0.9 |
|
| 3224 |
3224
River Global Investors
London,
United Kingdom
| $515M | +$50.6M | +11% | 6.58% | 49.7% | 153 | 20.26% | 3.7 |
|
| 3225 |
3225
Boston Standard Wealth Management
Winchester,
Massachusetts
| $515M | +$983K | +0.2% | 1.21% | 47.1% | 49 | 8.16% | 5.2 |
|