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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Founders Financial Alliance
Raleigh,
North Carolina
| $555M | +$25.1M | +5% | 0.03% | 84.9% | 753 | 21.78% | 2.8 |
|
| 3427 |
3427
ARQ Wealth Advisors
Scottsdale,
Arizona
| $555M | +$184M | +50% | 0.66% | 59.3% | 198 | 35.35% | 1.5 |
|
| 3428 |
3428
Studio Investment Management
Chicago,
Illinois
| $555M | +$7.35M | +1% | 1.44% | 51.3% | 187 | 5.35% | 3 |
|
| 3429 |
3429
Moody Aldrich Partners
Marblehead,
Massachusetts
| $555M | +$18.7M | +3% | 10.6% | 312% | 214 | 24.3% | 1.5 |
|
| 3430 |
3430
Truvestments Capital
Sarasota,
Florida
| $554M | +$4.17M | +0.8% | 3.56% | 131% | 1,227 | 19.89% | 1.6 |
|
| 3431 |
3431
Bellecapital
Zurich,
Switzerland
| $554M | -$9.1M | -2% | 4.63% | 152% | 151 | 37.09% | 3.7 |
|
| 3432 |
3432
Legacy Financial Strategies
Overland Park,
Kansas
| $554M | -$10.6M | -2% | 2.24% | 76.7% | 143 | 5.59% | 3.2 |
|
| 3433 |
3433
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $554M | +$26.8M | +5% | 0.87% | 64.9% | 63 | 6.35% | 2.1 |
|
| 3434 |
3434
Trivium Point Advisory
Westport,
Connecticut
| $553M | -$440M | -44% | 1.67% | 106% | 356 | 28.93% | 3.2 |
|
| 3435 |
3435
Crossingbridge Advisors
Pleasantville,
New York
| $553M | +$197M | +55% | 0.5% | – | 201 | 75.12% | 0.2 |
|
| 3436 |
3436
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $552M | +$9.45M | +2% | 0.75% | 111% | 226 | 12.83% | 4.1 |
|
| 3437 |
3437
FFT Wealth Management
Philadelphia,
Pennsylvania
| $552M | +$27.3M | +5% | 3.26% | 65.6% | 107 | 27.1% | 2.8 |
|
| 3438 |
SVCM
3438
Saturn V Capital Management
Austin,
Texas
| $552M | +$7.32M | +1% | 22.6% | 1,083% | 24 | 29.17% | 0.8 |
|
| 3439 |
3439
Longbow Finance
Lutry,
Switzerland
| $552M | -$38.4M | -7% | 2.91% | 162% | 68 | 27.94% | 1.4 |
|
| 3440 |
3440
Davidson Capital Management
Corpus Christi,
Texas
| $552M | +$89.9M | +19% | 1.76% | 79.4% | 119 | 23.53% | 1.9 |
|
| 3441 |
3441
Triata Capital
Hong Kong
| $552M | -$273M | -33% | 9.19% | – | 15 | 6.67% | 1.1 |
|
| 3442 |
3442
Brandywine Trust
Hockessin,
Delaware
| $552M | -$18.6M | -3% | 3.49% | 32.7% | 32 | 3.13% | 8.6 |
|
| 3443 |
3443
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $551M | -$42.6M | -7% | 6.21% | 70.3% | 80 | 12.5% | 2.9 |
|
| 3444 |
3444
Integrated Quantitative Investments
Bellevue,
Washington
| $551M | +$85.7M | +18% | 5.4% | – | 552 | 59.96% | 0.4 |
|
| 3445 |
3445
Bienville Capital Management
New York
| $550M | -$79.6M | -13% | 14.9% | 36.3% | 91 | 35.16% | 3.2 |
|
| 3446 |
3446
Tufton Capital Management
Hunt Valley,
Maryland
| $550M | -$22.4M | -4% | 3.02% | 96.1% | 130 | 9.23% | 8.2 |
|
| 3447 |
3447
Atlas Legacy Advisors
Los Angeles,
California
| $550M | -$21.4M | -4% | 2.34% | – | 209 | 14.83% | 1 |
|
| 3448 |
3448
Rockport Wealth
Fairview Park,
Ohio
| $549M | +$35.2M | +7% | 0.27% | – | 108 | 14.81% | 0.9 |
|
| 3449 |
3449
LMG Wealth Partners
Shreveport,
Louisiana
| $549M | +$12.8M | +2% | 1.83% | 96.1% | 159 | 6.92% | 2.2 |
|
| 3450 |
3450
Kirr Marbach & Co
Columbus,
Indiana
| $549M | +$25.6M | +5% | 7.46% | 121% | 61 | 11.48% | 4.3 |
|