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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
AGM
3451
Alpine Global Management
New York
| $615M | -$52.6M | -8% | 30.8% | 149% | 367 | 67.3% | 0.4 |
|
| 3452 |
3452
TLWM Financial
San Antonio,
Texas
| $615M | +$59.8M | +11% | 11.9% | 53.9% | 78 | 17.95% | 3.9 |
|
| 3453 |
OL
3453
Odyssean LLC
Darien,
Connecticut
| $615M | +$341M | +124% | 24.7% | – | 584 | 45.38% | 0.2 |
|
| 3454 |
3454
Financial Security Advisor
Virginia Beach,
Virginia
| $615M | +$70.3M | +13% | 16.1% | 76.3% | 173 | 14.45% | 1.8 |
|
| 3455 |
3455
Aire Advisors
Beverly Hills,
California
| $615M | +$68.1M | +12% | 13.4% | 77.4% | 190 | 17.89% | 2.8 |
|
| 3456 |
3456
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $615M | +$189M | +45% | 19.6% | 71.1% | 169 | 20.12% | 3.2 |
|
| 3457 |
3457
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $615M | +$60.6M | +11% | 12.1% | 64.9% | 75 | 17.33% | 2 |
|
| 3458 |
3458
Sands Capital Ventures
Arlington,
Virginia
| $614M | +$192M | +46% | 17% | 167% | 24 | 12.5% | 2.7 |
|
| 3459 |
3459
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $613M | +$215M | +54% | 4.96% | 62.1% | 125 | 9.6% | 1.3 |
|
| 3460 |
3460
VisionPoint Advisory Group
Dallas,
Texas
| $613M | +$82.2M | +15% | 15.5% | 79.3% | 528 | 26.89% | 1.3 |
|
| 3461 |
3461
M. Kulyk & Associates
Decatur,
Georgia
| $613M | +$77.1M | +14% | 12.2% | 63.3% | 126 | 15.87% | 3 |
|
| 3462 |
3462
Fonville Wealth Management
Richmond,
Virginia
| $612M | +$87M | +17% | 9.46% | 53.9% | 152 | 12.5% | 1.8 |
|
| 3463 |
3463
Twele Capital Management
Minnetonka,
Minnesota
| $612M | +$51.4M | +9% | 8.01% | 37.1% | 40 | 2.5% | 9.9 |
|
| 3464 |
3464
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $612M | +$60.8M | +11% | 12.4% | 70.3% | 86 | 15.12% | 2.8 |
|
| 3465 |
3465
SkyOak Wealth
Southfield,
Michigan
| $612M | +$66M | +12% | 14% | 80.7% | 276 | 16.3% | 3.7 |
|
| 3466 |
3466
West Wealth Group
Irvine,
California
| $611M | +$105M | +21% | 16.1% | 79.8% | 147 | 14.29% | 1.8 |
|
| 3467 |
3467
Platform Technology Partners
New York
| $611M | +$92.5M | +18% | 13.9% | – | 425 | 26.35% | 2.5 |
|
| 3468 |
3468
Key Financial Inc
West Chester,
Pennsylvania
| $611M | +$48.8M | +9% | 11.2% | 55.5% | 1,466 | 12.41% | 3.9 |
|
| 3469 |
3469
Integrated Quantitative Investments
Bellevue,
Washington
| $610M | +$59.2M | +11% | 32.6% | – | 546 | 61.17% | 0.4 |
|
| 3470 |
3470
Addison Capital
Conshohocken,
Pennsylvania
| $610M | +$48.2M | +9% | 8.84% | 59.7% | 189 | 6.35% | 3.9 |
|
| 3471 |
3471
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $610M | +$91.3M | +18% | 9.35% | 47.2% | 105 | 20.95% | 2.8 |
|
| 3472 |
3472
Childress Capital Advisors
Houston,
Texas
| $610M | +$55.4M | +10% | 17.9% | 107% | 425 | 22.59% | 1.7 |
|
| 3473 |
3473
Francis Financial
| $610M | +$70.9M | +13% | 11% | 56.2% | 138 | 19.57% | 2.1 |
|
| 3474 |
3474
Portfolio Design Labs
Encino,
California
| $610M | +$47.7M | +8% | 21% | – | 243 | 11.11% | 1.2 |
|
| 3475 |
3475
Gibson Capital
Wexford,
Pennsylvania
| $610M | +$72.3M | +13% | 13.7% | 67.2% | 98 | 15.31% | 4.2 |
|