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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Ninety One
Cape Town,
South Africa
| $308M | +$55.4M | +22% | 11.3% | 232% | 83 | 20.48% | 3 |
|
| 3502 |
3502
Fort Sheridan Advisors
Highland Park,
Illinois
| $307M | +$10.8M | +4% | 7.74% | 109% | 191 | 8.38% | 2.4 |
|
| 3503 |
3503
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $307M | +$26.7M | +10% | 8.05% | 67.5% | 141 | 11.35% | 3.5 |
|
| 3504 |
3504
Think Investments
San Francisco,
California
| $307M | -$18.9M | -6% | 2.72% | 285% | 24 | 25% | 2 |
|
| 3505 |
3505
Pettinga Financial Advisors
Evansville,
Indiana
| $307M | +$15.8M | +5% | 8.9% | 78.1% | 109 | 20.18% | 2.4 |
|
| 3506 |
CBTWT
3506
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $307M | +$25.5M | +9% | 11.7% | 124% | 140 | 8.57% | 4.8 |
|
| 3507 |
3507
Ovata Capital Management
Hong Kong
| $307M | +$37.2M | +14% | 6.59% | 69.1% | 47 | 59.57% | 0.4 |
|
| 3508 |
3508
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $307M | +$23.9M | +8% | 7.38% | 12.8% | 137 | 11.68% | 3.9 |
|
| 3509 |
DI
3509
Diligent Investors
Redlands,
California
| $306M | +$25.9M | +9% | 8.2% | 82.2% | 286 | 11.19% | 3.6 |
|
| 3510 |
3510
GenWealth Group
Maplewood,
New Jersey
| $306M | +$10.4M | +4% | 5.93% | 73.9% | 73 | 21.92% | 3.1 |
|
| 3511 |
3511
Claro Advisors
Boston,
Massachusetts
| $306M | +$54.1M | +22% | 8.76% | 85.5% | 355 | 29.86% | 1.9 |
|
| 3512 |
3512
CRA Financial Services
Northfield,
New Jersey
| $306M | +$27.6M | +10% | 6.81% | 91.9% | 216 | 17.13% | 2.5 |
|
| 3513 |
3513
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $305M | +$49M | +19% | 16.6% | 69.3% | 53 | 15.09% | 4.2 |
|
| 3514 |
3514
Stordahl Capital Management
Greenwood Village,
Colorado
| $305M | +$28.6M | +10% | 8% | 54% | 53 | 13.21% | 3.6 |
|
| 3515 |
3515
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $305M | +$25.4M | +9% | 6.54% | 68.2% | 761 | 12.48% | 1.9 |
|
| 3516 |
3516
Mount Lucas Management
Newtown,
Pennsylvania
| $305M | +$14.8M | +5% | 11.1% | 109% | 130 | 46.15% | 0.6 |
|
| 3517 |
3517
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $305M | +$20.9M | +7% | 8.32% | – | 168 | 19.05% | 2.1 |
|
| 3518 |
CWM
3518
Compass Wealth Management
Guilford,
Connecticut
| $305M | – | – | 13.5% | 103% | 411 | – | 0 |
|
| 3519 |
3519
Point72 Hong Kong
Hong Kong
| $305M | -$2.56B | -89% | 20.4% | 396% | 1,896 | 98.63% | 0.5 |
|
| 3520 |
3520
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $305M | +$23.9M | +8% | 9.09% | 49.3% | 49 | 8.16% | 6.4 |
|
| 3521 |
3521
Mach-1 Financial Group
Rogers,
Arkansas
| $305M | +$209M | +219% | 9.84% | 83.4% | 507 | 83.23% | 0.4 |
|
| 3522 |
IFS
3522
Ifrah Financial Services
Little Rock,
Arkansas
| $305M | +$13.6M | +5% | 6.17% | 64.1% | 207 | 14.01% | 3.8 |
|
| 3523 |
3523
Red Door Wealth Management
Memphis,
Tennessee
| $305M | +$40.6M | +15% | 10% | 100% | 143 | 11.19% | 2.2 |
|
| 3524 |
3524
Doliver Advisors
Houston,
Texas
| $304M | +$33.5M | +12% | 15% | 92.3% | 170 | 25.29% | 2.4 |
|
| 3525 |
3525
Tobias Financial Advisors
Plantation,
Florida
| $304M | +$20.9M | +7% | 5.77% | 44.5% | 85 | 12.94% | 0.9 |
|