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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Laffer Tengler Investments
Nashville,
Tennessee
| $387M | +$11.2M | +3% | 7.11% | 96.5% | 555 | 51.71% | 1.7 |
|
| 3602 |
3602
Wilson Asset Management
Sydney,
Australia
| $387M | +$28.6M | +8% | 9.25% | 58% | 28 | 17.86% | 1.4 |
|
| 3603 |
3603
WPWealth
Fort Worth,
Texas
| $387M | +$63.9M | +20% | 3.91% | 38.2% | 67 | 14.93% | 0.9 |
|
| 3604 |
3604
Leonard Rickey Investment Advisors
Yakima,
Washington
| $387M | +$49.6M | +15% | 6.07% | 60.4% | 97 | 15.46% | 2.9 |
|
| 3605 |
AC
3605
ASB Consultores
Aventura,
Florida
| $387M | +$87.2M | +29% | 10.7% | 91% | 299 | 64.21% | 0.5 |
|
| 3606 |
3606
Liquid Strategies
Atlanta,
Georgia
| $387M | -$19.9M | -5% | 5.25% | 52.4% | 16 | 25% | 1.7 |
|
| 3607 |
3607
LJI Wealth Management
Indianapolis,
Indiana
| $387M | +$484K | +0.1% | 7.52% | 68.8% | 183 | 24.04% | 1 |
|
| 3608 |
3608
IFG Advisors
St. Louis,
Missouri
| $386M | +$45.5M | +13% | 7.62% | 78.7% | 127 | 2.36% | 3 |
|
| 3609 |
3609
Pacific Sage Partners
Edmonds,
Washington
| $386M | +$21.2M | +6% | 5.91% | 58.9% | 99 | 6.06% | 1 |
|
| 3610 |
3610
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $386M | +$100M | +35% | 5.85% | 60.5% | 135 | 49.63% | 1.3 |
|
| 3611 |
3611
Hartree Partners
New York
| $386M | +$109M | +39% | 20% | 138% | 74 | 41.89% | 0.6 |
|
| 3612 |
3612
Barometer Capital Management
Toronto,
Ontario, Canada
| $386M | +$32.8M | +9% | 17% | 339% | 202 | 26.73% | 0.5 |
|
| 3613 |
3613
Brave Asset Management
Summit,
New Jersey
| $385M | +$29.7M | +8% | 6.47% | 76.3% | 174 | 13.79% | 4.3 |
|
| 3614 |
3614
Old Second National Bank of Aurora
Aurora,
Illinois
| $385M | +$21.7M | +6% | 10.4% | 93.7% | 351 | 8.26% | 6.1 |
|
| 3615 |
3615
Mission Creek Capital Partners
San Francisco,
California
| $384M | -$4.65M | -1% | 11.7% | 138% | 251 | 15.94% | 3.1 |
|
| 3616 |
3616
Point72 Asia (Singapore)
Singapore
| $384M | -$24.6M | -6% | 18.3% | – | 1,284 | 75.16% | 0.1 |
|
| 3617 |
3617
Anchorage Capital Group
New York
| $384M | -$456M | -54% | 13.1% | 24.9% | 11 | 18.18% | 2.4 |
|
| 3618 |
3618
SC&H Financial Advisors
Sparks,
Maryland
| $384M | +$37.3M | +11% | 7.05% | 66.2% | 147 | 8.84% | 1.7 |
|
| 3619 |
3619
PBMares Wealth Management
Williamsburg,
Virginia
| $384M | +$50.8M | +15% | 7.21% | 67.7% | 189 | 14.29% | 2.8 |
|
| 3620 |
3620
Standpoint Asset Management
Scottsdale,
Arizona
| $384M | +$43.1M | +13% | 8.14% | 71.9% | 8 | 0% | 1.3 |
|
| 3621 |
3621
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $384M | -$120M | -24% | 8.96% | 80.8% | 86 | 38.37% | 3 |
|
| 3622 |
3622
Continental General Insurance Company
Austin,
Texas
| $384M | +$157M | +70% | 1.65% | 188% | 8 | 50% | 0.6 |
|
| 3623 |
3623
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $384M | +$54.6M | +17% | 5.36% | 13.1% | 112 | 14.29% | 2.9 |
|
| 3624 |
3624
Manchester Financial
Westlake Village,
California
| $383M | +$25.5M | +7% | 8.69% | 73% | 101 | 8.91% | 2.8 |
|
| 3625 |
3625
Dorsey Wright & Associates
Pasadena,
California
| $383M | +$54.5M | +17% | 25.1% | 311% | 150 | 28.67% | 0.8 |
|