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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
VisionPoint Advisory Group
Dallas,
Texas
| $513M | +$12.2M | +2% | 3.19% | 79.3% | 438 | 20.09% | 1.3 |
|
| 3602 |
3602
Permanent Capital Management
Chicago,
Illinois
| $513M | -$21.7M | -4% | 1.82% | – | 173 | 21.97% | 0.7 |
|
| 3603 |
3603
OLP Capital Management
Causeway Bay,
Hong Kong
| $513M | -$53.6M | -9% | 1.99% | 146% | 5 | 40% | 1.5 |
|
| 3604 |
HPC
3604
Hobart Private Capital
Charlotte,
North Carolina
| $512M | +$34.8M | +7% | 1.43% | 60% | 132 | 9.85% | 1.6 |
|
| 3605 |
3605
Drive Wealth Management
Lehi,
Utah
| $512M | +$40.7M | +9% | 2.82% | 94.4% | 431 | 28.77% | 1.5 |
|
| 3606 |
3606
Francis Financial
| $512M | -$50.3M | -9% | 1.31% | 56.2% | 138 | 25.36% | 2.2 |
|
| 3607 |
3607
High Note Wealth
Deephaven,
Minnesota
| $511M | +$12.4M | +2% | 2.34% | 82.8% | 994 | 20.62% | 1 |
|
| 3608 |
3608
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| $510M | – | – | 21.6% | – | 2 | – | 0 |
|
| 3609 |
3609
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $510M | -$79.8M | -14% | 0.87% | 70.2% | 348 | 27.87% | 4.2 |
|
| 3610 |
3610
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $509M | +$22.7M | +5% | 0.62% | 80.8% | 66 | 15.15% | 3.4 |
|
| 3611 |
3611
Bright Rock Capital Management
Hanover,
Massachusetts
| $509M | -$1.51M | -0.3% | 1.68% | 53.1% | 78 | 7.69% | 5.2 |
|
| 3612 |
3612
Trigran Investments
Northbrook,
Illinois
| $508M | -$44.1M | -8% | 0.04% | 30.2% | 17 | 0% | 4.5 |
|
| 3613 |
HP
3613
Havemeyer Place
Greenwich,
Connecticut
| $507M | – | – | 1.42% | – | 504 | – | 0 |
|
| 3614 |
3614
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $507M | +$8.06M | +2% | 2.83% | – | 207 | 15.46% | 3.3 |
|
| 3615 |
3615
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $507M | +$8.95M | +2% | 1.16% | 54.3% | 410 | 5.85% | 5.5 |
|
| 3616 |
3616
Enavate Sciences
Menlo Park,
California
| $507M | +$179M | +55% | 57.3% | – | 7 | 0% | 0.9 |
|
| 3617 |
GFI
3617
Global Frontier Investments
Charleston,
South Carolina
| $507M | -$12.4M | -2% | 3.14% | – | 15 | 0% | 5 |
|
| 3618 |
SEP
3618
Southland Equity Partners
Wildwood,
Missouri
| $507M | +$12.6M | +3% | 1.85% | 66.1% | 263 | 10.27% | 2.9 |
|
| 3619 |
3619
Auxano Advisors
Bellevue,
Washington
| $506M | +$36.1M | +8% | 4.25% | 85.4% | 196 | 16.33% | 2.6 |
|
| 3620 |
SFA
3620
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $506M | +$98.4M | +24% | 13.8% | 187% | 30 | 20% | 2.6 |
|
| 3621 |
3621
Ellsworth Advisors
Hudson,
Ohio
| $506M | +$37.3M | +8% | 5.27% | 131% | 188 | 25% | 1.7 |
|
| 3622 |
3622
Montis Financial
Waltham,
Massachusetts
| $506M | +$72.2M | +17% | 2.2% | 53.8% | 164 | 11.59% | 2 |
|
| 3623 |
3623
Single Point Partners
Boston,
Massachusetts
| $506M | +$13.1M | +3% | 1.64% | 56.4% | 94 | 12.77% | 1.7 |
|
| 3624 |
3624
Jackson Square Capital
San Francisco,
California
| $505M | +$47M | +10% | 15.3% | 423% | 173 | 28.9% | 2.5 |
|
| 3625 |
3625
Banc Funds Company
Chicago,
Illinois
| $505M | -$66.8M | -12% | 5.34% | 69% | 111 | 11.71% | 6.9 |
|