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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Inlet Private Wealth
Jupiter,
Florida
| $443M | +$36.2M | +9% | 10.7% | 111% | 137 | 10.22% | 4.4 |
|
| 3802 |
3802
Archer Investment Corporation
Carmel,
Indiana
| $443M | +$23.6M | +6% | 6.28% | 68.2% | 1,254 | 9.57% | 3.2 |
|
| 3803 |
3803
Evelyn Partners Asset Management
London,
| $443M | +$48.4M | +12% | 7.19% | – | 287 | 19.86% | 0.6 |
|
| 3804 |
MAM
3804
Mystic Asset Management
Warwick,
Rhode Island
| $443M | +$29.3M | +7% | 9.38% | 114% | 226 | 3.1% | 2.5 |
|
| 3805 |
3805
Baker Tilly Wealth Management
Madison,
Wisconsin
| $443M | +$163M | +58% | 7.93% | 96.9% | 281 | 18.86% | 2.9 |
|
| 3806 |
3806
Standpoint Asset Management
Scottsdale,
Arizona
| $442M | -$46.6M | -10% | 7.23% | 71.9% | 8 | 0% | 2.8 |
|
| 3807 |
GWM
3807
Gibbs Wealth Management
Alpharetta,
Georgia
| $442M | -$77.1M | -15% | 6.96% | – | 386 | 19.95% | 1.1 |
|
| 3808 |
3808
Goldstream Capital Management
Central,
Hong Kong
| $442M | +$140M | +46% | 13.9% | 686% | 57 | 15.79% | 1.3 |
|
| 3809 |
3809
Scott Capital Advisors
Portland,
Oregon
| $442M | +$72.6M | +20% | 5.36% | 50.9% | 54 | 9.26% | 2.6 |
|
| 3810 |
3810
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $442M | +$35.4M | +9% | 7.64% | 83.6% | 207 | 4.35% | 6.3 |
|
| 3811 |
PT
3811
Plimoth Trust
Plymouth,
Massachusetts
| $442M | +$24.6M | +6% | 7.79% | 110% | 168 | 2.38% | 6.1 |
|
| 3812 |
GWM
3812
GSB Wealth Management
Guilford,
Connecticut
| $441M | +$32.9M | +8% | 6.54% | 61.8% | 249 | 7.63% | 3.3 |
|
| 3813 |
3813
Curtis Advisory Group
Santa Barbara,
California
| $441M | +$43.1M | +11% | 7.97% | 79.8% | 110 | 7.27% | 3.2 |
|
| 3814 |
AMCI
3814
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| $441M | -$172M | -28% | 28% | – | 1 | 0% | 1.8 |
|
| 3815 |
3815
Solstein Capital
Menlo Park,
California
| $441M | +$246M | +126% | 11.9% | 91.4% | 520 | 18.65% | 2.5 |
|
| 3816 |
3816
World Equity Group
Schaumburg,
Illinois
| $441M | +$74M | +20% | 10.1% | 117% | 377 | 23.87% | 1.5 |
|
| 3817 |
3817
First PREMIER Bank
Sioux Falls,
South Dakota
| $440M | +$27.4M | +7% | 7.11% | 63% | 411 | 6.57% | 4.9 |
|
| 3818 |
3818
Equitec Proprietary Markets
Chicago,
Illinois
| $440M | +$334M | +316% | 32.8% | 526% | 102 | 61.76% | 0.9 |
|
| 3819 |
3819
Landaas & Company
Milwaukee,
Wisconsin
| $440M | +$21.4M | +5% | 6.71% | 68.3% | 130 | 16.15% | 3 |
|
| 3820 |
3820
Cypress Asset Management
Houston,
Texas
| $440M | +$24.2M | +6% | 8.12% | 141% | 111 | 5.41% | 7.1 |
|
| 3821 |
3821
3Chopt Investment Partners
Richmond,
Virginia
| $440M | +$23.6M | +6% | 8.94% | 128% | 240 | 10% | 1 |
|
| 3822 |
3822
Avidity Partners Management
Dallas,
Texas
| $439M | -$62.6M | -12% | 48.2% | 492% | 69 | 56.52% | 1.1 |
|
| 3823 |
3823
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $439M | +$64.3M | +17% | 5.83% | 55.5% | 105 | 14.29% | 4.2 |
|
| 3824 |
3824
Eldridge Investment Advisors
Manchester,
New Hampshire
| $439M | -$39.1M | -8% | 6.25% | 50.9% | 168 | 14.29% | 3.8 |
|
| 3825 |
3825
Fairvoy Private Wealth
Birmingham,
Alabama
| $439M | +$36.7M | +9% | 6.59% | – | 196 | 9.18% | 0.6 |
|