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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
L2 Asset Management
Wayland,
Massachusetts
| $368M | +$36.1M | +11% | 8.39% | 128% | 248 | 20.56% | 1.4 |
|
| 3852 |
3852
Second Line Capital
Metairie,
Louisiana
| $367M | +$40.1M | +12% | 6.54% | – | 139 | 19.42% | 0.5 |
|
| 3853 |
3853
FDx Advisors
Chicago,
Illinois
| $367M | +$5.14M | +1% | 6.44% | 66.2% | 212 | 13.68% | 6.2 |
|
| 3854 |
3854
Artia Global Partners
Miami,
Florida
| $367M | -$150M | -29% | 3.01% | 725% | 53 | 28.3% | 0.7 |
|
| 3855 |
3855
Rock Point Advisors
Burlington,
Vermont
| $366M | +$32.8M | +10% | 11.5% | 82.8% | 110 | 6.36% | 4.6 |
|
| 3856 |
3856
Wambolt & Associates
Littleton,
Colorado
| $366M | +$21.6M | +6% | 6.48% | 62.2% | 212 | 12.74% | 3.8 |
|
| 3857 |
3857
Riggs Asset Management
Dallas,
Pennsylvania
| $366M | +$30.3M | +9% | 8.71% | 207% | 722 | 22.02% | 2.2 |
|
| 3858 |
3858
Crestview Partners III
New York
| $366M | +$10.1M | +3% | 3.33% | 51.2% | 3 | 0% | 3.4 |
|
| 3859 |
3859
HST Ventures
Park City,
Utah
| $366M | +$144M | +65% | 9.29% | 8.24% | 74 | 60.81% | 0.5 |
|
| 3860 |
3860
IBEX Wealth Advisors
Bedminster,
New Jersey
| $365M | -$276M | -43% | 12.1% | 221% | 286 | 76.92% | 1.4 |
|
| 3861 |
3861
Boyd Watterson Asset Management
Cleveland,
Ohio
| $365M | +$14.9M | +4% | 4.84% | 101% | 448 | 3.79% | 3.2 |
|
| 3862 |
3862
High Net Worth Advisory Group
Naples,
Florida
| $365M | +$34.9M | +11% | 6.76% | 75.7% | 231 | 9.09% | 2.1 |
|
| 3863 |
3863
Sunflower Bank
Dallas,
Texas
| $365M | -$58.8M | -14% | 5.43% | 42.7% | 133 | 9.77% | 2.9 |
|
| 3864 |
3864
JFG Wealth Management
Denver,
Colorado
| $365M | +$13.3M | +4% | 5.69% | 65.2% | 76 | 30.26% | 1.4 |
|
| 3865 |
3865
Darwin Wealth Management
Tampa,
Florida
| $364M | +$163M | +81% | 4.42% | 56.8% | 648 | 87.81% | 0.4 |
|
| 3866 |
3866
Doliver Advisors
Houston,
Texas
| $364M | +$6.19M | +2% | 4.1% | 92.3% | 157 | 9.55% | 3.5 |
|
| 3867 |
3867
White Pine Investment Company
Livonia,
Michigan
| $364M | +$24.1M | +7% | 6.75% | 73.3% | 66 | 7.58% | 4.9 |
|
| 3868 |
3868
Semmax Financial Advisors
Winston Salem,
North Carolina
| $364M | +$31.2M | +9% | 6.53% | – | 421 | 12.83% | 3.3 |
|
| 3869 |
3869
Bridge City Capital
Lake Oswego,
Oregon
| $364M | +$66.3M | +22% | 9.87% | 120% | 117 | 10.26% | 3.9 |
|
| 3870 |
3870
Aries Wealth Management
Portland,
Maine
| $364M | +$46.4M | +15% | 7.42% | 87.7% | 234 | 13.25% | 1.9 |
|
| 3871 |
3871
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $363M | -$28.6M | -7% | 5.46% | 62.1% | 80 | 8.75% | 2.2 |
|
| 3872 |
3872
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $363M | -$5.65M | -2% | 5.53% | 60.5% | 135 | 17.78% | 1.6 |
|
| 3873 |
3873
Inspire Trust Company
Reno,
Nevada
| $363M | +$60.2M | +20% | 8.76% | – | 114 | 8.77% | 0.7 |
|
| 3874 |
3874
BigSur Wealth Management
Miami,
Florida
| $363M | +$36.4M | +11% | 7.22% | 94.8% | 164 | 8.54% | 3.4 |
|
| 3875 |
3875
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $363M | +$41.4M | +13% | 7.57% | – | 1,680 | 16.37% | 0.2 |
|