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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $272M | +$14M | +5% | 5.68% | 54.3% | 386 | 1.81% | 4.7 |
|
| 4902 |
4902
Clarus Group
Houston,
Texas
| $272M | +$14.8M | +6% | 7.65% | 67.5% | 105 | 11.43% | 2.5 |
|
| 4903 |
4903
25 LLC
St. Louis,
Missouri
| $272M | +$30.5M | +13% | 7.66% | 48.7% | 65 | 13.85% | 1.6 |
|
| 4904 |
4904
HighVista Strategies
Boston,
Massachusetts
| $272M | +$12.6M | +5% | 14.9% | 622% | 177 | 33.9% | 1.1 |
|
| 4905 |
4905
Transatlantique Private Wealth
New York
| $272M | +$21.4M | +9% | 11.9% | 88.6% | 224 | 12.05% | 2 |
|
| 4906 |
4906
Enstar Group
Hamilton,
Bermuda
| $272M | +$6.86M | +3% | 1% | 29.5% | 11 | 0% | 3 |
|
| 4907 |
4907
Strategic Equity Management
Tucson,
Arizona
| $272M | +$33.9M | +14% | 9.93% | 70.3% | 77 | 32.47% | 1.2 |
|
| 4908 |
KM
4908
KP Management
Edina,
Minnesota
| $272M | -$17.8M | -6% | 23.1% | – | 82 | 32.93% | 1.1 |
|
| 4909 |
4909
Jacobsen Capital Management
Salt Lake City,
Utah
| $272M | +$41.5M | +18% | 12.3% | 97.3% | 122 | 22.95% | 2.2 |
|
| 4910 |
DS
4910
Dalal Street
West Lake Hills,
Texas
| $272M | +$36.8M | +16% | 2.02% | 92.7% | 5 | 20% | 0.8 |
|
| 4911 |
4911
OneAscent Wealth Management
Birmingham,
Alabama
| $271M | +$40.8M | +18% | 6.71% | 50.6% | 186 | 25.27% | 1.1 |
|
| 4912 |
4912
Goepper Burkhardt
Greenville,
South Carolina
| $271M | +$21.4M | +9% | 6.72% | 50.4% | 102 | 9.8% | 2.7 |
|
| 4913 |
4913
SoundView Advisors
Olympia,
Washington
| $271M | +$29M | +12% | 7.5% | – | 37 | 16.22% | 0.4 |
|
| 4914 |
4914
Squire Investment Management Company
Orem,
Utah
| $271M | +$31.4M | +13% | 7.61% | – | 66 | 3.03% | 1.3 |
|
| 4915 |
AP
4915
Arlington Partners
Birmingham,
Alabama
| $271M | +$16.2M | +6% | 2.69% | 46.4% | 68 | 17.65% | 2.7 |
|
| 4916 |
4916
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $271M | +$25.9M | +11% | 5.17% | 35.4% | 48 | 16.67% | 2.2 |
|
| 4917 |
4917
Rossby Financial
Melbourne,
Florida
| $271M | +$33.8M | +14% | 18.8% | – | 1,280 | 18.52% | 0.2 |
|
| 4918 |
4918
Waterford Advisors
Orchard Park,
New York
| $271M | +$29.8M | +12% | 7.72% | 50.5% | 55 | 10.91% | 1.7 |
|
| 4919 |
4919
1248 Management
Kansas City,
Missouri
| $271M | +$36.8M | +16% | 20% | – | 183 | 16.94% | 0.3 |
|
| 4920 |
SA
4920
Skyline Advisors
Bellingham,
Washington
| $271M | +$16.8M | +7% | 7.86% | – | 98 | 12.24% | 1.1 |
|
| 4921 |
4921
Next Capital Management
New York
| $271M | +$62.1M | +30% | 9.89% | 61.3% | 142 | 20.42% | 2.8 |
|
| 4922 |
4922
Jackson Square Partners
Larkspur,
California
| $270M | -$473M | -64% | 15% | 102% | 57 | 8.77% | 3.3 |
|
| 4923 |
4923
Greenberg Financial Group
Tucson,
Arizona
| $270M | +$17.2M | +7% | 9.85% | – | 138 | 23.19% | 0.2 |
|
| 4924 |
4924
First Bankers Trust
Louisville,
Kentucky
| $270M | +$16.6M | +7% | 10.7% | 78.9% | 145 | 9.66% | 6.8 |
|
| 4925 |
WFA
4925
WMG Financial Advisors
Knoxville,
Tennessee
| $270M | +$35.1M | +15% | 9.59% | 73.8% | 195 | 14.87% | 1.8 |
|