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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Avidian Wealth Enterprises
Houston,
Texas
| $2.75B | +$92.6M | +3% | 1.94% | 71.7% | 608 | 9.87% | 3.2 |
|
| 1252 |
1252
Integrity Alliance
Urbandale,
Iowa
| $2.74B | +$615M | +29% | 1.81% | – | 829 | 37.27% | 0.5 |
|
| 1253 |
1253
GLOBALT Investments
Atlanta,
Georgia
| $2.74B | +$1.13M | +0% | 3.32% | 76.3% | 215 | 8.84% | 1.7 |
|
| 1254 |
1254
Oberweis Asset Management
Lisle,
Illinois
| $2.73B | +$123M | +5% | 11.1% | 485% | 204 | 22.55% | 1.9 |
|
| 1255 |
1255
Ingalls & Snyder LLC
New York
| $2.72B | -$335M | -11% | 6.29% | 217% | 493 | 7.51% | 5.9 |
|
| 1256 |
1256
GC Wealth Management RIA
Cambridge,
Massachusetts
| $2.72B | -$316M | -10% | 0.79% | – | 872 | 42.43% | 1 |
|
| 1257 |
1257
Sowell Financial Services
North Little Rock,
Arkansas
| $2.72B | +$116M | +4% | 2.72% | 95.6% | 1,178 | 15.45% | 1.6 |
|
| 1258 |
1258
Hamilton Capital Partners (Canada)
Toronto,
| $2.72B | +$305M | +13% | 4.08% | 143% | 224 | 5.8% | 1.7 |
|
| 1259 |
1259
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.72B | +$190M | +8% | 2.58% | 89.7% | 4,507 | 9.39% | 2.2 |
|
| 1260 |
1260
BIT Capital
Berlin,
Germany
| $2.72B | -$204M | -7% | 4.26% | 1,162% | 145 | 52.41% | 1.1 |
|
| 1261 |
1261
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| $2.72B | -$191M | -7% | 0.91% | – | 27 | 66.67% | 0.5 |
|
| 1262 |
1262
Delta Accumulation LLC
Sausalito,
California
| $2.71B | +$1.12B | +70% | 2.1% | 96.5% | 214 | 16.36% | 1.5 |
|
| 1263 |
1263
Potomac Fund Management
Miami,
Florida
| $2.71B | +$352M | +15% | 2.05% | – | 117 | 19.66% | 0.7 |
|
| 1264 |
1264
GeoWealth Management
Chicago,
Illinois
| $2.71B | -$28M | -1% | 1.92% | 58% | 833 | 15.97% | 2.1 |
|
| 1265 |
1265
Brighton Jones LLC
Seattle,
Washington
| $2.71B | -$1.46B | -35% | 3.04% | 97.9% | 1,026 | 94.74% | 6.6 |
|
| 1266 |
1266
Soleus Capital Management
Greenwich,
Connecticut
| $2.71B | +$724M | +36% | 57.1% | 508% | 120 | 47.5% | 1 |
|
| 1267 |
1267
Eagle Global Advisors
Houston,
Texas
| $2.7B | +$94.6M | +4% | 2.91% | 105% | 300 | 16% | 4.7 |
|
| 1268 |
1268
Elm Partners Management
Philadelphia,
Pennsylvania
| $2.7B | +$227M | +9% | 1.46% | 46.9% | 162 | 12.96% | 1.6 |
|
| 1269 |
1269
First Merchants Corp
Muncie,
Indiana
| $2.7B | +$47.7M | +2% | 2.33% | 55.6% | 390 | 9.49% | 4.7 |
|
| 1270 |
ROIC
1270
Route One Investment Company
San Francisco,
California
| $2.69B | -$9.7M | -0.4% | 6.17% | 80.9% | 20 | 35% | 4.6 |
|
| 1271 |
1271
North Dakota State Investment Board
Bismarck,
North Dakota
| $2.69B | – | – | 3.42% | – | 826 | – | 0 |
|
| 1272 |
1272
TPG GP A
Fort Worth,
Texas
| $2.69B | +$851M | +46% | 16.2% | 101% | 10 | 10% | 2.7 |
|
| 1273 |
1273
Laurion Capital Management
New York
| $2.69B | -$3.13B | -54% | 21% | 179% | 425 | 73.41% | 0.6 |
|
| 1274 |
1274
Tandem Investment Advisors
Charleston,
South Carolina
| $2.69B | -$244M | -8% | 0.5% | 10.4% | 89 | 19.1% | 4 |
|
| 1275 |
1275
Partners Capital Investment Group
Boston,
Massachusetts
| $2.68B | +$167M | +7% | 2.13% | 47.5% | 174 | 12.64% | 2.5 |
|