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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%
10
50
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250
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1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1501 |
3AM
1501
3EDGE Asset Management
Naples,
Florida
| $1.33B | -$673K | -0.1% | 1.81% | 44.1% | 54 | 44.44% |
|
| 1502 |
AFIMH
1502
American Family Insurance Mutual Holding
Madison,
Wisconsin
| $1.33B | -$69.4M | -5% | 0.44% | 2.63% | 12 | 16.67% |
|
| 1503 |
T
1503
TOBAM
Paris,
France
| $1.33B | -$191M | -13% | 0.64% | 56% | 397 | 18.89% |
|
| 1504 |
LBC
1504
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.33B | +$91.7M | +7% | 7.11% | 78.8% | 270 | 3.33% |
|
| 1505 |
ESBC
1505
E.S. Barr & Co
Lexington,
Kentucky
| $1.33B | +$118M | +10% | 8.34% | 73.5% | 95 | 11.58% |
|
| 1506 |
CA
1506
CSM Advisors
Warrendale,
Pennsylvania
| $1.32B | +$166M | +14% | 5.83% | 105% | 147 | 4.08% |
|
| 1507 |
BFS
1507
Bard Financial Services
Branford,
Connecticut
| $1.32B | +$71.4M | +6% | 5.85% | 90.1% | 337 | 6.53% |
|
| 1508 |
EK
1508
Evensky & Katz
Coral Gables,
Florida
| $1.32B | +$80.1M | +6% | 5.08% | 57.1% | 89 | 3.37% |
|
| 1509 |
PWAG
1509
Polaris Wealth Advisory Group
San Rafael,
California
| $1.32B | -$37.6M | -3% | 5.26% | 64% | 199 | 43.72% |
|
| 1510 |
CFGS
1510
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.32B | +$28.1M | +2% | 4.79% | 18.1% | 2,489 | 11.45% |
|
| 1511 |
HCL
1511
Heard Capital LLC
Chicago,
Illinois
| $1.32B | +$102M | +8% | 11.9% | 161% | 32 | 31.25% |
|
| 1512 |
GFA
1512
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $1.32B | +$104M | +9% | 11.7% | 25.1% | 220 | 11.82% |
|
| 1513 |
FCM
1513
Fairholme Capital Management
South Miami,
Florida
| $1.32B | +$106M | +9% | 14.4% | 36.2% | 15 | 53.33% |
|
| 1514 |
WGAM
1514
Wilkinson Global Asset Management
New York
| $1.31B | +$50.2M | +4% | 7.91% | 86.5% | 96 | 7.29% |
|
| 1515 |
PA
1515
PFG Advisors
Phoenix,
Arizona
| $1.31B | +$118M | +10% | 6.11% | 77.4% | 696 | 12.07% |
|
| 1516 |
VF
1516
Virtu Financial
New York
| $1.31B | +$371M | +40% | 6.22% | 160% | 2,451 | 79.48% |
|
| 1517 |
PCM
1517
Parsons Capital Management
Providence,
Rhode Island
| $1.31B | +$67.1M | +5% | 6.87% | 84.9% | 430 | 3.02% |
|
| 1518 |
NMC
1518
NEA Management Company
Timonium,
Maryland
| $1.31B | -$137M | -9% | 19.4% | 823% | 54 | 20.37% |
|
| 1519 |
ATPW
1519
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.31B | +$167M | +15% | 6.23% | 77.5% | 607 | 23.89% |
|
| 1520 |
ET
1520
Equitable Trust
Nashville,
Tennessee
| $1.31B | +$37.8M | +3% | 4.94% | 94.7% | 418 | 7.89% |
|
| 1521 |
AL
1521
AIP LLC
New York
| $1.31B | +$222M | +20% | 20.8% | 54.9% | 2 | 0% |
|
| 1522 |
BFO
1522
Boston Family Office
Boston,
Massachusetts
| $1.3B | +$56.8M | +5% | 6.64% | 53.4% | 271 | 8.12% |
|
| 1523 |
WAM
1523
Weiss Asset Management
Boston,
Massachusetts
| $1.3B | -$259M | -17% | 6.69% | 138% | 383 | 57.96% |
|
| 1524 |
BHWM
1524
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.3B | +$48.1M | +4% | 5.97% | 79.2% | 259 | 5.02% |
|
| 1525 |
NRCM
1525
North Reef Capital Management
Laguna Beach,
California
| $1.3B | +$408M | +46% | 0.56% | 81.9% | 44 | 27.27% |
|