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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Advocacy Wealth Management Services
Atlanta,
Georgia
| $1.63B | +$161M | +11% | 7.44% | 48.3% | 64 | 15.63% | 2 |
|
| 1602 |
1602
Parsons Capital Management
Providence,
Rhode Island
| $1.63B | -$202M | -11% | 7.11% | 84.9% | 447 | 5.37% | 6.9 |
|
| 1603 |
1603
Meeder Asset Management
Dublin,
Ohio
| $1.63B | +$146M | +10% | 14.4% | 156% | 1,031 | 30.65% | 1.4 |
|
| 1604 |
1604
Punch & Associates Investment Management
Edina,
Minnesota
| $1.63B | +$100M | +7% | 9.62% | 97.5% | 175 | 13.14% | 4.4 |
|
| 1605 |
1605
BIP Wealth
Atlanta,
Georgia
| $1.62B | +$88.7M | +6% | 7.35% | 51.8% | 301 | 11.3% | 1.5 |
|
| 1606 |
1606
Rakuten Group
Setagaya-Ku, Tokyo,
Japan
| $1.62B | +$787M | +94% | 97.7% | – | 2 | 0% | 0.3 |
|
| 1607 |
1607
Diversify Wealth Management
Sandy,
Utah
| $1.62B | +$272M | +20% | 11.6% | – | 556 | 12.05% | 0.8 |
|
| 1608 |
1608
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.61B | +$199M | +14% | 16.5% | 130% | 181 | 12.71% | 5.9 |
|
| 1609 |
1609
Helikon Investments
London,
United Kingdom
| $1.61B | +$307M | +23% | 14.7% | 282% | 23 | 26.09% | 1.5 |
|
| 1610 |
1610
Evanson Asset Management
Carmel,
California
| $1.61B | +$198M | +14% | 8.17% | 66.6% | 339 | 13.57% | 5.4 |
|
| 1611 |
1611
3EDGE Asset Management
Naples,
Florida
| $1.61B | +$138M | +9% | 4.36% | 44.1% | 96 | 19.79% | 1.1 |
|
| 1612 |
1612
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.61B | +$107M | +7% | 7.27% | 50.4% | 43 | 34.88% | 4.8 |
|
| 1613 |
1613
Proficio Capital Partners
Newton,
Massachusetts
| $1.61B | +$314M | +24% | 10.1% | 97% | 481 | 28.9% | 2.5 |
|
| 1614 |
1614
Main Street Research
Lakeville,
Connecticut
| $1.61B | +$76.1M | +5% | 21.8% | 232% | 128 | 31.25% | 4.4 |
|
| 1615 |
1615
BBR Partners
New York
| $1.61B | +$190M | +13% | 9.47% | 63.4% | 273 | 23.81% | 3 |
|
| 1616 |
1616
Rock Springs Capital Management
Baltimore,
Maryland
| $1.6B | -$143M | -8% | 8.33% | 342% | 105 | 20% | 3.8 |
|
| 1617 |
1617
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.6B | +$230M | +17% | 9.25% | 80.4% | 61 | 13.11% | 3.6 |
|
| 1618 |
1618
Greenwood Gearhart
Fayetteville,
Arkansas
| $1.6B | +$156M | +11% | 9.61% | 70.6% | 111 | 9.91% | 4.4 |
|
| 1619 |
1619
Principle Wealth Partners
Madison,
Connecticut
| $1.6B | +$202M | +14% | 10.2% | 79.9% | 371 | 11.86% | 3.8 |
|
| 1620 |
1620
Good Life Advisors
Reading,
Pennsylvania
| $1.6B | +$181M | +13% | 9.92% | 60% | 542 | 16.42% | 3.5 |
|
| 1621 |
1621
Atwood & Palmer
Kansas City,
Missouri
| $1.6B | +$158M | +11% | 10.2% | 90% | 527 | 18.79% | 4.7 |
|
| 1622 |
1622
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $1.6B | -$613M | -28% | 36.6% | 121% | 2 | 0% | 3.4 |
|
| 1623 |
1623
Rothschild Investment LLC
Chicago,
Illinois
| $1.6B | +$101M | +7% | 9.71% | 99.4% | 3,233 | 13.18% | 1.8 |
|
| 1624 |
1624
LMCG Investments
Boston,
Massachusetts
| $1.6B | +$88.6M | +6% | 12.8% | 135% | 232 | 4.74% | 6.9 |
|
| 1625 |
1625
Portolan Capital Management
Boston,
Massachusetts
| $1.59B | +$279M | +21% | 35.8% | 738% | 147 | 45.58% | 1.5 |
|