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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Wealthstreet Investment Advisors
Dallas,
Texas
| $857M | +$74.4M | +10% | 12.1% | 75.8% | 353 | 5.95% | 1.7 |
|
| 1627 |
1627
Kanawha Capital Management
Richmond,
Virginia
| $857M | +$88.2M | +11% | 7.75% | 74.5% | 195 | 9.74% | 4.6 |
|
| 1628 |
1628
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $856M | +$70M | +9% | 7.63% | 68% | 191 | 14.14% | 1.7 |
|
| 1629 |
1629
AJ Wealth Strategies
New York
| $856M | +$97.6M | +13% | 4.38% | 32.2% | 127 | 12.6% | 1.7 |
|
| 1630 |
1630
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $853M | +$52.1M | +7% | 6.9% | 94.2% | 112 | 7.14% | 4.6 |
|
| 1631 |
1631
Bank of the West
Monterey Park,
California
| $853M | +$25.2M | +3% | 9.97% | 35.4% | 282 | 9.93% | 4.4 |
|
| 1632 |
1632
Spark Investment Management
New York
| $853M | +$71.4M | +9% | 11% | 459% | 621 | 49.28% | 0.6 |
|
| 1633 |
1633
Cabana LLC
Fayetteville,
Arkansas
| $852M | +$102M | +14% | 6.77% | 58.3% | 132 | 60.61% | 0.3 |
|
| 1634 |
1634
Courier Capital
Buffalo,
New York
| $852M | +$84.2M | +11% | 8.77% | 70.8% | 303 | 8.58% | 4.1 |
|
| 1635 |
1635
Calamos Wealth Management
Naperville,
Illinois
| $849M | +$101M | +13% | 8.68% | 102% | 247 | 10.12% | 2.5 |
|
| 1636 |
1636
Azzad Asset Management
Falls Church,
Virginia
| $847M | +$40.5M | +5% | 9.96% | 101% | 363 | 4.68% | 2.4 |
|
| 1637 |
1637
WealthPLAN Partners
Omaha,
Nebraska
| $847M | +$115M | +16% | 7.96% | 71.6% | 261 | 13.41% | 2.4 |
|
| 1638 |
1638
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $846M | +$9.9M | +1% | 18.8% | 89.9% | 12 | 8.33% | 2.3 |
|
| 1639 |
1639
La Financiere de L'Echiquier
Paris,
France
| $846M | +$12.1M | +1% | 10.5% | 28.1% | 66 | 18.18% | 1.1 |
|
| 1640 |
1640
Franklin Street Advisors
Chapel Hill,
North Carolina
| $845M | +$53.2M | +7% | 8.86% | 130% | 175 | 8% | 4 |
|
| 1641 |
1641
IHT Wealth Management
Chicago,
Illinois
| $845M | +$109M | +15% | 7.32% | 74.8% | 663 | 14.03% | 1.7 |
|
| 1642 |
1642
Albion Financial Group
Salt Lake City,
Utah
| $843M | +$62.9M | +8% | 7.81% | 79.6% | 226 | 10.18% | 3.7 |
|
| 1643 |
WMC
1643
Westwood Management Corporation
Chicago,
Illinois
| $842M | +$87.2M | +12% | 14.9% | 44.3% | 77 | 11.69% | 3.7 |
|
| 1644 |
1644
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $841M | -$4.9M | -0.6% | 11.6% | 181% | 673 | 5.94% | 4.5 |
|
| 1645 |
1645
Wealthcare Capital Management
Richmond,
Virginia
| $840M | +$25.9M | +3% | 3.96% | 46.2% | 679 | 71.58% | 1.2 |
|
| 1646 |
1646
Peter Svennilson
| $837M | +$516M | +160% | 251% | – | 5 | 20% | 0.7 |
|
| 1647 |
1647
Norris Perne & French
Grand Rapids,
Michigan
| $837M | +$34.9M | +4% | 8.35% | 91.1% | 144 | 9.03% | 3.8 |
|
| 1648 |
1648
Tang Capital Management
San Diego,
California
| $837M | +$252M | +43% | 40.9% | 493% | 19 | 47.37% | 1.1 |
|
| 1649 |
1649
Electron Capital Partners
New York
| $837M | +$154M | +23% | 5.93% | 333% | 24 | 45.83% | 1.2 |
|
| 1650 |
1650
Nationwide Fund Advisors
Columbus,
Ohio
| $837M | +$171M | +26% | 5.71% | 28.3% | 5 | 0% | 1.7 |
|