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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Albion Financial Group
Salt Lake City,
Utah
| $1.66B | +$125M | +8% | 7.81% | 79.6% | 670 | 15.52% | 3.6 |
|
| 1677 |
1677
Kingswood Wealth Advisors
San Diego,
California
| $1.65B | +$386M | +31% | 9.14% | 134% | 858 | 21.33% | 1.2 |
|
| 1678 |
1678
Cadence Bank
Tupelo,
Mississippi
| $1.65B | +$129M | +8% | 7.55% | 70.9% | 352 | 8.24% | 3.6 |
|
| 1679 |
1679
Monaco Asset Management
Monaco
| $1.65B | +$1.08B | +189% | 21.7% | 120% | 113 | 44.25% | 0.9 |
|
| 1680 |
1680
Cambria Investment Management
Manhattan Beach,
California
| $1.65B | +$163M | +11% | 9.76% | 72% | 570 | 29.12% | 1.4 |
|
| 1681 |
1681
Adell Harriman & Carpenter
Houston,
Texas
| $1.65B | +$139M | +9% | 10.5% | 176% | 180 | 8.89% | 6.4 |
|
| 1682 |
1682
J. Safra Asset Management
New York
| $1.65B | +$210M | +15% | 8.74% | 84.3% | 505 | 34.46% | 1 |
|
| 1683 |
1683
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.65B | +$177M | +12% | 7.42% | – | 14 | 28.57% | 0.6 |
|
| 1684 |
1684
Jacobi Capital Management
Pittston,
Pennsylvania
| $1.64B | +$136M | +9% | 6.81% | 76.6% | 616 | 8.28% | 4.9 |
|
| 1685 |
1685
Oak Associates
Akron,
Ohio
| $1.64B | +$107M | +7% | 10.6% | 152% | 139 | 12.23% | 6.1 |
|
| 1686 |
1686
Bank of Finland
Helsinki,
Finland
| $1.63B | +$103M | +7% | 6.52% | 66.7% | 4 | 0% | 3.3 |
|
| 1687 |
SCI
1687
S&CO Inc
Boston,
Massachusetts
| $1.63B | +$74M | +5% | 6.38% | 68.8% | 230 | 6.52% | 6.6 |
|
| 1688 |
1688
MCF Advisors
Covington,
Kentucky
| $1.63B | +$120M | +8% | 5.75% | 50.2% | 1,012 | 15.91% | 2.4 |
|
| 1689 |
1689
Angeles Wealth Management
Santa Monica,
California
| $1.63B | +$173M | +12% | 7.51% | 80.6% | 452 | 14.82% | 1.8 |
|
| 1690 |
1690
Himension Capital (Singapore)
Singapore
| $1.63B | +$351M | +27% | 23.8% | 492% | 97 | 42.27% | 0.8 |
|
| 1691 |
1691
Keel Point
Huntsville,
Alabama
| $1.63B | +$113M | +8% | 6.97% | 76.4% | 559 | 13.6% | 2.9 |
|
| 1692 |
1692
Root Financial Partners
Encinitas,
California
| $1.62B | +$588M | +57% | 6.9% | 62.5% | 2,300 | 89% | 0.1 |
|
| 1693 |
1693
Diameter Capital Partners
New York
| $1.62B | +$746M | +85% | 97.3% | 378% | 51 | 72.55% | 0.4 |
|
| 1694 |
1694
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.62B | +$126M | +8% | 8% | 74.5% | 498 | 17.47% | 2.6 |
|
| 1695 |
TFS
1695
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.62B | +$189M | +13% | 13% | 166% | 591 | 12.35% | 3 |
|
| 1696 |
1696
Insight Holdings Group
New York
| $1.62B | -$771M | -32% | 1.99% | 111% | 35 | 42.86% | 1.5 |
|
| 1697 |
1697
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.62B | +$48.1M | +3% | 8.16% | 103% | 274 | 8.39% | 7.7 |
|
| 1698 |
1698
GAM Holding
Zurich,
Switzerland
| $1.62B | +$196M | +14% | 8.37% | 130% | 314 | 37.58% | 2.3 |
|
| 1699 |
1699
Investure LLC
Charlottesville,
Virginia
| $1.62B | +$305M | +23% | 7.09% | 55.4% | 16 | 6.25% | 5 |
|
| 1700 |
1700
Willis Johnson & Associates
Houston,
Texas
| $1.62B | +$145M | +10% | 6.16% | 50.9% | 201 | 21.89% | 2.3 |
|