We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
TruWealth Advisors
Metairie,
Louisiana
| $945M | +$11.8M | +1% | 3.71% | 56.3% | 145 | 17.93% | 1.2 |
|
| 1702 |
1702
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $944M | -$42.3M | -4% | 5.64% | 60.7% | 172 | 12.79% | 1.5 |
|
| 1703 |
1703
Avenir Corporation
Alexandria,
Virginia
| $943M | -$103M | -10% | 7.43% | 34.4% | 65 | 10.77% | 5.2 |
|
| 1704 |
1704
Himension Capital (Singapore)
Singapore
| $943M | +$47.8M | +5% | 0.18% | 492% | 10 | 10% | 1.4 |
|
| 1705 |
1705
Beryl Capital Management
Redondo Beach,
California
| $942M | -$25.3M | -3% | 24.5% | 3,932% | 68 | 80.88% | 0.4 |
|
| 1706 |
1706
Cumberland Partners
Toronto,
Ontario, Canada
| $942M | -$106M | -10% | 5.93% | 101% | 176 | 26.14% | 2.6 |
|
| 1707 |
1707
Pacific Heights Asset Management
San Francisco,
California
| $941M | -$41.8M | -4% | 0.86% | 181% | 83 | 2.41% | 7.1 |
|
| 1708 |
1708
Simplify Asset Management
Las Vegas,
Nevada
| $941M | -$1.68B | -64% | 5.07% | 45% | 85 | 25.88% | 0.6 |
|
| 1709 |
1709
Clough Capital Partners
Boston,
Massachusetts
| $939M | +$133M | +17% | 3.85% | 175% | 109 | 52.29% | 0.9 |
|
| 1710 |
1710
Greenwich Wealth Management
Greenwich,
Connecticut
| $938M | +$183M | +24% | 4.26% | 198% | 250 | 13.2% | 4.2 |
|
| 1711 |
1711
Laurel Wealth Advisors (California)
Solana Beach,
California
| $938M | -$42.1M | -4% | 4.71% | 33% | 682 | 14.81% | 2.6 |
|
| 1712 |
1712
Fosun International
Hong Kong,
China
| $936M | +$214M | +30% | 12.7% | 41.3% | 74 | 20.27% | 2.3 |
|
| 1713 |
1713
PSG Equity
Boston,
Massachusetts
| $934M | +$158M | +20% | 20.9% | 13.7% | 2 | 50% | 0.8 |
|
| 1714 |
1714
Brightworth
Atlanta,
Georgia
| $933M | +$635K | +0.1% | 5.99% | 21.7% | 133 | 9.02% | 3.2 |
|
| 1715 |
1715
HSG Holding
Na,
Hong Kong
| $932M | -$151M | -14% | 19.7% | 2.94% | 21 | 4.76% | 2.7 |
|
| 1716 |
1716
AlphaStar Capital Management
Cornelius,
North Carolina
| $931M | -$151M | -14% | 3.18% | 69.5% | 380 | 28.16% | 1.8 |
|
| 1717 |
1717
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $931M | -$267M | -22% | 3.77% | 61.9% | 526 | 9.7% | 4 |
|
| 1718 |
1718
Meridian Wealth Management
Lexington,
Kentucky
| $929M | -$293M | -24% | 2.92% | 117% | 580 | 19.48% | 1.9 |
|
| 1719 |
1719
Francisco Partners Management
San Francisco,
California
| $927M | -$269M | -22% | 22% | 14.3% | 7 | 0% | 1.1 |
|
| 1720 |
1720
Abrams Bison Investments
Bethesda,
Maryland
| $926M | +$41.7M | +5% | 3.57% | 170% | 14 | 21.43% | 1.7 |
|
| 1721 |
1721
Cambria Investment Management
Manhattan Beach,
California
| $925M | +$154M | +20% | 2.55% | 72% | 284 | 20.77% | 1.9 |
|
| 1722 |
IFLIT
1722
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| $924M | -$98M | -10% | 9.06% | 45.7% | 19 | 10.53% | 5 |
|
| 1723 |
1723
Pitcairn
Conshohocken,
Pennsylvania
| $924M | -$22.4M | -2% | 4.85% | 111% | 610 | 12.13% | 4.2 |
|
| 1724 |
1724
McAdam LLC
Philadelphia,
Pennsylvania
| $922M | -$23.4M | -2% | 5.66% | 65.4% | 228 | 8.33% | 2.3 |
|
| 1725 |
1725
Avity Investment Management
Greenwich,
Connecticut
| $922M | -$52.2M | -5% | 3.57% | 119% | 88 | 14.77% | 5.7 |
|