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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.5B | +$160M | +12% | 9.6% | 74.5% | 461 | 13.88% | 2.7 |
|
| 1702 |
1702
Trek Financial
Scottsdale,
Arizona
| $1.49B | +$110M | +8% | 12.2% | 144% | 463 | 27.65% | 1.9 |
|
| 1703 |
1703
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.49B | +$26.6M | +2% | 2.42% | 71.2% | 105 | 9.52% | 7.7 |
|
| 1704 |
1704
Frank Rimerman Advisors
Palo Alto,
California
| $1.49B | +$226M | +18% | 16% | 149% | 614 | 25.24% | 1.4 |
|
| 1705 |
1705
Strategy Capital
Los Altos,
California
| $1.49B | +$419M | +39% | 40.7% | 316% | 10 | 0% | 3.5 |
|
| 1706 |
1706
Regeneron Pharmaceuticals
Tarrytown,
New York
| $1.49B | +$251M | +20% | 21% | – | 6 | 33.33% | 0.5 |
|
| 1707 |
1707
Cambria Investment Management
Manhattan Beach,
California
| $1.48B | +$49.8M | +3% | 5.2% | 72% | 486 | 33.95% | 1.5 |
|
| 1708 |
1708
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.48B | +$136M | +10% | 8.82% | 73.7% | 283 | 9.54% | 3.9 |
|
| 1709 |
1709
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.48B | +$94.7M | +7% | 8.03% | 68% | 200 | 10% | 4.4 |
|
| 1710 |
1710
First Trust Capital Management
Chicago,
Illinois
| $1.48B | +$95.6M | +7% | 5.37% | 214% | 149 | 57.72% | 0.5 |
|
| 1711 |
1711
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $1.48B | +$231M | +19% | 7.5% | 78.2% | 214 | 14.02% | 3.2 |
|
| 1712 |
1712
Sumitomo Life Insurance
Tokyo,
Japan
| $1.47B | -$1.32B | -47% | 12.8% | 69.6% | 284 | 10.92% | 7.9 |
|
| 1713 |
1713
Baldwin Wealth Partners
Marion,
Massachusetts
| $1.47B | +$47M | +3% | 7.5% | 94.5% | 238 | 12.61% | 7.2 |
|
| 1714 |
1714
Willis Johnson & Associates
Houston,
Texas
| $1.47B | +$151M | +11% | 7.7% | 50.9% | 182 | 14.84% | 2.4 |
|
| 1715 |
1715
Rebalance
Palo Alto,
California
| $1.47B | +$114M | +8% | 7.4% | 47.6% | 98 | 8.16% | 1.8 |
|
| 1716 |
1716
Ribbit Management Company
Palo Alto,
California
| $1.47B | +$494M | +51% | 58.8% | – | 11 | 0% | 1.3 |
|
| 1717 |
1717
Trans-Canada Capital
Montreal,
Quebec, Canada
| $1.47B | +$219M | +17% | 11.7% | – | 18 | 33.33% | 0.4 |
|
| 1718 |
1718
Thomasville National Bank
Thomasville,
Georgia
| $1.47B | +$101M | +7% | 9.8% | – | 238 | 8.4% | 6.6 |
|
| 1719 |
1719
Verdence Capital Advisors
Hunt Valley,
Maryland
| $1.46B | +$154M | +12% | 9.78% | 97.1% | 704 | 12.22% | 3.2 |
|
| 1720 |
1720
Avestar Capital
New York
| $1.46B | +$312M | +27% | 16.8% | 101% | 532 | 16.35% | 2.2 |
|
| 1721 |
1721
Applied Finance Capital Management
San Juan,
Puerto Rico
| $1.46B | +$104M | +8% | 10.5% | 90.4% | 370 | 37.57% | 1 |
|
| 1722 |
1722
Invictus Private Wealth
Denver,
Colorado
| $1.46B | +$199M | +16% | 14.3% | 84.2% | 88 | 17.05% | 2 |
|
| 1723 |
1723
Maple Capital Management
Montpelier,
Vermont
| $1.46B | +$166M | +13% | 12.8% | 100% | 129 | 17.05% | 6 |
|
| 1724 |
1724
TCI Wealth Advisors
Tucson,
Arizona
| $1.46B | +$210M | +17% | 7.8% | 65% | 265 | 18.11% | 6.6 |
|
| 1725 |
1725
First American Bank
Dundee,
Illinois
| $1.46B | +$107M | +8% | 12.7% | 99.7% | 174 | 6.9% | 6 |
|