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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
Fairview Capital Investment Management
Greenbrae,
California
| $1.9B | +$53.8M | +3% | 8.28% | 61.7% | 209 | 11% | 5.3 |
|
| 1702 |
1702
Moody Lynn & Lieberson
Boston,
Massachusetts
| $1.9B | +$114M | +6% | 13% | 142% | 283 | 18.37% | 5.4 |
|
| 1703 |
1703
Turtle Creek Wealth Advisors
Dallas,
Texas
| $1.89B | +$570M | +43% | 18% | 112% | 561 | 22.82% | 0.8 |
|
| 1704 |
1704
Kathmere Capital Management
Wayne,
Pennsylvania
| $1.89B | +$266M | +16% | 14.4% | 68.3% | 717 | 18.83% | 1.9 |
|
| 1705 |
1705
Patten & Patten
Chattanooga,
Tennessee
| $1.89B | +$233M | +14% | 14.7% | 85.7% | 357 | 7.28% | 6.8 |
|
| 1706 |
1706
Next Century Growth Investors
Plymouth,
Minnesota
| $1.89B | +$506M | +37% | 57.4% | 447% | 130 | 26.92% | 2 |
|
| 1707 |
1707
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.89B | +$205M | +12% | 14.7% | 88.1% | 528 | 20.08% | 3.4 |
|
| 1708 |
1708
CAS Investment Partners
Westport,
Connecticut
| $1.88B | +$135M | +8% | 9.75% | 527% | 7 | 42.86% | 3.5 |
|
| 1709 |
1709
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $1.88B | +$43.8M | +2% | 24.4% | 94.6% | 1,012 | 54.25% | 0.4 |
|
| 1710 |
1710
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.88B | +$222M | +13% | 14.3% | 73.7% | 370 | 15.41% | 3.6 |
|
| 1711 |
1711
Koshinski Asset Management
Decatur,
Illinois
| $1.88B | +$275M | +17% | 16.7% | 82.9% | 803 | 13.95% | 3.2 |
|
| 1712 |
1712
Oasis Management Company
Grand Cayman,
Cayman Islands
| $1.88B | +$160M | +9% | 32.3% | 368% | 123 | 25.2% | 1.2 |
|
| 1713 |
1713
Atwood & Palmer
Kansas City,
Missouri
| $1.87B | +$103M | +6% | 10.2% | 90% | 556 | 15.47% | 5.4 |
|
| 1714 |
1714
Proem Advisors
Dallas,
Texas
| $1.87B | +$195M | +12% | 76% | – | 67 | 62.69% | 0.6 |
|
| 1715 |
1715
Robinhood Asset Management
Menlo Park,
California
| $1.87B | +$490M | +36% | 16.1% | – | 105 | 43.81% | 0.3 |
|
| 1716 |
1716
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $1.87B | +$183M | +11% | 15.7% | 81.9% | 378 | 16.14% | 2.1 |
|
| 1717 |
1717
Keystone Investors
Singapore
| $1.87B | – | – | 61.2% | – | 84 | – | 0.4 |
|
| 1718 |
1718
B. Riley Wealth Advisors
Boca Raton,
Florida
| $1.87B | +$289M | +18% | 21.3% | 118% | 1,023 | 22.87% | 4.9 |
|
| 1719 |
1719
LMCG Investments
Boston,
Massachusetts
| $1.87B | +$187M | +11% | 22% | 135% | 230 | 6.52% | 7.3 |
|
| 1720 |
1720
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.86B | +$153M | +9% | 15.2% | 85% | 281 | 9.96% | 7.2 |
|
| 1721 |
1721
Invictus Private Wealth
Denver,
Colorado
| $1.86B | +$240M | +15% | 17% | 84.2% | 95 | 20% | 2.5 |
|
| 1722 |
SC
1722
SRB Corp
Boston,
Massachusetts
| $1.86B | +$231M | +14% | 29.4% | 87.3% | 23 | 0% | 4.8 |
|
| 1723 |
1723
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $1.86B | +$355M | +24% | 14.8% | 58.7% | 289 | 39.45% | 0.9 |
|
| 1724 |
1724
Pertento Partners
London,
United Kingdom
| $1.86B | +$488M | +36% | 30.5% | 196% | 20 | 20% | 1.1 |
|
| 1725 |
1725
Private Advisory Group
Redmond,
Washington
| $1.85B | +$329M | +22% | 31.9% | 177% | 345 | 34.49% | 1.5 |
|