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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Mason Investment Advisory Services
Reston,
Virginia
| $971M | -$188M | -16% | 13.3% | 76.1% | 101 | 20.79% | 2.1 |
|
| 1727 |
1727
B. Riley Wealth Management
Memphis,
Tennessee
| $970M | -$328M | -25% | 12% | 32.2% | 827 | 32.89% | 1.4 |
|
| 1728 |
1728
Beryl Capital Management
Redondo Beach,
California
| $968M | -$682M | -41% | 13.1% | 3,932% | 288 | 93.4% | 0.2 |
|
| 1729 |
1729
Pembroke Management
Montreal,
Quebec, Canada
| $967M | -$229M | -19% | 14.6% | 105% | 72 | 16.67% | 2.7 |
|
| 1730 |
SFG
1730
Sather Financial Group
Victoria,
Texas
| $964M | -$193M | -17% | 15.6% | 70% | 98 | 15.31% | 2.6 |
|
| 1731 |
RA
1731
Resolute Advisors
San Francisco,
California
| $963M | -$1.4B | -59% | 54.6% | 36.7% | 139 | 10.79% | 1 |
|
| 1732 |
1732
NorthRock Partners
Minneapolis,
Minnesota
| $962M | -$150M | -13% | 15.4% | 62.8% | 359 | 21.45% | 2.1 |
|
| 1733 |
1733
First Long Island Investors
Jericho,
New York
| $962M | -$214M | -18% | 13.2% | 85.5% | 65 | 18.46% | 5.6 |
|
| 1734 |
1734
Transcend Capital Advisors
Madison,
New Jersey
| $961M | -$157M | -14% | 13.4% | 71.6% | 555 | 17.66% | 1.1 |
|
| 1735 |
1735
Regal Investment Advisors
Kentwood,
Michigan
| $961M | -$129M | -12% | 12.3% | 64.7% | 570 | 20.35% | 1.3 |
|
| 1736 |
1736
HoyleCohen
San Diego,
California
| $960M | -$207M | -18% | 15.8% | 46.1% | 285 | 12.63% | 3 |
|
| 1737 |
LFCM
1737
Long Focus Capital Management
San Juan,
Puerto Rico
| $954M | +$176M | +23% | 19.1% | 120% | 122 | 21.31% | 0.4 |
|
| 1738 |
1738
HighTower Trust
Houston,
Texas
| $954M | -$94.3M | -9% | 16% | 90.4% | 335 | 67.46% | 1.3 |
|
| 1739 |
1739
Basso Capital Management
Stamford,
Connecticut
| $953M | -$88.4M | -8% | 0.07% | 85.5% | 732 | 23.09% | 0.7 |
|
| 1740 |
1740
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $952M | +$58.2M | +7% | 17.6% | 47.5% | 396 | 17.93% | 2.6 |
|
| 1741 |
1741
FAS Wealth Partners
Leawood,
Kansas
| $950M | -$113M | -11% | 13.7% | 72.3% | 417 | 11.27% | 3.4 |
|
| 1742 |
1742
Crescent Grove Advisors
Lake Forest,
Illinois
| $950M | -$71.4M | -7% | 13.3% | 64.1% | 305 | 19.67% | 2.4 |
|
| 1743 |
1743
YHB Investment Advisors
West Hartford,
Connecticut
| $948M | -$184M | -16% | 14.4% | 96.2% | 306 | 11.76% | 4.3 |
|
| 1744 |
1744
Moody National Bank Trust Division
Galveston,
Texas
| $948M | -$2.28B | -71% | 11.3% | 115% | 553 | 41.77% | 3.3 |
|
| 1745 |
1745
MCF Advisors
Covington,
Kentucky
| $948M | -$117M | -11% | 12.5% | 50.2% | 829 | 7.24% | 0.3 |
|
| 1746 |
1746
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $947M | -$112M | -11% | 12.6% | 54.8% | 2,022 | 7.42% | 1.8 |
|
| 1747 |
1747
Pitcairn
Conshohocken,
Pennsylvania
| $946M | -$202M | -18% | 14.2% | 111% | 633 | 13.59% | 4.1 |
|
| 1748 |
1748
McAdam LLC
Philadelphia,
Pennsylvania
| $946M | -$112M | -11% | 13.5% | 65.4% | 241 | 19.92% | 2.1 |
|
| 1749 |
1749
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $946M | -$92.6M | -9% | 11.9% | 116% | 117 | 5.98% | 5.1 |
|
| 1750 |
1750
Siemens Fonds Invest
Munich,
Germany
| $944M | -$288M | -23% | 14.1% | 126% | 420 | 6.9% | 1 |
|