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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
JTC Employer Solutions Trustee
St Helier,
Jersey
| $942M | -$226M | -19% | 2.27% | 88.7% | 407 | 10.57% | 1.3 |
|
| 1802 |
1802
Woodmont Investment Counsel
Nashville,
Tennessee
| $941M | +$57.2M | +6% | 4.73% | 75.3% | 265 | 12.08% | 4.9 |
|
| 1803 |
1803
Ascent Group
Virginia Beach,
Virginia
| $940M | +$90.2M | +11% | 4.96% | 91.7% | 508 | 17.52% | 1 |
|
| 1804 |
1804
Virtu Financial
New York
| $940M | +$184M | +24% | 8.44% | 160% | 2,521 | 79.97% | 0.2 |
|
| 1805 |
1805
NorthRock Partners
Minneapolis,
Minnesota
| $939M | +$60.9M | +7% | 8.37% | 62.8% | 367 | 17.71% | 2.5 |
|
| 1806 |
1806
Global Endowment Management
Charlotte,
North Carolina
| $939M | +$36.5M | +4% | 5.96% | 46.1% | 117 | 20.51% | 3.1 |
|
| 1807 |
RPGK
1807
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $939M | +$63.2M | +7% | 4.45% | 54.7% | 154 | 18.18% | 2.6 |
|
| 1808 |
SCM
1808
SIR Capital Management
New York
| $938M | -$12.4M | -1% | 2.63% | 71.1% | 79 | 40.51% | 0.8 |
|
| 1809 |
1809
Hollencrest Capital Management
Newport Beach,
California
| $937M | +$128M | +16% | 9.99% | 85.6% | 1,206 | 11.36% | 1.4 |
|
| 1810 |
1810
Banc Funds Company
Chicago,
Illinois
| $936M | -$197M | -17% | 11.1% | 69% | 169 | 8.28% | 5.2 |
|
| 1811 |
1811
Principle Wealth Partners
Madison,
Connecticut
| $935M | +$52.9M | +6% | 5.68% | 90.7% | 329 | 10.03% | 2.6 |
|
| 1812 |
1812
Washington Trust Bank
Spokane,
Washington
| $935M | +$53M | +6% | 7.08% | 80.5% | 232 | 10.78% | 5 |
|
| 1813 |
1813
First Financial Bank - Trust Division
Hamilton,
Ohio
| $934M | +$8.73M | +0.9% | 3.36% | 68.6% | 204 | 6.86% | 6.2 |
|
| 1814 |
1814
Adell Harriman & Carpenter
Houston,
Texas
| $931M | +$61.5M | +7% | 10.2% | 191% | 174 | 9.77% | 5 |
|
| 1815 |
1815
DFPG Investments
Sandy,
Utah
| $931M | +$324M | +53% | 8.72% | 38.2% | 532 | 21.62% | 0.9 |
|
| 1816 |
1816
1900 Wealth Management
San Antonio,
Texas
| $931M | +$8.76M | +1% | 4.21% | 61% | 240 | 2.5% | 1.7 |
|
| 1817 |
1817
Vicus Capital
State College,
Pennsylvania
| $930M | +$48.7M | +6% | 5.42% | 59.6% | 216 | 17.13% | 2.8 |
|
| 1818 |
1818
Sixth Street Partners
Dallas,
Texas
| $930M | +$32M | +4% | 4.06% | 5.31% | 13 | 15.38% | 1.5 |
|
| 1819 |
1819
Redwood Investment Management
Scottsdale,
Arizona
| $930M | +$175M | +23% | 3.71% | 62.5% | 282 | 32.27% | 0.9 |
|
| 1820 |
1820
SFMG Wealth Advisors
Plano,
Texas
| $928M | +$27.4M | +3% | 6.87% | 76.1% | 283 | 13.78% | 3.1 |
|
| 1821 |
1821
Clough Capital Partners
Boston,
Massachusetts
| $928M | -$58.7M | -6% | 5.44% | 175% | 191 | 32.46% | 0.7 |
|
| 1822 |
1822
Cyndeo Wealth Partners
St. Petersburg,
Florida
| $928M | +$76.2M | +9% | 4.47% | 93% | 338 | 13.31% | 0.2 |
|
| 1823 |
1823
Fund Evaluation Group
Cincinnati,
Ohio
| $924M | +$144M | +19% | 8.15% | 51.6% | 30 | 6.67% | 2.7 |
|
| 1824 |
1824
Nexpoint Asset Management
Dallas,
Texas
| $924M | -$361M | -28% | 7.6% | 253% | 152 | 50% | 1.1 |
|
| 1825 |
1825
Stephens Group Asset Management
Little Rock,
Arkansas
| $924M | +$45.7M | +5% | 4.32% | 51.4% | 26 | 3.85% | 3.9 |
|