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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Cahaba Wealth Management
Atlanta,
Georgia
| $1.47B | +$36.6M | +3% | 0.9% | 48.7% | 166 | 13.25% | 4.6 |
|
| 1827 |
1827
Beaird Harris Wealth Management
Dallas,
Texas
| $1.47B | +$19.3M | +1% | 0.52% | 41.3% | 739 | 12.04% | 2.2 |
|
| 1828 |
1828
Shufro Rose & Co
New York
| $1.47B | -$8.04M | -0.5% | 1.73% | 68.1% | 326 | 12.88% | 5.3 |
|
| 1829 |
1829
Sound View Wealth Advisors Group
Savannah,
Georgia
| $1.47B | -$20.7M | -1% | 0.62% | 73% | 438 | 8.68% | 4.1 |
|
| 1830 |
1830
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.47B | -$76.5M | -5% | 2.41% | 115% | 496 | 0.81% | 7.2 |
|
| 1831 |
1831
Falcon Wealth Planning
Ontario,
California
| $1.47B | +$281M | +24% | 1.15% | 52.7% | 247 | 17% | 2.2 |
|
| 1832 |
1832
Verus Capital Partners
Scottsdale,
Arizona
| $1.46B | -$38.3M | -3% | 2.36% | 158% | 510 | 19.41% | 2.7 |
|
| 1833 |
PWMAG
1833
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.46B | +$10.6M | +0.7% | 0.01% | 90.7% | 601 | 20.63% | 3.3 |
|
| 1834 |
1834
Adelante Capital Management
Alameda,
California
| $1.46B | -$21.6M | -1% | 5.89% | 43.2% | 46 | 17.39% | 4.6 |
|
| 1835 |
LLL
1835
Lynrock Lake LP
Rye Brook,
New York
| $1.46B | -$55.1M | -4% | 8.63% | 21.2% | 29 | 17.24% | 2.5 |
|
| 1836 |
MCI
1836
McDonald Capital Investors
Orinda,
California
| $1.46B | -$169M | -10% | 7.71% | 60.1% | 21 | 0% | 7.4 |
|
| 1837 |
1837
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.46B | +$109M | +8% | 1.7% | 116% | 535 | 17.2% | 2.1 |
|
| 1838 |
1838
Trinity Street Asset Management
London,
United Kingdom
| $1.46B | -$133M | -8% | 12.3% | 76.9% | 23 | 8.7% | 2.4 |
|
| 1839 |
1839
Signal Advisors Wealth
Detroit,
Michigan
| $1.46B | +$199M | +16% | 1.53% | 70.5% | 621 | 25.44% | 0.9 |
|
| 1840 |
1840
Liberty 77 Capital
Washington,
District of Columbia
| $1.46B | +$111M | +8% | 18.6% | – | 4 | 25% | 1.1 |
|
| 1841 |
1841
Beaumont Financial Advisors
Needham,
Massachusetts
| $1.46B | -$62.9M | -4% | 1.96% | 93.3% | 395 | 12.66% | 4.7 |
|
| 1842 |
1842
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.45B | +$82.7M | +6% | 0.93% | 59.7% | 366 | 13.39% | 1.9 |
|
| 1843 |
1843
Avalon Trust
Santa Fe,
New Mexico
| $1.45B | -$94.8M | -6% | 2.34% | 118% | 483 | 15.94% | 1.8 |
|
| 1844 |
1844
Hikari Tsushin Inc
Tokyo,
Japan
| $1.45B | -$84.6M | -6% | 3.54% | 59.5% | 80 | 2.5% | 5.2 |
|
| 1845 |
1845
DDD Partners
Bellevue,
Washington
| $1.45B | -$121M | -8% | 6.39% | 85.9% | 155 | 29.03% | 2.5 |
|
| 1846 |
1846
Clear Harbor Asset Management
Stamford,
Connecticut
| $1.45B | -$28.3M | -2% | 1.35% | 98.6% | 501 | 21.36% | 4 |
|
| 1847 |
1847
SSI Investment Management
Los Angeles,
California
| $1.45B | -$25M | -2% | 0.81% | 15.7% | 250 | 70% | 2.6 |
|
| 1848 |
1848
Vantage Investment Partners
Kansas City,
Missouri
| $1.45B | -$49.2M | -3% | 1.81% | 77.4% | 66 | 9.09% | 5 |
|
| 1849 |
SIA
1849
Strategic Investment Advisors
Farmington Hills,
Michigan
| $1.45B | +$291M | +25% | 1.39% | 66.1% | 394 | 41.12% | 1.9 |
|
| 1850 |
1850
Corda Investment Management
Houston,
Texas
| $1.45B | +$71.4M | +5% | 5.47% | 85% | 84 | 7.14% | 5.6 |
|