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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Icon Wealth Advisors
Houston,
Texas
| $1.66B | +$121M | +8% | 14.4% | – | 441 | 16.55% | 2.2 |
|
| 1852 |
1852
SFMG Wealth Advisors
Plano,
Texas
| $1.66B | +$184M | +12% | 16.2% | 76.1% | 365 | 16.71% | 3.9 |
|
| 1853 |
1853
First American Trust
Santa Ana,
California
| $1.66B | +$172M | +12% | 13.2% | 84.6% | 323 | 15.17% | 3.5 |
|
| 1854 |
1854
Compass Capital Management
Minneapolis,
Minnesota
| $1.66B | +$3.07M | +0.2% | 8.09% | 50.8% | 98 | 18.37% | 3.7 |
|
| 1855 |
1855
Cahaba Wealth Management
Atlanta,
Georgia
| $1.66B | +$185M | +13% | 10.4% | 48.7% | 165 | 10.91% | 4.7 |
|
| 1856 |
1856
Pine Ridge Advisers
New York
| $1.66B | +$33M | +2% | 14.7% | 90.1% | 45 | 15.56% | 3.2 |
|
| 1857 |
1857
Ally Invest Advisors
Charlotte,
North Carolina
| $1.66B | +$170M | +11% | 9.98% | 41.1% | 75 | 0% | 3.7 |
|
| 1858 |
SIA
1858
Strategic Investment Advisors
Farmington Hills,
Michigan
| $1.65B | +$205M | +14% | 13.6% | 66.1% | 423 | 14.66% | 2 |
|
| 1859 |
1859
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $1.65B | -$125M | -7% | 8.34% | 46.4% | 145 | 15.86% | 2.4 |
|
| 1860 |
1860
American Assets Investment Management
San Diego,
California
| $1.65B | +$178M | +12% | 22.7% | 520% | 148 | 2.7% | 7.4 |
|
| 1861 |
1861
Gladius Capital Management
Chicago,
Illinois
| $1.65B | -$593M | -26% | 14.8% | 78% | 110 | 77.27% | 0.6 |
|
| 1862 |
1862
Shapiro Capital Management
Atlanta,
Georgia
| $1.65B | +$49.7M | +3% | 22.9% | 40.7% | 56 | 21.43% | 3 |
|
| 1863 |
OHIF
1863
Oriental Harbor Investment Fund
Hong Kong
| $1.65B | +$517M | +46% | 133% | – | 19 | 68.42% | 0.6 |
|
| 1864 |
1864
Gilead Sciences
Foster City,
California
| $1.65B | -$469M | -22% | 25.1% | – | 6 | 16.67% | 1.5 |
|
| 1865 |
1865
MFF Capital Investments Ltd
Sydney,
| $1.65B | +$129M | +8% | 13.1% | – | 19 | 0% | 0.5 |
|
| 1866 |
BFO
1866
Boston Family Office
Boston,
Massachusetts
| $1.65B | +$145M | +10% | 13.3% | 53.4% | 326 | 8.59% | 6.9 |
|
| 1867 |
1867
BTC Capital Management
Des Moines,
Iowa
| $1.65B | +$170M | +11% | 16.6% | – | 219 | 10.96% | 5.2 |
|
| 1868 |
1868
Silver Oak Securities
Jackson,
Tennessee
| $1.65B | +$279M | +20% | 16.6% | 73.4% | 908 | 22.58% | 1.8 |
|
| 1869 |
1869
Nichols & Pratt Advisers
Boston,
Massachusetts
| $1.65B | +$97.2M | +6% | 9.89% | 71.2% | 111 | 7.21% | 8 |
|
| 1870 |
1870
Aureus Asset Management
Boston,
Massachusetts
| $1.65B | +$145M | +10% | 18.1% | 93.9% | 255 | 18.04% | 4.1 |
|
| 1871 |
1871
First Light Asset Management
Edina,
Minnesota
| $1.65B | +$529M | +47% | 42.6% | 364% | 37 | 21.62% | 2.5 |
|
| 1872 |
1872
Armstrong Advisory Group
Needham,
Massachusetts
| $1.64B | +$152M | +10% | 11.5% | 55.6% | 1,018 | 8.94% | 2.4 |
|
| 1873 |
1873
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.64B | +$320M | +24% | 23.7% | 89.9% | 51 | 5.88% | 3.8 |
|
| 1874 |
1874
Lutz Financial Services
Omaha,
Nebraska
| $1.64B | +$154M | +10% | 8.7% | 35.3% | 112 | 10.71% | 4.6 |
|
| 1875 |
1875
MPM BioImpact
Boston,
Massachusetts
| $1.64B | +$345M | +27% | 53% | 550% | 48 | 37.5% | 1.1 |
|