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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
1834 Investment Advisors
Milwaukee,
Wisconsin
| $839M | +$4.56M | +0.5% | 4.17% | 68.7% | 250 | 10.8% | 4.4 |
|
| 2052 |
2052
Ghisallo Capital Management
Boston,
Massachusetts
| $838M | +$422M | +101% | 5.34% | 122% | 134 | 59.7% | 0.3 |
|
| 2053 |
2053
First Nebraska Trust
Lincoln,
Nebraska
| $838M | +$44M | +6% | 4.73% | 67.9% | 177 | 7.34% | 5.7 |
|
| 2054 |
2054
TD Capital Management
Memphis,
Tennessee
| $837M | +$29.6M | +4% | 4.19% | 40.5% | 422 | 4.74% | 1.8 |
|
| 2055 |
2055
Wealthquest
Cincinnati,
Ohio
| $837M | +$66.2M | +9% | 5.41% | 52.1% | 127 | 11.02% | 3.9 |
|
| 2056 |
2056
Beaird Harris Wealth Management
Dallas,
Texas
| $835M | +$278M | +50% | 1.57% | 41.3% | 502 | 10.56% | 1.2 |
|
| 2057 |
2057
JNBA Financial Advisors
Bloomington,
Minnesota
| $834M | +$65.7M | +9% | 4.06% | 61.8% | 757 | 11.36% | 4.4 |
|
| 2058 |
2058
DigitalBridge Group
Boca Raton,
Florida
| $834M | -$17.3M | -2% | 0.5% | 161% | 65 | 24.62% | 1 |
|
| 2059 |
2059
Condor Capital Management
Martinsville,
New Jersey
| $834M | +$36.6M | +5% | 6.4% | 58.2% | 218 | 22.02% | 4.6 |
|
| 2060 |
2060
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $834M | +$275M | +49% | 4.07% | – | 78 | 29.49% | 0.4 |
|
| 2061 |
2061
Hilton Capital Management
Garden City,
New York
| $833M | +$68.3M | +9% | 4.75% | 58.2% | 165 | 43.03% | 1.9 |
|
| 2062 |
2062
Fusion Family Wealth
Woodbury,
New York
| $832M | +$54.4M | +7% | 4.68% | 58.2% | 46 | 15.22% | 3.5 |
|
| 2063 |
2063
Silicon Valley Community Foundation
Mountain View,
California
| $832M | +$137M | +20% | 33% | 309% | 18 | 0% | 2.1 |
|
| 2064 |
2064
CQS (US)
New York
| $832M | +$27.9M | +3% | 3.34% | 15% | 74 | 10.81% | 1.7 |
|
| 2065 |
2065
L1 Capital
Melbourne VIC 3000,
Australia
| $831M | +$113M | +16% | 0.14% | 127% | 16 | 43.75% | 0.9 |
|
| 2066 |
2066
Charles Schwab Trust
Henderson,
Nevada
| $830M | +$1.54M | +0.2% | 3.6% | 52.7% | 146 | 8.9% | 2.6 |
|
| 2067 |
2067
Arrow Financial
Glens Falls,
New York
| $829M | +$61.6M | +8% | 5.25% | 66.5% | 329 | 3.04% | 7 |
|
| 2068 |
HEC
2068
Hudson Executive Capital
New York
| $829M | -$10.1M | -1% | 7.98% | 127% | 6 | 16.67% | 3.3 |
|
| 2069 |
2069
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $829M | +$54.4M | +7% | 11.4% | 22.7% | 26 | 0% | 6.2 |
|
| 2070 |
2070
Voss Capital
Houston,
Texas
| $828M | +$50.4M | +6% | 11.1% | 78.4% | 60 | 51.67% | 0.9 |
|
| 2071 |
2071
Freemont Management
Vaud,
Switzerland
| $828M | +$116M | +16% | 9.21% | 113% | 109 | 23.85% | 1.3 |
|
| 2072 |
2072
True Link Financial Advisors
San Francisco,
California
| $828M | +$28.9M | +4% | 1.61% | 26.8% | 123 | 11.38% | 1.9 |
|
| 2073 |
2073
Inspire Investing
Meridian,
Idaho
| $827M | +$40.9M | +5% | 5.97% | 107% | 835 | 12.1% | 2 |
|
| 2074 |
SGCIA
2074
Smith Graham & Co Investment Advisors
Houston,
Texas
| $827M | +$3.74M | +0.5% | 5.74% | 56.9% | 142 | 4.93% | 6.4 |
|
| 2075 |
2075
Bouchey Financial Group
Troy,
New York
| $826M | +$69.3M | +9% | 6.93% | 66.7% | 117 | 17.09% | 3.2 |
|