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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Marks Group Wealth Management
Minnetonka,
Minnesota
| $732M | +$75.3M | +11% | 11.1% | 62.8% | 297 | 16.16% | 1.9 |
|
| 2077 |
2077
Lisanti Capital Growth
New York
| $732M | -$15.6M | -2% | 23.5% | 1,490% | 171 | 64.33% | 0.4 |
|
| 2078 |
2078
Chai Trust Company
Chicago,
Illinois
| $732M | +$59.7M | +9% | 8.68% | 12.7% | 26 | 23.08% | 4.1 |
|
| 2079 |
2079
Prospector Partners
Guilford,
Connecticut
| $731M | +$59.6M | +9% | 13% | 53.6% | 117 | 11.11% | 4.2 |
|
| 2080 |
2080
Callahan Advisors
Houston,
Texas
| $731M | +$34.4M | +5% | 10.4% | 87.7% | 146 | 10.27% | 5.8 |
|
| 2081 |
2081
Fusion Family Wealth
Woodbury,
New York
| $730M | +$65.2M | +10% | 8.63% | 58.2% | 45 | 35.56% | 3.8 |
|
| 2082 |
2082
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $730M | +$30M | +4% | 9.04% | 96.6% | 170 | 18.24% | 0.6 |
|
| 2083 |
2083
WCG Wealth Advisors
Las Vegas,
Nevada
| $729M | -$27.2M | -4% | 7.04% | 69.6% | 289 | 48.79% | 0.5 |
|
| 2084 |
2084
Lodbrok Capital
London,
United Kingdom
| $727M | +$332M | +84% | 30.3% | 25.9% | 10 | 50% | 0.6 |
|
| 2085 |
2085
Pekin Hardy Strauss
Chicago,
Illinois
| $727M | +$100M | +16% | 10.7% | 102% | 348 | 20.4% | 3.6 |
|
| 2086 |
2086
Verus Financial Partners
Richmond,
Virginia
| $727M | +$66.1M | +10% | 7.13% | 41.6% | 109 | 15.6% | 3 |
|
| 2087 |
2087
Silverback Asset Management
Chapel Hill,
North Carolina
| $725M | +$18.7M | +3% | 0.19% | 92.1% | 148 | 14.19% | 0.6 |
|
| 2088 |
2088
Good Life Advisors
Reading,
Pennsylvania
| $724M | +$45.6M | +7% | 6.93% | 60% | 374 | 11.23% | 3 |
|
| 2089 |
2089
Carret Asset Management
New York
| $724M | +$53.4M | +8% | 10.5% | 94.4% | 281 | 5.69% | 6.4 |
|
| 2090 |
2090
Arax Advisory Partners
Denver,
Colorado
| $723M | +$88.9M | +14% | 6.91% | 64.7% | 1,372 | 19.39% | 2.3 |
|
| 2091 |
2091
TCI Wealth Advisors
Tucson,
Arizona
| $722M | +$104M | +17% | 10.8% | 65% | 2,722 | 16.02% | 3.4 |
|
| 2092 |
2092
Brahman Capital
New York
| $721M | +$7.44M | +1% | 9.1% | 16.6% | 28 | 39.29% | 1.6 |
|
| 2093 |
2093
Intrust Bank
Wichita,
Kansas
| $721M | +$72.1M | +11% | 11.3% | 102% | 395 | 11.9% | 4.9 |
|
| 2094 |
2094
Mayflower Financial Advisors
Boston,
Massachusetts
| $720M | +$100M | +16% | 9.95% | 68.7% | 371 | 13.48% | 1.5 |
|
| 2095 |
2095
Smith, Moore & Co
Clayton,
Missouri
| $720M | +$61.3M | +9% | 8.72% | 67% | 397 | 10.58% | 4.2 |
|
| 2096 |
2096
Hengehold Capital Management
Cincinnati,
Ohio
| $720M | +$69.2M | +11% | 9.31% | 54.5% | 176 | 17.61% | 3.9 |
|
| 2097 |
2097
JNBA Financial Advisors
Bloomington,
Minnesota
| $720M | +$71.6M | +11% | 10.3% | 61.8% | 717 | 8.93% | 4.3 |
|
| 2098 |
2098
Campbell Wealth Management
Alexandria,
Virginia
| $718M | +$26.5M | +4% | 4.4% | 11.2% | 79 | 13.92% | 2 |
|
| 2099 |
2099
Community Bank
Dewitt,
New York
| $718M | +$62.8M | +10% | 10.7% | 73.5% | 728 | 38.6% | 4.7 |
|
| 2100 |
2100
United Asset Strategies
Garden City,
New York
| $717M | +$66.5M | +10% | 10.7% | 111% | 242 | 19.83% | 2.8 |
|