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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
| $808M | -$33.1M | -4% | 3.06% | 62.8% | 285 | 7.72% | 2.4 |
|
| 2077 |
2077
ARS Investment Partners
New York
| $807M | -$49M | -6% | 1.62% | 260% | 167 | 13.77% | 3 |
|
| 2078 |
2078
First Nebraska Trust
Lincoln,
Nebraska
| $806M | -$31.5M | -4% | 3.44% | 67.9% | 181 | 6.63% | 5.9 |
|
| 2079 |
2079
Lattice Capital Management
Kirkland,
Washington
| $806M | +$20.7M | +3% | 3.57% | 187% | 44 | 45.45% | 1.3 |
|
| 2080 |
SGCIA
2080
Smith Graham & Co Investment Advisors
Houston,
Texas
| $804M | -$22.2M | -3% | 1.49% | 56.9% | 145 | 6.9% | 6.3 |
|
| 2081 |
2081
1834 Investment Advisors
Milwaukee,
Wisconsin
| $804M | -$35.2M | -4% | 3.02% | 68.7% | 243 | 10.7% | 4.6 |
|
| 2082 |
2082
Sound View Wealth Advisors Group
Savannah,
Georgia
| $804M | +$41.2M | +5% | 2.6% | 73% | 379 | 7.92% | 2.7 |
|
| 2083 |
2083
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $804M | -$371M | -32% | 1.56% | 4.8% | 602 | 23.75% | 1.5 |
|
| 2084 |
2084
Syon Capital
San Francisco,
California
| $803M | – | – | 2.69% | 74% | 366 | – | 0 |
|
| 2085 |
2085
Voya Financial Advisors
Windsor,
Connecticut
| $803M | -$55.8M | -6% | 3.49% | 44.8% | 245 | 13.47% | 5.4 |
|
| 2086 |
2086
Arax Advisory Partners
Denver,
Colorado
| $803M | +$19.6M | +2% | 3.74% | 64.7% | 1,390 | 13.81% | 2.8 |
|
| 2087 |
2087
Crescent Grove Advisors
Lake Forest,
Illinois
| $803M | -$129M | -14% | 1.57% | 64.1% | 310 | 19.03% | 3 |
|
| 2088 |
2088
Jacobs & Co
San Francisco,
California
| $802M | -$38.5M | -5% | 2.86% | 105% | 121 | 1.65% | 7.1 |
|
| 2089 |
2089
Sand Grove Capital Management
London,
United Kingdom
| $802M | -$51.8M | -6% | 12.2% | 410% | 48 | 75% | 0.2 |
|
| 2090 |
2090
CenterBook Partners
Greenwich,
Connecticut
| $802M | +$2.33M | +0.3% | 5.51% | 62.4% | 521 | 43.38% | 0.7 |
|
| 2091 |
2091
JNBA Financial Advisors
Bloomington,
Minnesota
| $801M | -$33.2M | -4% | 3.38% | 61.8% | 769 | 11.05% | 4.3 |
|
| 2092 |
BIC
2092
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $800M | -$40.5M | -5% | 2.22% | 36% | 163 | 12.27% | 5.7 |
|
| 2093 |
2093
AlphaStar Capital Management
Cornelius,
North Carolina
| $799M | -$86.8M | -10% | 2.97% | 69.5% | 275 | 20% | 2.4 |
|
| 2094 |
2094
Verity & Verity
Beaufort,
South Carolina
| $798M | -$16.9M | -2% | 3.23% | 90.4% | 107 | 8.41% | 5.2 |
|
| 2095 |
2095
Traynor Capital Management
Malvern,
Pennsylvania
| $798M | -$17M | -2% | 3.05% | 225% | 244 | 15.98% | 3.1 |
|
| 2096 |
2096
Woodstock Corp
Boston,
Massachusetts
| $797M | -$50M | -6% | 3.71% | 115% | 175 | 6.86% | 7 |
|
| 2097 |
2097
Callahan Advisors
Houston,
Texas
| $796M | -$26.8M | -3% | 1.94% | 87.7% | 141 | 6.38% | 5.8 |
|
| 2098 |
2098
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $796M | +$171M | +27% | 3.5% | 101% | 14 | 14.29% | 1.6 |
|
| 2099 |
2099
Meeder Advisory Services
Dublin,
Ohio
| $795M | -$133M | -14% | 2.94% | 91.4% | 453 | 15.01% | 0.7 |
|
| 2100 |
2100
Voss Capital
Houston,
Texas
| $795M | -$32.8M | -4% | 10.1% | 78.4% | 51 | 27.45% | 1 |
|