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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
GA
2126
GuoLine Advisory
Singapore
| $937M | +$117M | +14% | 7.35% | 112% | 20 | 5% | 0.8 |
|
| 2127 |
2127
Transamerica Financial Advisors
St. Petersburg,
Florida
| $937M | -$45.5M | -5% | 2.69% | 77.1% | 605 | 8.1% | 2.4 |
|
| 2128 |
2128
Ausdal Financial Partners
Davenport,
Iowa
| $936M | +$75M | +9% | 1.13% | 63.2% | 518 | 13.32% | 3.6 |
|
| 2129 |
2129
Gemmer Asset Management
Walnut Creek,
California
| $935M | +$73.1M | +8% | 2.18% | 96.8% | 147 | 16.33% | 5.1 |
|
| 2130 |
2130
Freedom Together Foundation
New York
| $934M | +$17.8M | +2% | 6.85% | – | 24 | 4.17% | 0.5 |
|
| 2131 |
2131
Hamilton Capital Partners (Canada)
Toronto,
| $934M | +$107M | +13% | 4.88% | 143% | 174 | 9.77% | 0.7 |
|
| 2132 |
2132
Sandler Capital Management
New York
| $933M | -$438M | -32% | 6.09% | 325% | 175 | 50.29% | 0.8 |
|
| 2133 |
KCM
2133
Kingdon Capital Management
New York
| $933M | +$17.2M | +2% | 10.1% | 217% | 112 | 52.68% | 0.8 |
|
| 2134 |
2134
MMBG Investment Advisors
Miami,
Florida
| $933M | -$15.2M | -2% | 4.78% | 118% | 163 | 8.59% | 2.1 |
|
| 2135 |
2135
WealthPLAN Partners
Omaha,
Nebraska
| $931M | -$34.4M | -4% | 2.75% | 71.6% | 329 | 17.93% | 4 |
|
| 2136 |
2136
SNS Financial Group
Minneapolis,
Minnesota
| $931M | +$19M | +2% | 2.43% | 54.2% | 196 | 7.65% | 5 |
|
| 2137 |
2137
Fiduciary Group
Savannah,
Georgia
| $930M | +$12M | +1% | 2.66% | 67.1% | 276 | 4.35% | 5.5 |
|
| 2138 |
2138
Connable Office Inc
Kalamazoo,
Michigan
| $929M | +$46.7M | +5% | 1.95% | 68.3% | 226 | 8.85% | 4 |
|
| 2139 |
2139
Austin Private Wealth
Austin,
Texas
| $929M | +$59.5M | +7% | 2.99% | 62.3% | 284 | 14.79% | 1.8 |
|
| 2140 |
2140
Private Trust Company
Cleveland,
Ohio
| $929M | +$2.88M | +0.3% | 2.43% | 87.7% | 2,373 | 10.07% | 2.4 |
|
| 2141 |
2141
KWMG LLC
Overland Park,
Kansas
| $927M | +$13.5M | +1% | 0.13% | 76.2% | 136 | 8.09% | 5.6 |
|
| 2142 |
2142
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $927M | -$53.1M | -5% | 0.76% | 58.6% | 111 | 0.9% | 1.4 |
|
| 2143 |
NEWAS
2143
N.E.W. Advisory Services
De Pere,
Wisconsin
| $927M | +$25.4M | +3% | 0.8% | 51.1% | 188 | 11.17% | 2.5 |
|
| 2144 |
2144
Kensington Asset Management
Austin,
Texas
| $927M | -$1.07B | -54% | 0.65% | 38.1% | 26 | 34.62% | 0.5 |
|
| 2145 |
ET
2145
Entropy Technologies
New York
| $925M | -$12.8M | -1% | 1.33% | – | 990 | 64.95% | 0.2 |
|
| 2146 |
2146
First Beijing Investment Ltd
Hong Kong
| $924M | +$405M | +78% | 17.8% | 81.8% | 9 | 22.22% | 0.8 |
|
| 2147 |
2147
Tremblant Capital Group
West Palm Beach,
Florida
| $924M | -$3.09M | -0.3% | 3.09% | 131% | 46 | 19.57% | 2.4 |
|
| 2148 |
F1I
2148
Fund 1 Investments
Rincon,
Puerto Rico
| $924M | -$6.27M | -0.7% | 0.95% | 128% | 77 | 58.44% | 0.5 |
|
| 2149 |
2149
Canandaigua National Bank & Trust
Canandaigua,
New York
| $923M | +$245M | +36% | 0.97% | – | 326 | 26.07% | 5.4 |
|
| 2150 |
2150
SlateStone Wealth
Jupiter,
Florida
| $923M | -$73M | -7% | 3.87% | 79.1% | 302 | 11.26% | 2.3 |
|