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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
JNBA Financial Advisors
Bloomington,
Minnesota
| $965M | -$14.6M | -1% | 1.07% | 66.8% | 692 | 12.86% | 5.7 |
|
| 2152 |
2152
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $965M | -$424K | -0% | 1.19% | 55.5% | 180 | 7.78% | 2.6 |
|
| 2153 |
2153
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $962M | -$13.8M | -1% | 2.26% | 58% | 190 | 10.53% | 2.2 |
|
| 2154 |
GA
2154
GRS Advisors
Chicago,
Illinois
| $961M | -$52.7M | -5% | 0.63% | 54.3% | 41 | 48.78% | 0.6 |
|
| 2155 |
AH
2155
Allen Holding
New York
| $961M | +$49.3M | +5% | 13.1% | 185% | 14 | 0% | 7.1 |
|
| 2156 |
2156
Tortoise Investment Management
White Plains,
New York
| $960M | +$13.1M | +1% | 0.04% | 40.2% | 894 | 10.4% | 5.3 |
|
| 2157 |
2157
Crescent Grove Advisors
Lake Forest,
Illinois
| $960M | -$49M | -5% | 4.54% | 64.1% | 291 | 14.43% | 3.8 |
|
| 2158 |
2158
Moody National Bank Trust Division
Galveston,
Texas
| $959M | +$3.03M | +0.3% | 2.87% | 115% | 514 | 11.48% | 4.5 |
|
| 2159 |
2159
Townsend & Associates
Westminster,
Colorado
| $959M | -$17.4M | -2% | 4.35% | 58% | 106 | 10.38% | 2.6 |
|
| 2160 |
2160
Meridiem Capital Partners
Dallas,
Texas
| $959M | -$178M | -16% | 4.96% | – | 98 | 72.45% | 0.1 |
|
| 2161 |
2161
PrairieView Partners
St. Paul,
Minnesota
| $958M | +$1.68M | +0.2% | 0.01% | 34% | 402 | 6.72% | 3.9 |
|
| 2162 |
2162
Traphagen Investment Advisors
Oradell,
New Jersey
| $958M | -$25M | -3% | 1.77% | 65.8% | 192 | 10.94% | 3.2 |
|
| 2163 |
2163
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $957M | -$11.1M | -1% | 4.4% | 158% | 102 | 5.88% | 2 |
|
| 2164 |
2164
FourThought Financial Partners
Venice,
Florida
| $956M | -$7.07M | -0.7% | 0.68% | 95.9% | 338 | 11.83% | 1.1 |
|
| 2165 |
2165
Pertento Partners
London,
United Kingdom
| $955M | -$226M | -19% | 2.57% | 196% | 31 | 41.94% | 1 |
|
| 2166 |
2166
Quent Capital
New York
| $953M | -$13.6M | -1% | 0.82% | 78.1% | 1,375 | 5.96% | 2.6 |
|
| 2167 |
2167
Avenir Corporation
Alexandria,
Virginia
| $953M | -$23.8M | -2% | 1.67% | 34.4% | 72 | 6.94% | 6.2 |
|
| 2168 |
2168
Certuity
North Palm Beach,
Florida
| $953M | +$32.2M | +3% | 0.94% | 197% | 434 | 18.2% | 2 |
|
| 2169 |
2169
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $952M | -$15.9M | -2% | 1.88% | 58.6% | 118 | 14.41% | 1.8 |
|
| 2170 |
2170
Asset Advisors Investment Management
Augusta,
Georgia
| $952M | -$4.2M | -0.4% | 0.32% | 67.5% | 113 | 5.31% | 4.2 |
|
| 2171 |
2171
Kensington Asset Management
Austin,
Texas
| $952M | -$755M | -44% | 0.35% | 38.1% | 35 | 42.86% | 0.7 |
|
| 2172 |
2172
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $951M | +$33.9M | +4% | 0.43% | 40.2% | 153 | 12.42% | 3.8 |
|
| 2173 |
2173
RMR Wealth Builders
Montclair,
New Jersey
| $950M | -$17.4M | -2% | 3.71% | 91.7% | 271 | 9.96% | 2.6 |
|
| 2174 |
2174
Moss Adams Wealth Advisors
Seattle,
Washington
| $950M | +$3.45M | +0.4% | 2.97% | 79.6% | 238 | 21.43% | 1.2 |
|
| 2175 |
2175
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $948M | +$93.6M | +11% | 0.81% | 66.9% | 104 | 56.73% | 1.4 |
|