We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Estate Counselors
Thiensville,
Wisconsin
| $873M | +$63.4M | +8% | 7.68% | 60% | 157 | 52.87% | 1.6 |
|
| 2227 |
2227
Sixth Street Partners
Dallas,
Texas
| $873M | -$151M | -15% | 2% | 5.31% | 19 | 21.05% | 1.5 |
|
| 2228 |
2228
FourThought Financial Partners
Venice,
Florida
| $873M | +$75.2M | +9% | 8.79% | 95.9% | 353 | 14.73% | 1.1 |
|
| 2229 |
2229
PrairieView Partners
St. Paul,
Minnesota
| $872M | +$61.2M | +8% | 4.91% | 34% | 403 | 5.71% | 3.4 |
|
| 2230 |
2230
TRUE Private Wealth Advisors
Salem,
Oregon
| $872M | +$81.7M | +10% | 7.91% | 89.2% | 306 | 12.42% | 3.5 |
|
| 2231 |
KNB
2231
Khazanah Nasional Berhad
Kuala Lumpur,
| $872M | +$121M | +16% | 9.28% | 73.6% | 14 | 50% | 0.7 |
|
| 2232 |
2232
Beacon Financial Group
Dallas,
Texas
| $872M | +$51.7M | +6% | 7.87% | 66.6% | 341 | 15.54% | 3.7 |
|
| 2233 |
2233
HTLF Bank
Denver,
Colorado
| $871M | +$22.5M | +3% | 5.15% | – | 260 | 13.85% | 0.2 |
|
| 2234 |
2234
Northcape Capital
Sydney,
Australia
| $870M | +$25.8M | +3% | 6.44% | – | 32 | 12.5% | 3.4 |
|
| 2235 |
2235
Advisor OS
Chicago,
Illinois
| $870M | +$102M | +13% | 7.4% | 68.8% | 411 | 23.36% | 1.5 |
|
| 2236 |
2236
Austin Private Wealth
Austin,
Texas
| $869M | +$77.6M | +10% | 7.2% | 62.3% | 295 | 21.36% | 1.6 |
|
| 2237 |
2237
Alpine Investment Management
Hong Kong
| $868M | +$377M | +77% | 1.81% | 33.7% | 22 | 86.36% | 0.2 |
|
| 2238 |
2238
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $868M | +$54.8M | +7% | 9.42% | 66.7% | 212 | 10.85% | 6 |
|
| 2239 |
2239
Middleton & Co
Boston,
Massachusetts
| $867M | +$65.4M | +8% | 8.55% | 81.8% | 170 | 9.41% | 5.8 |
|
| 2240 |
2240
Kingswood Wealth Advisors
San Diego,
California
| $867M | -$15.2M | -2% | 15.4% | 134% | 730 | 27.67% | 0.4 |
|
| 2241 |
OCMI
2241
Oaktop Capital Management II
Chatham,
New Jersey
| $865M | +$111M | +15% | 15.7% | 451% | 15 | 6.67% | 6.7 |
|
| 2242 |
2242
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $863M | +$58.1M | +7% | 5.57% | 47.7% | 187 | 4.28% | 3.7 |
|
| 2243 |
2243
Recurrent Investment Advisors
Houston,
Texas
| $863M | +$181M | +27% | 14.7% | 99.7% | 51 | 15.69% | 3.2 |
|
| 2244 |
2244
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $862M | +$46M | +6% | 6.08% | 56.8% | 155 | 11.61% | 2.8 |
|
| 2245 |
2245
Gemmer Asset Management
Walnut Creek,
California
| $861M | +$46.6M | +6% | 7.54% | 96.8% | 138 | 13.04% | 5.4 |
|
| 2246 |
2246
Ausdal Financial Partners
Davenport,
Iowa
| $861M | +$53M | +7% | 6.85% | 63.2% | 496 | 13.31% | 3.6 |
|
| 2247 |
2247
Dorsey Asset Management
Chicago,
Illinois
| $860M | +$82.2M | +11% | 10.2% | 122% | 10 | 10% | 3.7 |
|
| 2248 |
CPIH
2248
Consolidated Press International Holdings
Sydney,
Australia
| $860M | +$63.5M | +8% | 55.8% | – | 14 | 35.71% | 0.7 |
|
| 2249 |
2249
Caldwell Trust
Venice,
Florida
| $859M | +$67M | +8% | 11.3% | 97.5% | 738 | 9.62% | 3.5 |
|
| 2250 |
2250
ACK Asset Management
Greenwich,
Connecticut
| $858M | +$27M | +3% | 7.82% | 132% | 21 | 4.76% | 2 |
|