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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
ADAR1 Capital Management
Austin,
Texas
| $1.06B | +$412M | +63% | 150% | – | 270 | 41.85% | 0.7 |
|
| 2227 |
2227
Kovack Advisors
Ft. Lauderdale,
Florida
| $1.06B | +$41.9M | +4% | 10.1% | 118% | 664 | 14.91% | 3.5 |
|
| 2228 |
2228
RDST Capital
Seattle,
Washington
| $1.06B | +$61.3M | +6% | 3.02% | 43% | 20 | 15% | 1.3 |
|
| 2229 |
2229
First Light Asset Management
Edina,
Minnesota
| $1.06B | +$289M | +38% | 50.7% | 364% | 47 | 31.91% | 2 |
|
| 2230 |
2230
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.06B | +$80.5M | +8% | 6.23% | 56.9% | 191 | 7.85% | 1.8 |
|
| 2231 |
2231
49 Wealth Management
Austin,
Texas
| $1.06B | +$121M | +13% | 5.06% | – | 209 | 20.1% | 1 |
|
| 2232 |
2232
Silicon Valley Capital Partners
San Jose,
California
| $1.06B | +$102M | +11% | 9.85% | 103% | 358 | 36.03% | 2.2 |
|
| 2233 |
2233
Allen Capital Group
Grand Island,
Nebraska
| $1.06B | +$86.4M | +9% | 6% | 62.8% | 279 | 8.96% | 1.9 |
|
| 2234 |
2234
EnCap Energy Capital Fund XI
Houston,
Texas
| $1.06B | +$38.5M | +4% | 4.15% | 21% | 3 | 0% | 1 |
|
| 2235 |
AH
2235
Allen Holding
New York
| $1.06B | +$42.5M | +4% | 8.67% | 135% | 10 | 10% | 7.7 |
|
| 2236 |
2236
Wealth Architects
Mountain View,
California
| $1.06B | +$74.6M | +8% | 8.68% | 80.1% | 241 | 8.71% | 5.3 |
|
| 2237 |
2237
Apriem Advisors
Irvine,
California
| $1.06B | +$116M | +12% | 8.68% | 74.3% | 201 | 10.45% | 5.1 |
|
| 2238 |
2238
Asset Advisors Investment Management
Augusta,
Georgia
| $1.06B | +$43.9M | +4% | 3.08% | 67.5% | 115 | 7.83% | 4.6 |
|
| 2239 |
2239
Townsend & Associates
Westminster,
Colorado
| $1.05B | +$45.5M | +5% | 5.28% | 58% | 118 | 10.17% | 2.6 |
|
| 2240 |
2240
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.05B | +$21.8M | +2% | 9.12% | 64.1% | 310 | 13.23% | 3.7 |
|
| 2241 |
TAM
2241
Telemark Asset Management
Boston,
Massachusetts
| $1.05B | -$48.7M | -4% | 12.3% | 329% | 56 | 28.57% | 2.1 |
|
| 2242 |
2242
Stokes Family Office
New Orleans,
Louisiana
| $1.05B | +$100M | +10% | 7.89% | 68.1% | 267 | 13.11% | 3.1 |
|
| 2243 |
2243
Certified Advisory Corp
Altamonte Springs,
Florida
| $1.05B | +$90.9M | +9% | 6.39% | 58.2% | 325 | 9.85% | 3.8 |
|
| 2244 |
2244
Shepherd Financial Partners
Winchester,
Massachusetts
| $1.05B | +$105M | +11% | 8.89% | 78% | 249 | 6.02% | 3.8 |
|
| 2245 |
2245
Nadler Financial Group
Deerfield,
Illinois
| $1.05B | +$72.3M | +7% | 8.09% | 81.8% | 143 | 11.89% | 5.5 |
|
| 2246 |
2246
Crewe Advisors
Salt Lake City,
Utah
| $1.05B | +$341M | +48% | 7.87% | 96.1% | 1,072 | 40.39% | 1.4 |
|
| 2247 |
C
2247
Chescapmanager
Baltimore,
Maryland
| $1.05B | +$141M | +16% | 12.3% | 202% | 25 | 8% | 3.5 |
|
| 2248 |
2248
Inspire Advisors
Meridian,
Idaho
| $1.05B | +$81.8M | +8% | 6.74% | 60.2% | 584 | 23.63% | 1.2 |
|
| 2249 |
2249
Jacobs & Co
San Francisco,
California
| $1.05B | +$37.5M | +4% | 5.99% | 105% | 126 | 3.97% | 8 |
|
| 2250 |
2250
Goodnow Investment Group
Darien,
Connecticut
| $1.04B | -$28.4M | -3% | 5.59% | 131% | 25 | 12% | 3.8 |
|