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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
BFSG LLC
Irvine,
California
| $1.06B | +$26.2M | +3% | 3.46% | 90.7% | 775 | 10.45% | 2.4 |
|
| 2252 |
2252
Webster Bank
Waterbury,
Connecticut
| $1.06B | -$9.8M | -0.9% | 2.27% | 77.5% | 698 | 8.45% | 5.5 |
|
| 2253 |
2253
Cornerstone Advisory
Hunt Valley,
Maryland
| $1.06B | +$7.49M | +0.7% | 2.9% | 53.5% | 277 | 15.88% | 4.6 |
|
| 2254 |
2254
Kintegral Advisory
New York
| $1.06B | -$126M | -11% | 4.78% | 143% | 234 | 0.43% | 5.5 |
|
| 2255 |
2255
Monograph Wealth Advisors
Manhattan Beach,
California
| $1.05B | +$36.6M | +4% | 0.25% | 68% | 153 | 17.65% | 2.4 |
|
| 2256 |
2256
Shepherd Financial Partners
Winchester,
Massachusetts
| $1.05B | -$25.1M | -2% | 1.78% | 88.4% | 252 | 7.14% | 4.1 |
|
| 2257 |
2257
Royal Fund Management
Lady Lake,
Florida
| $1.05B | -$45.9M | -4% | 0.49% | 103% | 341 | 28.15% | 3.2 |
|
| 2258 |
TCOT
2258
Trust Company of Toledo
Holland,
Ohio
| $1.05B | +$40M | +4% | 1.1% | 109% | 864 | 11.23% | 2.6 |
|
| 2259 |
2259
Element Capital Management
New York
| $1.05B | +$844M | +403% | 6.61% | 49.4% | 96 | 91.67% | 0.3 |
|
| 2260 |
2260
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.05B | -$36.3M | -3% | 2.16% | 56.9% | 201 | 10.95% | 2.2 |
|
| 2261 |
2261
Nemes Rush Group
Novi,
Michigan
| $1.05B | -$11.3M | -1% | 1.16% | 111% | 1,045 | 14.64% | 1.6 |
|
| 2262 |
2262
HORAN Wealth
Cincinnati,
Ohio
| $1.05B | +$401M | +62% | 1.25% | – | 200 | 13.5% | 0.6 |
|
| 2263 |
2263
L2 Asset Management
Wayland,
Massachusetts
| $1.05B | +$303M | +40% | 1.95% | 128% | 422 | 19.19% | 1.7 |
|
| 2264 |
2264
Spirepoint Private Client
Vero Beach,
Florida
| $1.05B | +$5.05M | +0.5% | 0.86% | – | 342 | 14.33% | 1.3 |
|
| 2265 |
2265
Moody National Bank Trust Division
Galveston,
Texas
| $1.05B | +$11.2M | +1% | 1.24% | 115% | 543 | 15.1% | 4.8 |
|
| 2266 |
2266
LVW Advisors
Pittsford,
New York
| $1.05B | +$63M | +6% | 0.59% | 79.1% | 460 | 30.87% | 2.7 |
|
| 2267 |
2267
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $1.05B | -$595K | -0.1% | 0.64% | 75.6% | 288 | 8.33% | 2.4 |
|
| 2268 |
2268
TRUE Private Wealth Advisors
Salem,
Oregon
| $1.05B | +$51M | +5% | 2.31% | 89.2% | 294 | 19.05% | 4.3 |
|
| 2269 |
2269
Asset Advisors Investment Management
Augusta,
Georgia
| $1.05B | -$34.9M | -3% | 1.24% | 67.5% | 111 | 7.21% | 5.1 |
|
| 2270 |
2270
Apriem Advisors
Irvine,
California
| $1.05B | -$41.7M | -4% | 0.93% | 74.3% | 204 | 15.2% | 5.5 |
|
| 2271 |
2271
Financial Synergies Wealth Advisors
Houston,
Texas
| $1.05B | +$12M | +1% | 0.22% | 79% | 116 | 12.07% | 3.2 |
|
| 2272 |
2272
American National Bank & Trust
Wichita Falls,
Texas
| $1.05B | -$11.2M | -1% | 2.35% | 102% | 722 | 18.56% | 3.3 |
|
| 2273 |
2273
Long Pond Capital
New York
| $1.05B | +$196M | +23% | 9.65% | 13.5% | 42 | 50% | 1.1 |
|
| 2274 |
2274
Waycross Partners
Louisville,
Kentucky
| $1.05B | -$175M | -14% | 7.67% | 98.4% | 99 | 28.28% | 2.4 |
|
| 2275 |
2275
Randolph Company
Cincinnati,
Ohio
| $1.05B | +$4.01M | +0.4% | 4.22% | 127% | 45 | 13.33% | 4.6 |
|