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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Elm Partners Management
Philadelphia,
Pennsylvania
| $749M | -$10.8M | -1% | 2.33% | 46.9% | 43 | 20.93% | 2.4 |
|
| 2277 |
2277
American Financial Advisors
Marietta,
Georgia
| $749M | +$22.5M | +3% | 1.64% | 52.7% | 135 | 2.96% | 2 |
|
| 2278 |
2278
FourThought Financial
Venice,
Florida
| $749M | +$1.2M | +0.2% | 0.6% | – | 1,613 | 8.56% | 0.7 |
|
| 2279 |
2279
RP Investment Advisors
Toronto,
Ontario, Canada
| $747M | -$4.05M | -0.5% | 0.32% | 17.4% | 138 | 49.28% | 0.2 |
|
| 2280 |
2280
United Bank (Virginia)
Vienna,
Virginia
| $747M | +$3.1M | +0.4% | 0.36% | 76.1% | 171 | 10.53% | 2.9 |
|
| 2281 |
2281
Campbell Wealth Management
Alexandria,
Virginia
| $747M | +$7.88M | +1% | 0.31% | 11.2% | 79 | 13.92% | 1.7 |
|
| 2282 |
2282
JTC Employer Solutions Trustee
St Helier,
Jersey
| $747M | +$68.9M | +10% | 0.77% | 88.7% | 337 | 17.8% | 0.2 |
|
| 2283 |
2283
DT Investment Partners
Chadds Ford,
Pennsylvania
| $746M | +$23M | +3% | 1.22% | 64.3% | 148 | 23.65% | 2 |
|
| 2284 |
2284
Beacon Financial Group
Dallas,
Texas
| $745M | +$39.1M | +6% | 0.83% | 66.6% | 224 | 8.93% | 3.9 |
|
| 2285 |
2285
Cabot Wealth Management
Salem,
Massachusetts
| $745M | -$3.74M | -0.5% | 0.25% | 69.3% | 172 | 11.05% | 3.6 |
|
| 2286 |
2286
Aperture Investors
New York
| $745M | -$130M | -15% | 2.23% | 211% | 114 | 44.74% | 0.7 |
|
| 2287 |
BCH
2287
Berkshire Capital Holdings
San Jose,
California
| $745M | -$110M | -13% | 17.7% | 2,748% | 105 | 22.86% | 1.4 |
|
| 2288 |
2288
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $744M | -$2.14M | -0.3% | 2.6% | 89.9% | 37 | 2.7% | 2.6 |
|
| 2289 |
2289
JNBA Financial Advisors
Bloomington,
Minnesota
| $744M | +$5.59M | +0.8% | 1.71% | 61.8% | 762 | 10.37% | 3.1 |
|
| 2290 |
JC
2290
Joho Capital
New York
| $744M | +$39.9M | +6% | 3.82% | 80.2% | 22 | 9.09% | 1.4 |
|
| 2291 |
2291
WBH Advisory
Baltimore,
Maryland
| $743M | +$60.9M | +9% | 0.47% | 57.6% | 291 | 11.34% | 4.7 |
|
| 2292 |
2292
Third Avenue Management
New York
| $743M | -$12.7M | -2% | 2.75% | 113% | 63 | 11.11% | 3.9 |
|
| 2293 |
2293
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $743M | -$32.3M | -4% | 0.15% | 66.7% | 196 | 4.08% | 4.9 |
|
| 2294 |
2294
Stairway Partners
Chicago,
Illinois
| $741M | -$9.8M | -1% | 2.23% | 48.1% | 10 | 0% | 7.5 |
|
| 2295 |
TFM
2295
TPI Fund Managers
London,
United Kingdom
| $741M | +$15.7M | +2% | 1.47% | 49.6% | 41 | 19.51% | 1.5 |
|
| 2296 |
2296
Mayflower Financial Advisors
Boston,
Massachusetts
| $741M | +$13.6M | +2% | 2.66% | 68.7% | 359 | 13.37% | 0.6 |
|
| 2297 |
2297
Wintrust Investments
Chicago,
Illinois
| $741M | -$234M | -24% | 0.95% | 27.5% | 435 | 42.3% | 1.4 |
|
| 2298 |
CCPM
2298
Cooper Creek Partners Management
New York
| $740M | +$350M | +90% | 5.93% | 86.4% | 120 | 30% | 0.8 |
|
| 2299 |
SM
2299
Sabby Management
Miami Beach,
Florida
| $740M | +$30.5M | +4% | 4.22% | 95.5% | 218 | 40.83% | 0.4 |
|
| 2300 |
2300
Marks Group Wealth Management
Minnetonka,
Minnesota
| $739M | +$11M | +2% | 0.73% | 62.8% | 302 | 13.91% | 1.2 |
|