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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Octavia Wealth Advisors
Cincinnati,
Ohio
| $1B | +$126M | +14% | 7.87% | 67.9% | 270 | 18.52% | 2.7 |
|
| 2302 |
2302
Ironvine Capital Partners
Omaha,
Nebraska
| $1B | +$39.6M | +4% | 5.34% | 58.8% | 53 | 3.77% | 5 |
|
| 2303 |
2303
Infrastructure Capital Advisors
New York
| $1B | -$275M | -21% | 0.29% | 52% | 162 | 32.1% | 1.3 |
|
| 2304 |
GA
2304
GuoLine Advisory
Singapore
| $1B | +$60.6M | +6% | 8.17% | 112% | 22 | 4.55% | 1.7 |
|
| 2305 |
2305
KLCM Advisors
Milwaukee,
Wisconsin
| $1B | +$62.1M | +7% | 9.49% | 122% | 200 | 20.5% | 4.5 |
|
| 2306 |
2306
Suncoast Equity Management
Tampa,
Florida
| $1B | +$25.7M | +3% | 4.75% | 82.9% | 92 | 9.78% | 3.2 |
|
| 2307 |
2307
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $1B | +$66.2M | +7% | 6.19% | 56.8% | 158 | 6.96% | 3.8 |
|
| 2308 |
2308
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $1B | +$166M | +20% | 20.4% | 82.3% | 76 | 28.95% | 0.5 |
|
| 2309 |
2309
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1B | +$71.1M | +8% | 9.84% | 78.9% | 199 | 6.53% | 6.8 |
|
| 2310 |
2310
Greenland Capital Management
New York
| $1B | +$27.8M | +3% | 20.1% | 210% | 454 | 57.05% | 0.4 |
|
| 2311 |
2311
Jackson Wealth Management
Lake Mary,
Florida
| $1B | +$81.1M | +9% | 8.86% | 72.1% | 184 | 23.91% | 1.5 |
|
| 2312 |
2312
Wellesley Asset Management
Portsmouth,
New Hampshire
| $999M | -$50.4M | -5% | 0% | 0% | 56 | 0% | 1.1 |
|
| 2313 |
2313
Graham Holdings Company
Arlington,
Virginia
| $999M | +$109M | +12% | 12% | 95.1% | 6 | 16.67% | 3 |
|
| 2314 |
2314
Everhart Financial Group
Dublin,
Ohio
| $998M | +$132M | +15% | 8.45% | 123% | 401 | 17.96% | 2 |
|
| 2315 |
2315
Mainstay Capital Management
Grand Blanc,
Michigan
| $998M | -$1.03B | -51% | 10.2% | 131% | 153 | 32.03% | 2.7 |
|
| 2316 |
TCOT
2316
Trust Company of Toledo
Holland,
Ohio
| $998M | +$90.9M | +10% | 8.74% | 109% | 805 | 5.71% | 2.3 |
|
| 2317 |
2317
Pekin Hardy Strauss
Chicago,
Illinois
| $997M | +$118M | +13% | 11.9% | 102% | 431 | 21.58% | 3.8 |
|
| 2318 |
2318
Shell Asset Management
The Hague,
Netherlands
| $996M | -$1.9B | -66% | 8.99% | – | 1,275 | 11.14% | 6.7 |
|
| 2319 |
2319
Gleason Group
Prospect,
Kentucky
| $996M | +$72.7M | +8% | 6.97% | 69.1% | 214 | 10.75% | 4.2 |
|
| 2320 |
2320
Miller Investment Management
West Conshohocken,
Pennsylvania
| $995M | +$42.7M | +4% | 6.53% | 60.2% | 101 | 7.92% | 6.6 |
|
| 2321 |
2321
IMA Advisory Services
Denver,
Colorado
| $992M | +$59.5M | +6% | 6.64% | 74.5% | 581 | 8.78% | 0.9 |
|
| 2322 |
2322
J.V. Bruni & Co
Colorado Springs,
Colorado
| $991M | +$40.8M | +4% | 12.6% | 97.9% | 32 | 3.13% | 5.9 |
|
| 2323 |
2323
Ikarian Capital
Dallas,
Texas
| $990M | +$470M | +90% | 132% | 5,184% | 202 | 50.5% | 0.6 |
|
| 2324 |
2324
Monograph Wealth Advisors
Manhattan Beach,
California
| $988M | +$177M | +22% | 8.54% | 68% | 144 | 16.67% | 2 |
|
| 2325 |
2325
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $988M | +$80.1M | +9% | 10.8% | 149% | 493 | 5.07% | 2 |
|