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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Alpha Wave Global
New York
| $987M | +$59.2M | +6% | 20.8% | 226% | 37 | 35.14% | 1.7 |
|
| 2327 |
2327
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $986M | +$113M | +13% | 7.31% | 64.4% | 293 | 53.24% | 0.6 |
|
| 2328 |
2328
Navellier & Associates
Reno,
Nevada
| $986M | +$179M | +22% | 17.8% | 361% | 384 | 27.86% | 1.8 |
|
| 2329 |
2329
Wealthcare Capital Management
Richmond,
Virginia
| $985M | +$39M | +4% | 5.81% | 46.2% | 86 | 12.79% | 5.1 |
|
| 2330 |
2330
Norden Group
Provo,
Utah
| $984M | +$63M | +7% | 8.65% | 104% | 628 | 20.38% | 1.2 |
|
| 2331 |
2331
Van Cleef Asset Management
Beachwood,
Ohio
| $984M | +$55.7M | +6% | 8.37% | 104% | 119 | 3.36% | 7.5 |
|
| 2332 |
2332
Vista Capital Partners
Portland,
Oregon
| $983M | +$69.6M | +8% | 6.99% | 61.2% | 153 | 22.22% | 4 |
|
| 2333 |
2333
Nuance Investments
Kansas City,
Missouri
| $982M | -$302M | -23% | 0.64% | 3.13% | 53 | 26.42% | 2.4 |
|
| 2334 |
2334
Barton Investment Management
West Conshohocken,
Pennsylvania
| $982M | +$16.8M | +2% | 4.69% | 124% | 51 | 5.88% | 7.3 |
|
| 2335 |
2335
Sentinel Trust
Houston,
Texas
| $981M | +$60.5M | +7% | 9.12% | 79.2% | 136 | 10.29% | 3.7 |
|
| 2336 |
2336
TRUE Private Wealth Advisors
Salem,
Oregon
| $980M | +$90.1M | +10% | 5.63% | 89.2% | 270 | 11.48% | 4 |
|
| 2337 |
2337
Trivium Point Advisory
Westport,
Connecticut
| $979M | +$58.1M | +6% | 9.71% | 106% | 372 | 14.78% | 2.6 |
|
| 2338 |
2338
LVW Advisors
Pittsford,
New York
| $979M | +$62.6M | +7% | 6.9% | 79.1% | 367 | 15.26% | 3.2 |
|
| 2339 |
2339
Iron Gate Global Advisors
Nsl,
Utah
| $979M | +$81.8M | +9% | 9.78% | 106% | 117 | 29.91% | 2.9 |
|
| 2340 |
2340
Arrow Financial
Glens Falls,
New York
| $978M | +$28.3M | +3% | 6.65% | 71.1% | 166 | 7.23% | 8.5 |
|
| 2341 |
2341
Trust Company
Manhattan,
Kansas
| $978M | +$91.6M | +10% | 4.26% | 40.6% | 428 | 10.28% | 4.7 |
|
| 2342 |
2342
Technology Crossover Management XI
Menlo Park,
California
| $977M | -$75.9M | -7% | 6.51% | 112% | 3 | 0% | 1.9 |
|
| 2343 |
2343
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $976M | +$79.4M | +9% | 5.39% | 42.8% | 329 | 41.03% | 2.6 |
|
| 2344 |
SL
2344
SWF LLC
Omaha,
Nebraska
| $976M | +$115M | +13% | 6.16% | 87.4% | 10 | 40% | 1.1 |
|
| 2345 |
2345
Pacific Life Fund Advisors
Newport Beach,
California
| $975M | +$41.8M | +4% | 6.1% | 47.6% | 20 | 0% | 1.4 |
|
| 2346 |
2346
Aquamarine Financial
George Town,
| $975M | – | – | 5.03% | – | 11 | – | 0 |
|
| 2347 |
2347
Hackensack Meridian Health
Edison,
New Jersey
| $973M | +$70.6M | +8% | 6.19% | 53.4% | 6 | 0% | 2.2 |
|
| 2348 |
2348
Wealth Alliance
Mellville,
New York
| $972M | +$76.8M | +9% | 8.68% | 75.7% | 603 | 18.24% | 3 |
|
| 2349 |
2349
Berkshire Money Management
Dalton,
Massachusetts
| $972M | +$21.3M | +2% | 6.27% | 61.8% | 157 | 70.7% | 3.6 |
|
| 2350 |
2350
Kadensa Capital
Central,
Hong Kong
| $971M | +$343M | +55% | 23.6% | 191% | 68 | 60.29% | 0.3 |
|