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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Argent Financial Group
Ruston,
Louisiana
| $842M | – | – | 7.52% | – | 300 | – | 0 |
|
| 2352 |
2352
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $842M | +$37.8M | +5% | 6.6% | 127% | 483 | 3.93% | 7.1 |
|
| 2353 |
2353
Isthmus Partners
Madison,
Wisconsin
| $842M | -$7.49M | -0.9% | 11.6% | 73.7% | 206 | 10.19% | 3.2 |
|
| 2354 |
2354
Fidelis Capital Partners
Tampa,
Florida
| $840M | +$137M | +20% | 5.76% | 115% | 430 | 16.28% | 1.1 |
|
| 2355 |
2355
Aaron Wealth Advisors
Chicago,
Illinois
| $840M | +$119M | +17% | 6.24% | 108% | 434 | 26.5% | 1.5 |
|
| 2356 |
2356
Wellspring Financial Advisors
Cleveland,
Ohio
| $838M | +$103M | +14% | 5.95% | 77.2% | 182 | 25.82% | 2.1 |
|
| 2357 |
2357
Sierra Capital
Miami,
Florida
| $838M | +$89.6M | +12% | 3.66% | 32.4% | 197 | 8.12% | 2.4 |
|
| 2358 |
2358
TRUE Private Wealth Advisors
Salem,
Oregon
| $838M | -$45M | -5% | 6.05% | 89.2% | 289 | 29.41% | 4.3 |
|
| 2359 |
2359
Rodgers & Associates
Lancaster,
Pennsylvania
| $838M | +$60.9M | +8% | 7.63% | 56.3% | 97 | 7.22% | 2.9 |
|
| 2360 |
2360
Private Advisory Group
Redmond,
Washington
| $838M | +$69.7M | +9% | 4.46% | 177% | 225 | 36.44% | 1.6 |
|
| 2361 |
2361
Jackson Wealth Management
Lake Mary,
Florida
| $838M | +$371M | +80% | 3.84% | 72.1% | 186 | 50% | 0.9 |
|
| 2362 |
2362
Wealth Alliance
Mellville,
New York
| $837M | +$63M | +8% | 7.22% | 75.7% | 552 | 13.04% | 2.7 |
|
| 2363 |
2363
Parthenon LLC
Louisville,
Kentucky
| $837M | +$50.2M | +6% | 7.11% | 93.3% | 128 | 7.81% | 7.6 |
|
| 2364 |
2364
Delta Air Lines
Atlanta,
Georgia
| $837M | +$126M | +18% | 34.4% | 5.3% | 5 | 0% | 2.6 |
|
| 2365 |
2365
RWC Asset Advisors
Miami,
Florida
| $837M | -$143M | -15% | 16.4% | 267% | 21 | 23.81% | 2 |
|
| 2366 |
2366
Kora Management
Brooklyn,
New York
| $836M | +$109M | +15% | 23.3% | 307% | 9 | 33.33% | 1.6 |
|
| 2367 |
2367
Nebula Research & Development
New York
| $836M | +$219M | +35% | 7.19% | – | 1,220 | 62.3% | 0.2 |
|
| 2368 |
2368
Journey Advisory Group
Covington,
Kentucky
| $835M | -$1.46M | -0.2% | 5.61% | 66.2% | 226 | 0.44% | 2.6 |
|
| 2369 |
2369
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $835M | -$743M | -47% | 5.75% | – | 75 | 17.33% | 1.9 |
|
| 2370 |
2370
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $834M | +$110M | +15% | 6.23% | 70.8% | 26 | 46.15% | 1.2 |
|
| 2371 |
2371
CoreView Capital Management
Hong Kong
| $834M | +$197M | +31% | 29.7% | 50.9% | 9 | 11.11% | 2.2 |
|
| 2372 |
2372
Trust Company
Manhattan,
Kansas
| $832M | +$57.1M | +7% | 5.65% | 40.6% | 400 | 16.75% | 4.2 |
|
| 2373 |
2373
Shepherd Financial Partners
Winchester,
Massachusetts
| $831M | +$55.9M | +7% | 6.65% | 78% | 226 | 9.73% | 3.5 |
|
| 2374 |
2374
Unison Advisors
Washington,
District of Columbia
| $831M | +$34.5M | +4% | 7.18% | 54.6% | 203 | 23.15% | 3 |
|
| 2375 |
2375
Gladius Capital Management
Chicago,
Illinois
| $830M | +$14.1M | +2% | 4.73% | 78% | 363 | 40.77% | 1.1 |
|