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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2351 |
NG
2351
Norden Group
Provo,
Utah
| $1.02B | +$37.2M | +4% | 3.5% | 92.5% | 646 | 17.65% |
|
| 2352 |
IWA
2352
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.02B | -$22.9M | -2% | 3.06% | 221% | 212 | 46.23% |
|
| 2353 |
GG
2353
Gleason Group
Prospect,
Kentucky
| $1.02B | +$24.2M | +2% | 1.72% | 64% | 237 | 19.41% |
|
| 2354 |
AAM
2354
Azzad Asset Management
Falls Church,
Virginia
| $1.02B | +$5.82M | +0.6% | 2.66% | 101% | 355 | 14.93% |
|
| 2355 |
AWP
2355
Abacus Wealth Partners
Santa Monica,
California
| $1.02B | +$324M | +47% | 2.14% | 46% | 514 | 80.93% |
|
| 2356 |
JVBC
2356
J.V. Bruni & Co
Colorado Springs,
Colorado
| $1.02B | +$27.8M | +3% | 2.6% | 97.9% | 33 | 9.09% |
|
| 2357 |
CVM
2357
Cheviot Value Management
Beverly Hills,
California
| $1.02B | +$77.9M | +8% | 5.22% | 77.8% | 451 | 9.76% |
|
| 2358 |
MWA
2358
Monograph Wealth Advisors
Manhattan Beach,
California
| $1.02B | +$29.8M | +3% | 3.11% | 68% | 143 | 8.39% |
|
| 2359 |
MSA
2359
Mason Street Advisors
Milwaukee,
Wisconsin
| $1.02B | +$51.6M | +5% | 0.38% | 32% | 17 | 23.53% |
|
| 2360 |
MAM
2360
Melqart Asset Management
London,
United Kingdom
| $1.02B | +$266M | +36% | 17.2% | 248% | 65 | 63.08% |
|
| 2361 |
CAS
2361
Coppell Advisory Solutions
Coppell,
Texas
| $1.02B | +$71.9M | +8% | 2% | – | 422 | 13.51% |
|
| 2362 |
ST
2362
Sentinel Trust
Houston,
Texas
| $1.02B | +$34.3M | +3% | 2.32% | 79.2% | 137 | 8.76% |
|
| 2363 |
TCM
2363
Tributary Capital Management
Omaha,
Nebraska
| $1.02B | -$90.1M | -8% | 1.07% | 82.3% | 173 | 7.51% |
|
| 2364 |
CC
2364
Cornerstone Capital
Palo Alto,
California
| $1.01B | -$7.74M | -0.8% | 1.8% | 91.2% | 115 | 11.3% |
|
| 2365 |
TCOT
2365
Trust Company of Toledo
Holland,
Ohio
| $1.01B | +$15.8M | +2% | 3.58% | 93.8% | 796 | 4.52% |
|
| 2366 |
VCP
2366
Vista Capital Partners
Portland,
Oregon
| $1.01B | +$30.2M | +3% | 1.49% | 61.2% | 166 | 21.08% |
|
| 2367 |
TAMH
2367
Taikang Asset Management (HK)
Hong Kong
| $1.01B | +$116M | +13% | 4.63% | 172% | 115 | 20.87% |
|
| 2368 |
HWA
2368
HCR Wealth Advisors
Los Angeles,
California
| $1.01B | +$44M | +5% | 2.85% | 91% | 264 | 10.98% |
|
| 2369 |
GRA
2369
Goehring & Rozencwajg Associates
New York
| $1.01B | +$179M | +21% | 6.9% | 148% | 44 | 6.82% |
|
| 2370 |
WCM
2370
Wealthcare Capital Management
Richmond,
Virginia
| $1.01B | +$22.3M | +2% | 2.84% | 41.4% | 92 | 11.96% |
|
| 2371 |
DC
2371
Dendur Capital
New York
| $1.01B | +$42.3M | +4% | 7.84% | 99.6% | 23 | 60.87% |
|
| 2372 |
GHC
2372
Great Hill Capital
New York
| $1.01B | +$363M | +56% | 1.25% | – | 59 | 23.73% |
|
| 2373 |
BFG
2373
Beacon Financial Group
Dallas,
Texas
| $1.01B | -$11.2M | -1% | 1.33% | 60.3% | 361 | 8.03% |
|
| 2374 |
AF
2374
Arrow Financial
Glens Falls,
New York
| $1B | +$25.1M | +3% | 2.49% | 66.5% | 167 | 8.98% |
|
| 2375 |
PHS
2375
PFM Health Sciences
San Francisco,
California
| $1B | -$297M | -23% | 25.7% | 241% | 103 | 54.37% |
|