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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
UNICOM Systems
Las Vegas,
Nevada
| $1.02B | +$10.8M | +1% | 0.72% | – | 23 | 21.74% | 0.7 |
|
| 2352 |
2352
Wealth Alliance
Mellville,
New York
| $1.02B | +$49.3M | +5% | 2.69% | 75.7% | 601 | 16.14% | 3.1 |
|
| 2353 |
2353
Norden Group
Provo,
Utah
| $1.02B | +$37.2M | +4% | 3.5% | 104% | 646 | 17.65% | 1.3 |
|
| 2354 |
2354
IBEX Wealth Advisors
Bedminster,
New Jersey
| $1.02B | -$22.9M | -2% | 3.06% | 221% | 212 | 46.23% | 1.2 |
|
| 2355 |
2355
Gleason Group
Prospect,
Kentucky
| $1.02B | +$24.2M | +2% | 1.72% | 69.1% | 237 | 19.41% | 4 |
|
| 2356 |
2356
Azzad Asset Management
Falls Church,
Virginia
| $1.02B | +$5.82M | +0.6% | 2.66% | 101% | 355 | 14.93% | 2.4 |
|
| 2357 |
2357
Abacus Wealth Partners
Santa Monica,
California
| $1.02B | +$324M | +47% | 2.14% | 46% | 514 | 80.93% | 0.5 |
|
| 2358 |
2358
J.V. Bruni & Co
Colorado Springs,
Colorado
| $1.02B | +$27.8M | +3% | 2.6% | 97.9% | 33 | 9.09% | 5.8 |
|
| 2359 |
2359
Cheviot Value Management
Beverly Hills,
California
| $1.02B | +$77.9M | +8% | 5.22% | 77.8% | 451 | 9.76% | 1.6 |
|
| 2360 |
2360
Monograph Wealth Advisors
Manhattan Beach,
California
| $1.02B | +$29.8M | +3% | 3.11% | 68% | 143 | 8.39% | 2.3 |
|
| 2361 |
2361
Mason Street Advisors
Milwaukee,
Wisconsin
| $1.02B | +$51.6M | +5% | 0.38% | 32% | 17 | 23.53% | 2.2 |
|
| 2362 |
2362
Melqart Asset Management
London,
United Kingdom
| $1.02B | +$266M | +36% | 17.2% | 250% | 65 | 63.08% | 0.5 |
|
| 2363 |
2363
Coppell Advisory Solutions
Coppell,
Texas
| $1.02B | +$71.9M | +8% | 2% | – | 422 | 13.51% | 1.9 |
|
| 2364 |
2364
Sentinel Trust
Houston,
Texas
| $1.02B | +$34.3M | +3% | 2.32% | 79.2% | 137 | 8.76% | 3.7 |
|
| 2365 |
2365
Tributary Capital Management
Omaha,
Nebraska
| $1.02B | -$90.1M | -8% | 1.07% | 82.6% | 173 | 7.51% | 5.1 |
|
| 2366 |
CC
2366
Cornerstone Capital
Palo Alto,
California
| $1.01B | -$7.74M | -0.8% | 1.8% | 91.2% | 115 | 11.3% | 6 |
|
| 2367 |
TCOT
2367
Trust Company of Toledo
Holland,
Ohio
| $1.01B | +$15.8M | +2% | 3.58% | 109% | 796 | 4.52% | 2.6 |
|
| 2368 |
2368
Vista Capital Partners
Portland,
Oregon
| $1.01B | +$30.2M | +3% | 1.49% | 61.2% | 166 | 21.08% | 4 |
|
| 2369 |
2369
Taikang Asset Management (HK)
Hong Kong
| $1.01B | +$116M | +13% | 4.63% | 172% | 115 | 20.87% | 2.7 |
|
| 2370 |
2370
HCR Wealth Advisors
Los Angeles,
California
| $1.01B | +$44M | +5% | 2.85% | 107% | 264 | 10.98% | 4.2 |
|
| 2371 |
2371
Goehring & Rozencwajg Associates
New York
| $1.01B | +$179M | +21% | 6.9% | 148% | 44 | 6.82% | 2.7 |
|
| 2372 |
2372
Wealthcare Capital Management
Richmond,
Virginia
| $1.01B | +$22.3M | +2% | 2.84% | 46.2% | 92 | 11.96% | 4.8 |
|
| 2373 |
2373
Dendur Capital
New York
| $1.01B | +$42.3M | +4% | 7.84% | 99.6% | 23 | 60.87% | 0.6 |
|
| 2374 |
2374
Great Hill Capital
New York
| $1.01B | +$363M | +56% | 1.25% | – | 59 | 23.73% | 0.2 |
|
| 2375 |
2375
Beacon Financial Group
Dallas,
Texas
| $1.01B | -$11.2M | -1% | 1.33% | 66.6% | 361 | 8.03% | 4.5 |
|