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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $787M | +$12.2M | +2% | 0.14% | 56.9% | 152 | 10.53% | 1.1 |
|
| 2377 |
2377
Toth Financial Advisory
Leesburg,
Virginia
| $787M | -$12.1M | -2% | 0.03% | 90.4% | 803 | 17.81% | 3.6 |
|
| 2378 |
2378
CKW Financial Group
Honolulu,
Hawaii
| $784M | +$15.5M | +2% | 1.95% | 62.4% | 232 | 4.74% | 5.8 |
|
| 2379 |
2379
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $781M | +$20.9M | +3% | 6.34% | 146% | 41 | 2.44% | 6.9 |
|
| 2380 |
2380
Keeley-Teton Advisors
Chicago,
Illinois
| $781M | -$31.3M | -4% | 1.21% | 28.6% | 360 | 8.06% | 3.4 |
|
| 2381 |
AP
2381
Archon Partners
Princeton Junction,
New Jersey
| $779M | -$38.3M | -5% | 1.56% | 86% | 40 | 7.5% | 5.9 |
|
| 2382 |
2382
Discovery Capital Management
South Norwalk,
Connecticut
| $779M | +$19M | +3% | 1.8% | 871% | 71 | 52.11% | 0.6 |
|
| 2383 |
2383
FourThought Financial Partners
Venice,
Florida
| $777M | -$95.4M | -11% | 3.58% | 95.9% | 335 | 48.66% | 1.3 |
|
| 2384 |
2384
Rodgers & Associates
Lancaster,
Pennsylvania
| $777M | -$1.56M | -0.2% | 0.54% | 56.3% | 95 | 7.37% | 2.8 |
|
| 2385 |
2385
JAT Capital Management
Greenwich,
Connecticut
| $776M | -$27.1M | -3% | 15.6% | 734% | 62 | 66.13% | 0.4 |
|
| 2386 |
2386
Shepherd Financial Partners
Winchester,
Massachusetts
| $775M | +$11.5M | +2% | 2.68% | 78% | 222 | 6.76% | 3.4 |
|
| 2387 |
2387
Talbot Financial
Bellevue,
Washington
| $775M | +$27.3M | +4% | 6.11% | 118% | 62 | 9.68% | 1.3 |
|
| 2388 |
2388
Infrastructure Capital Advisors
New York
| $775M | -$12.6M | -2% | 1.28% | 52% | 115 | 30.43% | 1.3 |
|
| 2389 |
2389
Trust Company
Manhattan,
Kansas
| $774M | +$13.4M | +2% | 0.72% | 40.6% | 359 | 11.7% | 4.8 |
|
| 2390 |
2390
Wealth Alliance
Mellville,
New York
| $774M | +$12.1M | +2% | 4.44% | 75.7% | 550 | 13.27% | 2.6 |
|
| 2391 |
2391
Monashee Investment Management
Boston,
Massachusetts
| $773M | -$71.9M | -9% | 2.18% | 520% | 144 | 77.08% | 0.2 |
|
| 2392 |
2392
Relative Value Partners Group
| $772M | -$851M | -52% | 5.36% | 8.9% | 511 | 81.8% | 0.8 |
|
| 2393 |
2393
Lake Street Private Wealth
Chicago,
Illinois
| $772M | +$48M | +7% | 5.36% | 105% | 336 | 10.71% | 2.7 |
|
| 2394 |
2394
Savoie Capital
Chicago,
Illinois
| $772M | +$54.3M | +8% | 12.3% | – | 96 | 15.63% | 0.5 |
|
| 2395 |
2395
M Holdings Securities
Portland,
Oregon
| $771M | +$177M | +30% | 3.98% | 83.9% | 348 | 74.14% | 0.8 |
|
| 2396 |
2396
Makaira Partners
La Jolla,
California
| $771M | -$57.8M | -7% | 5.49% | 22% | 11 | 9.09% | 3.6 |
|
| 2397 |
2397
ARS Wealth Advisors Group
St. Petersburg,
Florida
| $771M | +$29.6M | +4% | 4.31% | 89.5% | 174 | 8.62% | 1.7 |
|
| 2398 |
2398
Capital Advisors Ltd
Shaker Heights,
Ohio
| $771M | +$3.39M | +0.4% | 0.95% | 54.2% | 1,717 | 17.3% | 2.9 |
|
| 2399 |
2399
Atlas Capital Advisors
Jackson,
Wyoming
| $770M | +$130M | +20% | 2.23% | – | 984 | 19% | 2.8 |
|
| 2400 |
2400
Nexpoint Asset Management
Dallas,
Texas
| $770M | +$104M | +16% | 5.95% | 253% | 116 | 50.86% | 1.4 |
|