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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Arkadios Wealth Advisors
Atlanta,
Georgia
| $694M | -$127M | -16% | 0.74% | 91.1% | 2,136 | 14.14% | 0.9 |
|
| 2402 |
2402
Circle Wealth Management
Summit,
New Jersey
| $693M | -$3.05M | -0.4% | 0.41% | 71.8% | 188 | 12.23% | 2.1 |
|
| 2403 |
2403
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $692M | +$37.4M | +6% | 0.89% | 77.5% | 387 | 20.16% | 1.2 |
|
| 2404 |
2404
Endeavour Capital Advisors
Greenwich,
Connecticut
| $692M | -$92M | -12% | 3.71% | 105% | 69 | 13.04% | 2.1 |
|
| 2405 |
2405
Teton Advisors
Rye,
New York
| $690M | -$58.7M | -8% | 3.36% | 139% | 415 | 7.23% | 4.9 |
|
| 2406 |
2406
Connable Office Inc
Kalamazoo,
Michigan
| $689M | -$32.4M | -4% | 0.76% | 68.3% | 224 | 10.71% | 3.2 |
|
| 2407 |
2407
Financial Architects (New Jersey)
Marlton,
New Jersey
| $689M | -$5.45M | -0.8% | 0.37% | 31.3% | 355 | 14.65% | 4.4 |
|
| 2408 |
2408
Hein Park Capital Management
New York
| $689M | +$158M | +30% | 3.86% | 122% | 11 | 27.27% | 0.6 |
|
| 2409 |
2409
Thomas White International
Chicago,
Illinois
| $688M | -$40.6M | -6% | 2.72% | 34.9% | 331 | 12.08% | 2.6 |
|
| 2410 |
2410
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $687M | -$267M | -28% | 0.54% | 140% | 428 | 27.1% | 1.4 |
|
| 2411 |
2411
TRUE Private Wealth Advisors
Salem,
Oregon
| $687M | +$14M | +2% | 0.16% | 89.2% | 256 | 12.11% | 2.8 |
|
| 2412 |
2412
Woodmont Investment Counsel
Nashville,
Tennessee
| $687M | +$50.6M | +8% | 0.22% | 75.3% | 213 | 8.45% | 4.6 |
|
| 2413 |
2413
Private Trust Company
Cleveland,
Ohio
| $687M | +$26.9M | +4% | 0.19% | 87.7% | 409 | 5.87% | 4.5 |
|
| 2414 |
2414
Royal Fund Management
Lady Lake,
Florida
| $686M | +$82.4M | +14% | 1.13% | 103% | 201 | 13.93% | 2.8 |
|
| 2415 |
2415
KWMG LLC
Overland Park,
Kansas
| $685M | +$18.5M | +3% | 0.91% | 76.2% | 144 | 2.08% | 3.9 |
|
| 2416 |
MPAM
2416
Monarch Partners Asset Management
Boston,
Massachusetts
| $685M | -$10.4M | -1% | 1.63% | 136% | 187 | 39.57% | 0.7 |
|
| 2417 |
2417
St. James Investment Company
Southlake,
Texas
| $684M | -$157M | -19% | 2.02% | 43.8% | 38 | 7.89% | 2.3 |
|
| 2418 |
2418
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $683M | +$197M | +40% | 0.91% | 51.8% | 25 | 24% | 1.5 |
|
| 2419 |
2419
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $683M | -$44.7M | -6% | 1.97% | 52.3% | 40 | 25% | 0.6 |
|
| 2420 |
2420
Emery Howard Portfolio Management
Burlingame,
California
| $683M | +$3.48M | +0.5% | 1.39% | 66.5% | 47 | 2.13% | 4.7 |
|
| 2421 |
2421
Strategic Global Advisors
Newport Beach,
California
| $683M | +$132M | +24% | 2.04% | 137% | 161 | 25.47% | 1.6 |
|
| 2422 |
2422
Sycomore Asset Management
Paris,
France
| $683M | -$39M | -5% | 0.4% | 163% | 124 | 33.06% | 0.8 |
|
| 2423 |
SCM
2423
SIR Capital Management
New York
| $682M | +$6.8M | +1% | 4.37% | 71.1% | 87 | 42.53% | 0.6 |
|
| 2424 |
2424
WMS Partners
Towson,
Maryland
| $682M | +$5.8M | +0.9% | 0.4% | 10.8% | 300 | 20% | 3.3 |
|
| 2425 |
2425
Silverback Asset Management
Chapel Hill,
North Carolina
| $681M | -$147M | -18% | 0.46% | 92.1% | 88 | 29.55% | 0.4 |
|