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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
Strategic Global Advisors
Newport Beach,
California
| $623M | -$1.95M | -0.3% | 7.49% | 137% | 155 | 22.58% | 2 |
|
| 2402 |
2402
Adams Natural Resources Fund
Baltimore,
Maryland
| $622M | -$25.2M | -4% | 3.03% | 50.6% | 56 | 3.57% | 5.8 |
|
| 2403 |
LCM
2403
Lonestar Capital Management
San Francisco,
California
| $622M | +$184M | +42% | 12.1% | 260% | 33 | 33.33% | 0.9 |
|
| 2404 |
2404
Resources Management Corp
West Hartford,
Connecticut
| $622M | -$11.5M | -2% | 1.97% | 78.5% | 516 | 19.38% | 3.2 |
|
| 2405 |
2405
Sunbelt Securities
Houston,
Texas
| $622M | +$110M | +21% | 7.95% | 83.5% | 1,651 | 72.62% | 0.8 |
|
| 2406 |
2406
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $621M | -$56.9M | -8% | 10.6% | 106% | 49 | 20.41% | 2.6 |
|
| 2407 |
2407
WealthShield Partners
Cary,
North Carolina
| $620M | +$98.3M | +19% | 5.83% | 71% | 494 | 43.72% | 1.3 |
|
| 2408 |
2408
Keebeck Wealth Management
Chicago,
Illinois
| $620M | +$50.9M | +9% | 5.69% | 81.3% | 263 | 14.83% | 2 |
|
| 2409 |
2409
Sage Mountain Advisors
Atlanta,
Georgia
| $620M | +$180M | +41% | 7.7% | 67% | 390 | 42.82% | 1 |
|
| 2410 |
2410
C2C Wealth Management
Scottsdale,
Arizona
| $620M | +$42.8M | +7% | 6.02% | 77.2% | 243 | 31.28% | 0.8 |
|
| 2411 |
2411
Pictet North America Advisors
Geneva 73,
Switzerland
| $619M | +$38.3M | +7% | 11.7% | 67.7% | 142 | 22.54% | 3.9 |
|
| 2412 |
2412
Wealth Alliance
Mellville,
New York
| $617M | +$54.1M | +10% | 8.95% | 75.7% | 540 | 17.59% | 1.7 |
|
| 2413 |
2413
Sierra Capital
Miami,
Florida
| $616M | +$31.8M | +5% | 3.71% | 32.4% | 654 | 72.63% | 1.6 |
|
| 2414 |
2414
Cable Hill Partners
Portland,
Oregon
| $615M | +$56.3M | +10% | 6.35% | 20.3% | 223 | 26.46% | 2.3 |
|
| 2415 |
2415
Tompkins Financial
Ithaca,
New York
| $614M | -$18.4M | -3% | 3.3% | 84.4% | 651 | 8.29% | 3.6 |
|
| 2416 |
2416
American Financial Advisors
Marietta,
Georgia
| $614M | +$24.2M | +4% | 5.4% | 52.7% | 130 | 5.38% | 2.1 |
|
| 2417 |
2417
Nordwand Advisors
Radnor,
Pennsylvania
| $614M | -$188M | -23% | 5.36% | 93% | 141 | 63.83% | 0.1 |
|
| 2418 |
2418
CKW Financial Group
Honolulu,
Hawaii
| $613M | +$18.9M | +3% | 6.62% | 70.3% | 207 | 3.38% | 5.5 |
|
| 2419 |
2419
Twele Capital Management
Minnetonka,
Minnesota
| $612M | +$2.56M | +0.4% | 4.6% | 37.1% | 40 | 0% | 7.4 |
|
| 2420 |
2420
Goodnow Investment Group
Darien,
Connecticut
| $612M | -$12.1M | -2% | 8.44% | 131% | 18 | 5.56% | 4.4 |
|
| 2421 |
2421
Avala Global
New York
| $611M | +$335M | +121% | 32.3% | 552% | 15 | 26.67% | 0.2 |
|
| 2422 |
2422
White Mountains Insurance Group
Hanover,
New Hampshire
| $611M | +$109M | +22% | 25.1% | 105% | 2 | 0% | 1.4 |
|
| 2423 |
2423
Virtue Capital Management
Brentwood,
Tennessee
| $611M | -$44M | -7% | 4.17% | 97.9% | 448 | 27.68% | 1.2 |
|
| 2424 |
2424
Strategic Wealth Partners Group
Deerfield,
Illinois
| $611M | +$140M | +30% | 6.68% | – | 60 | 18.33% | 3.5 |
|
| 2425 |
2425
Anson Funds Management
Dallas,
Texas
| $610M | +$4.86M | +0.8% | 25.1% | 2,010% | 286 | 58.39% | 0.6 |
|