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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $547M | -$380K | -0.1% | 13.1% | 55.8% | 105 | 0.95% | 4.5 |
|
| 2477 |
2477
Steel Grove Capital Advisors
Memphis,
Tennessee
| $547M | -$91M | -14% | 15.2% | 106% | 159 | 13.21% | 3.2 |
|
| 2478 |
2478
Adams Natural Resources Fund
Baltimore,
Maryland
| $546M | -$47.3M | -8% | 7.21% | 50.6% | 58 | 6.9% | 5.4 |
|
| 2479 |
2479
C2C Wealth Management
Scottsdale,
Arizona
| $546M | -$41.8M | -7% | 12.8% | 77.2% | 212 | 15.09% | 0.5 |
|
| 2480 |
2480
RBO & Co
Saint Helena,
California
| $546M | -$66.5M | -11% | 9.85% | 27.9% | 59 | 3.39% | 5 |
|
| 2481 |
2481
Lee Financial
Dallas,
Texas
| $545M | -$13.7M | -2% | 12.7% | 75% | 1,046 | 30.11% | 1.9 |
|
| 2482 |
2482
Logos Global Management
San Francisco,
California
| $545M | -$226M | -29% | 12% | 1,585% | 51 | 45.1% | 0.8 |
|
| 2483 |
2483
Eudaimonia Partners
Winchester,
Tennessee
| $545M | -$43.2M | -7% | 11.7% | – | 453 | 24.28% | 1.7 |
|
| 2484 |
CCM
2484
Contrarian Capital Management
Greenwich,
Connecticut
| $545M | -$200M | -27% | 21.7% | 29.4% | 40 | 50% | 1 |
|
| 2485 |
2485
Magnus Financial Group
New York
| $544M | -$54.6M | -9% | 14% | 78.2% | 312 | 17.95% | 2 |
|
| 2486 |
2486
Nadler Financial Group
Deerfield,
Illinois
| $543M | -$95M | -15% | 15.5% | 81.8% | 125 | 20% | 5.1 |
|
| 2487 |
TFS
2487
Thoroughbred Financial Services
Brentwood,
Tennessee
| $543M | -$68.9M | -11% | 15.5% | 166% | 403 | 18.61% | 1.8 |
|
| 2488 |
SP
2488
Solel Partners
Boston,
Massachusetts
| $543M | +$80.1M | +17% | 12.7% | 25.9% | 33 | 30.3% | 0.8 |
|
| 2489 |
2489
River Wealth Advisors
Camp Hill,
Pennsylvania
| $543M | -$83.6M | -13% | 13.7% | 80.3% | 226 | 8.41% | 4.6 |
|
| 2490 |
2490
Kathmere Capital Management
Wayne,
Pennsylvania
| $542M | -$45.3M | -8% | 11.4% | 68.3% | 186 | 24.73% | 1.4 |
|
| 2491 |
2491
Willow Creek Wealth Management
Sebastopol,
California
| $539M | +$41.6M | +8% | 9.73% | 36.5% | 134 | 20.15% | 2.7 |
|
| 2492 |
2492
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $539M | -$213M | -28% | 10.4% | 88.9% | 185 | 74.59% | 0.3 |
|
| 2493 |
2493
Stillwater Capital Advisors
Devon,
Pennsylvania
| $538M | -$84M | -13% | 13.8% | 121% | 80 | 6.25% | 4.4 |
|
| 2494 |
2494
Insight Wealth Strategies
San Ramon,
California
| $538M | -$140M | -21% | 12.1% | 83.5% | 163 | 18.4% | 2.2 |
|
| 2495 |
BCM
2495
Bayesian Capital Management
Brooklyn,
New York
| $537M | -$133M | -20% | 15.8% | 107% | 1,208 | 75.91% | 0.2 |
|
| 2496 |
2496
KMG Fiduciary Partners
Toledo,
Ohio
| $536M | -$89M | -14% | 14.3% | 114% | 216 | 12.96% | 2.1 |
|
| 2497 |
2497
LS Investment Advisors
Bloomfield Hills,
Michigan
| $536M | -$93.5M | -15% | 14.5% | 98.7% | 149 | 17.45% | 7.7 |
|
| 2498 |
2498
Isthmus Partners
Madison,
Wisconsin
| $536M | -$72.7M | -12% | 11.2% | 73.7% | 151 | 7.28% | 3.3 |
|
| 2499 |
2499
Manitou Investment Management
Toronto,
Ontario, Canada
| $536M | -$116M | -18% | 16.6% | 69.3% | 46 | 8.7% | 3.6 |
|
| 2500 |
2500
Tufton Capital Management
Hunt Valley,
Maryland
| $535M | -$83.4M | -13% | 11.6% | 96.1% | 126 | 10.32% | 6.3 |
|