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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Bouchey Financial Group
Troy,
New York
| $231M | +$23.5M | +11% | 6.04% | 66.7% | 76 | 36.84% | 1.3 |
|
| 2677 |
2677
Proprium Capital Partners
Stamford,
Connecticut
| $231M | -$5.62M | -2% | 1.43% | 6.09% | 2 | 0% | 1.8 |
|
| 2678 |
2678
Accuvest Global Advisors
Provo,
Utah
| $231M | +$11.9M | +5% | 3.24% | 130% | 76 | 27.63% | 0.8 |
|
| 2679 |
2679
Pure Financial Advisors
San Diego,
California
| $231M | +$17.1M | +8% | 1.96% | 47.2% | 72 | 15.28% | 1.7 |
|
| 2680 |
2680
United Asset Strategies
Garden City,
New York
| $230M | +$13.4M | +6% | 3.79% | 94.6% | 143 | 16.08% | 1.2 |
|
| 2681 |
2681
Alibaba Group
Causeway Bay,
Hong Kong
| $230M | – | – | 32.9% | 2.06% | 3 | – | 0 |
|
| 2682 |
2682
Whalerock Point Partners
Providence,
Rhode Island
| $230M | -$2.12M | -0.9% | 3.82% | 103% | 162 | 19.75% | 1.5 |
|
| 2683 |
2683
Waverly Advisors
Birmingham,
Alabama
| $230M | +$84.7M | +58% | 3.16% | 67.6% | 468 | 78.42% | 1.5 |
|
| 2684 |
2684
First Bankers Trust
Louisville,
Kentucky
| $230M | +$12.5M | +6% | 7.07% | 78.9% | 148 | 8.11% | 2.2 |
|
| 2685 |
2685
Whitney & Co
Rochester,
New York
| $229M | +$8.14M | +4% | 6.05% | 93.2% | 116 | 10.34% | 2 |
|
| 2686 |
2686
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $229M | -$1.47M | -0.6% | 3.35% | 12.8% | 160 | 15.63% | 1.4 |
|
| 2687 |
2687
Ion Asset Management
Herzliya,
Israel
| $228M | +$156M | +218% | 9.11% | 125% | 26 | 26.92% | 0.6 |
|
| 2688 |
2688
Greatmark Investment Partners
Columbus,
Georgia
| $228M | +$12M | +6% | 6.43% | 62% | 87 | 4.6% | 2.1 |
|
| 2689 |
2689
SignalPoint Asset Management
Springfield,
Missouri
| $228M | +$6.74M | +3% | 3.54% | 36% | 223 | 13.9% | 1.6 |
|
| 2690 |
2690
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $228M | +$23.8M | +12% | 3.14% | 140% | 176 | 28.98% | 1.3 |
|
| 2691 |
2691
Atlantic Union Bankshares
Glen Allen,
Virginia
| $228M | +$12.4M | +6% | 5.33% | 78.9% | 144 | 13.19% | 1.4 |
|
| 2692 |
CC
2692
Carbonado Capital
New York
| $228M | – | – | 7.49% | 62.2% | 11 | – | 0 |
|
| 2693 |
2693
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $228M | +$14.5M | +7% | 10.6% | 76.1% | 147 | 8.84% | 2.1 |
|
| 2694 |
2694
Bailard
Foster City,
California
| $227M | -$413M | -64% | 7.06% | 105% | 405 | 89.38% | 0.3 |
|
| 2695 |
2695
Ropes Wealth Advisors
Boston,
Massachusetts
| $227M | +$36.6M | +19% | 7.61% | 71% | 569 | 38.66% | 0.5 |
|
| 2696 |
2696
Ranger International Management
Lake Forest,
Illinois
| $227M | -$75.9M | -25% | 3.53% | 23.4% | 45 | 31.11% | 1.2 |
|
| 2697 |
2697
TRUE Private Wealth Advisors
Salem,
Oregon
| $227M | – | – | 3.31% | 89.2% | 89 | – | 0 |
|
| 2698 |
2698
Quinn Opportunity Partners
Charlottesville,
Virginia
| $227M | +$11.5M | +5% | 0.26% | 77.6% | 147 | 45.58% | 0.5 |
|
| 2699 |
GJCM
2699
Grand Jean Capital Management
San Francisco,
California
| $227M | +$6.48M | +3% | 8% | 61.4% | 39 | 20.51% | 1.9 |
|
| 2700 |
2700
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $227M | +$24.3M | +12% | 3.8% | 167% | 70 | 61.43% | 0.5 |
|