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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
Wellspring Financial Advisors
Cleveland,
Ohio
| $633M | +$231M | +57% | 8.06% | 77.2% | 156 | 21.79% | 2 |
|
| 2677 |
PRC
2677
Pearl River Capital
Niles,
Michigan
| $633M | +$8.81M | +1% | 8.45% | 20.3% | 695 | 69.78% | 0.4 |
|
| 2678 |
2678
Honeycomb Asset Management
New York
| $633M | +$216M | +52% | 18.7% | 49% | 51 | 72.55% | 0.3 |
|
| 2679 |
2679
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $631M | +$45.7M | +8% | 6.99% | 80.3% | 199 | 33.17% | 2.3 |
|
| 2680 |
2680
McIlrath & Eck
Arlington,
Washington
| $631M | +$62.3M | +11% | 6.18% | 44% | 973 | 8.84% | 3.7 |
|
| 2681 |
2681
Falcon Wealth Planning
Ontario,
California
| $631M | +$59.2M | +10% | 4.78% | 56.4% | 138 | 7.97% | 1.9 |
|
| 2682 |
2682
Nextech Invest
Zurich,
Switzerland
| $631M | +$94M | +18% | 16.9% | 982% | 13 | 23.08% | 1.3 |
|
| 2683 |
2683
Arvest Investments
Lowell,
Arkansas
| $631M | +$15.1M | +2% | 5.18% | 50% | 160 | 6.88% | 0.2 |
|
| 2684 |
2684
Parkside Investments
Deerfield,
Illinois
| $631M | +$39.4M | +7% | 5.82% | 70.4% | 104 | 21.15% | 3.4 |
|
| 2685 |
2685
LS Investment Advisors
Bloomfield Hills,
Michigan
| $630M | +$53.4M | +9% | 9.7% | 98.7% | 138 | 5.8% | 8 |
|
| 2686 |
2686
MONECO Advisors
Fairfield,
Connecticut
| $630M | +$105M | +20% | 8.8% | 77.7% | 427 | 15.93% | 2.1 |
|
| 2687 |
2687
LM Advisors
San Diego,
California
| $630M | +$133M | +27% | 8.29% | – | 750 | 74.13% | 0.2 |
|
| 2688 |
2688
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $629M | +$100M | +19% | 9.48% | 97.3% | 523 | 19.31% | 3.5 |
|
| 2689 |
2689
Greenline Partners
New York
| $627M | +$36.4M | +6% | 4.61% | 69.6% | 125 | 3.2% | 3.3 |
|
| 2690 |
2690
Institutional & Family Asset Management
Fort Collins,
Colorado
| $627M | +$19.3M | +3% | 6.64% | 19% | 785 | 15.8% | 4 |
|
| 2691 |
2691
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $627M | +$69.3M | +12% | 8% | 76.7% | 184 | 15.22% | 2.6 |
|
| 2692 |
2692
South Street Advisors
New York
| $627M | +$91.6M | +17% | 18.1% | 169% | 77 | 12.99% | 3.4 |
|
| 2693 |
2693
Third Avenue Management
New York
| $627M | +$17.4M | +3% | 7.05% | 113% | 60 | 5% | 5.1 |
|
| 2694 |
WCM
2694
Woodson Capital Management
Greenwich,
Connecticut
| $626M | +$140M | +29% | 15% | 235% | 47 | 31.91% | 1.4 |
|
| 2695 |
2695
Slow Capital
Greenbrae,
California
| $624M | +$49.3M | +9% | 8.44% | 156% | 126 | 6.35% | 4.7 |
|
| 2696 |
2696
OLP Capital Management
Causeway Bay,
Hong Kong
| $624M | -$26.8M | -4% | 1.78% | 146% | 4 | 25% | 1.3 |
|
| 2697 |
GIM
2697
Greylin Investment Management
Orange,
Virginia
| $624M | +$45.3M | +8% | 11.3% | 52.1% | 80 | 7.5% | 5.5 |
|
| 2698 |
2698
Running Oak Capital
Edina,
Minnesota
| $624M | +$116M | +23% | 12.5% | 40.8% | 60 | 6.67% | 2.6 |
|
| 2699 |
2699
Centerbridge Partners
New York
| $623M | +$19.2M | +3% | 2.2% | 15.9% | 13 | 23.08% | 1.8 |
|
| 2700 |
PGCM
2700
Prescott Group Capital Management
Tulsa,
Oklahoma
| $623M | +$52.4M | +9% | 9.63% | 135% | 215 | 26.05% | 1.9 |
|