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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Resonant Capital Advisors
Madison,
Wisconsin
| $344M | +$70M | +26% | 18.4% | 56.5% | 202 | 19.31% | 0.5 |
|
| 2727 |
EVM
2727
Evelyn V. Moreno
| $344M | +$49.2M | +17% | 20.6% | 39.4% | 68 | 7.35% | 4.5 |
|
| 2728 |
2728
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $344M | -$15.3M | -4% | 15.7% | 28% | 101 | 22.77% | 2.3 |
|
| 2729 |
2729
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $344M | +$47.8M | +16% | 18.7% | 117% | 221 | 12.22% | 2.9 |
|
| 2730 |
2730
Moloney Securities Asset Management
Manchester,
Missouri
| $344M | +$64.7M | +23% | 19.1% | 86% | 345 | 26.09% | 1.9 |
|
| 2731 |
2731
Venture Visionary Partners
Sylvania,
Ohio
| $344M | +$78.5M | +30% | 25.2% | 95.4% | 192 | 25% | 0.4 |
|
| 2732 |
2732
Mainstay Capital Management
Grand Blanc,
Michigan
| $344M | +$33.3M | +11% | 26.6% | 131% | 119 | 28.57% | 1.3 |
|
| 2733 |
2733
Sio Capital Management
New York
| $343M | +$44.3M | +15% | 37.5% | 564% | 100 | 53% | 0.4 |
|
| 2734 |
2734
RK Capital Management (Colorado)
Denver,
Colorado
| $342M | +$120M | +54% | 34.2% | 89% | 69 | 37.68% | 1.1 |
|
| 2735 |
2735
Kathmere Capital Management
Wayne,
Pennsylvania
| $342M | +$66.6M | +24% | 12.8% | 68.3% | 126 | 46.83% | 0.3 |
|
| 2736 |
BCM
2736
BlueMar Capital Management
Miami,
Florida
| $342M | +$119M | +54% | 26.4% | 27.4% | 72 | 69.44% | 0.4 |
|
| 2737 |
2737
Bracebridge Capital LLC
Boston,
Massachusetts
| $341M | -$210M | -38% | 15.4% | 156% | 15 | 33.33% | 0.4 |
|
| 2738 |
CL
2738
CIM LLC
Albany,
New York
| $341M | +$77.8M | +30% | 31.2% | 108% | 116 | 16.38% | 3.3 |
|
| 2739 |
2739
Advanced Asset Management Advisors
Dublin,
Ohio
| $341M | +$52.4M | +18% | 19.4% | 93.6% | 129 | 30.23% | 1.3 |
|
| 2740 |
2740
Gateway Advisory
Westfield,
New Jersey
| $341M | +$43.6M | +15% | 13.5% | 26% | 69 | 31.88% | 2 |
|
| 2741 |
2741
Slow Capital
Greenbrae,
California
| $341M | +$75.8M | +29% | 30.2% | 156% | 175 | 14.29% | 1.8 |
|
| 2742 |
RI
2742
RPTC Inc
Jackson,
Wyoming
| $341M | +$25.7M | +8% | 10.4% | 66.4% | 11 | 45.45% | 2.8 |
|
| 2743 |
2743
Principle Wealth Partners
Madison,
Connecticut
| $341M | +$74.1M | +28% | 21.8% | 79.9% | 479 | 72.23% | 0.4 |
|
| 2744 |
KWMG
2744
King Wealth Management Group
Naples,
Florida
| $340M | +$109M | +47% | 22.2% | 86% | 161 | 20.5% | 3.1 |
|
| 2745 |
2745
Elite Wealth Management
Kirkland,
Washington
| $340M | +$212M | +166% | 30.6% | 142% | 44 | 27.27% | 2.4 |
|
| 2746 |
MRCP
2746
Manor Road Capital Partners
New York
| $340M | -$64.3M | -16% | 31.6% | 78.3% | 15 | 40% | 1.1 |
|
| 2747 |
2747
Miller Investment Management
West Conshohocken,
Pennsylvania
| $340M | +$29.2M | +9% | 18.8% | 60.2% | 74 | 10.81% | 4.9 |
|
| 2748 |
2748
JGP Wealth Management
Bend,
Oregon
| $340M | +$57.9M | +21% | 19.9% | 87.8% | 132 | 14.39% | 1.6 |
|
| 2749 |
2749
Divergent Wealth Advisors
South Jordan,
Utah
| $340M | +$58.8M | +21% | 13.3% | 14.7% | 38 | 5.26% | 2 |
|
| 2750 |
2750
Element Capital Management
New York
| $339M | +$232M | +216% | 17.7% | 49.4% | 79 | 86.08% | 0.1 |
|