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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
KWMG
2751
King Wealth Management Group
Naples,
Florida
| $276M | -$43.4M | -14% | 13.8% | 86% | 145 | 22.07% | 3.2 |
|
| 2752 |
2752
St Louis Trust
Saint Louis,
Missouri
| $276M | -$16.4M | -6% | 14.5% | 71.4% | 78 | 5.13% | 2.1 |
|
| 2753 |
RCM
2753
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $276M | -$47.2M | -15% | 10.5% | 31.2% | 40 | 12.5% | 2.9 |
|
| 2754 |
2754
Founders Financial Securities
Towson,
Maryland
| $276M | -$83.9M | -23% | 7.84% | 64.3% | 117 | 31.62% | 1.4 |
|
| 2755 |
2755
Prime Capital Investment Advisors
Overland Park,
Kansas
| $276M | -$39.3M | -12% | 13.5% | 78.7% | 457 | 65.86% | 0.3 |
|
| 2756 |
2756
Sound View Wealth Advisors
Savannah,
Georgia
| $276M | – | – | 8.71% | – | 230 | – | 0 |
|
| 2757 |
2757
Zevin Asset Management
Boston,
Massachusetts
| $276M | -$66.9M | -20% | 8.55% | 71.7% | 108 | 17.59% | 3.2 |
|
| 2758 |
GTC
2758
Ghost Tree Capital
New York
| $276M | -$195M | -41% | 21.1% | 265% | 67 | 58.21% | 0.5 |
|
| 2759 |
2759
Rinet Company
Boston,
Massachusetts
| $275M | +$3.72M | +1% | 15% | 33.1% | 25 | 16% | 2.5 |
|
| 2760 |
IAA
2760
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $275M | -$55.3M | -17% | 13.9% | 49.3% | 111 | 32.43% | 1.9 |
|
| 2761 |
2761
SeaBridge Investment Advisors
Summit,
New Jersey
| $275M | -$115M | -29% | 16.2% | 128% | 263 | 14.07% | 3.1 |
|
| 2762 |
2762
Clarius Group LLC
Seattle,
Washington
| $275M | -$7.05M | -2% | 14.5% | 92.1% | 142 | 30.28% | 1.4 |
|
| 2763 |
2763
Tairen Capital
Hong Kong
| $275M | -$29.6M | -10% | 14.2% | 462% | 34 | 64.71% | 0.3 |
|
| 2764 |
2764
Simon Quick Advisors
Morristown,
New Jersey
| $275M | +$27.5M | +11% | 14.8% | 77.8% | 390 | 34.87% | 1 |
|
| 2765 |
2765
Capital Planning Advisors
Roseville,
California
| $275M | -$38.3M | -12% | 12.5% | 64.2% | 126 | 19.05% | 2.1 |
|
| 2766 |
2766
Sio Capital Management
New York
| $275M | -$16.9M | -6% | 19.7% | 564% | 93 | 59.14% | 0.3 |
|
| 2767 |
2767
Callan Capital
La Jolla,
California
| $274M | -$28.5M | -9% | 13.3% | 20.1% | 55 | 14.55% | 3.1 |
|
| 2768 |
2768
Arbor Investment Advisors
Winston Salem,
North Carolina
| $274M | +$5.28M | +2% | 10.6% | 48.5% | 59 | 8.47% | 3.3 |
|
| 2769 |
2769
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $274M | -$59.7M | -18% | 3.58% | 7.8% | 114 | 23.68% | 1.5 |
|
| 2770 |
FIMG
2770
Financial & Investment Management Group
Traverse City,
Michigan
| $274M | -$29.6M | -10% | 6.63% | 18.9% | 139 | 30.22% | 1.5 |
|
| 2771 |
2771
Battery Partners IX
Boston,
Massachusetts
| $274M | -$35.8M | -12% | 9.68% | 322% | 4 | 25% | 1.5 |
|
| 2772 |
2772
Deer VIII & Co
Larchmont,
New York
| $274M | +$40.5M | +17% | 17.3% | – | 1 | 0% | 1 |
|
| 2773 |
2773
American National Bank & Trust
Wichita Falls,
Texas
| $274M | -$73.1M | -21% | 13.1% | 102% | 207 | 33.33% | 3.5 |
|
| 2774 |
2774
Nightview Capital
Austin,
Texas
| $274M | +$2.64M | +1% | 8.03% | 170% | 16 | 43.75% | 0.8 |
|
| 2775 |
2775
ARS Wealth Advisors
St. Petersburg,
Florida
| $274M | -$34.1M | -11% | 10% | 62.5% | 121 | 17.36% | 2.9 |
|