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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Mark Asset Management
New York
| $440M | +$34.2M | +8% | 8.86% | 325% | 58 | 31.03% | 2.1 |
|
| 2827 |
2827
Sage Mountain Advisors
Atlanta,
Georgia
| $440M | +$63.7M | +17% | 8.04% | 62.5% | 437 | 45.31% | 1.1 |
|
| 2828 |
2828
Hartline Investment Corp
Winnetka,
Illinois
| $440M | +$319M | +263% | 3.73% | 222% | 226 | 86.73% | 1.8 |
|
| 2829 |
2829
Styrax Capital
New York
| $439M | +$37.3M | +9% | 9.29% | 310% | 18 | 55.56% | 0.3 |
|
| 2830 |
2830
TrinityPoint Wealth
Milford,
Connecticut
| $439M | +$1.83M | +0.4% | 7.71% | 28.4% | 301 | 14.62% | 2.4 |
|
| 2831 |
2831
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $439M | +$74.1M | +20% | 10.3% | 51.1% | 868 | 28.34% | 1.6 |
|
| 2832 |
2832
Blue Edge Capital
Richmond,
Virginia
| $439M | +$35M | +9% | 7.61% | 67.4% | 111 | 10.81% | 4.7 |
|
| 2833 |
2833
Chemung Canal Trust
Elmira,
New York
| $439M | +$37.6M | +9% | 11.3% | 80.9% | 120 | 3.33% | 6.3 |
|
| 2834 |
EFL
2834
ERn Financial LLC
Middleton,
Wisconsin
| $439M | +$47.7M | +12% | 7.39% | 61.2% | 176 | 11.93% | 1.8 |
|
| 2835 |
LCM
2835
Lonestar Capital Management
San Francisco,
California
| $438M | +$67.3M | +18% | 7.65% | 260% | 37 | 51.35% | 0.7 |
|
| 2836 |
MWM
2836
Madison Wealth Management
Cincinnati,
Ohio
| $438M | +$30.6M | +8% | 7.74% | 35.1% | 169 | 12.43% | 2.2 |
|
| 2837 |
2837
Sompo Asset Management
Tokyo,
Japan
| $438M | +$45.6M | +12% | 9.77% | 84.7% | 189 | 11.11% | 2.4 |
|
| 2838 |
2838
One Wealth Advisors
San Francisco,
California
| $438M | +$132M | +43% | 6.88% | 66% | 635 | 73.07% | 0.4 |
|
| 2839 |
2839
Souders Financial Advisors
Cincinnati,
Ohio
| $438M | +$69.5M | +19% | 8.93% | 54.9% | 156 | 12.18% | 1.7 |
|
| 2840 |
2840
HHM Wealth Advisors
Chattanooga,
Tennessee
| $437M | +$57.1M | +15% | 8.34% | 62.3% | 760 | 19.47% | 1.8 |
|
| 2841 |
2841
Sector Gamma AS
Oslo,
Norway
| $437M | +$49.4M | +13% | 13.3% | 35.3% | 38 | 36.84% | 2.7 |
|
| 2842 |
2842
Citizens Business Bank
Ontario,
California
| $437M | +$26.9M | +7% | 8.12% | 108% | 124 | 8.06% | 6.1 |
|
| 2843 |
2843
Silicon Valley Capital Partners
San Jose,
California
| $437M | -$23.9M | -5% | 5.96% | 103% | 252 | 64.29% | 0.7 |
|
| 2844 |
2844
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $436M | +$64.7M | +17% | 6.38% | 38.2% | 136 | 7.35% | 2.8 |
|
| 2845 |
2845
Schnieders Capital Management
Pasadena,
California
| $436M | +$58.3M | +15% | 7.97% | 103% | 202 | 8.91% | 4.8 |
|
| 2846 |
2846
Gifford Fong Associates
Lafayette,
California
| $436M | +$31.8M | +8% | 9.72% | 180% | 140 | 0.71% | 4.2 |
|
| 2847 |
2847
World Investment Advisors
Santa Barbara,
California
| $436M | +$14.9M | +4% | 7.9% | 65.4% | 277 | 25.99% | 2.1 |
|
| 2848 |
2848
Sharkey, Howes & Javer
Denver,
Colorado
| $436M | -$23.2M | -5% | 7.6% | 60.2% | 115 | 26.09% | 2.7 |
|
| 2849 |
2849
Stockman Wealth Management
Billings,
Montana
| $435M | +$65.7M | +18% | 12.7% | 77.5% | 210 | 20.95% | 3.9 |
|
| 2850 |
2850
Conversant Capital
Summit,
New Jersey
| $435M | +$14.9M | +4% | 9.15% | 228% | 28 | 60.71% | 0.5 |
|