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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
BlueSky Wealth Advisors
New Bern,
North Carolina
| $540M | +$29M | +6% | 3.57% | 45.9% | 73 | 19.18% | 2.8 |
|
| 2877 |
WAM
2877
Warberg Asset Management
Winnetka,
Illinois
| $540M | -$77.1M | -13% | 1.31% | 61.5% | 253 | 43.48% | 0.4 |
|
| 2878 |
KWMG
2878
King Wealth Management Group
Naples,
Florida
| $539M | +$50.5M | +10% | 10.5% | 86% | 191 | 18.85% | 3.7 |
|
| 2879 |
2879
Dividend Assets Capital
Ridgeland,
South Carolina
| $539M | +$42M | +8% | 9.57% | 67.4% | 532 | 8.27% | 2.3 |
|
| 2880 |
AMCA
2880
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $538M | +$45.7M | +9% | 11.1% | 129% | 147 | 8.84% | 3.4 |
|
| 2881 |
HA
2881
Harbor Advisors
West Palm Beach,
Florida
| $538M | +$37.8M | +8% | 8.21% | 125% | 199 | 15.08% | 3 |
|
| 2882 |
2882
JGP Wealth Management
Bend,
Oregon
| $537M | +$74.3M | +16% | 14.3% | 87.8% | 163 | 6.75% | 2.3 |
|
| 2883 |
2883
Saltoro Capital
Dallas,
Texas
| $537M | +$253M | +89% | 2.2% | 130% | 124 | 60.48% | 0.4 |
|
| 2884 |
PS
2884
Portfolio Strategies
Monsey,
New York
| $536M | +$37M | +7% | 12% | 137% | 55 | 23.64% | 1.8 |
|
| 2885 |
2885
FRG Family Wealth Advisors
Bellevue,
Washington
| $536M | +$26.9M | +5% | 9.53% | 76.4% | 147 | 10.2% | 4.2 |
|
| 2886 |
CL
2886
CIM LLC
Albany,
New York
| $536M | -$107M | -17% | 6.94% | 108% | 165 | 13.33% | 3.1 |
|
| 2887 |
2887
Arbor Investment Advisors
Winston Salem,
North Carolina
| $535M | +$38.6M | +8% | 5.05% | 48.5% | 113 | 10.62% | 3.4 |
|
| 2888 |
2888
Insight Wealth Partners
Plano,
Texas
| $535M | +$348M | +187% | 1.69% | 56.2% | 85 | 35.29% | 1 |
|
| 2889 |
2889
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $535M | +$79.7M | +18% | 15.9% | 174% | 217 | 26.73% | 4.4 |
|
| 2890 |
2890
Live Oak Private Wealth
Wilmington,
North Carolina
| $535M | +$42M | +9% | 9.7% | 74.6% | 179 | 5.59% | 1.4 |
|
| 2891 |
SPC
2891
Stony Point Capital
New York
| $534M | +$169M | +46% | 0.71% | 208% | 46 | 50% | 0.7 |
|
| 2892 |
2892
Legion Partners Asset Management
Los Angeles,
California
| $534M | +$48.2M | +10% | 12.8% | 206% | 20 | 45% | 1.1 |
|
| 2893 |
2893
Tortoise Investment Management
White Plains,
New York
| $534M | +$39.3M | +8% | 4.6% | 43.8% | 693 | 14.29% | 4.1 |
|
| 2894 |
2894
Personal CFO Solutions
Chester,
New Jersey
| $534M | +$46.2M | +9% | 6.19% | 98.9% | 530 | 24.72% | 1.2 |
|
| 2895 |
2895
Pensionfund Sabic
Sittard,
Netherlands
| $534M | +$60.3M | +13% | 14.2% | 63.6% | 221 | 12.67% | 3.4 |
|
| 2896 |
2896
Hunter Perkins Capital Management
Lombard,
Illinois
| $533M | +$41.6M | +8% | 7.87% | 58% | 92 | 23.91% | 1 |
|
| 2897 |
2897
Hahn Capital Management
Walnut Creek,
California
| $533M | +$21.3M | +4% | 10.9% | 71.7% | 33 | 0% | 5.9 |
|
| 2898 |
2898
5AM Venture Management
San Francisco,
California
| $533M | +$40.3M | +8% | 25% | 546% | 18 | 16.67% | 1.1 |
|
| 2899 |
2899
Mengis Capital Management
Portland,
Oregon
| $533M | +$56.5M | +12% | 11% | 104% | 188 | 6.91% | 3.8 |
|
| 2900 |
2900
Lee Financial
Dallas,
Texas
| $532M | +$49M | +10% | 6.78% | 75% | 978 | 30.37% | 1.7 |
|