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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Slow Capital
Greenbrae,
California
| $323M | +$40.6M | +14% | 11.2% | 156% | 199 | 19.1% | 1.3 |
|
| 2927 |
2927
GM Advisory Group
Melville,
New York
| $323M | +$1.46M | +0.5% | 3.01% | 53.6% | 125 | 34.4% | 2.4 |
|
| 2928 |
2928
Fulcrum Capital
Seattle,
Washington
| $323M | +$30.1M | +10% | 9.86% | 102% | 77 | 7.79% | 1.3 |
|
| 2929 |
2929
SkyOak Wealth
Southfield,
Michigan
| $323M | – | – | 9.87% | 80.7% | 310 | – | 0 |
|
| 2930 |
2930
Radnor Capital Management
Wayne,
Pennsylvania
| $323M | +$17.6M | +6% | 6.92% | 96.9% | 191 | 9.42% | 2.4 |
|
| 2931 |
2931
FNY Investment Advisers
New York
| $323M | -$4.37M | -1% | 22.4% | 386% | 1,291 | 65.92% | 0.4 |
|
| 2932 |
2932
Beacon Pointe Advisors
Newport Beach,
California
| $323M | +$91.1M | +39% | 8.05% | 76.7% | 225 | 27.11% | 0.7 |
|
| 2933 |
2933
Sand Grove Capital Management
London,
United Kingdom
| $322M | -$210M | -39% | 36.6% | 410% | 22 | 95.45% | 0 |
|
| 2934 |
M
2934
MRCap
Roslyn,
New York
| $322M | +$13.5M | +4% | 18.8% | – | 18 | 66.67% | 0.4 |
|
| 2935 |
2935
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $322M | +$31.2M | +11% | 9.1% | 81.7% | 183 | 15.85% | 4.2 |
|
| 2936 |
2936
Rowlandmiller & Partners
Atlanta,
Georgia
| $322M | +$26.8M | +9% | 7.8% | 84% | 161 | 21.12% | 3.4 |
|
| 2937 |
PW
2937
Price Wealth
Austin,
Texas
| $321M | +$14.9M | +5% | 8.06% | 17.5% | 490 | 60.61% | 0.6 |
|
| 2938 |
2938
Glade Brook Capital Partners
Greenwich,
Connecticut
| $321M | -$33.3M | -9% | 0.56% | – | 2 | 0% | 0.6 |
|
| 2939 |
2939
Bruderman Asset Management
Locust Valley,
New York
| $320M | -$75.6M | -19% | 4.39% | 31.7% | 118 | 23.73% | 2.7 |
|
| 2940 |
2940
Hartford Financial Management
Hartford,
Connecticut
| $320M | +$20.3M | +7% | 8.53% | 87.9% | 365 | 9.04% | 3.5 |
|
| 2941 |
IAA
2941
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $320M | +$19.7M | +7% | 7.15% | 49.3% | 100 | 12% | 2.2 |
|
| 2942 |
CL
2942
CIM LLC
Albany,
New York
| $319M | +$29.1M | +10% | 9% | 108% | 111 | 14.41% | 3.1 |
|
| 2943 |
2943
Clean Yield Group
Norwich,
Vermont
| $319M | +$15.8M | +5% | 6.63% | 80.7% | 372 | 14.52% | 2.1 |
|
| 2944 |
2944
Tradewinds Capital Management
Bellingham,
Washington
| $319M | +$66.5M | +26% | 6.67% | 96.9% | 729 | 16.05% | 3.4 |
|
| 2945 |
2945
WrapManager Inc
Mill Valley,
California
| $318M | +$15.1M | +5% | 5.95% | 64.6% | 292 | 14.38% | 2.3 |
|
| 2946 |
LWANC
2946
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $318M | +$25M | +9% | 7.11% | 71.1% | 560 | 6.79% | 0.9 |
|
| 2947 |
ECM
2947
Endurant Capital Management
San Mateo,
California
| $317M | +$38.8M | +14% | 18.5% | 18.4% | 73 | 58.9% | 0.5 |
|
| 2948 |
2948
Formidable Asset Management
Cincinnati,
Ohio
| $317M | +$209M | +194% | 7.78% | 52.2% | 264 | 62.88% | 0.3 |
|
| 2949 |
2949
Resonant Capital Advisors
Madison,
Wisconsin
| $317M | – | – | 6.63% | 56.5% | 202 | – | 0 |
|
| 2950 |
2950
Blue Edge Capital
Richmond,
Virginia
| $316M | +$24.5M | +8% | 7.41% | 67.4% | 96 | 6.25% | 3.3 |
|