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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Family Management
New York
| $434M | +$24.1M | +6% | 5.18% | 69% | 186 | 25.81% | 2.6 |
|
| 2952 |
2952
Alera Investment Advisors
Deerfield,
Illinois
| $434M | +$10.9M | +3% | 6.94% | 28.9% | 181 | 8.84% | 1.9 |
|
| 2953 |
DCM
2953
Divisar Capital Management
San Francisco,
California
| $434M | +$25.2M | +6% | 7.93% | 194% | 35 | 14.29% | 2.5 |
|
| 2954 |
2954
Citizens Business Bank
Ontario,
California
| $434M | -$2.83M | -0.6% | 6% | 108% | 122 | 13.93% | 6.3 |
|
| 2955 |
2955
Oak Harvest Investment Services
Houston,
Texas
| $434M | +$49.5M | +13% | 6.19% | 120% | 106 | 16.04% | 1.5 |
|
| 2956 |
2956
Center for Financial Planning
Southfied,
Michigan
| $434M | +$22.1M | +5% | 6.06% | 64.4% | 559 | 6.8% | 2.5 |
|
| 2957 |
2957
One William Street Capital Management
New York
| $433M | +$329M | +313% | 3.46% | 44% | 4 | 25% | 0.3 |
|
| 2958 |
2958
Peavine Capital
Reno,
Nevada
| $433M | +$6.91M | +2% | 4.07% | 30.8% | 13 | 7.69% | 3.9 |
|
| 2959 |
2959
One Wealth Advisors
San Francisco,
California
| $433M | -$4.98M | -1% | 8.4% | 66% | 639 | 70.42% | 1.4 |
|
| 2960 |
2960
Sapience Investments
Newport Beach,
California
| $433M | -$43.8M | -9% | 1.48% | 54.9% | 82 | 7.32% | 3.3 |
|
| 2961 |
2961
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $432M | +$29.9M | +7% | 4.13% | 39.5% | 46 | 10.87% | 1.7 |
|
| 2962 |
2962
Land & Buildings Investment Management
Stamford,
Connecticut
| $432M | -$31.8M | -7% | 5.54% | 53.9% | 24 | 25% | 1.2 |
|
| 2963 |
2963
Sagefield Capital
Dallas,
Texas
| $432M | +$37.8M | +10% | 3.58% | 115% | 123 | 44.72% | 0.7 |
|
| 2964 |
2964
Hein Park Capital Management
New York
| $432M | +$84.5M | +24% | 2.22% | 122% | 9 | 11.11% | 1.6 |
|
| 2965 |
2965
NWF Advisory Services
Los Angeles,
California
| $431M | – | – | 8.09% | 120% | 284 | – | 0 |
|
| 2966 |
2966
Domani Wealth
Lancaster,
Pennsylvania
| $431M | +$31.3M | +8% | 7.05% | 48.6% | 122 | 8.2% | 4.9 |
|
| 2967 |
2967
Fractal Investments
Glastonbury,
Connecticut
| $430M | +$10.8M | +3% | 2.37% | 74.2% | 104 | 19.23% | 0.8 |
|
| 2968 |
2968
180 Wealth Advisors
Federal Way,
Washington
| $430M | +$4.58M | +1% | 10.8% | 165% | 390 | 12.56% | 2.8 |
|
| 2969 |
2969
Divergent Wealth Advisors
South Jordan,
Utah
| $429M | +$30.2M | +8% | 6.03% | 14.7% | 32 | 15.63% | 2.5 |
|
| 2970 |
2970
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $429M | +$44.1M | +11% | 6.03% | 64.5% | 262 | 12.21% | 1 |
|
| 2971 |
PGCM
2971
Prescott Group Capital Management
Tulsa,
Oklahoma
| $428M | -$30.5M | -7% | 2.08% | 135% | 205 | 30.24% | 2 |
|
| 2972 |
2972
Winslow Asset Management
Beachwood,
Ohio
| $428M | +$5.81M | +1% | 8.31% | 89.9% | 76 | 7.89% | 6.8 |
|
| 2973 |
2973
McIlrath & Eck
Arlington,
Washington
| $428M | +$40.1M | +10% | 6.96% | 44% | 982 | 16.19% | 3.1 |
|
| 2974 |
2974
American Assets Capital Advisers
San Diego,
California
| $428M | +$15.3M | +4% | 11.2% | 73.5% | 41 | 29.27% | 2.5 |
|
| 2975 |
2975
High Probability Advisors
Pittsford,
New York
| $428M | +$62.8M | +17% | 4.19% | 52.6% | 44 | 2.27% | 1.8 |
|