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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Sax Wealth Advisors
Parsippany,
New Jersey
| $393M | -$20.3M | -5% | 13.8% | 64.3% | 184 | 16.3% | 1.2 |
|
| 3027 |
3027
Bay Colony Advisors
Concord,
Massachusetts
| $393M | -$25.5M | -6% | 12.9% | 91.8% | 398 | 23.87% | 1.9 |
|
| 3028 |
3028
Squadra Investments
Rio De Janeiro,
Brazil
| $392M | +$381K | +0.1% | 41.7% | 1.55% | 9 | 44.44% | 1 |
|
| 3029 |
3029
Stockman Wealth Management
Billings,
Montana
| $392M | -$89.9M | -19% | 8.9% | 73.5% | 199 | 12.56% | 4.2 |
|
| 3030 |
3030
Granite Point Capital Management
Boston,
Massachusetts
| $392M | -$87M | -18% | 15.9% | 125% | 152 | 46.71% | 1 |
|
| 3031 |
3031
Tikehau Investment Management
Paris,
France
| $392M | -$73.5M | -16% | 13.8% | 102% | 17 | 11.76% | 1.6 |
|
| 3032 |
3032
McDonald Partners
Cleveland,
Ohio
| $392M | -$66.7M | -15% | 12.3% | 90.7% | 314 | 7.96% | 0.7 |
|
| 3033 |
3033
180 Wealth Advisors
Federal Way,
Washington
| $392M | -$66.6M | -15% | 15.5% | 136% | 405 | 16.54% | 2.4 |
|
| 3034 |
KCM
3034
Kynam Capital Management
Princeton,
New Jersey
| $392M | +$83.3M | +27% | 11.1% | 320% | 39 | 28.21% | 0.4 |
|
| 3035 |
3035
Johnson & Johnson
New Brunswick,
New Jersey
| $391M | -$138M | -26% | 10.5% | 281% | 22 | 0% | 0.7 |
|
| 3036 |
3036
SlateStone Wealth
Jupiter,
Florida
| $391M | -$57M | -13% | 14.6% | 79.1% | 207 | 22.71% | 1.9 |
|
| 3037 |
WWM
3037
Windsor Wealth Management
Indianapolis,
Indiana
| $391M | -$149M | -28% | 9.89% | 37.3% | 240 | 40.42% | 3.1 |
|
| 3038 |
3038
SailingStone Capital Partners
Houston,
Texas
| $391M | -$88.9M | -19% | 14% | 152% | 23 | 60.87% | 1.4 |
|
| 3039 |
3039
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $391M | -$60.7M | -13% | 12.1% | 78.9% | 157 | 16.56% | 0.2 |
|
| 3040 |
3040
Rowlandmiller & Partners
Atlanta,
Georgia
| $391M | -$40.3M | -9% | 9.51% | 84% | 192 | 11.98% | 4.5 |
|
| 3041 |
3041
HHM Wealth Advisors
Chattanooga,
Tennessee
| $390M | -$37.5M | -9% | 14.5% | 62.3% | 869 | 22.32% | 1.5 |
|
| 3042 |
3042
Advanced Asset Management Advisors
Dublin,
Ohio
| $390M | -$66.3M | -15% | 13.1% | 93.6% | 92 | 4.35% | 3 |
|
| 3043 |
3043
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $390M | -$75.8M | -16% | 16.3% | 99.9% | 71 | 8.45% | 4.6 |
|
| 3044 |
3044
9258 Wealth Management
Blue Ash,
Ohio
| $390M | -$41.2M | -10% | 13.8% | 49.6% | 365 | 10.96% | 2.3 |
|
| 3045 |
GWSG
3045
GPS Wealth Strategies Group
Centennial,
Colorado
| $390M | -$53.1M | -12% | 16.5% | 118% | 1,197 | 13.87% | 1 |
|
| 3046 |
MAA
3046
Mraz Amerine & Associates
Modesto,
California
| $389M | -$31.4M | -7% | 10.1% | 69.8% | 182 | 10.99% | 4.6 |
|
| 3047 |
3047
Blue Grotto Capital
Atlanta,
Georgia
| $389M | -$79.8M | -17% | 17.7% | 300% | 24 | 41.67% | 0.9 |
|
| 3048 |
ARMC
3048
American Research & Management Company
Marion,
Massachusetts
| $389M | -$64.4M | -14% | 10.7% | 35.1% | 441 | 8.39% | 4.5 |
|
| 3049 |
3049
Minot Wealth Management
Westwood,
Massachusetts
| $389M | -$75.4M | -16% | 12.5% | – | 215 | 19.07% | 1.7 |
|
| 3050 |
RA
3050
Rovida Advisors
Fort Lauderdale,
Florida
| $389M | -$77M | -17% | 14.5% | 24.8% | 31 | 29.03% | 1.4 |
|