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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
D.L. Carlson Investment Group
Concord,
New Hampshire
| $518M | +$5.95M | +1% | 4.32% | 113% | 152 | 18.42% | 3.8 |
|
| 3027 |
3027
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $518M | +$10.7M | +2% | 2.83% | 24.6% | 1,089 | 9.55% | 2.6 |
|
| 3028 |
3028
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $518M | -$9.6M | -2% | 1.62% | 69.7% | 90 | 6.67% | 3.9 |
|
| 3029 |
3029
Black Diamond Financial
Towson,
Maryland
| $518M | +$148M | +40% | 1.42% | 68.3% | 142 | 21.13% | 2.8 |
|
| 3030 |
3030
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $518M | +$5.43M | +1% | 2.26% | 68.6% | 203 | 26.6% | 3.4 |
|
| 3031 |
3031
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $518M | -$38.1M | -7% | 1.03% | 18.3% | 175 | 13.71% | 4.7 |
|
| 3032 |
3032
Primavera Capital Management
George Town,
Cayman Islands
| $518M | -$97.7M | -16% | 14% | 1.21% | 4 | 25% | 3.2 |
|
| 3033 |
3033
Leelyn Smith
Geneva,
Illinois
| $517M | +$17.9M | +4% | 2.4% | 77.3% | 131 | 10.69% | 3.1 |
|
| 3034 |
3034
Artia Global Partners
Miami,
Florida
| $517M | +$19.8M | +4% | 6.52% | 725% | 59 | 38.98% | 0.5 |
|
| 3035 |
3035
Divergent Wealth Advisors
South Jordan,
Utah
| $517M | +$17M | +3% | 1.96% | 14.7% | 33 | 6.06% | 3 |
|
| 3036 |
3036
FRG Family Wealth Advisors
Bellevue,
Washington
| $517M | +$6.82M | +1% | 4.41% | 76.4% | 376 | 63.3% | 6 |
|
| 3037 |
3037
Chemung Canal Trust
Elmira,
New York
| $517M | -$1.49M | -0.3% | 1.94% | 80.9% | 123 | 5.69% | 7.1 |
|
| 3038 |
3038
SJS Investment Consulting
Sylvania,
Ohio
| $516M | +$15.7M | +3% | 1.64% | 69.4% | 1,722 | 8.07% | 1.9 |
|
| 3039 |
3039
Stablepoint Partners
Braintree,
Massachusetts
| $516M | +$22.5M | +5% | 1.22% | – | 247 | 8.1% | 0.5 |
|
| 3040 |
3040
Abacus Planning Group
Columbia,
South Carolina
| $516M | +$3.92M | +0.8% | 0.55% | 59.1% | 226 | 11.5% | 3.6 |
|
| 3041 |
SA
3041
Strategic Advisors
New York
| $515M | +$8.32M | +2% | 4.49% | 106% | 209 | 7.66% | 4.6 |
|
| 3042 |
PWW
3042
Pettyjohn Wood & White
Lynchburg,
Virginia
| $515M | +$12.6M | +2% | 2.21% | 70.9% | 194 | 5.15% | 6.2 |
|
| 3043 |
3043
Nalanda India Equity Fund
Mauritius
| $515M | -$26.1M | -5% | 1.02% | 30.2% | 2 | 0% | 4.9 |
|
| 3044 |
3044
Human Investing
Lake Oswego,
Oregon
| $514M | +$16.4M | +3% | 1.39% | 56.9% | 97 | 8.25% | 3.1 |
|
| 3045 |
3045
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $514M | -$12.6M | -2% | 0.01% | 4.8% | 79 | 49.37% | 0.9 |
|
| 3046 |
AIM
3046
Aigen Investment Management
New York
| $514M | +$55.2M | +12% | 3.1% | 55.5% | 1,071 | 71.9% | 0.2 |
|
| 3047 |
3047
Tufton Capital Management
Hunt Valley,
Maryland
| $514M | +$5.02M | +1% | 2.45% | 96.1% | 122 | 5.74% | 7.5 |
|
| 3048 |
3048
Alpha Capital Management
Austin,
Texas
| $514M | +$1.25M | +0.2% | 1.92% | 88% | 121 | 9.09% | 4 |
|
| 3049 |
3049
Evolution Wealth Advisors
Aventura,
Florida
| $513M | -$8.85M | -2% | 2.51% | 84.5% | 144 | 12.5% | 2.3 |
|
| 3050 |
3050
Moody Aldrich Partners
Marblehead,
Massachusetts
| $513M | -$74.9M | -13% | 2.32% | 336% | 249 | 35.74% | 1.2 |
|