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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
JCP
3126
JB Capital Partners
Armonk,
New York
| $522M | +$68.6M | +15% | 14% | 142% | 78 | 2.56% | 3 |
|
| 3127 |
3127
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $522M | +$29.8M | +6% | 6.63% | 55.7% | 140 | 7.14% | 8.3 |
|
| 3128 |
3128
Capital Advantage
Walnut Creek,
California
| $522M | +$34.1M | +7% | 7.51% | 49.2% | 50 | 6% | 4.5 |
|
| 3129 |
3129
AdvisorShares Investments
Bethesda,
Maryland
| $522M | -$52.5M | -9% | 6.68% | 110% | 316 | 28.8% | 1.4 |
|
| 3130 |
3130
Ramirez Asset Management
New York
| $521M | +$29.9M | +6% | 3.3% | 86.8% | 421 | 13.54% | 0.8 |
|
| 3131 |
3131
Strategy Asset Managers
Pasadena,
California
| $521M | +$70.4M | +16% | 7.64% | 115% | 319 | 47.02% | 2.8 |
|
| 3132 |
3132
Bellwether Advisors
Lincoln,
Nebraska
| $521M | +$43.8M | +9% | 6.29% | 115% | 149 | 36.24% | 2 |
|
| 3133 |
3133
Westover Capital Advisors
Wilmington,
Delaware
| $520M | +$132M | +34% | 5.72% | 144% | 255 | 21.18% | 2.3 |
|
| 3134 |
3134
Samsara BioCapital
Palo Alto,
California
| $520M | +$42.5M | +9% | 8.32% | 1,580% | 43 | 9.3% | 2.5 |
|
| 3135 |
3135
Opes Wealth Management
Menlo Park,
California
| $520M | +$40.9M | +9% | 7.68% | 54.1% | 141 | 6.38% | 2.9 |
|
| 3136 |
3136
Oakmont Corp
Los Angeles,
California
| $520M | +$65.5M | +14% | 5.18% | 70.2% | 33 | 6.06% | 3.1 |
|
| 3137 |
3137
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $520M | +$11.5M | +2% | 5.61% | 44.3% | 108 | 49.07% | 1.4 |
|
| 3138 |
3138
Bourgeon Capital Management
Darien,
Connecticut
| $520M | +$9.6M | +2% | 4.44% | 121% | 119 | 20.17% | 4.4 |
|
| 3139 |
3139
Summit Wealth Partners
Orlando,
Florida
| $519M | +$37.6M | +8% | 5.89% | 44.9% | 247 | 14.17% | 2.6 |
|
| 3140 |
3140
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $519M | +$67M | +15% | 5.84% | 93.2% | 223 | 7.17% | 4.2 |
|
| 3141 |
3141
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $519M | +$37M | +8% | 5.3% | 46.5% | 116 | 9.48% | 2.5 |
|
| 3142 |
3142
Sentry LLC
Memphis,
Tennessee
| $519M | -$24.1M | -4% | 2.26% | 52.6% | 129 | 3.88% | 1.3 |
|
| 3143 |
3143
West Financial Advisors
Des Moines,
Iowa
| $519M | +$36.9M | +8% | 5.53% | 49.1% | 195 | 21.54% | 2.1 |
|
| 3144 |
3144
Blue Owl Capital Holdings
New York
| $518M | +$159M | +44% | 13.9% | 145% | 140 | 72.14% | 0.3 |
|
| 3145 |
3145
Core Alternative Capital
Peachtree Corners,
Georgia
| $517M | +$17.1M | +3% | 8% | 74.5% | 367 | 2.72% | 2.8 |
|
| 3146 |
3146
Genesis Investment Management
London,
United Kingdom
| $517M | +$8.59M | +2% | 6.3% | 47.4% | 15 | 0% | 3.3 |
|
| 3147 |
3147
Affinity Capital Advisors
Berkeley,
California
| $516M | +$40.1M | +8% | 5.79% | 72.7% | 152 | 5.26% | 2.9 |
|
| 3148 |
3148
Regatta Capital Group
El Segundo,
California
| $515M | +$51M | +11% | 7.12% | 78.1% | 193 | 7.25% | 2.1 |
|
| 3149 |
3149
Stanley Capital Management
Houston,
Texas
| $515M | +$25.5M | +5% | 7.27% | 158% | 38 | 2.63% | 3.8 |
|
| 3150 |
3150
Financial Enhancement Group
Anderson,
Indiana
| $515M | -$106M | -17% | 4.53% | 62.2% | 150 | 46.67% | 3.2 |
|