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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3151 |
SPP
3151
Single Point Partners
Boston,
Massachusetts
| $367M | -$25.6M | -7% | 13.4% | 52.3% | 148 | 35.14% |
|
| 3152 |
MAG
3152
Mass Ave Global
New York
| $366M | -$11.4M | -3% | 22% | – | 49 | 71.43% |
|
| 3153 |
MWA
3153
Martel Wealth Advisors
Vancouver,
Washington
| $366M | -$45M | -11% | 11.1% | 39.7% | 51 | 9.8% |
|
| 3154 |
GFS
3154
GYL Financial Synergies
West Hartford,
Connecticut
| $366M | -$51.5M | -12% | 13% | 36% | 210 | 11.9% |
|
| 3155 |
EC
3155
Edenbrook Capital
Mt. Kisco,
New York
| $366M | -$217M | -37% | 9.74% | 267% | 23 | 26.09% |
|
| 3156 |
CA
3156
Cambridge Advisors
Omaha,
Nebraska
| $366M | -$53.7M | -13% | 12.3% | 52.9% | 191 | 13.61% |
|
| 3157 |
DW
3157
Domani Wealth
Lancaster,
Pennsylvania
| $366M | -$96.1M | -21% | 14.7% | 48.6% | 118 | 9.32% |
|
| 3158 |
ACM
3158
Alpha Capital Management
Austin,
Texas
| $366M | -$94.5M | -21% | 16.4% | 88% | 110 | 12.73% |
|
| 3159 |
PAM
3159
Peak Asset Management
Louisville,
Colorado
| $366M | -$64.4M | -15% | 12.3% | 70.1% | 145 | 11.03% |
|
| 3160 |
RCM
3160
Radnor Capital Management
Wayne,
Pennsylvania
| $366M | -$32.9M | -8% | 7.68% | 86.6% | 252 | 11.11% |
|
| 3161 |
AWA
3161
Artemis Wealth Advisors
New York
| $365M | -$238M | -39% | 18.9% | 174% | 141 | 62.41% |
|
| 3162 |
KLWA
3162
Kelly Lawrence W & Associates
Pasadens,
California
| $365M | -$103M | -22% | 13.8% | 123% | 187 | 18.18% |
|
| 3163 |
TF
3163
TimeScale Financial
Danvers,
Massachusetts
| $365M | -$60.4M | -14% | 14% | 31.3% | 583 | 7.38% |
|
| 3164 |
FIM
3164
Fruth Investment Management
Houston,
Texas
| $365M | +$2.94M | +0.8% | 12.1% | 71% | 236 | 2.54% |
|
| 3165 |
NC
3165
NBW Capital
Boston,
Massachusetts
| $365M | -$56.7M | -13% | 11.6% | 86% | 95 | 20% |
|
| 3166 |
SAAM
3166
Solus Alternative Asset Management
Summit,
New Jersey
| $364M | -$89.9M | -20% | 16.9% | 79.3% | 13 | 15.38% |
|
| 3167 |
CWP
3167
Concord Wealth Partners
Abingdon,
Virginia
| $364M | -$22.3M | -6% | 11.9% | 66% | 1,437 | 18.16% |
|
| 3168 |
SCV
3168
Sands Capital Ventures
Arlington,
Virginia
| $364M | -$114M | -24% | 21.1% | 167% | 19 | 5.26% |
|
| 3169 |
MCM
3169
Maytus Capital Management
New York
| $364M | -$40.4M | -10% | 22.7% | 442% | 65 | 53.85% |
|
| 3170 |
DMC
3170
Drexel Morgan & Co
Radnor,
Pennsylvania
| $364M | +$20.2M | +6% | 5.86% | 50.1% | 46 | 6.52% |
|
| 3171 |
HC
3171
HNP Capital
Rochester,
New York
| $364M | -$58.1M | -14% | 8.49% | 52.4% | 155 | 9.03% |
|
| 3172 |
BA
3172
BCM Advisors
Lafayette,
Louisiana
| $363M | -$13.7M | -4% | 8.77% | 59.3% | 57 | 5.26% |
|
| 3173 |
CSC
3173
Cook Street Consulting
Greenwood Village,
Colorado
| $363M | -$33.1M | -8% | 8.36% | – | 2 | 0% |
|
| 3174 |
BHWM
3174
Beaird Harris Wealth Management
Dallas,
Texas
| $363M | +$86.1M | +31% | 11.4% | 41.3% | 673 | 41.75% |
|
| 3175 |
IGGA
3175
Iron Gate Global Advisors
Nsl,
Utah
| $363M | -$74.8M | -17% | 18.6% | 106% | 107 | 23.36% |
|