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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Martel Wealth Advisors
Vancouver,
Washington
| $369M | +$19.7M | +6% | 5.55% | 43.4% | 53 | 20.75% | 3.1 |
|
| 3152 |
3152
White Lighthouse Investment Management
Bedford,
Massachusetts
| $368M | +$24.7M | +7% | 6.24% | 62% | 115 | 9.57% | 3.7 |
|
| 3153 |
3153
Abundance Wealth Counselors
State College,
Pennsylvania
| $367M | +$17.7M | +5% | 7.08% | 107% | 156 | 14.74% | 1.2 |
|
| 3154 |
3154
Ellis Investment Partners
Berwyn,
Pennsylvania
| $367M | +$6.41M | +2% | 8.34% | 70.8% | 833 | 74.79% | 3.4 |
|
| 3155 |
3155
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $367M | +$36.6M | +11% | 13.5% | 95.4% | 34 | 2.94% | 5.8 |
|
| 3156 |
3156
WestBridge Capital Management
Trianon,
Mauritius
| $367M | +$73.5M | +25% | 11.1% | 33.3% | 3 | 0% | 1.5 |
|
| 3157 |
3157
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $367M | -$19.7M | -5% | 7.51% | 54.3% | 323 | 10.53% | 5.5 |
|
| 3158 |
3158
Cove Street Capital
El Segundo,
California
| $367M | +$8.86M | +2% | 9.6% | 84.2% | 81 | 2.47% | 3.2 |
|
| 3159 |
3159
Occidental Asset Management
Burlingame,
California
| $367M | +$33.2M | +10% | 6.45% | 82.5% | 212 | 17.92% | 3.3 |
|
| 3160 |
AMCA
3160
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $366M | +$2.6M | +0.7% | 6.03% | 129% | 135 | 11.85% | 4.2 |
|
| 3161 |
3161
Glen Eagle Advisors
Kingston,
New Jersey
| $366M | +$21.9M | +6% | 7.86% | 68.5% | 1,190 | 11.51% | 2.9 |
|
| 3162 |
3162
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $366M | +$18.6M | +5% | 4.89% | 39.2% | 9 | 66.67% | 0.5 |
|
| 3163 |
3163
Colonial Trust
Spartanburg,
South Carolina
| $366M | +$52.5M | +17% | 9.7% | 75.5% | 907 | 71% | 0.1 |
|
| 3164 |
FA
3164
Financial Advisors
Andover,
Massachusetts
| $366M | +$78.3M | +27% | 6.22% | 71.5% | 84 | 15.48% | 2.7 |
|
| 3165 |
3165
Canal Insurance Company
Greenville,
South Carolina
| $366M | +$30.4M | +9% | 12.6% | 114% | 111 | 22.52% | 3.8 |
|
| 3166 |
3166
Abacus Planning Group
Columbia,
South Carolina
| $366M | +$34.4M | +10% | 7.96% | 59.1% | 202 | 22.28% | 3 |
|
| 3167 |
3167
Iron Gate Global Advisors
Nsl,
Utah
| $366M | +$8.47M | +2% | 6.71% | 106% | 106 | 21.7% | 2.4 |
|
| 3168 |
3168
High Probability Advisors
Pittsford,
New York
| $365M | +$45.8M | +14% | 8.56% | 52.6% | 45 | 8.89% | 1.5 |
|
| 3169 |
3169
Sands Capital Ventures
Arlington,
Virginia
| $365M | +$21.1M | +6% | 12.3% | 167% | 25 | 32% | 0.8 |
|
| 3170 |
3170
Naviter Wealth
Little Rock,
Arkansas
| $364M | +$119M | +49% | 8.04% | 87.1% | 204 | 17.16% | 0.6 |
|
| 3171 |
3171
Leelyn Smith
Geneva,
Illinois
| $364M | +$74.5M | +26% | 9.04% | 77.3% | 518 | 16.22% | 1.8 |
|
| 3172 |
3172
PL Capital Advisors
Naples,
Florida
| $364M | +$22.2M | +6% | 4.88% | 100% | 48 | 25% | 3.4 |
|
| 3173 |
3173
JMAC Enterprises
Newtown,
Pennsylvania
| $364M | +$7.42M | +2% | 9.09% | 68.5% | 180 | 7.78% | 0.9 |
|
| 3174 |
MRCM
3174
M&R Capital Management
Summit,
New Jersey
| $364M | +$9.44M | +3% | 8.2% | 52.6% | 624 | 29.81% | 3.9 |
|
| 3175 |
3175
Berry Street Capital Management
London,
United Kingdom
| $363M | -$86.9M | -19% | 22.9% | 331% | 48 | 83.33% | 0.2 |
|