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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
Fidelis Capital Partners
Tampa,
Florida
| $452M | +$160M | +55% | 11.9% | 115% | 336 | 21.73% | 0.6 |
|
| 3152 |
3152
Pinpoint Asset Management
Hong Kong
| $452M | +$24.8M | +6% | 17% | 185% | 90 | 53.33% | 0.4 |
|
| 3153 |
3153
Matthew Goff Investment Advisor
Houston,
Texas
| $451M | +$35.3M | +8% | 10.4% | 89.6% | 94 | 7.45% | 3.8 |
|
| 3154 |
3154
Faithward Advisors
Lancaster,
Pennsylvania
| $451M | +$39.9M | +10% | 11.4% | 119% | 272 | 15.44% | 1.9 |
|
| 3155 |
PWS
3155
Private Wealth Strategies
New Albany,
Ohio
| $451M | +$49.8M | +12% | 10.3% | 18.8% | 82 | 21.95% | 2.6 |
|
| 3156 |
3156
Patton Fund Management
Dallas,
Texas
| $450M | +$81.4M | +22% | 13.7% | 211% | 100 | 50% | 1.2 |
|
| 3157 |
3157
Cedar Brook Financial Partners
Cleveland,
Ohio
| $450M | +$66.7M | +17% | 10.7% | 47% | 436 | 16.97% | 2.7 |
|
| 3158 |
3158
Bleichroeder LP
New York
| $450M | +$44.2M | +11% | 13.9% | 202% | 81 | 13.58% | 2.6 |
|
| 3159 |
CT
3159
Chicago Trust
Grayslake,
Illinois
| $450M | +$51.6M | +13% | 9.25% | 96.7% | 305 | 16.39% | 4.3 |
|
| 3160 |
3160
Thrive Wealth Management
Audubon,
Pennsylvania
| $449M | +$73.4M | +20% | 10.9% | 84.1% | 197 | 15.23% | 1.4 |
|
| 3161 |
3161
SOA Wealth Advisors
New York
| $449M | +$47.1M | +12% | 12% | 79.1% | 962 | 7.69% | 2.6 |
|
| 3162 |
3162
Heritage Investment Group
Pompano Beach,
Florida
| $449M | +$83M | +23% | 9.61% | 51.2% | 100 | 13% | 1.4 |
|
| 3163 |
CSNH
3163
Crow's Nest Holdings
Richmond,
Virginia
| $449M | +$55.4M | +14% | 21.4% | 103% | 10 | 20% | 1.5 |
|
| 3164 |
3164
ICA Group Wealth Management
Denver,
Colorado
| $448M | +$92.4M | +26% | 10.3% | – | 1,338 | 82.36% | 0.3 |
|
| 3165 |
3165
Physician Wealth Advisors
Midvale,
Utah
| $448M | +$59.2M | +15% | 10.8% | 79.9% | 169 | 13.61% | 2.8 |
|
| 3166 |
3166
Aprio Wealth Management
Atlanta,
Georgia
| $448M | +$83.9M | +23% | 9.19% | 66.1% | 217 | 23.04% | 1.2 |
|
| 3167 |
3167
EVR Research
Richmond,
Virginia
| $447M | +$69.5M | +18% | 16.8% | 165% | 46 | 39.13% | 0.8 |
|
| 3168 |
3168
McNamara Financial Services
Marshfield,
Massachusetts
| $447M | +$46.4M | +12% | 8.1% | 42.6% | 67 | 7.46% | 4.4 |
|
| 3169 |
3169
Nelson Capital Management
Menlo Park,
California
| $447M | +$39.1M | +10% | 10.4% | 121% | 96 | 7.29% | 5.6 |
|
| 3170 |
3170
Tetrad Corporation
Omaha,
Nebraska
| $447M | +$19.6M | +5% | 5.43% | 45.6% | 3 | 0% | 10.5 |
|
| 3171 |
3171
Mudrick Capital Management
New York
| $446M | +$106M | +31% | 8.82% | 212% | 10 | 10% | 2.3 |
|
| 3172 |
FA
3172
Financial Advisors
Andover,
Massachusetts
| $446M | +$42.1M | +10% | 10.5% | 71.5% | 77 | 6.49% | 3.6 |
|
| 3173 |
3173
ADW Capital Management
Miami Beach,
Florida
| $446M | +$74.2M | +20% | 22.1% | 78.2% | 6 | 0% | 3.5 |
|
| 3174 |
3174
Beck Bode LLC
Dedham,
Massachusetts
| $446M | +$54.1M | +14% | 15.5% | 155% | 156 | 46.15% | 0.8 |
|
| 3175 |
3175
SC XII Management
Menlo Park,
California
| $445M | +$103M | +30% | 30.3% | 73.4% | 1 | 0% | 3.3 |
|