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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
MPM BioImpact
Boston,
Massachusetts
| $611M | +$33.7M | +6% | 29.5% | 550% | 51 | 35.29% | 1.1 |
|
| 3152 |
3152
RWC Asset Advisors
Miami,
Florida
| $611M | +$196M | +47% | 34.3% | 267% | 19 | 26.32% | 2.4 |
|
| 3153 |
3153
Cypress Wealth Services
Palm Desert,
California
| $611M | +$52M | +9% | 9.26% | 82.7% | 360 | 15.56% | 2.4 |
|
| 3154 |
3154
Ignite Planners
San Clemente,
California
| $610M | +$36.2M | +6% | 7.54% | 83.8% | 386 | 9.84% | 1.9 |
|
| 3155 |
3155
Morton Capital Management
Calabasas,
California
| $609M | +$45.4M | +8% | 8.99% | 75.4% | 139 | 15.11% | 2.3 |
|
| 3156 |
3156
Chandler Asset Management
San Diego,
California
| $609M | +$46.6M | +8% | 4.79% | 35.6% | 25 | 12% | 6.1 |
|
| 3157 |
WPI
3157
Walter Public Investments
Westmount,
Canada
| $608M | +$18.1M | +3% | 5.28% | 72.7% | 51 | 23.53% | 2.1 |
|
| 3158 |
3158
Paloma Partners
Greenwich,
Connecticut
| $608M | -$73.8M | -11% | 233% | 314% | 128 | 67.97% | 0.5 |
|
| 3159 |
3159
Advocate Group
Minnetonka,
Minnesota
| $608M | +$48.9M | +9% | 5.56% | 56.3% | 126 | 8.73% | 2.6 |
|
| 3160 |
3160
Stanley Capital Management
Houston,
Texas
| $608M | +$13.4M | +2% | 9.12% | 158% | 40 | 5% | 3.9 |
|
| 3161 |
3161
Correct Capital Wealth Management
Clayton,
Missouri
| $608M | -$77.4M | -11% | 4.62% | – | 122 | 9.84% | 1.4 |
|
| 3162 |
CPA
3162
Capital Performance Advisors
Walnut Creek,
California
| $607M | +$97.1M | +19% | 8.27% | 71% | 365 | 30.68% | 0.9 |
|
| 3163 |
3163
Bricktown Capital
Detroit,
Michigan
| $607M | +$54.9M | +10% | 5% | 46.2% | 27 | 11.11% | 1.9 |
|
| 3164 |
3164
Secure Asset Management
Troy,
Michigan
| $607M | +$64.3M | +12% | 7.48% | 97.2% | 343 | 18.37% | 1.8 |
|
| 3165 |
3165
Northwest Wealth Management
Spencer,
Iowa
| $607M | +$53.4M | +10% | 7.49% | 68.2% | 236 | 18.22% | 3.3 |
|
| 3166 |
3166
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $607M | +$39.4M | +7% | 8.52% | 93.2% | 222 | 6.31% | 4.9 |
|
| 3167 |
3167
Financial Management Network
Mission Viejo,
California
| $606M | +$48.3M | +9% | 7.51% | 62.5% | 197 | 16.24% | 2.6 |
|
| 3168 |
3168
Deltec Asset Management
New York
| $606M | +$45.5M | +8% | 11% | 127% | 240 | 34.58% | 2.6 |
|
| 3169 |
PWW
3169
Pettyjohn Wood & White
Lynchburg,
Virginia
| $606M | +$45.9M | +8% | 8.79% | 70.9% | 205 | 4.88% | 6.7 |
|
| 3170 |
3170
Corsair Capital Management
New York
| $605M | +$71M | +13% | 22.2% | 435% | 193 | 34.72% | 1.6 |
|
| 3171 |
KFS
3171
Kurt F. Somerville
| $605M | +$11.7M | +2% | 6.57% | 92.9% | 113 | 3.54% | 6.6 |
|
| 3172 |
3172
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $605M | +$26.7M | +5% | 7.39% | 65.9% | 199 | 6.03% | 5.2 |
|
| 3173 |
3173
West Financial Advisors
Des Moines,
Iowa
| $605M | +$30.3M | +5% | 5.6% | 49.1% | 212 | 11.32% | 2.6 |
|
| 3174 |
3174
Bellwether Advisors
Lincoln,
Nebraska
| $605M | +$19.4M | +3% | 9.43% | 115% | 606 | 78.88% | 2.5 |
|
| 3175 |
3175
Cornerstone Management
Duluth,
Georgia
| $605M | +$29.4M | +5% | 4.78% | 43.6% | 63 | 1.59% | 4.9 |
|