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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
BDT Capital Partners
Chicago,
Illinois
| $502M | +$111M | +28% | 28% | 25.5% | 2 | 0% | 1.4 |
|
| 3202 |
3202
Spirit of America Management Corp
Syosset,
New York
| $502M | +$8.73M | +2% | 5.14% | 113% | 317 | 2.84% | 5 |
|
| 3203 |
3203
Horizon Wealth Management
La Grange,
Illinois
| $501M | +$81.2M | +19% | 5.42% | 97.2% | 91 | 15.38% | 1.8 |
|
| 3204 |
3204
American Money Management
Rancho Santa Fe,
California
| $500M | +$31.8M | +7% | 6.09% | 65% | 137 | 2.92% | 4.7 |
|
| 3205 |
3205
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $500M | +$107M | +27% | 6.52% | 70.4% | 378 | 26.72% | 0.3 |
|
| 3206 |
RM
3206
Rudius Management
New York
| $500M | +$39.2M | +9% | 14.2% | 8.92% | 8 | 0% | 2.3 |
|
| 3207 |
3207
CenterStar Asset Management
Chicago,
Illinois
| $500M | +$142M | +40% | 3.36% | 104% | 424 | 78.3% | 0.3 |
|
| 3208 |
3208
Virtue Capital Management
Brentwood,
Tennessee
| $499M | -$84.3M | -14% | 5.37% | 97.9% | 404 | 42.33% | 1.9 |
|
| 3209 |
3209
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $499M | +$38M | +8% | 9.41% | 60% | 68 | 5.88% | 4.6 |
|
| 3210 |
3210
Tobias Financial Advisors
Plantation,
Florida
| $499M | +$35.1M | +8% | 4.93% | 44.5% | 111 | 9.01% | 2 |
|
| 3211 |
3211
Turtle Creek Wealth Advisors
Dallas,
Texas
| $499M | +$66.9M | +15% | 6.33% | 112% | 208 | 23.56% | 0.7 |
|
| 3212 |
3212
SR One Capital Management
Wayne,
Pennsylvania
| $499M | +$179M | +56% | 27.6% | 656% | 11 | 18.18% | 1.1 |
|
| 3213 |
3213
Edge Wealth Management
New York
| $498M | +$23.3M | +5% | 6.17% | 75.3% | 83 | 9.64% | 5.7 |
|
| 3214 |
3214
Accurate Wealth Management
Wesley Chapel,
Florida
| $498M | +$80.8M | +19% | 6.72% | 101% | 390 | 19.49% | 1.4 |
|
| 3215 |
3215
Huber Capital Management
El Segundo,
California
| $497M | +$57.2M | +13% | 4.81% | 70.4% | 100 | 6% | 4.5 |
|
| 3216 |
3216
Bright Rock Capital Management
Hanover,
Massachusetts
| $497M | +$22.9M | +5% | 6.35% | 53.1% | 78 | 19.23% | 5.3 |
|
| 3217 |
3217
M. Kulyk & Associates
Decatur,
Georgia
| $497M | +$66.8M | +16% | 7.57% | 63.3% | 118 | 10.17% | 2.4 |
|
| 3218 |
3218
Capital Group Investment Management
Raffles Quay,
Singapore
| $497M | +$34.1M | +7% | 8.62% | 145% | 146 | 10.96% | 1.5 |
|
| 3219 |
3219
Rice Partnership
Honolulu,
Hawaii
| $497M | +$36.5M | +8% | 6.38% | 123% | 173 | 11.56% | 2.9 |
|
| 3220 |
3220
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $497M | +$106M | +27% | 7.27% | 78.2% | 217 | 28.11% | 0.9 |
|
| 3221 |
3221
Fortis Capital Management
Bellevue,
Washington
| $496M | +$27.6M | +6% | 4.08% | 82% | 136 | 10.29% | 2.1 |
|
| 3222 |
3222
Breakwater Capital Group
Paramus,
New Jersey
| $496M | +$55.6M | +13% | 6.5% | 67.4% | 294 | 8.84% | 1.2 |
|
| 3223 |
3223
EAM Global Investors
Solana Beach,
California
| $496M | +$50.9M | +11% | 25.1% | 2,399% | 134 | 60.45% | 0.3 |
|
| 3224 |
3224
Partners in Financial Planning
Salem,
Virginia
| $496M | +$35.6M | +8% | 5.91% | 38.9% | 110 | 8.18% | 2.6 |
|
| 3225 |
3225
Citizens Business Bank
Ontario,
California
| $496M | +$22.6M | +5% | 6.61% | 108% | 107 | 4.67% | 5.8 |
|