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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
P/E Global LLC
Boston,
Massachusetts
| $370M | +$14.5M | +4% | 2.73% | 49% | 1 | 0% | 1 |
|
| 3252 |
3252
Harber Asset Management
Asheville,
North Carolina
| $370M | +$9.47M | +3% | 14.4% | 63.6% | 40 | 25% | 1.1 |
|
| 3253 |
3253
Trivium Point Advisory
Westport,
Connecticut
| $370M | +$26.7M | +8% | 5.84% | 106% | 197 | 10.15% | 2.6 |
|
| 3254 |
3254
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $370M | +$9.17M | +3% | 1.93% | 52.1% | 164 | 28.66% | 2.8 |
|
| 3255 |
CPRC
3255
Consolidated Portfolio Review Corp
Woodbury,
New York
| $370M | – | – | 7.17% | 65.4% | 280 | – | 0 |
|
| 3256 |
3256
BCM Advisors
Lafayette,
Louisiana
| $370M | +$7.8M | +2% | 2.46% | 66.3% | 64 | 9.38% | 3.2 |
|
| 3257 |
3257
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $369M | +$137M | +59% | 18.8% | 110% | 57 | 61.4% | 0.7 |
|
| 3258 |
3258
Canal Insurance Company
Greenville,
South Carolina
| $369M | +$3.51M | +1% | 1.86% | 114% | 105 | 15.24% | 3.8 |
|
| 3259 |
PPP
3259
Private Portfolio Partners
Paramus,
New Jersey
| $369M | -$10.3M | -3% | 6.23% | 16.9% | 284 | 19.01% | 2.8 |
|
| 3260 |
3260
Laffer Tengler Investments
Nashville,
Tennessee
| $369M | +$21.7M | +6% | 4.59% | 96.5% | 470 | 25.74% | 1.6 |
|
| 3261 |
3261
Darwin Wealth Management
Tampa,
Florida
| $369M | -$17.2M | -4% | 8.06% | 56.8% | 183 | 25.68% | 2.8 |
|
| 3262 |
3262
Kelly Lawrence W & Associates
Pasadens,
California
| $369M | +$18.1M | +5% | 8.69% | 123% | 168 | 2.98% | 4.3 |
|
| 3263 |
3263
Liquid Strategies
Atlanta,
Georgia
| $368M | -$26.5M | -7% | 5.26% | 52.4% | 7 | 0% | 2.7 |
|
| 3264 |
3264
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $367M | +$29M | +9% | 5.82% | 56.3% | 92 | 8.7% | 3 |
|
| 3265 |
BC
3265
Bruce & Co
Chicago,
Illinois
| $367M | -$21M | -5% | 3.62% | 94.5% | 38 | 7.89% | 5.2 |
|
| 3266 |
3266
SJS Investment Consulting
Sylvania,
Ohio
| $367M | +$31M | +9% | 4.98% | 69.4% | 1,651 | 7.81% | 0.9 |
|
| 3267 |
AW
3267
Avion Wealth
The Woodlands,
Texas
| $367M | +$45.3M | +14% | 2.2% | 48.8% | 838 | 37.23% | 1.3 |
|
| 3268 |
3268
Tekne Capital Management
New York
| $366M | +$69.1M | +23% | 26% | 516% | 15 | 46.67% | 1.9 |
|
| 3269 |
3269
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $366M | +$157M | +75% | 3.81% | 70.4% | 260 | 81.92% | 0.2 |
|
| 3270 |
3270
Ipswich Investment Management
Beverly,
Massachusetts
| $366M | +$16.5M | +5% | 6.08% | 104% | 191 | 8.38% | 4.7 |
|
| 3271 |
DGM
3271
Darwin Global Management
St. Helier,
Jersey
| $366M | +$205M | +128% | 91.9% | 2,582% | 5 | 40% | 0.2 |
|
| 3272 |
3272
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $365M | +$31.5M | +9% | 3.74% | 44.3% | 49 | 12.24% | 1.3 |
|
| 3273 |
3273
Bellwether Advisors
Lincoln,
Nebraska
| $365M | +$20.7M | +6% | 6.23% | 115% | 549 | 28.96% | 1.4 |
|
| 3274 |
3274
Washington State Investment Board
Olympia,
Washington
| $365M | +$128M | +54% | 57.3% | 567% | 2 | 0% | 1.6 |
|
| 3275 |
3275
Brickley Wealth Management
San Mateo,
California
| $365M | +$28.2M | +8% | 7.2% | 75.9% | 41 | 12.2% | 3.1 |
|