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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
Brickley Wealth Management
San Mateo,
California
| $375M | -$21.1M | -5% | 4.46% | 62.6% | 42 | 7.14% | 3.4 |
|
| 3252 |
3252
MPM BioImpact
Boston,
Massachusetts
| $375M | -$122M | -25% | 7.84% | 550% | 38 | 26.32% | 1.2 |
|
| 3253 |
3253
AdvisorShares Investments
Bethesda,
Maryland
| $375M | +$25.3M | +7% | 2.62% | 110% | 303 | 37.62% | 1.2 |
|
| 3254 |
3254
Tucker Asset Management
Littleton,
Colorado
| $374M | +$30.4M | +9% | 2.51% | 71.6% | 1,637 | 50.89% | 0.9 |
|
| 3255 |
3255
Cornerstone Management
Duluth,
Georgia
| $374M | -$17.5M | -4% | 2.61% | 43.6% | 50 | 6% | 4.6 |
|
| 3256 |
3256
400 Capital Management
New York
| $374M | -$143M | -28% | 0% | – | 7 | 57.14% | 0.9 |
|
| 3257 |
TCPWM
3257
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $374M | -$6.85M | -2% | 2.56% | 16.4% | 117 | 3.42% | 3.8 |
|
| 3258 |
3258
Act Two Investors
Santa Cruz,
California
| $374M | +$16.2M | +5% | 2.59% | 53% | 44 | 31.82% | 2.2 |
|
| 3259 |
EFH
3259
Eaton Financial Holdings
Coral Springs,
Florida
| $373M | +$241M | +181% | 3.71% | – | 160 | 70.63% | 0.2 |
|
| 3260 |
3260
Aire Advisors
Beverly Hills,
California
| $373M | -$6.66M | -2% | 2.47% | 77.4% | 147 | 11.56% | 1.4 |
|
| 3261 |
3261
Analog Century Management
New York
| $373M | +$12.9M | +4% | 0.2% | 785% | 20 | 0% | 1.9 |
|
| 3262 |
3262
Coastal Bridge Advisors
Westport,
Connecticut
| $373M | -$35.1M | -9% | 0.41% | 88.1% | 183 | 13.66% | 3.6 |
|
| 3263 |
CCM
3263
Contrarian Capital Management
Greenwich,
Connecticut
| $373M | +$2.03M | +0.5% | 9.53% | 29.4% | 36 | 16.67% | 2.1 |
|
| 3264 |
3264
Kelly Lawrence W & Associates
Pasadens,
California
| $373M | -$14.1M | -4% | 4.55% | 123% | 168 | 6.55% | 4.7 |
|
| 3265 |
3265
Cambridge Advisors
Omaha,
Nebraska
| $372M | -$18.4M | -5% | 2.97% | 58.6% | 170 | 5.88% | 5.6 |
|
| 3266 |
3266
First National Corp
Rockland,
Massachusetts
| $372M | -$48.9M | -12% | 4.28% | 56.3% | 160 | 10% | 3.2 |
|
| 3267 |
3267
James J. Burns & Company
Melville,
New York
| $372M | -$21.9M | -6% | 3.92% | 70.2% | 115 | 11.3% | 0.8 |
|
| 3268 |
3268
Ironwood Financial
Tucson,
Arizona
| $372M | -$8.07M | -2% | 3.36% | 54.1% | 142 | 4.93% | 4.9 |
|
| 3269 |
3269
Peterson Wealth Advisors
Orem,
Utah
| $372M | -$6.19M | -2% | 3.64% | 50.9% | 64 | 4.69% | 3.5 |
|
| 3270 |
3270
Darwin Wealth Management
Tampa,
Florida
| $372M | -$17.1M | -4% | 2.75% | 56.8% | 151 | 7.28% | 3.2 |
|
| 3271 |
3271
ADW Capital Management
Miami Beach,
Florida
| $372M | -$20.3M | -5% | 5.39% | 78.2% | 7 | 14.29% | 3.3 |
|
| 3272 |
3272
Valor Management
Chicago,
Illinois
| $372M | -$30.1M | -7% | 7.04% | 14.5% | 5 | 20% | 1.1 |
|
| 3273 |
3273
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $371M | +$10.8M | +3% | 3.13% | 58.9% | 110 | 30.91% | 1.4 |
|
| 3274 |
3274
Sycale Advisors
New York
| $371M | -$86.6M | -19% | 4.67% | 31.5% | 23 | 34.78% | 1.3 |
|
| 3275 |
3275
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $371M | -$6.76M | -2% | 2.94% | 68.2% | 704 | 7.67% | 2.4 |
|