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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
First Pacific Financial
Vancouver,
Washington
| $493M | +$63M | +15% | 1.92% | 53.6% | 554 | 32.85% | 1.3 |
|
| 3252 |
3252
Personal CFO Solutions
Chester,
New Jersey
| $493M | -$15.7M | -3% | 0.06% | 98.9% | 500 | 19% | 2.4 |
|
| 3253 |
3253
Fortis Capital Advisors
Prairie Village,
Kansas
| $493M | +$200M | +68% | 3.25% | 127% | 300 | 59.67% | 0.7 |
|
| 3254 |
3254
MATAURO
New York
| $492M | +$30.4M | +7% | 2.53% | – | 139 | 25.18% | 0.2 |
|
| 3255 |
3255
Entrust Global Partners
New York
| $492M | +$365M | +288% | 30.1% | 82.3% | 5 | 20% | 2.2 |
|
| 3256 |
3256
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $492M | -$50.5M | -9% | 0.23% | 67.9% | 192 | 50% | 4.6 |
|
| 3257 |
3257
Burton Enright Welch
Walnut Creek,
California
| $492M | +$15.5M | +3% | 0.07% | 66.6% | 107 | 11.21% | 2 |
|
| 3258 |
3258
Topsail Wealth Management
Charlotte,
North Carolina
| $492M | +$23.5M | +5% | 1.25% | – | 232 | 15.95% | 0.2 |
|
| 3259 |
3259
UNICOM Systems
Las Vegas,
Nevada
| $491M | +$79.7M | +19% | 20.4% | – | 27 | 29.63% | 0.2 |
|
| 3260 |
ARG
3260
Advisory Resource Group
Tulsa,
Oklahoma
| $491M | +$19.8M | +4% | 0.01% | 72% | 167 | 8.38% | 2.8 |
|
| 3261 |
CRB
3261
Chad R. Baker
| $491M | -$19.9M | -4% | 2.39% | 123% | 52 | 7.69% | 5.9 |
|
| 3262 |
3262
Brian C. Broderick
| $491M | -$19M | -4% | 1.82% | 98.6% | 87 | 9.2% | 6.4 |
|
| 3263 |
3263
MIC Capital Management (UK)
London,
United Kingdom
| $491M | -$215M | -31% | 3% | 67.2% | 15 | 13.33% | 1.9 |
|
| 3264 |
3264
Ithaka Group
Arlington,
Virginia
| $491M | -$52.1M | -10% | 7.98% | 143% | 37 | 8.11% | 4.8 |
|
| 3265 |
3265
Monaco Asset Management
Monaco
| $490M | -$200M | -29% | 0.36% | 120% | 104 | 49.04% | 0.9 |
|
| 3266 |
3266
Capital Group Investment Management
Raffles Quay,
Singapore
| $490M | -$36.7M | -7% | 3.01% | 145% | 150 | 14% | 1.8 |
|
| 3267 |
3267
Shah Capital Management
Raleigh,
North Carolina
| $490M | -$6.34M | -1% | 6.52% | 287% | 18 | 16.67% | 4 |
|
| 3268 |
3268
L2 Asset Management
Wayland,
Massachusetts
| $490M | +$29.5M | +6% | 2.66% | 128% | 290 | 19.66% | 1.5 |
|
| 3269 |
3269
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $489M | -$28.2M | -5% | 4.53% | 70.3% | 82 | 53.66% | 4.5 |
|
| 3270 |
3270
Silverarc Capital Management
Boston,
Massachusetts
| $489M | +$31.8M | +7% | 1.98% | 2,765% | 85 | 47.06% | 0.9 |
|
| 3271 |
3271
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $489M | +$1.99M | +0.4% | 1.27% | 81% | 877 | 12.66% | 3.9 |
|
| 3272 |
3272
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $489M | +$29.3M | +6% | 0.98% | 39.1% | 67 | 23.88% | 4.5 |
|
| 3273 |
3273
Commonwealth Financial Services
Vienna,
West Virginia
| $488M | -$22M | -4% | 1.88% | 64.2% | 212 | 15.09% | 3.7 |
|
| 3274 |
3274
Paragon Capital Management (Colorado)
Denver,
Colorado
| $488M | -$13.1M | -3% | 3.2% | 109% | 204 | 11.76% | 2.9 |
|
| 3275 |
3275
Groupe Bruxelles Lambert
Brussels,
Belgium
| $488M | +$109M | +29% | 28.6% | – | 1 | 0% | 1.3 |
|