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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Northstar Wealth Partners
West Hartford,
Connecticut
| $225M | +$6.27M | +3% | 2.7% | 36.2% | 186 | 6.45% | 1.5 |
|
| 3327 |
SP
3327
StackLine Partners
New York
| $225M | +$27.3M | +14% | 3.31% | 12.7% | 22 | 27.27% | 0.3 |
|
| 3328 |
3328
Beck Bode LLC
Dedham,
Massachusetts
| $225M | +$17.3M | +8% | 4.17% | 155% | 77 | 37.66% | 0.4 |
|
| 3329 |
3329
Trivium Point Advisory
Westport,
Connecticut
| $224M | +$10.2M | +5% | 4.87% | 106% | 173 | 16.18% | 0.4 |
|
| 3330 |
3330
Keating Investment Counselors
Delray Beach,
Florida
| $224M | +$3.11M | +1% | 2.53% | 50% | 66 | 4.55% | 4.4 |
|
| 3331 |
3331
Kellner Capital
New York
| $224M | +$76.8M | +52% | 8.83% | 390% | 47 | 74.47% | 0.2 |
|
| 3332 |
3332
Farmers & Merchants Trust Company
Long Beach,
California
| $224M | +$4.4M | +2% | 3.08% | 79.8% | 143 | 5.59% | 0.5 |
|
| 3333 |
3333
Starfire Investment Advisers
Southfield,
Michigan
| $224M | +$5.74M | +3% | 2.8% | 19.2% | 163 | 4.29% | 1.4 |
|
| 3334 |
3334
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $223M | +$3.46M | +2% | 3.8% | 101% | 128 | 3.91% | 3.8 |
|
| 3335 |
AP
3335
Arlington Partners
Birmingham,
Alabama
| $223M | +$83.5M | +60% | 1.8% | 46.4% | 266 | 45.49% | 0.7 |
|
| 3336 |
3336
Rainier Group Investment Advisory
Bellevue,
Washington
| $223M | -$3.8M | -2% | 3.89% | 41.4% | 45 | 15.56% | 1.6 |
|
| 3337 |
3337
Lincoln Capital
Lincoln,
Nebraska
| $223M | +$16.1M | +8% | 7.43% | 67.1% | 79 | 11.39% | 3.1 |
|
| 3338 |
3338
JHL Capital Group
Chicago,
Illinois
| $223M | -$8.89M | -4% | 0.71% | – | 13 | 61.54% | 0.5 |
|
| 3339 |
3339
WealthStone
Columbus,
Ohio
| $223M | +$220M | +7,919% | 3.28% | – | 1,020 | 87.55% | 0 |
|
| 3340 |
3340
Liberty Capital Management
Birmingham,
Michigan
| $223M | +$24.5M | +12% | 4.79% | – | 123 | 11.38% | 3.6 |
|
| 3341 |
3341
Peak Financial Management
Wellesley,
Massachusetts
| $223M | +$5.21M | +2% | 2.45% | 58.2% | 56 | 1.79% | 2 |
|
| 3342 |
3342
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $223M | +$6.56M | +3% | 2.77% | 39.1% | 38 | 0% | 3 |
|
| 3343 |
3343
Manchester Financial
Westlake Village,
California
| $222M | +$16.1M | +8% | 2.96% | 73% | 535 | 86.92% | 0.1 |
|
| 3344 |
PCMK
3344
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $222M | +$11.8M | +6% | 2.22% | 87.5% | 361 | 45.15% | 1.3 |
|
| 3345 |
3345
Financial Consulate
Hunt Valley,
Maryland
| $222M | +$3.48M | +2% | 2.95% | 61.4% | 114 | 15.79% | 2.4 |
|
| 3346 |
WAM
3346
Warlander Asset Management
New York
| $222M | -$60.3M | -21% | 21% | 0.72% | 8 | 37.5% | 0.7 |
|
| 3347 |
3347
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $222M | +$13M | +6% | 4.46% | 80.3% | 76 | 7.89% | 1.3 |
|
| 3348 |
3348
180 Wealth Advisors
Federal Way,
Washington
| $222M | +$1.78M | +0.8% | 4.1% | 136% | 267 | 13.86% | 1.1 |
|
| 3349 |
3349
Occidental Asset Management
Burlingame,
California
| $222M | +$14.2M | +7% | 3.72% | 82.5% | 152 | 10.53% | 2.6 |
|
| 3350 |
3350
RDA Financial Network
Akron,
Iowa
| $222M | +$10.2M | +5% | 3.11% | 93.4% | 240 | 12.08% | 0.2 |
|