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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
Hartford Financial Management
Hartford,
Connecticut
| $488M | -$1.07M | -0.2% | 0.91% | 87.9% | 397 | 9.32% | 6 |
|
| 3327 |
3327
Aristides Capital
Louisville,
Kentucky
| $488M | +$166M | +52% | 11.4% | 126% | 365 | 51.78% | 1 |
|
| 3328 |
CTAF
3328
Call To Action Foundation
Salt Lake City,
Utah
| $488M | +$13.1M | +3% | 2.11% | – | 1 | 0% | 1 |
|
| 3329 |
3329
Pasadena Private Wealth
Pasadena,
California
| $488M | +$18M | +4% | 1.48% | 53% | 169 | 21.89% | 2.2 |
|
| 3330 |
3330
Opes Wealth Management
Menlo Park,
California
| $488M | -$32.4M | -6% | 0.35% | 54.1% | 146 | 10.27% | 3.1 |
|
| 3331 |
3331
Tolleson Wealth Management
Dallas,
Texas
| $488M | -$37.1M | -7% | 1.4% | 56.2% | 107 | 27.1% | 3 |
|
| 3332 |
3332
Round Rock Advisors
Wilton,
Connecticut
| $488M | +$59.7M | +14% | 0.99% | 87.4% | 226 | 23.01% | 1.9 |
|
| 3333 |
3333
Portfolio Design Labs
Encino,
California
| $487M | +$129M | +36% | 2.48% | 115% | 197 | 32.99% | 0.5 |
|
| 3334 |
3334
Arrowpoint Investment Partners
Singapore
| $487M | – | – | 13.5% | – | 737 | – | 0 |
|
| 3335 |
3335
Cannell Capital
Alta,
Wyoming
| $487M | +$1.17M | +0.2% | 12.5% | 127% | 60 | 31.67% | 2.2 |
|
| 3336 |
3336
Summit Wealth Partners
Orlando,
Florida
| $487M | -$32.4M | -6% | 1.27% | 44.9% | 243 | 20.99% | 3.1 |
|
| 3337 |
3337
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $487M | +$28.9M | +6% | 1.58% | 81% | 846 | 10.28% | 4.1 |
|
| 3338 |
3338
Goehring & Rozencwajg Associates
New York
| $487M | -$3.83M | -0.8% | 3.89% | 148% | 46 | 8.7% | 1.8 |
|
| 3339 |
3339
Hughes Financial Services
Herndon,
Virginia
| $487M | – | – | 2.06% | – | 65 | – | 0 |
|
| 3340 |
3340
Engaged Capital
Newport Beach,
California
| $486M | -$130M | -21% | 2.16% | 26.2% | 10 | 30% | 2.3 |
|
| 3341 |
SPC
3341
Stony Point Capital
New York
| $486M | +$67.6M | +16% | 9.49% | 208% | 40 | 10% | 1.1 |
|
| 3342 |
3342
Everhart Financial Group
Dublin,
Ohio
| $486M | +$34.5M | +8% | 4.44% | 123% | 333 | 12.31% | 1.9 |
|
| 3343 |
3343
Aire Advisors
Beverly Hills,
California
| $486M | +$33.8M | +7% | 2.93% | 77.4% | 170 | 12.94% | 2 |
|
| 3344 |
3344
Liquid Strategies
Atlanta,
Georgia
| $486M | +$67.7M | +16% | 0.02% | 46.8% | 16 | 31.25% | 2.2 |
|
| 3345 |
3345
Warwick Investment Management
Bryan,
Texas
| $485M | +$63.4M | +15% | 0.46% | 69.9% | 111 | 27.93% | 1.3 |
|
| 3346 |
3346
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $485M | +$21.8M | +5% | 2.26% | 67.5% | 153 | 18.3% | 4.2 |
|
| 3347 |
3347
Summit Securities Group
New York
| $485M | +$106M | +28% | 11.3% | 136% | 980 | 80.51% | 0.4 |
|
| 3348 |
3348
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $485M | +$25.7M | +6% | 1.49% | 70.2% | 385 | 29.87% | 3.3 |
|
| 3349 |
3349
Drexel Morgan & Co
Radnor,
Pennsylvania
| $485M | -$53.3M | -10% | 4.63% | 50.1% | 57 | 7.02% | 7.4 |
|
| 3350 |
3350
Montanaro Asset Management
London,
United Kingdom
| $484M | -$76.7M | -14% | 3.66% | 49.6% | 50 | 12% | 2.7 |
|