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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Beverly Hills Private Wealth
Beverly Hills,
California
| $433M | +$50M | +13% | 9.52% | 91.6% | 384 | 18.23% | 0.9 |
|
| 3352 |
3352
EAM Global Investors
Solana Beach,
California
| $433M | +$18.5M | +4% | 31.1% | 2,399% | 130 | 56.15% | 0.3 |
|
| 3353 |
3353
Trust Company of the South
Greensboro,
North Carolina
| $433M | +$54.5M | +14% | 6.78% | 70.2% | 127 | 18.11% | 0.2 |
|
| 3354 |
3354
De Lisle Partners
Poole,
United Kingdom
| $433M | – | – | 11.1% | – | 162 | – | 0 |
|
| 3355 |
3355
O'Brien Wealth Partners
Waltham,
Massachusetts
| $432M | +$49.3M | +13% | 7.51% | 56.7% | 69 | 14.49% | 2.9 |
|
| 3356 |
3356
Legion Partners Asset Management
Los Angeles,
California
| $432M | +$48.3M | +13% | 10.2% | 206% | 14 | 14.29% | 2.5 |
|
| 3357 |
3357
GR Financial Group
Tucson,
Arizona
| $432M | +$150M | +53% | 7.85% | 75.4% | 21 | 42.86% | 0.7 |
|
| 3358 |
3358
M. Kulyk & Associates
Decatur,
Georgia
| $431M | +$1.98M | +0.5% | 9.09% | 63.3% | 114 | 12.28% | 2.1 |
|
| 3359 |
FPFS
3359
First Personal Financial Services
Charlotte,
North Carolina
| $431M | +$20.1M | +5% | 6.37% | 31.5% | 415 | 19.76% | 5.2 |
|
| 3360 |
CNBTD
3360
Citizens National Bank Trust Department
Meridian,
Mississippi
| $431M | +$36.7M | +9% | 9.95% | 124% | 342 | 9.65% | 2.5 |
|
| 3361 |
3361
Wealth Alliance Advisory Group
Wichita,
Kansas
| $431M | +$48M | +13% | 7.92% | 72.7% | 199 | 13.57% | 3.3 |
|
| 3362 |
CFGSD
3362
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $431M | +$52.2M | +14% | 8.29% | 72% | 95 | 5.26% | 1.2 |
|
| 3363 |
3363
Tiger Pacific Capital
New York
| $431M | -$39M | -8% | 10.5% | 84.5% | 16 | 25% | 1.8 |
|
| 3364 |
3364
Single Point Partners
Boston,
Massachusetts
| $430M | +$29.2M | +7% | 6.52% | 56.4% | 83 | 12.05% | 1.1 |
|
| 3365 |
PS
3365
Presima Securities
Montreal,
Quebec, Canada
| $430M | -$13.6M | -3% | 3.28% | 10.3% | 54 | 3.7% | 4.1 |
|
| 3366 |
3366
Hussman Strategic Advisors
Ellicott City,
Maryland
| $430M | -$9.9M | -2% | 9.79% | 43.1% | 279 | 43.01% | 2.5 |
|
| 3367 |
3367
Perennial Advisors
New York
| $430M | +$23M | +6% | 9.83% | – | 119 | 8.4% | 4 |
|
| 3368 |
3368
Capricorn Investment Group
Palo Alto,
California
| $430M | -$103M | -19% | 17.1% | 95.9% | 8 | 0% | 2.1 |
|
| 3369 |
3369
Makena Capital Management
Menlo Park,
California
| $430M | -$12M | -3% | 6.53% | 85.5% | 43 | 13.95% | 1.1 |
|
| 3370 |
3370
Cypress Wealth Services
Palm Desert,
California
| $429M | +$28.3M | +7% | 6.76% | 82.7% | 266 | 10.15% | 2.2 |
|
| 3371 |
SF
3371
Symphony Financial
Houston,
Texas
| $429M | -$35.8M | -8% | 10% | 95.7% | 212 | 17.45% | 2.1 |
|
| 3372 |
3372
TMD Wealth Management
Scottsdale,
Arizona
| $429M | +$45.2M | +12% | 4.67% | 2.41% | 63 | 20.63% | 1.5 |
|
| 3373 |
3373
Great Point Wealth Advisors
Boston,
Massachusetts
| $429M | +$44.4M | +12% | 6.37% | – | 65 | 21.54% | 3.1 |
|
| 3374 |
3374
Nekton Capital
London,
United Kingdom
| $429M | -$6.47M | -1% | 6.64% | 30.1% | 21 | 61.9% | 0.4 |
|
| 3375 |
3375
Vantage Wealth
Pasadena,
California
| $429M | -$25.9M | -6% | 6.17% | 56.1% | 43 | 23.26% | 4.2 |
|