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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
Simcoe Capital Management
New York
| $576M | +$17.2M | +3% | 5.56% | 48.7% | 19 | 47.37% | 1 |
|
| 3352 |
3352
Gould Asset Management
Claremont,
California
| $576M | +$11.5M | +2% | 0.99% | 48.3% | 176 | 7.39% | 6 |
|
| 3353 |
3353
Sovereign Financial Group
Stamford,
Connecticut
| $576M | -$4.81M | -0.8% | 0.61% | 90.7% | 392 | 17.6% | 2.8 |
|
| 3354 |
3354
Patten Group
Chattanooga,
Tennessee
| $575M | +$34.6M | +6% | 0.67% | 99% | 323 | 17.65% | 5.4 |
|
| 3355 |
3355
Intelligence Driven Advisers
Carlsbad,
California
| $574M | -$126M | -18% | 1.64% | 65.6% | 152 | 23.68% | 2.3 |
|
| 3356 |
3356
Tempo Wealth
Independence,
Ohio
| $573M | +$12.1M | +2% | 2.89% | – | 225 | 10.22% | 0.2 |
|
| 3357 |
3357
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $573M | +$3.93M | +0.7% | 0.88% | – | 277 | 9.75% | 1.1 |
|
| 3358 |
3358
Ironwood Financial
Tucson,
Arizona
| $573M | -$16.9M | -3% | 1.87% | 54.1% | 170 | 3.53% | 5.7 |
|
| 3359 |
3359
Eagle Health Investments
Greenwich,
Connecticut
| $572M | +$117M | +26% | 6.58% | 241% | 37 | 43.24% | 1.3 |
|
| 3360 |
3360
Nordwand Advisors
Radnor,
Pennsylvania
| $572M | -$585K | -0.1% | 1.96% | 103% | 157 | 11.46% | 1.1 |
|
| 3361 |
FRM
3361
Fox Run Management
Greenwich,
Connecticut
| $572M | -$76.3M | -12% | 1.84% | 64% | 1,307 | 68.17% | 0.3 |
|
| 3362 |
3362
McLean Asset Management
Tysons,
Virginia
| $572M | +$13.3M | +2% | 0.38% | 69.4% | 174 | 6.9% | 3.4 |
|
| 3363 |
3363
Marble Wealth
Montgomery,
Alabama
| $571M | -$149M | -21% | 1.69% | – | 288 | 28.47% | 0.2 |
|
| 3364 |
3364
Black Swift Group
Boulder,
Colorado
| $571M | -$28.8M | -5% | 0.15% | 139% | 145 | 38.62% | 1.2 |
|
| 3365 |
RI
3365
RPTC Inc
Jackson,
Wyoming
| $571M | -$24.9M | -4% | 4.39% | 66.4% | 7 | 0% | 6.3 |
|
| 3366 |
3366
XXEC Inc
Tulsa,
Oklahoma
| $571M | +$471M | +470% | 10.8% | 30.1% | 25 | 20% | 2.5 |
|
| 3367 |
3367
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| $570M | +$270M | +90% | 0.18% | – | 177 | 53.11% | 0.1 |
|
| 3368 |
3368
RAM Investment Partners
Bellevue,
Washington
| $569M | +$16.3M | +3% | 2.09% | 61.9% | 129 | 15.5% | 1.8 |
|
| 3369 |
3369
Activest Wealth Management
Aventure,
Florida
| $569M | +$33.8M | +6% | 3.67% | 117% | 1,360 | 26.4% | 1.1 |
|
| 3370 |
3370
New World Advisors
Hingham,
Massachusetts
| $569M | -$15.7M | -3% | 2.39% | 84.1% | 91 | 17.58% | 2 |
|
| 3371 |
3371
Chemistry Wealth Management
New York
| $569M | +$34M | +6% | 4.31% | 77.1% | 213 | 10.33% | 2.7 |
|
| 3372 |
CFSG
3372
Community Financial Services Group
Newport,
Vermont
| $568M | +$23.6M | +4% | 0.18% | – | 460 | 78.48% | 1.1 |
|
| 3373 |
3373
ASK Capital Management
San Francisco,
California
| $568M | -$185M | -25% | 10.5% | – | 4 | 0% | 1.1 |
|
| 3374 |
3374
Broad Run Investment Management
Arlington,
Virginia
| $568M | +$29.4M | +5% | 0.82% | 202% | 25 | 8% | 6.8 |
|
| 3375 |
3375
New Harbor Financial Group
Worcester,
Massachusetts
| $567M | +$21.7M | +4% | 8.47% | 94.6% | 67 | 31.34% | 2.1 |
|