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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Financial Gravity Asset Management
Lakeway,
Texas
| $562M | +$42.5M | +8% | 0.66% | – | 1,031 | 29.19% | 1.9 |
|
| 3402 |
3402
Maytus Capital Management
New York
| $562M | +$139M | +33% | 4.41% | 442% | 90 | 63.33% | 0.4 |
|
| 3403 |
3403
Key Financial Inc
West Chester,
Pennsylvania
| $562M | +$13.9M | +3% | 0.27% | 64.1% | 1,483 | 8.9% | 3.8 |
|
| 3404 |
3404
North Point Portfolio Managers
Orange Village,
Ohio
| $561M | -$29.2M | -5% | 1.37% | 72.8% | 79 | 8.86% | 4.8 |
|
| 3405 |
3405
Twele Capital Management
Minnetonka,
Minnesota
| $561M | +$1.29M | +0.2% | 0.53% | 37.1% | 39 | 0% | 9.9 |
|
| 3406 |
3406
Moment Partners
San Francisco,
California
| $561M | +$74.5M | +15% | 1.4% | – | 119 | 17.65% | 1 |
|
| 3407 |
3407
Oakwell Private Wealth Management
Austin,
Texas
| $560M | +$24.5M | +5% | 0.88% | 68.2% | 81 | 3.7% | 3 |
|
| 3408 |
3408
Harfst & Associates
Sheridan,
Wyoming
| $560M | +$5.58M | +1% | 2.97% | 88.1% | 126 | 15.87% | 3.6 |
|
| 3409 |
FCA
3409
FLC Capital Advisors
Palm Desert,
California
| $560M | +$18.5M | +3% | 0.71% | 59.3% | 231 | 13.85% | 3.4 |
|
| 3410 |
3410
Newbrook Capital Advisors
New York
| $560M | -$237M | -30% | 6.3% | 299% | 27 | 66.67% | 1 |
|
| 3411 |
3411
Delta Investment Management
San Francisco,
California
| $559M | -$17.5M | -3% | 1.32% | 65.8% | 319 | 26.65% | 2.6 |
|
| 3412 |
3412
Curran Financial Partners
Daniel Island,
South Carolina
| $559M | +$32.1M | +6% | 1.79% | 53.5% | 139 | 15.83% | 2.4 |
|
| 3413 |
3413
East Coast Asset Management
Essex,
Massachusetts
| $558M | -$71.4M | -11% | 8.28% | 167% | 82 | 10.98% | 8.4 |
|
| 3414 |
3414
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $558M | -$86.1M | -13% | 1.34% | 57.9% | 1,181 | 37.43% | 0.6 |
|
| 3415 |
3415
Thames Capital Management
Roseland,
New Jersey
| $558M | -$130M | -19% | 25% | 1,177% | 61 | 50.82% | 1.6 |
|
| 3416 |
3416
Quarry LP
New York
| $558M | -$81.7M | -13% | 0.28% | 83.2% | 2,456 | 59.57% | 0.7 |
|
| 3417 |
3417
ALM First Financial Advisors
Dallas,
Texas
| $557M | +$52.5M | +10% | 2.16% | 50.5% | 25 | 0% | 2.7 |
|
| 3418 |
CAM
3418
Cander Asset Management
New York
| $557M | +$16.7M | +3% | 11.3% | – | 57 | 49.12% | 0.2 |
|
| 3419 |
3419
Marino Stram & Associates
Braintree,
Massachusetts
| $557M | +$3.17M | +0.6% | 0.43% | 72.2% | 193 | 8.29% | 4.2 |
|
| 3420 |
NI
3420
Naria Inc
Nassau,
Bahamas
| $556M | +$174M | +45% | 45.4% | – | 1 | 0% | 1.3 |
|
| 3421 |
3421
Three Arch Wealth Management
Irvine,
California
| $556M | +$22.4M | +4% | 2.35% | – | 62 | 6.45% | 0.2 |
|
| 3422 |
3422
TLWM Financial
San Antonio,
Texas
| $555M | +$8.85M | +2% | 2.65% | 53.9% | 72 | 4.17% | 4.3 |
|
| 3423 |
3423
Heirloom Wealth Management
Greenwood Village,
Colorado
| $555M | +$122M | +28% | 1.43% | 81.8% | 91 | 57.14% | 1.3 |
|
| 3424 |
ACPLP
3424
Amberjack Capital Partners, L.P.
Houston,
Texas
| $555M | -$87.3M | -14% | 11.5% | – | 1 | 0% | 1.3 |
|
| 3425 |
3425
Childress Capital Advisors
Houston,
Texas
| $555M | -$68.2M | -11% | 3.49% | 107% | 451 | 26.83% | 1.5 |
|