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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
BSW Wealth Partners
Boulder,
Colorado
| $398M | +$40.5M | +11% | 8.49% | 75.4% | 276 | 16.3% | 2.3 |
|
| 3427 |
3427
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $398M | +$19.5M | +5% | 11% | 66.3% | 84 | 5.95% | 0.7 |
|
| 3428 |
3428
DAFNA Capital Management
Los Angeles,
California
| $398M | +$20.8M | +6% | 9.25% | 313% | 92 | 18.48% | 2 |
|
| 3429 |
SC
3429
Saybrook Capital
Winston Salem,
North Carolina
| $397M | +$36M | +10% | 10.2% | 72.5% | 56 | 10.71% | 5.6 |
|
| 3430 |
3430
Monograph Wealth Advisors
Manhattan Beach,
California
| $397M | – | – | 7.48% | 68% | 86 | – | 0 |
|
| 3431 |
3431
Harbert Fund Advisors
Birmingham,
Alabama
| $397M | +$115M | +41% | 2.85% | 70.8% | 53 | 45.28% | 0.6 |
|
| 3432 |
3432
Goldstein Munger & Associates
San Ramon,
California
| $397M | +$24M | +6% | 6.15% | 11.9% | 33 | 0% | 6 |
|
| 3433 |
3433
Wright Investors Service
Shelton,
Connecticut
| $395M | +$43.5M | +12% | 10.6% | 161% | 156 | 17.95% | 3.3 |
|
| 3434 |
3434
Oliver Luxxe Assets
Gladstone,
New Jersey
| $395M | +$31.9M | +9% | 10.8% | 137% | 222 | 23.42% | 1.8 |
|
| 3435 |
PT
3435
Plimoth Trust
Plymouth,
Massachusetts
| $394M | +$40.7M | +12% | 10.7% | 110% | 167 | 3.59% | 3.4 |
|
| 3436 |
3436
One Wealth Advisors
San Francisco,
California
| $394M | +$53.2M | +16% | 7.75% | 66% | 246 | 32.93% | 1.1 |
|
| 3437 |
AAM
3437
AR Asset Management
West Hollywood,
California
| $394M | +$36.8M | +10% | 11.8% | 66% | 121 | 5.79% | 6.1 |
|
| 3438 |
3438
SkyOak Wealth
Southfield,
Michigan
| $393M | +$22.2M | +6% | 8.09% | 80.7% | 265 | 20% | 1.4 |
|
| 3439 |
3439
Harfst & Associates
Sheridan,
Wyoming
| $393M | +$31.1M | +9% | 9.77% | 88.1% | 132 | 12.12% | 3 |
|
| 3440 |
3440
Shikiar Asset Management
New York
| $393M | +$37.3M | +10% | 10.9% | 117% | 119 | 25.21% | 2.5 |
|
| 3441 |
3441
Univest Financial
Souderton,
Pennsylvania
| $393M | +$34.5M | +10% | 9.55% | 96.9% | 116 | 9.48% | 3.8 |
|
| 3442 |
3442
Intellectus Partners
San Francisco,
California
| $392M | -$20.9M | -5% | 3.69% | 157% | 302 | 18.54% | 2.2 |
|
| 3443 |
3443
Hoey Investments
Coatesville,
Pennsylvania
| $392M | +$57M | +17% | 17.5% | 247% | 275 | 20.36% | 1.1 |
|
| 3444 |
3444
High Falls Advisors
Rochester,
New York
| $392M | +$23.7M | +6% | 5.61% | 56.9% | 139 | 22.3% | 1.8 |
|
| 3445 |
3445
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $392M | +$30.1M | +8% | 9.75% | 116% | 264 | 35.23% | 1.2 |
|
| 3446 |
WCMN
3446
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $392M | +$32.7M | +9% | 12% | 121% | 48 | 0% | 5 |
|
| 3447 |
3447
Punch Card Management
Winter Park,
Florida
| $391M | +$4.92M | +1% | 1.81% | 41% | 3 | 0% | 3.8 |
|
| 3448 |
3448
Rye Brook Capital
Greenwich,
Connecticut
| $390M | +$248M | +175% | 4.42% | 77.2% | 36 | 44.44% | 0.5 |
|
| 3449 |
3449
Cedar Brook Financial Partners
Cleveland,
Ohio
| $390M | +$57M | +17% | 8% | 47% | 396 | 16.41% | 1.7 |
|
| 3450 |
3450
Abundance Wealth Counselors
State College,
Pennsylvania
| $390M | +$219M | +128% | 7.53% | 107% | 120 | 64.17% | 0.5 |
|