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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
First National Corp
Rockland,
Massachusetts
| $453M | +$11.2M | +3% | 0.11% | 56.3% | 163 | 7.98% | 3.9 |
|
| 3427 |
3427
Mattern Wealth Management
Lawrence,
Kansas
| $452M | -$1.35M | -0.3% | 1.79% | 62.2% | 174 | 7.47% | 3.5 |
|
| 3428 |
3428
Carrera Capital Advisors
Troy,
Michigan
| $451M | +$24.3M | +6% | 3.48% | – | 155 | 16.13% | 0.5 |
|
| 3429 |
3429
Fulcrum Capital
Seattle,
Washington
| $451M | -$26.5M | -6% | 3.26% | 102% | 123 | 21.95% | 3.1 |
|
| 3430 |
3430
NBW Capital
Boston,
Massachusetts
| $451M | -$88.7M | -16% | 2.47% | 86% | 109 | 27.52% | 4.1 |
|
| 3431 |
3431
Marino Stram & Associates
Braintree,
Massachusetts
| $450M | -$1.5M | -0.3% | 0.5% | 72.2% | 175 | 7.43% | 3.9 |
|
| 3432 |
3432
Westover Capital Advisors
Wilmington,
Delaware
| $450M | -$4.16M | -0.9% | 1.25% | 144% | 257 | 17.51% | 2.7 |
|
| 3433 |
3433
Clearstead Trust
Portland,
Maine
| $449M | -$13.4M | -3% | 4.51% | 124% | 881 | 51.53% | 1.4 |
|
| 3434 |
3434
Liberty Capital Management
Birmingham,
Michigan
| $449M | -$1.54M | -0.3% | 0.79% | – | 163 | 3.68% | 6.1 |
|
| 3435 |
OM
3435
Opaleye Management
Boston,
Massachusetts
| $449M | -$122M | -21% | 8.7% | 748% | 54 | 44.44% | 1.6 |
|
| 3436 |
3436
LMG Wealth Partners
Shreveport,
Louisiana
| $449M | -$10M | -2% | 1.49% | 96.1% | 138 | 13.77% | 1.6 |
|
| 3437 |
3437
Riversedge Advisors
Wilmington,
Delaware
| $448M | +$6.04M | +1% | 0.96% | 71.3% | 122 | 21.31% | 2.1 |
|
| 3438 |
DA
3438
Dash Acquisitions
Woodland Hills,
California
| $448M | -$21.5M | -5% | 0.68% | 52% | 66 | 13.64% | 2.2 |
|
| 3439 |
3439
Raub Brock Capital Management
Larkspur,
California
| $448M | -$22.8M | -5% | 0.08% | 54.7% | 44 | 22.73% | 3.5 |
|
| 3440 |
3440
The Family Firm
Bethesda,
Maryland
| $448M | -$1.9M | -0.4% | 0.1% | 40.2% | 220 | 6.36% | 5.5 |
|
| 3441 |
3441
Paradice Investment Management
Denver,
Colorado
| $448M | -$56.4M | -11% | 9.3% | 72.2% | 26 | 11.54% | 4.3 |
|
| 3442 |
3442
Elgethun Capital Management
Sioux Falls,
South Dakota
| $448M | +$35.6M | +9% | 3.85% | 61.5% | 163 | 12.88% | 4.5 |
|
| 3443 |
3443
TCP Asset Management
Columbus,
Ohio
| $447M | -$6.04M | -1% | 2.43% | 65% | 96 | 12.5% | 1.5 |
|
| 3444 |
3444
Dymon Asia Capital (Singapore)
Singapore
| $447M | +$13.2M | +3% | 0.9% | 291% | 183 | 78.69% | 0.2 |
|
| 3445 |
3445
Steginsky Capital
Port Washington,
New York
| $447M | -$19.8M | -4% | 0.38% | 99.4% | 7 | 0% | 8.1 |
|
| 3446 |
3446
Garrett Wealth Advisory Group
Weatherford,
Texas
| $447M | +$7.57M | +2% | 2.18% | 74.6% | 113 | 13.27% | 2.3 |
|
| 3447 |
PS
3447
Presima Securities
Montreal,
Quebec, Canada
| $447M | +$40.6M | +10% | 1.49% | 10.3% | 52 | 7.69% | 5 |
|
| 3448 |
3448
Blume Capital Management
Berkeley,
California
| $447M | +$494K | +0.1% | 0.98% | 102% | 462 | 30.3% | 4 |
|
| 3449 |
3449
Satovsky Asset Management
New York
| $447M | +$9.9M | +2% | 0.73% | 53.6% | 57 | 10.53% | 2.6 |
|
| 3450 |
3450
Independent Solutions Wealth Management
Williamsville,
New York
| $447M | -$10.6M | -2% | 1.65% | 125% | 186 | 15.05% | 3.5 |
|