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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
PDS Planning
Dublin,
Ohio
| $221M | +$64M | +41% | 15.9% | 62.7% | 135 | 25.93% | 1.4 |
|
| 3477 |
3477
ACK Asset Management
Greenwich,
Connecticut
| $221M | +$20.4M | +10% | 48.3% | 132% | 26 | 46.15% | 0.6 |
|
| 3478 |
QCI
3478
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $221M | +$47.6M | +28% | 32.3% | 107% | 33 | 18.18% | 2.7 |
|
| 3479 |
3479
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $221M | +$40.9M | +23% | 16.9% | – | 126 | 17.46% | 0.4 |
|
| 3480 |
3480
ESL Trust Services
Rochester,
New York
| $221M | +$32.6M | +17% | 17.9% | 53.9% | 33 | 39.39% | 0.4 |
|
| 3481 |
3481
Buckley Wealth Management
Las Vegas,
Nevada
| $220M | +$36.2M | +20% | 20.8% | 88% | 131 | 13.74% | 2 |
|
| 3482 |
3482
Vanguard Personalized Indexing Management
Oakland,
California
| $220M | +$49M | +29% | 23.9% | 147% | 405 | 47.16% | 0.2 |
|
| 3483 |
GCMG
3483
Gyroscope Capital Management Group
Naples,
Florida
| $220M | +$7.94M | +4% | 20.4% | 24.8% | 133 | 35.34% | 1.9 |
|
| 3484 |
3484
Sovereign Investment Advisors
Phoenix,
Arizona
| $220M | +$26.9M | +14% | 10.7% | 43.7% | 21 | 0% | 0.5 |
|
| 3485 |
FNBOMD
3485
First National Bank of Mount Dora
Mount Dora,
Florida
| $220M | +$30.9M | +16% | 18.6% | 96.2% | 100 | 9% | 3.6 |
|
| 3486 |
3486
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $220M | +$39.7M | +22% | 25.5% | 147% | 223 | 10.31% | 3 |
|
| 3487 |
3487
Summit Asset Management
Memphis,
Tennessee
| $220M | +$34.2M | +18% | 18.7% | 48.9% | 123 | 13.01% | 4.2 |
|
| 3488 |
3488
Shikiar Asset Management
New York
| $219M | +$70.5M | +47% | 33.1% | 117% | 95 | 27.37% | 2.6 |
|
| 3489 |
3489
Foresight Wealth Management
Draper,
Utah
| $219M | +$74.2M | +51% | 18.4% | 19.1% | 119 | 23.53% | 1.1 |
|
| 3490 |
LFG
3490
LifePlan Financial Group
Dayton,
Ohio
| $219M | +$34.7M | +19% | 15.6% | 20.2% | 599 | 5.51% | 2.5 |
|
| 3491 |
NC
3491
Nokomis Capital
Dallas,
Texas
| $219M | +$11.1M | +5% | 42.5% | 145% | 41 | 29.27% | 2.3 |
|
| 3492 |
3492
Alliance Wealth Management Group
Flemington,
New Jersey
| $219M | +$31.5M | +17% | 13.3% | 43.4% | 62 | 20.97% | 2.5 |
|
| 3493 |
3493
YorkBridge Wealth Partners
New York
| $219M | +$56.1M | +35% | 23.1% | 36.5% | 175 | 14.29% | 2.7 |
|
| 3494 |
3494
Firsthand Capital Management
San Jose,
California
| $219M | +$92.5M | +73% | 68.8% | 265% | 55 | 27.27% | 2.4 |
|
| 3495 |
3495
Mountain Capital Investment Advisors
Westminster,
Colorado
| $218M | +$24.8M | +13% | 9.91% | 63.3% | 53 | 24.53% | 0.9 |
|
| 3496 |
3496
Pinz Capital Management
New York
| $218M | +$180M | +472% | 46.8% | 199% | 227 | 97.36% | 0 |
|
| 3497 |
3497
Oakview Capital Management
Dallas,
Texas
| $218M | -$9.46M | -4% | 21.5% | 21.2% | 20 | 25% | 1.4 |
|
| 3498 |
3498
Bridge City Capital
Lake Oswego,
Oregon
| $218M | +$11.3M | +5% | 27.6% | 120% | 92 | 5.43% | 2.3 |
|
| 3499 |
3499
Versant Capital Management
Phoenix,
Arizona
| $218M | +$28.1M | +15% | 18.8% | 97.3% | 1,701 | 9.47% | 3.2 |
|
| 3500 |
APW
3500
Aurora Private Wealth
Rockaway,
New Jersey
| $217M | -$66.7M | -23% | 17.3% | – | 249 | 33.73% | 0.4 |
|