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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
M. Kulyk & Associates
Decatur,
Georgia
| $366M | -$20.3M | -5% | 5.97% | 63.3% | 109 | 12.84% | 0.8 |
|
| 3477 |
EGA
3477
E&G Advisors
Houston,
Texas
| $366M | -$34.8M | -9% | 3.35% | 97.7% | 227 | 11.01% | 0.5 |
|
| 3478 |
3478
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $366M | -$17.5M | -5% | 3.15% | 86.1% | 231 | 16.45% | 5.2 |
|
| 3479 |
3479
Patton Fund Management
Dallas,
Texas
| $366M | +$36.3M | +11% | 5.79% | 211% | 117 | 48.72% | 0.6 |
|
| 3480 |
ECG
3480
EPIQ Capital Group
San Francisco,
California
| $366M | -$197M | -35% | 23.5% | 6.25% | 59 | 16.95% | 1.6 |
|
| 3481 |
3481
Harbour Capital Advisors
Tysons Corner,
Virginia
| $366M | -$41.1M | -10% | 5.36% | 168% | 255 | 20.39% | 2 |
|
| 3482 |
3482
Northwest Quadrant Wealth Management
Bend,
Oregon
| $365M | -$7.47M | -2% | 3.73% | 45.6% | 70 | 12.86% | 3.5 |
|
| 3483 |
3483
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $365M | -$33M | -8% | 8.81% | 66.3% | 83 | 8.43% | 0.9 |
|
| 3484 |
3484
Xcel Wealth Management
Holly Hill,
Florida
| $365M | -$24.3M | -6% | 5.97% | 98.8% | 150 | 14% | 2 |
|
| 3485 |
3485
Miramar Capital
Northbrook,
Illinois
| $365M | +$69.7M | +24% | 0.31% | 47.3% | 104 | 44.23% | 1.2 |
|
| 3486 |
3486
Canal Insurance Company
Greenville,
South Carolina
| $364M | +$22.6M | +7% | 9.48% | 114% | 90 | 13.33% | 3.6 |
|
| 3487 |
GJCM
3487
Grand Jean Capital Management
San Francisco,
California
| $364M | -$38.1M | -9% | 4.49% | 61.4% | 54 | 12.96% | 3.6 |
|
| 3488 |
PRC
3488
Pearl River Capital
Niles,
Michigan
| $364M | -$6.06M | -2% | 2.23% | 20.3% | 606 | 71.78% | 0.2 |
|
| 3489 |
3489
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $364M | +$3.4M | +0.9% | 3.8% | 84.1% | 299 | 22.74% | 1.4 |
|
| 3490 |
3490
Patriot Financial Partners
Radnor,
Pennsylvania
| $364M | -$49.2M | -12% | 1.99% | 16.6% | 14 | 21.43% | 2.3 |
|
| 3491 |
FC
3491
Franchise Capital
Grand Cayman,
Cayman Islands
| $364M | -$227M | -38% | 30.5% | 537% | 24 | 41.67% | 0.5 |
|
| 3492 |
3492
Janiczek Wealth Management
Denver,
Colorado
| $362M | +$27.9M | +8% | 3.46% | 16.4% | 1,119 | 11.71% | 1.5 |
|
| 3493 |
3493
KB Financial Partners
Princeton,
New Jersey
| $362M | +$13.8M | +4% | 4.47% | – | 692 | 15.17% | 0.4 |
|
| 3494 |
3494
Retirement Income Solutions
Ann Arbor,
Michigan
| $362M | -$12.1M | -3% | 4.49% | 60.8% | 123 | 16.26% | 2.4 |
|
| 3495 |
3495
Fruth Investment Management
Houston,
Texas
| $362M | -$3.02M | -0.8% | 2.54% | 79.4% | 244 | 7.38% | 5.7 |
|
| 3496 |
3496
Shulman DeMeo Asset Management
Lake Success,
New York
| $361M | -$22.7M | -6% | 4.25% | 79.3% | 153 | 10.46% | 0.4 |
|
| 3497 |
3497
Moerus Capital Management
New York
| $361M | +$131M | +57% | 31.3% | 220% | 13 | 0% | 2.8 |
|
| 3498 |
JAMH
3498
Junson Asset Management (HK)
Hong Kong
| $361M | -$44.1M | -11% | 10.5% | – | 52 | 46.15% | 0.4 |
|
| 3499 |
3499
Family Management
New York
| $361M | -$24.1M | -6% | 4.91% | 69% | 196 | 22.45% | 2.2 |
|
| 3500 |
3500
GenWealth Group
Maplewood,
New Jersey
| $361M | -$8.87M | -2% | 6.09% | 73.9% | 77 | 19.48% | 2.8 |
|