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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
HI
3526
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $373M | +$69.9M | +23% | 23% | 74.8% | 1 | 0% | 2 |
|
| 3527 |
3527
Sage Advisory Services
Austin,
Texas
| $373M | +$15.9M | +4% | 6.88% | 37.8% | 56 | 23.21% | 2.3 |
|
| 3528 |
3528
Austin Wealth Management
Austin,
Texas
| $373M | +$49.7M | +15% | 8.02% | 48.2% | 120 | 20% | 0.2 |
|
| 3529 |
3529
Shorepoint Capital Partners
Norwood,
Massachusetts
| $373M | +$32.1M | +9% | 10.5% | – | 101 | 19.8% | 2.4 |
|
| 3530 |
3530
Pettinga Financial Advisors
Evansville,
Indiana
| $373M | +$41.8M | +13% | 9.74% | 78.1% | 123 | 19.51% | 2.6 |
|
| 3531 |
3531
Darwin Wealth Management
Tampa,
Florida
| $373M | +$998K | +0.3% | 9.28% | 56.8% | 154 | 12.34% | 3.3 |
|
| 3532 |
3532
Goodman Financial
Houston,
Texas
| $373M | +$30.5M | +9% | 8.52% | 52.5% | 47 | 8.51% | 3.1 |
|
| 3533 |
3533
Secure Asset Management
Troy,
Michigan
| $372M | +$37.9M | +11% | 10.5% | 97.2% | 251 | 26.29% | 1.6 |
|
| 3534 |
TCM
3534
Trybe Capital Management
Greenwich,
Connecticut
| $372M | +$64.2M | +21% | 17.1% | 681% | 15 | 6.67% | 1.7 |
|
| 3535 |
WCMN
3535
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $372M | +$22.4M | +6% | 9.1% | 121% | 44 | 0% | 7.3 |
|
| 3536 |
3536
Nicolet Bankshares
Green Bay,
Wisconsin
| $371M | +$45.6M | +14% | 11.1% | 75.5% | 203 | 8.87% | 5.1 |
|
| 3537 |
3537
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $371M | +$360M | +3,247% | 10.6% | 27.4% | 6 | 83.33% | 0.5 |
|
| 3538 |
FCA
3538
FLC Capital Advisors
Palm Desert,
California
| $371M | +$40.9M | +12% | 8.37% | 59.3% | 162 | 16.05% | 3 |
|
| 3539 |
3539
Mariner Investment Group
Harrison,
New York
| $370M | – | – | 9.83% | – | 27 | – | 0.8 |
|
| 3540 |
3540
Seafarer Capital Partners
Larkspur,
California
| $370M | +$58.8M | +19% | 17.7% | 43% | 6 | 0% | 2.4 |
|
| 3541 |
NTIC
3541
Napean Trading & Investment Company
Singapore
| $370M | – | – | 20.5% | – | 40 | – | 0 |
|
| 3542 |
3542
Post Oak Energy Holdings
Houston,
Texas
| $370M | -$26.8M | -7% | 6.11% | 64.6% | 4 | 25% | 1 |
|
| 3543 |
3543
SilverOak Wealth Management
Edina,
Minnesota
| $370M | – | – | 11.7% | 77.8% | 85 | – | 0 |
|
| 3544 |
3544
Black Diamond Financial
Towson,
Maryland
| $370M | +$45.1M | +14% | 12.1% | 68.3% | 122 | 13.93% | 2.9 |
|
| 3545 |
JWCA
3545
J.W. Coons Advisors
Columbus,
Ohio
| $370M | +$23.1M | +7% | 9.46% | 61.2% | 244 | 9.02% | 2.8 |
|
| 3546 |
3546
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $369M | +$30.3M | +9% | 9.94% | 57.7% | 331 | 7.25% | 2.8 |
|
| 3547 |
3547
GAMMA Investing
Foster City,
California
| $369M | – | – | 12.1% | 139% | 3,199 | – | 0 |
|
| 3548 |
HWM
3548
HFR Wealth Management
Niskayuna,
New York
| $369M | +$27.2M | +8% | 10.8% | 47.5% | 53 | 1.89% | 2.3 |
|
| 3549 |
3549
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $369M | +$41.2M | +13% | 11.1% | – | 177 | 19.77% | 2.5 |
|
| 3550 |
3550
Stamos Capital Partners
Menlo Park,
California
| $369M | -$80.3M | -18% | 6.7% | 36.7% | 132 | 25.76% | 1.5 |
|