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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 |
3526
Riversedge Advisors
Wilmington,
Delaware
| $442M | +$1.44M | +0.3% | 1.31% | 71.3% | 109 | 16.51% | 2.2 |
|
| 3527 |
3527
WESPAC Advisors SoCal
Pasadena,
California
| $442M | +$9.7M | +2% | 4.69% | 135% | 103 | 11.65% | 2.4 |
|
| 3528 |
3528
Pettinga Financial Advisors
Evansville,
Indiana
| $442M | +$19.7M | +5% | 0.06% | 78.1% | 129 | 14.73% | 3.1 |
|
| 3529 |
3529
Privium Fund Management
Amsterdam,
Netherlands
| $442M | +$39.9M | +10% | 47.1% | 465% | 92 | 41.3% | 1.4 |
|
| 3530 |
3530
First National Corp
Rockland,
Massachusetts
| $442M | -$7.9M | -2% | 0.41% | 56.3% | 158 | 11.39% | 3.8 |
|
| 3531 |
AAM
3531
AR Asset Management
West Hollywood,
California
| $441M | -$8.56M | -2% | 0.41% | 64.9% | 113 | 2.65% | 8.5 |
|
| 3532 |
3532
ASK Capital Management
San Francisco,
California
| $441M | – | – | 33.4% | – | 4 | – | 0 |
|
| 3533 |
3533
Pale Fire Capital SE
Prague,
Czech Republic
| $441M | -$197M | -31% | 0.84% | 223% | 67 | 43.28% | 0.7 |
|
| 3534 |
3534
Granger Management
New York
| $440M | -$68.5M | -13% | 0.86% | 69.9% | 22 | 68.18% | 4 |
|
| 3535 |
3535
Key Financial Inc
West Chester,
Pennsylvania
| $440M | -$12.6M | -3% | 0.19% | 64.1% | 1,411 | 6.38% | 2.9 |
|
| 3536 |
3536
Old Second National Bank of Aurora
Aurora,
Illinois
| $440M | +$25.6M | +6% | 1.47% | 93.7% | 519 | 38.73% | 4.2 |
|
| 3537 |
3537
Northwest Quadrant Wealth Management
Bend,
Oregon
| $440M | +$5.84M | +1% | 0.76% | 45.6% | 78 | 20.51% | 4.3 |
|
| 3538 |
3538
Garrett Wealth Advisory Group
Weatherford,
Texas
| $440M | +$34.7M | +9% | 5.53% | 74.6% | 108 | 16.67% | 2.3 |
|
| 3539 |
IIA
3539
IPG Investment Advisors
San Diego,
California
| $439M | -$19.5M | -4% | 5.08% | 126% | 215 | 37.67% | 2.2 |
|
| 3540 |
3540
GenWealth Group
Maplewood,
New Jersey
| $439M | +$4.37M | +1% | 0.5% | 73.9% | 77 | 9.09% | 4.4 |
|
| 3541 |
3541
Park Presidio Capital
San Francisco,
California
| $439M | +$2.03M | +0.5% | 4.15% | 94.1% | 11 | 0% | 5 |
|
| 3542 |
3542
Pacific Sage Partners
Edmonds,
Washington
| $438M | +$18.4M | +4% | 0.95% | 58.9% | 113 | 15.93% | 1.5 |
|
| 3543 |
3543
RB Capital Management
Reno,
Nevada
| $438M | +$8.6M | +2% | 2.94% | 79.4% | 193 | 6.74% | 4.6 |
|
| 3544 |
3544
Balboa Wealth Partners
Scottsdale,
Arizona
| $438M | +$36.7M | +9% | 12.1% | 214% | 395 | 30.38% | 1.1 |
|
| 3545 |
CBTWT
3545
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $438M | -$5.85M | -1% | 0.3% | 124% | 144 | 4.17% | 6 |
|
| 3546 |
3546
Financial Gravity Companies
Lakeway,
Texas
| $438M | +$64.2M | +17% | 0.91% | – | 1,068 | 41.67% | 1.6 |
|
| 3547 |
MAM
3547
Morse Asset Management
Darien,
Connecticut
| $438M | -$25.6M | -6% | 5.47% | 222% | 383 | 24.54% | 1.6 |
|
| 3548 |
3548
Kozak & Associates
Highlands Ranch,
Colorado
| $437M | +$14.4M | +3% | 4.44% | 111% | 483 | 21.53% | 2.1 |
|
| 3549 |
3549
Shorepoint Capital Partners
Norwood,
Massachusetts
| $437M | -$1.75M | -0.4% | 0.78% | – | 103 | 4.85% | 3.2 |
|
| 3550 |
3550
Satovsky Asset Management
New York
| $437M | -$6.89M | -2% | 0.22% | 53.6% | 57 | 10.53% | 2.4 |
|