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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
Financial Gravity Asset Management
Lakeway,
Texas
| $506M | – | – | 4.46% | – | 993 | – | 1.8 |
|
| 3527 |
3527
Mission Creek Capital Partners
San Francisco,
California
| $506M | +$55.7M | +12% | 7.64% | 138% | 208 | 4.81% | 3.9 |
|
| 3528 |
3528
Madison Wealth Partners
Madison,
Wisconsin
| $506M | +$47.6M | +10% | 7.58% | 66.9% | 189 | 10.58% | 2.3 |
|
| 3529 |
3529
JMAC Enterprises
Newtown,
Pennsylvania
| $506M | +$38.6M | +8% | 5.89% | 68.5% | 121 | 5.79% | 2.5 |
|
| 3530 |
3530
TruNorth Capital Management
Kalamazoo,
Michigan
| $506M | +$55.5M | +12% | 5.86% | – | 417 | 17.51% | 1.1 |
|
| 3531 |
3531
Curran Financial Partners
Daniel Island,
South Carolina
| $505M | +$52.8M | +12% | 5.26% | 49.4% | 133 | 12.78% | 2.1 |
|
| 3532 |
3532
Asset Allocation Strategies
Farmington,
Michigan
| $505M | +$52.6M | +12% | 6.09% | 58.1% | 152 | 13.16% | 1.4 |
|
| 3533 |
DA
3533
Dash Acquisitions
Woodland Hills,
California
| $504M | +$32M | +7% | 5.13% | 52% | 74 | 18.92% | 2.2 |
|
| 3534 |
3534
Johnson & Johnson
New Brunswick,
New Jersey
| $504M | +$170M | +51% | 104% | 339% | 20 | 0% | 3.1 |
|
| 3535 |
3535
McRae Capital Management
Morristown,
New Jersey
| $504M | +$15.4M | +3% | 5.9% | 78.2% | 106 | 6.6% | 6.2 |
|
| 3536 |
3536
Shorepoint Capital Partners
Norwood,
Massachusetts
| $503M | – | – | 8.27% | – | 98 | – | 3.7 |
|
| 3537 |
3537
West Paces Advisors
Atlanta,
Georgia
| $502M | +$32.4M | +7% | 6.15% | 57.7% | 216 | 19.91% | 6.4 |
|
| 3538 |
3538
Chemung Canal Trust
Elmira,
New York
| $502M | +$25.6M | +5% | 7.93% | 80.9% | 120 | 2.5% | 7.9 |
|
| 3539 |
MLCM
3539
M & L Capital Management
London,
United Kingdom
| $502M | +$57.6M | +13% | 16.5% | – | 32 | 43.75% | 0.4 |
|
| 3540 |
3540
VisionPoint Advisory Group
Dallas,
Texas
| $501M | +$41.4M | +9% | 8.45% | 79.3% | 419 | 20.53% | 1.2 |
|
| 3541 |
MAM
3541
Morse Asset Management
Darien,
Connecticut
| $501M | +$44.7M | +10% | 15.1% | 222% | 415 | 23.37% | 1.9 |
|
| 3542 |
3542
Satovsky Asset Management
New York
| $501M | +$31.4M | +7% | 6.48% | 53.6% | 72 | 18.06% | 2.5 |
|
| 3543 |
3543
Mattern Wealth Management
Lawrence,
Kansas
| $501M | +$20.4M | +4% | 6.27% | 54% | 167 | 10.18% | 3.8 |
|
| 3544 |
3544
Blue Zone Wealth Advisors
Los Angeles,
California
| $501M | +$101M | +25% | 7.95% | 91.1% | 131 | 17.56% | 2.5 |
|
| 3545 |
3545
Manchester Financial
Westlake Village,
California
| $501M | +$23M | +5% | 7.27% | 73% | 139 | 17.99% | 3 |
|
| 3546 |
AHT
3546
Amanah Holdings Trust
London,
| $501M | +$96.6M | +24% | 33% | – | 16 | 12.5% | 0.3 |
|
| 3547 |
3547
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $500M | +$9.35M | +2% | 4.63% | 34.2% | 44 | 2.27% | 7.9 |
|
| 3548 |
3548
FCPM III Services
Naarden,
Netherlands
| $500M | +$131M | +36% | 52.5% | – | 9 | 11.11% | 1.2 |
|
| 3549 |
3549
MIC Capital Management (UK)
London,
United Kingdom
| $500M | -$8.95M | -2% | 6.09% | 67.2% | 14 | 14.29% | 2.5 |
|
| 3550 |
3550
P/E Global LLC
Boston,
Massachusetts
| $500M | +$19.1M | +4% | 5.67% | 49% | 4 | 0% | 1.8 |
|