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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Davern Capital Partners
Ny,
New York
| $587M | +$222M | +61% | 7.47% | – | 20 | 40% | 0.3 |
|
| 3552 |
3552
Running Oak Capital
Edina,
Minnesota
| $587M | -$154M | -21% | 3.21% | 32.7% | 63 | 19.05% | 3.5 |
|
| 3553 |
3553
ESL Trust Services
Rochester,
New York
| $587M | +$62.9M | +12% | 12.4% | 53.9% | 277 | 10.83% | 1.8 |
|
| 3554 |
3554
High Note Wealth
Deephaven,
Minnesota
| $586M | +$77.4M | +15% | 13.5% | 82.8% | 1,033 | 16.46% | 1.4 |
|
| 3555 |
3555
REAP Financial Group
Austin,
Texas
| $586M | +$78.9M | +16% | 12.1% | – | 587 | 16.87% | 1.8 |
|
| 3556 |
3556
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $585M | +$74.5M | +15% | 11.9% | 56.9% | 145 | 15.17% | 3.5 |
|
| 3557 |
3557
Hutchinson Capital Management
San Rafael,
California
| $584M | +$39.6M | +7% | 7.84% | 52.6% | 112 | 16.96% | 4.8 |
|
| 3558 |
3558
Land & Buildings Investment Management
Stamford,
Connecticut
| $583M | -$7.92M | -1% | 12.2% | 53.9% | 24 | 37.5% | 1.7 |
|
| 3559 |
DCPAL
3559
Div Capital Phoenix Assets Ltd
Georgetown,
| $583M | +$149M | +34% | 17.6% | – | 12 | 33.33% | 0.4 |
|
| 3560 |
HPC
3560
Hobart Private Capital
Charlotte,
North Carolina
| $583M | +$74.1M | +15% | 15% | 60% | 151 | 21.85% | 1.7 |
|
| 3561 |
3561
Frisch Financial Group
Melville,
New York
| $583M | +$105M | +22% | 13.4% | 66.6% | 196 | 19.39% | 3 |
|
| 3562 |
3562
Magnolia Capital Advisors
Jackson,
Mississippi
| $583M | +$74M | +15% | 14.7% | 78.7% | 313 | 15.97% | 1.5 |
|
| 3563 |
3563
111 Capital
Paris,
France
| $582M | +$176M | +43% | 28.3% | – | 627 | 69.86% | 0.3 |
|
| 3564 |
3564
Great Diamond Partners
Portland,
Maine
| $582M | +$62.2M | +12% | 15% | 86.1% | 250 | 13.6% | 2.9 |
|
| 3565 |
3565
Liberty Capital Management
Birmingham,
Michigan
| $582M | – | – | 13.8% | – | 184 | – | 6.2 |
|
| 3566 |
3566
Marietta Investment Partners
Milwaukee,
Wisconsin
| $582M | +$82.2M | +16% | 25.9% | 160% | 177 | 12.99% | 4.8 |
|
| 3567 |
3567
Cambridge Advisors
Omaha,
Nebraska
| $582M | +$66.4M | +13% | 11.4% | 58.6% | 185 | 4.86% | 6.8 |
|
| 3568 |
GFI
3568
Global Frontier Investments
Charleston,
South Carolina
| $581M | -$151M | -21% | 7.87% | – | 21 | 0% | 4 |
|
| 3569 |
3569
Retirement Income Solutions
Ann Arbor,
Michigan
| $581M | -$4.26M | -0.7% | 11.9% | 60.8% | 173 | 0.58% | 4.1 |
|
| 3570 |
3570
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $581M | +$69.3M | +14% | 12.5% | 57.7% | 1,227 | 10.35% | 1.6 |
|
| 3571 |
3571
Stempoint Capital
New York
| $581M | +$58.2M | +11% | 35.1% | – | 116 | 56.9% | 0.4 |
|
| 3572 |
3572
Prosight Management
Dallas,
Texas
| $580M | -$29.5M | -5% | 1.98% | 39.5% | 51 | 39.22% | 1.2 |
|
| 3573 |
3573
Correct Capital Wealth Management
Clayton,
Missouri
| $580M | +$44.3M | +8% | 11.8% | – | 113 | 7.96% | 2.1 |
|
| 3574 |
3574
McNamara Financial Services
Marshfield,
Massachusetts
| $580M | +$51.3M | +10% | 10.3% | 42.6% | 105 | 6.67% | 4.4 |
|
| 3575 |
PWM
3575
Praetorian Wealth Management
Carmel,
California
| $580M | +$53.4M | +10% | 13.2% | 60.4% | 85 | 10.59% | 2.1 |
|