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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 |
CAM
3551
Centre Asset Management
New York
| $437M | -$27.2M | -6% | 1.01% | 45.3% | 66 | 27.27% | 2.9 |
|
| 3552 |
3552
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $437M | -$8.32M | -2% | 0.85% | – | 3 | 0% | 0.4 |
|
| 3553 |
3553
Creekmur Asset Management
Morton,
Illinois
| $437M | +$10.8M | +3% | 1.84% | – | 1,063 | 16.65% | 0.8 |
|
| 3554 |
3554
CMH Wealth Management
Portsmouth,
New Hampshire
| $437M | +$11.5M | +3% | 5.36% | 88% | 54 | 1.85% | 3.9 |
|
| 3555 |
NAMP
3555
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $436M | -$75.1K | -0% | 1.16% | 90.2% | 145 | 2.76% | 6.7 |
|
| 3556 |
3556
JFG Wealth Management
Denver,
Colorado
| $436M | +$71.8M | +20% | 0.32% | 65.2% | 98 | 26.53% | 1.2 |
|
| 3557 |
3557
Corrigan Financial
Middletown,
Rhode Island
| $436M | +$152K | +0% | 2% | 9.54% | 44 | 4.55% | 5.2 |
|
| 3558 |
DI
3558
Diligent Investors
Redlands,
California
| $436M | +$5.09M | +1% | 1.64% | 82.2% | 375 | 9.33% | 4.1 |
|
| 3559 |
3559
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $436M | +$13.7M | +3% | 5.46% | 149% | 146 | 10.96% | 5.5 |
|
| 3560 |
3560
Sovereign Financial Group
Stamford,
Connecticut
| $436M | +$7.75M | +2% | 4.91% | 90.7% | 296 | 8.78% | 2.5 |
|
| 3561 |
3561
Bulltick Wealth Management
Miami,
Florida
| $436M | +$22.1M | +5% | 4.06% | 58.2% | 140 | 30% | 1.5 |
|
| 3562 |
NI
3562
Naria Inc
Nassau,
Bahamas
| $435M | – | – | 15.1% | – | 1 | – | 0 |
|
| 3563 |
3563
Presilium Private Wealth
Radnor,
Pennsylvania
| $435M | +$675K | +0.2% | 2.54% | 45.9% | 77 | 1.3% | 1.5 |
|
| 3564 |
3564
Pathway Financial Advisors
South Burlington,
Vermont
| $435M | +$45M | +12% | 0.78% | 52.7% | 172 | 9.88% | 4 |
|
| 3565 |
FCA
3565
FLC Capital Advisors
Palm Desert,
California
| $435M | +$1.1M | +0.3% | 0.11% | 59.3% | 185 | 12.97% | 3.3 |
|
| 3566 |
3566
Single Point Partners
Boston,
Massachusetts
| $434M | +$372M | +592% | 0.38% | 56.4% | 84 | 63.1% | 0.9 |
|
| 3567 |
3567
Leonard Rickey Investment Advisors
Yakima,
Washington
| $434M | -$6.36M | -1% | 1.11% | 60.4% | 113 | 7.96% | 3.1 |
|
| 3568 |
CCP
3568
Camelot Capital Partners
Laguna Beach,
California
| $434M | +$40.1M | +10% | 16.7% | – | 3 | 33.33% | 2.8 |
|
| 3569 |
3569
Blue Owl Capital Holdings
New York
| $434M | -$84.4M | -16% | 2.91% | 145% | 147 | 53.06% | 0.5 |
|
| 3570 |
3570
Dymon Asia Capital (Singapore)
Singapore
| $434M | +$64.7M | +18% | 4.42% | 291% | 147 | 67.35% | 0.3 |
|
| 3571 |
3571
Turtle Creek Wealth Advisors
Dallas,
Texas
| $433M | -$65.3M | -13% | 2.9% | 112% | 175 | 58.29% | 1 |
|
| 3572 |
3572
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $433M | +$17.3M | +4% | 0.17% | – | 161 | 17.39% | 0.5 |
|
| 3573 |
3573
SMI Advisory Services
Columbus,
Indiana
| $433M | -$18.3M | -4% | 0.15% | 80.7% | 60 | 16.67% | 1.1 |
|
| 3574 |
3574
Essex Woodlands Management
The Woodlands,
Texas
| $433M | +$82.8M | +24% | 35.7% | 55% | 7 | 0% | 6.3 |
|
| 3575 |
DL
3575
DOHJ LLC
Seattle,
Washington
| $433M | +$3.98M | +0.9% | 0.62% | 51.5% | 147 | 12.24% | 2.5 |
|