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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Burt Wealth Advisors
North Bethesda,
Maryland
| $332M | +$10.1M | +3% | 3.96% | 57.3% | 110 | 8.18% | 4.8 |
|
| 3577 |
3577
Elgethun Capital Management
Sioux Falls,
South Dakota
| $332M | +$15.8M | +5% | 6.72% | 61.5% | 160 | 19.38% | 3.1 |
|
| 3578 |
3578
Equitec Proprietary Markets
Chicago,
Illinois
| $331M | +$119M | +56% | 33.1% | 526% | 182 | 56.04% | 1 |
|
| 3579 |
3579
First Beijing Investment Ltd
Hong Kong
| $331M | – | – | 6.46% | 81.8% | 8 | – | 0 |
|
| 3580 |
CSC
3580
Cook Street Consulting
Greenwood Village,
Colorado
| $331M | -$4.54M | -1% | 2.32% | – | 2 | 0% | 1.5 |
|
| 3581 |
CWM
3581
Compass Wealth Management
Guilford,
Connecticut
| $331M | +$16.4M | +5% | 6.64% | 103% | 435 | 11.72% | 0.5 |
|
| 3582 |
3582
Perseverance Asset Management International
George Town,
Cayman Islands
| $331M | +$29.2M | +10% | 7.42% | 120% | 16 | 37.5% | 1.2 |
|
| 3583 |
3583
Univest Financial
Souderton,
Pennsylvania
| $331M | +$10.2M | +3% | 5.95% | 82.6% | 123 | 18.7% | 4.1 |
|
| 3584 |
3584
Monarch Capital Management
Fort Wayne,
Indiana
| $330M | +$3.99M | +1% | 3.25% | 77% | 113 | 3.54% | 7.3 |
|
| 3585 |
3585
CHI Advisors
New York
| $330M | -$47.1M | -13% | 14.4% | 88.2% | 32 | 43.75% | 1.7 |
|
| 3586 |
IFS
3586
Ifrah Financial Services
Little Rock,
Arkansas
| $330M | +$14.4M | +5% | 5.06% | 64.1% | 215 | 11.16% | 4 |
|
| 3587 |
3587
Seafarer Capital Partners
Larkspur,
California
| $329M | +$62.5M | +23% | 29.7% | 43% | 6 | 0% | 1.9 |
|
| 3588 |
3588
Secure Asset Management
Troy,
Michigan
| $329M | +$29.3M | +10% | 7.24% | 97.2% | 206 | 19.9% | 1.7 |
|
| 3589 |
3589
Grace & Mercy Foundation
New York
| $329M | +$51.1M | +18% | 22.2% | 67.6% | 14 | 14.29% | 0.5 |
|
| 3590 |
MAM
3590
Morse Asset Management
Darien,
Connecticut
| $329M | +$32.9M | +11% | 13.6% | 222% | 152 | 21.71% | 3 |
|
| 3591 |
IBT
3591
International Biotechnology Trust
London,
United Kingdom
| $329M | -$29.9M | -8% | 4.48% | 11.1% | 77 | 37.66% | 1.7 |
|
| 3592 |
3592
Doliver Advisors
Houston,
Texas
| $328M | +$9.8M | +3% | 4.37% | 92.3% | 175 | 12% | 2.7 |
|
| 3593 |
H2CM
3593
H/2 Credit Manager
Stamford,
Connecticut
| $328M | +$47.6M | +17% | 10.2% | 97.4% | 14 | 7.14% | 1.6 |
|
| 3594 |
3594
Seven Post Investment Office
San Francisco,
California
| $328M | +$51.1M | +18% | 11% | 44.4% | 60 | 18.33% | 2.8 |
|
| 3595 |
WAM
3595
WT Asset Management
Hong Kong
| $328M | +$52.7M | +19% | 15.7% | 2,788% | 24 | 50% | 0.6 |
|
| 3596 |
3596
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $327M | +$30.3M | +10% | 9.64% | 116% | 240 | 43.33% | 1.4 |
|
| 3597 |
3597
Moller Wealth Partners
| $327M | +$3.13M | +1% | 1.87% | 44.1% | 51 | 7.84% | 6.2 |
|
| 3598 |
3598
McDonald Partners
Cleveland,
Ohio
| $327M | +$18.6M | +6% | 6.14% | 90.7% | 248 | 7.66% | 1.4 |
|
| 3599 |
3599
LMG Wealth Partners
Shreveport,
Louisiana
| $327M | +$17.2M | +6% | 6.53% | 88.9% | 107 | 3.74% | 0.5 |
|
| 3600 |
3600
Fiducient Advisors
Chicago,
Illinois
| $327M | +$18.2M | +6% | 4.25% | 52.3% | 56 | 23.21% | 2.1 |
|