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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
CAN
3601
Claraphi Advisory Network
Aliso Viejo,
United States
| $332M | -$30.7M | -8% | 7.22% | 88.3% | 350 | 20.57% | 1.5 |
|
| 3602 |
3602
Pinz Capital Management
New York
| $332M | -$45.8M | -12% | 13.2% | 199% | 621 | 90.5% | 0 |
|
| 3603 |
3603
Monetary Management Group
St Louis,
Missouri
| $332M | +$13.9M | +4% | 9.7% | 138% | 322 | 8.07% | 4.9 |
|
| 3604 |
3604
Andesa Financial Management
Allentown,
Pennsylvania
| $332M | +$24.8M | +8% | 5.95% | 73.6% | 157 | 13.38% | 1.5 |
|
| 3605 |
3605
Engrave Wealth Partners
The Woodlands,
Texas
| $332M | +$83.2M | +33% | 6.98% | 39.9% | 87 | 35.63% | 0.7 |
|
| 3606 |
3606
Bank of Stockton
Stockton,
California
| $331M | +$30.3M | +10% | 6.01% | 99.2% | 127 | 8.66% | 4.2 |
|
| 3607 |
3607
Xcel Wealth Management
Holly Hill,
Florida
| $331M | +$50.9M | +18% | 9.2% | 93.7% | 146 | 15.07% | 1.4 |
|
| 3608 |
3608
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $331M | +$43.3M | +15% | 4.62% | 44.3% | 72 | 27.78% | 0.4 |
|
| 3609 |
3609
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $331M | -$686M | -67% | 1.05% | 33.4% | 38 | 86.84% | 0.3 |
|
| 3610 |
3610
Seven Post Investment Office
San Francisco,
California
| $331M | +$44.9M | +16% | 10.8% | 52.6% | 49 | 14.29% | 2 |
|
| 3611 |
3611
Element Pointe Advisors
Miami,
Florida
| $331M | +$32.7M | +11% | 8.02% | 75.1% | 138 | 27.54% | 1.1 |
|
| 3612 |
MHP
3612
Manatuck Hill Partners
Westport,
Connecticut
| $331M | +$35.4M | +12% | 12.1% | 556% | 181 | 66.85% | 0.4 |
|
| 3613 |
3613
Boston Standard Wealth Management
Winchester,
Massachusetts
| $331M | +$23.2M | +8% | 4.96% | 47.1% | 37 | 0% | 3.4 |
|
| 3614 |
3614
Capital City Trust
Tallahassee,
Florida
| $330M | +$15.6M | +5% | 6.57% | 98.5% | 126 | 10.32% | 4.9 |
|
| 3615 |
3615
Hill City Capital
Boston,
Massachusetts
| $330M | +$88.9M | +37% | 5.32% | 194% | 19 | 15.79% | 0.4 |
|
| 3616 |
3616
BT Wealth Management
Atlanta,
Georgia
| $330M | +$29.3M | +10% | 6.6% | 34.8% | 70 | 27.14% | 1.4 |
|
| 3617 |
3617
Boston Research & Management
Manchester,
Massachusetts
| $330M | +$19M | +6% | 5.71% | 53.2% | 108 | 2.78% | 5.9 |
|
| 3618 |
3618
Nalanda India Fund
Moka,
Mauritius
| $329M | +$30.6M | +10% | 10.3% | 15.3% | 1 | 0% | 2.5 |
|
| 3619 |
3619
McIlrath & Eck
Arlington,
Washington
| $329M | +$42.1M | +15% | 7.02% | 44% | 851 | 13.51% | 2.2 |
|
| 3620 |
3620
Bellecapital
Zurich,
Switzerland
| $329M | +$8.73M | +3% | 6.36% | 152% | 193 | 9.33% | 1.8 |
|
| 3621 |
3621
Liberty Capital Management
Birmingham,
Michigan
| $329M | +$39.3M | +14% | 7.68% | – | 127 | 3.94% | 4.8 |
|
| 3622 |
3622
AXS Investments
Port Chester,
New York
| $328M | +$46.9M | +17% | 11.3% | 104% | 183 | 28.42% | 0.2 |
|
| 3623 |
3623
Princeton Global Asset Management
Princeton,
New Jersey
| $328M | +$19.1M | +6% | 6.04% | 110% | 577 | 16.46% | 1.5 |
|
| 3624 |
AW
3624
Avion Wealth
The Woodlands,
Texas
| $328M | +$42M | +15% | 4.32% | 45.4% | 421 | 20.19% | 0.9 |
|
| 3625 |
FC
3625
Fore Capital
New York
| $328M | -$210M | -39% | 2.72% | 25.4% | 85 | 57.65% | 0.6 |
|