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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 |
3601
Entrust Global Partners
New York
| $363M | +$92.3M | +34% | 0.98% | 82.3% | 16 | 75% | 0.2 |
|
| 3602 |
3602
WESCAP Management Group
Glendale,
California
| $362M | +$18.4M | +5% | 3.81% | 45.7% | 90 | 7.78% | 3.3 |
|
| 3603 |
3603
Glovista Investments
Jersey City,
New Jersey
| $362M | +$19.2M | +6% | 0.69% | 2.48% | 83 | 50.6% | 1.7 |
|
| 3604 |
IAA
3604
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $362M | +$45.3M | +14% | 15.1% | 49.3% | 99 | 12.12% | 2.4 |
|
| 3605 |
3605
Cornerstone Management
Duluth,
Georgia
| $362M | -$17.4M | -5% | 5.02% | 43.6% | 234 | 78.21% | 0.7 |
|
| 3606 |
3606
Systelligence LLC
Bloomington,
Minnesota
| $362M | -$13.9M | -4% | 4.57% | 58.3% | 35 | 0% | 1 |
|
| 3607 |
3607
Journey Advisory Group
Covington,
Kentucky
| $362M | +$53.3M | +17% | 11.1% | 74.9% | 211 | 8.53% | 0.9 |
|
| 3608 |
3608
Mount Capital
London,
United Kingdom
| $362M | – | – | 1.24% | 34.4% | 35 | – | 0 |
|
| 3609 |
3609
Moon Capital Management
New York
| $361M | +$37.6M | +12% | 0.15% | 76.3% | 28 | 64.29% | 1.4 |
|
| 3610 |
3610
Integral Health Asset Management
New York
| $361M | +$13.5M | +4% | 11.4% | 564% | 92 | 46.74% | 0.6 |
|
| 3611 |
3611
Blue Fin Capital
Warren,
Rhode Island
| $361M | +$33.5M | +10% | 11.6% | 147% | 135 | 8.15% | 4.9 |
|
| 3612 |
3612
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $361M | +$41M | +13% | 8.97% | 56.3% | 91 | 21.98% | 2.1 |
|
| 3613 |
3613
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $361M | +$55.6M | +18% | 8.58% | 84.1% | 271 | 15.87% | 1.3 |
|
| 3614 |
SF
3614
Symphony Financial
Houston,
Texas
| $360M | +$73.3M | +26% | 9.48% | 95.7% | 192 | 20.31% | 1.1 |
|
| 3615 |
3615
Progressive Investment Management
Lake Oswego,
Oregon
| $360M | +$23.3M | +7% | 9.56% | 139% | 57 | 5.26% | 3.1 |
|
| 3616 |
EEP
3616
Edgehill Endowment Partners
Hamden,
Connecticut
| $360M | +$13.8M | +4% | 3.79% | 11.6% | 7 | 0% | 2.6 |
|
| 3617 |
BCM
3617
BlueMar Capital Management
Miami,
Florida
| $360M | -$23.2M | -6% | 1.7% | 27.4% | 60 | 26.67% | 1.2 |
|
| 3618 |
3618
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $360M | – | – | 7.73% | 407% | 1 | – | 0 |
|
| 3619 |
FCA
3619
FLC Capital Advisors
Palm Desert,
California
| $360M | +$20.8M | +6% | 6.15% | 59.3% | 180 | 11.11% | 1.9 |
|
| 3620 |
3620
Metis Global Partners
San Diego,
California
| $360M | – | – | 12.4% | 117% | 376 | – | 0 |
|
| 3621 |
3621
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $360M | +$28.8M | +9% | 6.62% | 44.9% | 49 | 20.41% | 1.5 |
|
| 3622 |
3622
Kabouter Management
Chicago,
Illinois
| $359M | +$182M | +103% | 0.5% | 12.9% | 10 | 30% | 0.6 |
|
| 3623 |
3623
Bensler
Bellevue,
Washington
| $359M | – | – | 8.43% | 109% | 84 | – | 0 |
|
| 3624 |
3624
Wellspring Financial Advisors
Cleveland,
Ohio
| $359M | +$26.9M | +8% | 8.11% | 77.2% | 112 | 10.71% | 1.2 |
|
| 3625 |
3625
Boston Standard Wealth Management
Winchester,
Massachusetts
| $359M | +$23.9M | +7% | 4.5% | 47.1% | 40 | 2.5% | 3.8 |
|