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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
Blue Fin Capital
Warren,
Rhode Island
| $310M | +$36.5M | +13% | 16.1% | 147% | 131 | 3.82% | 5.7 |
|
| 3602 |
3602
MY.Alpha Management HK Advisors
Hong Kong
| $309M | +$15.8M | +5% | 1.33% | 423% | 20 | 55% | 0.5 |
|
| 3603 |
3603
ESL Trust Services
Rochester,
New York
| $309M | +$14.4M | +5% | 4.36% | 53.9% | 24 | 12.5% | 2.2 |
|
| 3604 |
3604
McDonald Partners
Cleveland,
Ohio
| $309M | +$15.9M | +5% | 6.44% | 102% | 240 | 7.08% | 1.2 |
|
| 3605 |
3605
Fiducient Advisors
Chicago,
Illinois
| $309M | -$31.2M | -9% | 5.05% | 52.3% | 181 | 77.35% | 2.2 |
|
| 3606 |
3606
Caspian Capital
New York
| $308M | +$264M | +598% | 49.9% | – | 15 | 13.33% | 1 |
|
| 3607 |
ASM
3607
ATW SPAC Management
New York
| $308M | -$121M | -28% | 2.5% | 68.7% | 235 | 33.62% | 0.8 |
|
| 3608 |
3608
Nicolet Bankshares
Green Bay,
Wisconsin
| $308M | +$17.6M | +6% | 6.9% | 75.5% | 204 | 7.35% | 4.7 |
|
| 3609 |
PWM
3609
Praetorian Wealth Management
Carmel,
California
| $308M | +$30.1M | +11% | 5.26% | 60.4% | 56 | 35.71% | 2.3 |
|
| 3610 |
AA
3610
Ashford Advisors
Pittsford,
New York
| $308M | +$15.7M | +5% | 5.86% | 75.4% | 15 | 0% | 1.8 |
|
| 3611 |
3611
Ten Capital Wealth Advisors
Spokane,
Washington
| $308M | +$58.3M | +23% | 3.8% | 25% | 677 | 30.72% | 1.4 |
|
| 3612 |
3612
Johnson & Johnson
New Brunswick,
New Jersey
| $307M | -$36.3M | -11% | 8.03% | 339% | 24 | 12.5% | 1.3 |
|
| 3613 |
3613
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $307M | +$37.5M | +14% | 4.56% | 89.7% | 77 | 19.48% | 1.6 |
|
| 3614 |
3614
Point Break Capital Management
Miami,
Florida
| $307M | +$139M | +83% | 33.9% | – | 7 | 28.57% | 1.4 |
|
| 3615 |
3615
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $307M | +$18.5M | +6% | 7.23% | 50.3% | 139 | 11.51% | 0.9 |
|
| 3616 |
FRM
3616
Fox Run Management
Greenwich,
Connecticut
| $307M | +$57.9M | +23% | 4.61% | 64% | 1,000 | 79.9% | 0.1 |
|
| 3617 |
3617
Hahn Capital Management
Walnut Creek,
California
| $307M | -$71.8M | -19% | 0.66% | 71.7% | 35 | 8.57% | 6.4 |
|
| 3618 |
3618
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $307M | +$18.7M | +6% | 5.99% | 72.8% | 117 | 17.95% | 1.5 |
|
| 3619 |
3619
Richard P. Slaughter Associates
Austin,
Texas
| $307M | -$11.3M | -4% | 3.93% | 55.7% | 139 | 17.27% | 1.8 |
|
| 3620 |
3620
Crescent Park Management
East Palo Alto,
California
| $306M | -$8.71M | -3% | 8.05% | 87% | 25 | 16% | 2.1 |
|
| 3621 |
CFGSD
3621
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| $306M | +$29.3M | +11% | 5.49% | 72% | 97 | 5.15% | 0.2 |
|
| 3622 |
3622
Waterfront Wealth
Overland Park,
Kansas
| $306M | +$15M | +5% | 5.18% | 77.2% | 250 | 3.6% | 1.6 |
|
| 3623 |
GWM
3623
GSB Wealth Management
Guilford,
Connecticut
| $306M | +$25.7M | +9% | 3.69% | 69.8% | 224 | 15.18% | 1.9 |
|
| 3624 |
3624
Kapitalo Investimentos
Sao Paulo,
Brazil
| $306M | +$172M | +129% | 5% | 66.5% | 523 | 86.81% | 0.1 |
|
| 3625 |
3625
Searle & Co
Greenwich,
Connecticut
| $306M | +$12.4M | +4% | 3.31% | 108% | 154 | 7.79% | 4.5 |
|