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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
Affiance Financial
St. Louis Park,
Minnesota
| $412M | +$29.1M | +8% | 6.33% | 57.8% | 103 | 8.74% | 5.2 |
|
| 3602 |
3602
Wilson Asset Management
Sydney,
Australia
| $412M | +$30.7M | +8% | 12.4% | 58% | 30 | 20% | 1.5 |
|
| 3603 |
3603
Westwind Capital
Las Cruces,
New Mexico
| $412M | +$9.2M | +2% | 7.51% | 87.6% | 51 | 25.49% | 2.6 |
|
| 3604 |
3604
Brave Asset Management
Summit,
New Jersey
| $412M | +$19.3M | +5% | 4.99% | 76.3% | 177 | 14.12% | 4.5 |
|
| 3605 |
UAM
3605
UAS Asset Management
New York
| $412M | -$5.75M | -1% | 5.37% | 98% | 18 | 44.44% | 4.6 |
|
| 3606 |
WCMN
3606
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $412M | +$15.6M | +4% | 7.51% | 121% | 41 | 0% | 8 |
|
| 3607 |
HWM
3607
HFR Wealth Management
Niskayuna,
New York
| $412M | +$18.6M | +5% | 7.81% | 47.5% | 56 | 8.93% | 2.9 |
|
| 3608 |
DA
3608
Dash Acquisitions
Woodland Hills,
California
| $411M | +$45.6M | +12% | 7.24% | 52% | 58 | 12.07% | 2 |
|
| 3609 |
AIS
3609
AM Investment Strategies
Chattanooga,
Tennessee
| $411M | +$5.66M | +1% | 8.41% | 121% | 120 | 24.17% | 2.3 |
|
| 3610 |
SXL
3610
Summit X LLC
Chesterfield,
Missouri
| $411M | -$34.6M | -8% | 5.01% | 62.9% | 237 | 11.39% | 3.6 |
|
| 3611 |
SEP
3611
Southland Equity Partners
Wildwood,
Missouri
| $411M | +$60.9M | +17% | 6.3% | 66.1% | 237 | 17.72% | 2.2 |
|
| 3612 |
3612
Element Pointe Advisors
Miami,
Florida
| $411M | +$16.7M | +4% | 4.88% | 75.1% | 79 | 18.99% | 2.9 |
|
| 3613 |
RS
3613
Retirement Solution
Redmond,
Washington
| $411M | +$38.4M | +10% | 6.22% | 77.3% | 61 | 42.62% | 1.4 |
|
| 3614 |
3614
DoubleLine ETF Adviser
Tampa,
Florida
| $411M | +$30.7M | +8% | 10.6% | 51.6% | 241 | 47.72% | 0.8 |
|
| 3615 |
3615
Kapitalo Investimentos
Sao Paulo,
Brazil
| $410M | +$76.6M | +23% | 7.74% | 66.5% | 242 | 66.94% | 0.4 |
|
| 3616 |
3616
Concentric Wealth Management
Lafayette,
California
| $410M | +$26.5M | +7% | 7.61% | 33.4% | 138 | 5.8% | 5.1 |
|
| 3617 |
NTIC
3617
Napean Trading & Investment Company
Singapore
| $410M | -$10.5M | -3% | 2.28% | – | 46 | 26.09% | 0.5 |
|
| 3618 |
3618
Chan Zuckerberg Initiative
Redwood City,
California
| $410M | +$108M | +36% | 7.1% | 59% | 3 | 33.33% | 0.7 |
|
| 3619 |
3619
InceptionR
Lafayette,
California
| $410M | +$55.4M | +16% | 10.3% | 62.9% | 919 | 72.14% | 0.2 |
|
| 3620 |
3620
P. Schoenfeld Asset Management (PSAM)
New York
| $409M | -$4.48M | -1% | 14% | 367% | 55 | 50.91% | 0.7 |
|
| 3621 |
3621
Hamilton Wealth
Encino,
California
| $409M | +$36.9M | +10% | 5.31% | 108% | 135 | 46.67% | 1.4 |
|
| 3622 |
3622
Blankinship & Foster
Solana Beach,
California
| $409M | +$21M | +5% | 5.64% | 67.1% | 73 | 5.48% | 4 |
|
| 3623 |
3623
Carrera Capital Advisors
Troy,
Michigan
| $409M | +$103M | +34% | 6.09% | – | 117 | 35.04% | 0.2 |
|
| 3624 |
3624
Spinnaker Investment Group
Newport Beach,
California
| $409M | +$46M | +13% | 5.69% | 56.9% | 93 | 12.9% | 1.9 |
|
| 3625 |
3625
SeaBridge Investment Advisors
Summit,
New Jersey
| $409M | +$23.2M | +6% | 7.44% | 128% | 162 | 15.43% | 4.2 |
|