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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 |
FSA
3601
Financial Services Advisory
Rockville,
Maryland
| $426M | +$12.7M | +3% | 1.37% | 82.5% | 64 | 31.25% | 1.3 |
|
| 3602 |
3602
Greenstone Partners & Co
Larkspur,
California
| $426M | +$140M | +49% | 83.9% | 527% | 9 | 0% | 3.4 |
|
| 3603 |
3603
White Mountains Insurance Group
Hanover,
New Hampshire
| $426M | -$117M | -22% | 16.7% | 105% | 2 | 0% | 3.1 |
|
| 3604 |
3604
Stamos Capital Partners
Menlo Park,
California
| $426M | +$1.18M | +0.3% | 3.91% | 36.7% | 134 | 11.19% | 2.3 |
|
| 3605 |
3605
Kore Advisors
Boynton Beach,
Florida
| $426M | +$77.5M | +22% | 9.93% | – | 25 | 40% | 0.6 |
|
| 3606 |
3606
Rather & Kittrell
Knoxville,
Tennessee
| $425M | +$17.2M | +4% | 3.4% | 41.1% | 86 | 8.14% | 2.1 |
|
| 3607 |
3607
McNamara Financial Services
Marshfield,
Massachusetts
| $425M | -$82.4M | -16% | 2.51% | 42.6% | 90 | 26.67% | 5 |
|
| 3608 |
3608
Element Pointe Advisors
Miami,
Florida
| $425M | +$14M | +3% | 2.08% | 75.1% | 73 | 10.96% | 3.1 |
|
| 3609 |
3609
Mason & Associates (California)
Los Angeles,
California
| $425M | +$24.2M | +6% | 1.07% | 68.5% | 120 | 21.67% | 1.8 |
|
| 3610 |
3610
Harvey Capital Management
Palm Beach,
Florida
| $425M | +$24.9M | +6% | 6.79% | 147% | 87 | 20.69% | 4.2 |
|
| 3611 |
3611
Virtus Wealth Solutions
Cranford,
New Jersey
| $424M | – | – | 15.9% | – | 46 | – | 0 |
|
| 3612 |
3612
Parkside Advisors
Berkeley,
California
| $424M | +$3.2M | +0.8% | 1.05% | 36.7% | 84 | 7.14% | 4.4 |
|
| 3613 |
3613
True North Advisors
Dallas,
Texas
| $424M | +$42M | +11% | 0.95% | 82.9% | 235 | 42.55% | 2 |
|
| 3614 |
3614
KPP Advisory Services
Louisville,
Kentucky
| $424M | +$7.39M | +2% | 2.38% | 87.9% | 273 | 10.26% | 0.9 |
|
| 3615 |
3615
Glynn Capital Management
Menlo Park,
California
| $424M | -$12.7M | -3% | 11.6% | 252% | 53 | 16.98% | 5.5 |
|
| 3616 |
3616
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $424M | +$6.33M | +2% | 1.09% | 72.9% | 230 | 16.52% | 4 |
|
| 3617 |
3617
Werba Rubin Papier Wealth Management
San Jose,
California
| $424M | -$2.39M | -0.6% | 0.17% | 67% | 213 | 17.84% | 1.2 |
|
| 3618 |
3618
Nicolet Bankshares
Green Bay,
Wisconsin
| $424M | +$10.9M | +3% | 0.71% | 75.5% | 205 | 6.34% | 5.9 |
|
| 3619 |
3619
Advantage Alpha Capital Partners
San Francisco,
California
| $423M | -$15.9M | -4% | 3.54% | 79.2% | 184 | 26.63% | 1.5 |
|
| 3620 |
3620
Talos Asset Management
New York
| $423M | – | – | 7.75% | – | 21 | – | 0 |
|
| 3621 |
3621
ALM First Financial Advisors
Dallas,
Texas
| $423M | +$19.5M | +5% | 2.24% | 50.5% | 27 | 14.81% | 1.4 |
|
| 3622 |
3622
Stordahl Capital Management
Greenwood Village,
Colorado
| $423M | +$2.37M | +0.6% | 0.91% | 54% | 62 | 19.35% | 4.3 |
|
| 3623 |
3623
Advisors Management Group
La Crosse,
Wisconsin
| $423M | -$621K | -0.1% | 0.8% | 125% | 158 | 6.33% | 4.3 |
|
| 3624 |
3624
TBH Global Asset Management
Brentwood,
Tennessee
| $422M | -$36.2M | -8% | 1.74% | 83.3% | 237 | 8.44% | 2.7 |
|
| 3625 |
3625
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $422M | -$8.3M | -2% | 0.8% | 81.5% | 234 | 5.56% | 4.6 |
|