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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 |
AIS
3601
AM Investment Strategies
Chattanooga,
Tennessee
| $412M | +$1.25M | +0.3% | 2.4% | 135% | 113 | 17.7% | 2.6 |
|
| 3602 |
3602
Foguth Wealth Management
Brighton,
Michigan
| $412M | +$30.2M | +8% | 1.7% | – | 166 | 21.08% | 0.7 |
|
| 3603 |
3603
Mission Creek Capital Partners
San Francisco,
California
| $412M | -$46.3M | -10% | 0.04% | 138% | 236 | 17.37% | 3.6 |
|
| 3604 |
3604
Newbridge Financial Services Group
Boca Raton,
Florida
| $412M | +$22.5M | +6% | 5.94% | 189% | 1,186 | 16.1% | 1.6 |
|
| 3605 |
3605
Renaissance Investment Group
Lenox,
Massachusetts
| $412M | -$61.9M | -13% | 3.72% | 110% | 80 | 11.25% | 7.6 |
|
| 3606 |
3606
Kelly Lawrence W & Associates
Pasadens,
California
| $412M | -$17M | -4% | 0.97% | 123% | 176 | 11.36% | 5.3 |
|
| 3607 |
3607
Seaview Investment Managers
Miami,
Florida
| $411M | +$49.9M | +14% | 1.75% | 148% | 147 | 40.82% | 1.1 |
|
| 3608 |
3608
Altrius Capital Management
New Bern,
North Carolina
| $411M | +$39.4M | +11% | 5.21% | 43.1% | 89 | 7.87% | 2.3 |
|
| 3609 |
3609
Element Pointe Advisors
Miami,
Florida
| $411M | -$13.8M | -3% | 3.69% | 75.1% | 72 | 9.72% | 3.3 |
|
| 3610 |
3610
Catalio Capital Management
New York
| $411M | -$46M | -10% | 2.44% | – | 46 | 47.83% | 0.2 |
|
| 3611 |
DI
3611
Diligent Investors
Redlands,
California
| $411M | -$25.1M | -6% | 1.33% | 82.2% | 373 | 5.63% | 4.3 |
|
| 3612 |
HWM
3612
HFR Wealth Management
Niskayuna,
New York
| $411M | +$5.98M | +1% | 2.76% | 47.5% | 54 | 5.56% | 3.4 |
|
| 3613 |
3613
Berkshire Bank
Pittsfield,
Massachusetts
| $410M | -$19.6M | -5% | 1.52% | 76.2% | 166 | 9.04% | 3.1 |
|
| 3614 |
PWM
3614
Praetorian Wealth Management
Carmel,
California
| $410M | -$1.38M | -0.3% | 2.55% | 60.4% | 61 | 4.92% | 2.4 |
|
| 3615 |
3615
Waterfront Wealth
Overland Park,
Kansas
| $410M | -$465K | -0.1% | 0.68% | 77.2% | 262 | 4.58% | 2.9 |
|
| 3616 |
3616
Longfellow Investment Management
Boston,
Massachusetts
| $410M | +$21M | +5% | 7.95% | 45.9% | 330 | 31.82% | 2.3 |
|
| 3617 |
3617
AA Financial Advisors
Columbus,
Ohio
| $410M | +$34.9M | +9% | 1.23% | 68.8% | 183 | 13.66% | 0.9 |
|
| 3618 |
3618
WESCAP Management Group
Glendale,
California
| $410M | -$2.19M | -0.5% | 1.69% | 45.7% | 98 | 4.08% | 5.1 |
|
| 3619 |
3619
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $409M | -$632K | -0.2% | 1.87% | 63.7% | 106 | 13.21% | 2.7 |
|
| 3620 |
FNBOMD
3620
First National Bank of Mount Dora
Mount Dora,
Florida
| $409M | -$18.1M | -4% | 0.21% | 96.2% | 137 | 8.76% | 5.9 |
|
| 3621 |
3621
Family Investment Center
Saint Joseph,
Missouri
| $409M | +$14.9M | +4% | 0.11% | 53.1% | 92 | 19.57% | 1.6 |
|
| 3622 |
3622
Boston Research & Management
Manchester,
Massachusetts
| $409M | -$4.94M | -1% | 0.25% | 53.2% | 119 | 4.2% | 8.1 |
|
| 3623 |
3623
Bain Capital Credit
Boston,
Massachusetts
| $409M | -$40.1M | -9% | 3.93% | 14.4% | 7 | 14.29% | 2.4 |
|
| 3624 |
3624
Sands Capital Ventures
Arlington,
Virginia
| $409M | -$50.8M | -11% | 15.4% | 167% | 22 | 13.64% | 2.4 |
|
| 3625 |
3625
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $409M | +$26.3M | +7% | 1.4% | 47.2% | 86 | 17.44% | 2.3 |
|