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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
TruNorth Capital Management
Kalamazoo,
Michigan
| $450M | +$47.7M | +12% | 7.44% | – | 436 | 19.27% | 1.1 |
|
| 3602 |
AAM
3602
AR Asset Management
West Hollywood,
California
| $450M | +$9.6M | +2% | 3.2% | 64.9% | 116 | 6.03% | 8.5 |
|
| 3603 |
3603
Hexagon Capital Partners
Rogers,
Arkansas
| $449M | -$78.9M | -15% | 9.73% | 104% | 1,832 | 95.85% | 4.1 |
|
| 3604 |
3604
Welch Capital Partners
Harrison,
New York
| $449M | +$29M | +7% | 13.9% | 79.2% | 25 | 24% | 5.4 |
|
| 3605 |
3605
Corebridge Financial
Houston,
Texas
| $449M | -$16.9B | -97% | 1% | – | 3,015 | 99.9% | 0.6 |
|
| 3606 |
3606
Northwest Quadrant Wealth Management
Bend,
Oregon
| $449M | +$22.5M | +5% | 5.47% | 45.6% | 71 | 9.86% | 4.9 |
|
| 3607 |
3607
Bender Robert & Associates
Pasadena,
California
| $448M | +$52.2M | +13% | 17.8% | 146% | 46 | 13.04% | 0.6 |
|
| 3608 |
3608
WESPAC Advisors SoCal
Pasadena,
California
| $448M | +$64.2M | +17% | 17.3% | 135% | 113 | 17.7% | 2.6 |
|
| 3609 |
3609
Hamilton Wealth
Encino,
California
| $447M | +$31.9M | +8% | 12.8% | 108% | 127 | 35.43% | 1.7 |
|
| 3610 |
3610
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $447M | +$88M | +25% | 15.2% | 282% | 355 | 32.39% | 1.3 |
|
| 3611 |
3611
Canal Insurance Company
Greenville,
South Carolina
| $447M | +$22.3M | +5% | 17.4% | 114% | 93 | 29.03% | 6.2 |
|
| 3612 |
3612
Sunburst Financial Group
Vestavia Hills,
Alabama
| $446M | +$39.2M | +10% | 7.17% | 55.7% | 117 | 5.98% | 3.2 |
|
| 3613 |
3613
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $446M | +$30.8M | +7% | 7.93% | 67.8% | 242 | 6.2% | 4.7 |
|
| 3614 |
3614
Waterfront Wealth
Overland Park,
Kansas
| $446M | +$36.1M | +9% | 8.01% | 71.8% | 271 | 8.49% | 3.1 |
|
| 3615 |
3615
Gallatin Point Capital
Greenwich,
Connecticut
| $446M | -$24.5M | -5% | 4.04% | – | 2 | 0% | 0.5 |
|
| 3616 |
3616
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $446M | +$56M | +14% | 8.95% | 64.9% | 55 | 12.73% | 1.8 |
|
| 3617 |
CEI
3617
Clark Estates Inc
New York
| $446M | -$26.6M | -6% | 1.4% | 34.5% | 108 | 23.15% | 2.2 |
|
| 3618 |
3618
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $446M | +$70.2M | +19% | 5.65% | 31.3% | 232 | 44.4% | 0.7 |
|
| 3619 |
IR
3619
IAT Reinsurance
New York
| $445M | -$33.9M | -7% | 1.03% | 60.2% | 84 | 10.71% | 4.7 |
|
| 3620 |
3620
Glynn Capital Management
Menlo Park,
California
| $445M | +$64.7M | +17% | 35.7% | 252% | 56 | 30.36% | 5.5 |
|
| 3621 |
3621
Cisco Systems
San Jose,
California
| $444M | +$161M | +57% | 139% | 210% | 4 | 25% | 1.4 |
|
| 3622 |
MLCM
3622
M & L Capital Management
London,
United Kingdom
| $444M | +$110M | +33% | 41.8% | – | 30 | 46.67% | 0.3 |
|
| 3623 |
3623
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $444M | +$42.4M | +11% | 10.3% | 58.6% | 201 | 17.91% | 3.8 |
|
| 3624 |
AGM
3624
Alpine Global Management
New York
| $444M | +$65.9M | +17% | 17.1% | 149% | 231 | 73.59% | 0.5 |
|
| 3625 |
FNBOMD
3625
First National Bank of Mount Dora
Mount Dora,
Florida
| $443M | +$34.2M | +8% | 10.5% | 96.2% | 132 | 3.79% | 6 |
|