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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Barry Investment Advisors
New Bedford,
Massachusetts
| $305M | -$11.6M | -4% | 1.79% | 66.7% | 115 | 6.96% | 3.1 |
|
| 3627 |
3627
Concentric Capital Strategies
Stamford,
Connecticut
| $305M | +$86.2M | +39% | 9.55% | 165% | 209 | 75.6% | 0.2 |
|
| 3628 |
3628
Coppell Advisory Solutions Corp
Coppell,
Texas
| $305M | +$9.7M | +3% | 4.17% | – | 1,216 | 84.38% | 0.2 |
|
| 3629 |
3629
Coppell Advisory Solutions
Coppell,
Texas
| $305M | +$9.7M | +3% | 4.17% | – | 1,216 | 84.38% | 1.1 |
|
| 3630 |
3630
Engle Capital Management
Greenwich,
Connecticut
| $305M | +$82.7M | +37% | 18.6% | 398% | 28 | 39.29% | 0.6 |
|
| 3631 |
3631
Exor N.V.
Amsterdam,
Netherlands
| $305M | +$166M | +119% | 12.6% | 8.34% | 1 | 0% | 0.3 |
|
| 3632 |
MM
3632
Meridian Management
Little Rock,
Arkansas
| $305M | +$31.1M | +11% | 7.45% | 65.3% | 94 | 26.6% | 4.2 |
|
| 3633 |
3633
Corrigan Financial
Middletown,
Rhode Island
| $305M | +$31.5M | +12% | 6.36% | 9.54% | 85 | 16.47% | 3.9 |
|
| 3634 |
3634
Black Diamond Financial
Towson,
Maryland
| $305M | +$28M | +10% | 5.82% | 68.3% | 120 | 10% | 2.3 |
|
| 3635 |
MI
3635
M3F Inc
Salt Lake City,
Utah
| $304M | -$22.5M | -7% | 14.3% | 139% | 45 | 26.67% | 3 |
|
| 3636 |
3636
Liberty Capital Management
Birmingham,
Michigan
| $304M | +$15.6M | +5% | 7.59% | – | 144 | 9.72% | 5.7 |
|
| 3637 |
3637
Financial & Tax Architects
St Louis,
Missouri
| $304M | +$10.8M | +4% | 2.54% | 50.2% | 88 | 21.59% | 1.2 |
|
| 3638 |
3638
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $304M | +$27.6M | +10% | 5.15% | 68.6% | 80 | 35% | 1.2 |
|
| 3639 |
3639
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $303M | – | – | 5.04% | 54.9% | 153 | – | 0 |
|
| 3640 |
PCM
3640
Prime Capital Management
Hong Kong
| $303M | +$53.9M | +22% | 52.8% | 569% | 10 | 80% | 1 |
|
| 3641 |
3641
Affinity Asset Advisors
New York
| $303M | +$48M | +19% | 11.9% | 1,487% | 88 | 44.32% | 0.6 |
|
| 3642 |
3642
AXS Investments
Port Chester,
New York
| $303M | +$22.7M | +8% | 8.65% | 107% | 424 | 29.95% | 0.6 |
|
| 3643 |
3643
Concentric Wealth Management
Lafayette,
California
| $302M | +$9.42M | +3% | 4.1% | 33.4% | 122 | 6.56% | 4.6 |
|
| 3644 |
3644
Abacus Wealth Partners
Santa Monica,
California
| $302M | +$21.2M | +8% | 4.17% | 49.5% | 98 | 26.53% | 1.3 |
|
| 3645 |
3645
Parkside Advisors
Berkeley,
California
| $302M | +$16.4M | +6% | 5.58% | 36.7% | 86 | 16.28% | 3.5 |
|
| 3646 |
3646
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $302M | +$25.1M | +9% | 5.6% | 130% | 705 | 87.94% | 1.5 |
|
| 3647 |
3647
Rollins Financial
Atlanta,
Georgia
| $302M | +$38.4M | +15% | 17.6% | – | 135 | 24.44% | 1.4 |
|
| 3648 |
3648
Mattern Wealth Management
Lawrence,
Kansas
| $302M | +$54.7M | +22% | 4.32% | 62.2% | 178 | 14.04% | 2.2 |
|
| 3649 |
3649
First International Bank & Trust
Watford City,
North Dakota
| $302M | +$8.23M | +3% | 2.45% | 38.6% | 95 | 21.05% | 1 |
|
| 3650 |
3650
B&I Capital
Zurich,
Switzerland
| $302M | +$16.9M | +6% | 1.04% | 30.5% | 28 | 17.86% | 1.7 |
|