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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
Wahed Invest
New York
| $356M | +$49M | +16% | 11% | 140% | 264 | 21.21% | 1.5 |
|
| 3627 |
RC
3627
Reik & Co
New York
| $356M | +$14.9M | +4% | 8.88% | 47.2% | 56 | 1.79% | 7.3 |
|
| 3628 |
3628
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $356M | +$21.4M | +6% | 9.15% | 60.3% | 47 | 0% | 5.4 |
|
| 3629 |
3629
Financial Gravity Asset Management
Lakeway,
Texas
| $356M | – | – | 8.46% | – | 1,366 | – | 1.9 |
|
| 3630 |
3630
West Paces Advisors
Atlanta,
Georgia
| $356M | +$36.6M | +11% | 9.43% | 57.7% | 632 | 21.36% | 4 |
|
| 3631 |
3631
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $356M | -$21.4M | -6% | 11.7% | 83% | 1,056 | 9.66% | 1.5 |
|
| 3632 |
3632
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $356M | +$33.6M | +10% | 8.18% | 68.6% | 92 | 23.91% | 1.4 |
|
| 3633 |
MIC
3633
Maxi Investments CY
Limassol,
Cyprus
| $356M | +$139M | +64% | 12.5% | 83.2% | 53 | 35.85% | 1.2 |
|
| 3634 |
3634
Brave Asset Management
Summit,
New Jersey
| $356M | +$28M | +9% | 10.2% | 76.3% | 168 | 14.29% | 4.3 |
|
| 3635 |
3635
True Wealth Design
Akron,
Ohio
| $355M | +$56.3M | +19% | 8.26% | 57% | 816 | 10.42% | 0.9 |
|
| 3636 |
3636
Wright Investors Service
Shelton,
Connecticut
| $355M | +$10.2M | +3% | 11.6% | 161% | 161 | 22.36% | 4.1 |
|
| 3637 |
3637
Maltese Capital Management
New York
| $355M | +$92.2M | +35% | 25% | 114% | 110 | 33.64% | 2.8 |
|
| 3638 |
3638
Vectors Research Management
New York
| $355M | +$46.4M | +15% | 6.1% | 67.3% | 142 | 14.08% | 3.5 |
|
| 3639 |
3639
Moller Wealth Partners
| $355M | +$40.1M | +13% | 8.42% | 44.1% | 50 | 6% | 6.5 |
|
| 3640 |
3640
MUFG Securities (Canada)
New York
| $354M | – | – | 16.1% | – | 3 | – | 3 |
|
| 3641 |
3641
Kathryn A. Hall
| $354M | +$59.8M | +20% | 28.1% | 95.2% | 51 | 3.92% | 3.5 |
|
| 3642 |
3642
Sollinda Capital Management
Miami,
Florida
| $354M | – | – | 4.86% | – | 94 | – | 0 |
|
| 3643 |
AIS
3643
AM Investment Strategies
Chattanooga,
Tennessee
| $354M | +$46.4M | +15% | 14.6% | 121% | 108 | 19.44% | 2 |
|
| 3644 |
3644
Catalyst Financial Partners
Boston,
Massachusetts
| $354M | +$44.2M | +14% | 10.6% | 98.6% | 225 | 12.89% | 0.8 |
|
| 3645 |
3645
Breakwater Capital Group
Paramus,
New Jersey
| $354M | +$63.3M | +22% | 10.3% | 67.4% | 256 | 18.36% | 0.7 |
|
| 3646 |
3646
Knightsbridge Asset Management
Newport Beach,
California
| $354M | +$36.3M | +11% | 15.8% | 150% | 129 | 22.48% | 2.1 |
|
| 3647 |
3647
American Assets Capital Advisers
San Diego,
California
| $353M | -$921K | -0.3% | 18.4% | 73.5% | 35 | 11.43% | 3.2 |
|
| 3648 |
3648
Elgethun Capital Management
Sioux Falls,
South Dakota
| $353M | +$21.6M | +7% | 10.1% | 61.5% | 158 | 2.53% | 3.6 |
|
| 3649 |
3649
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $353M | -$11.5M | -3% | 9.19% | 70.4% | 312 | 19.23% | 0.4 |
|
| 3650 |
3650
Barometer Capital Management
Toronto,
Ontario, Canada
| $353M | +$35.4M | +11% | 15.5% | 339% | 212 | 67.45% | 0.3 |
|