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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
Nine Masts Capital
Central,
Hong Kong
| $383M | +$249M | +185% | 10.7% | 88.1% | 80 | 62.5% | 0.3 |
|
| 3627 |
3627
Horizon Wealth Management
La Grange,
Illinois
| $383M | +$23.7M | +7% | 9.12% | 109% | 96 | 22.92% | 1.5 |
|
| 3628 |
3628
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $383M | +$11.6M | +3% | 8.99% | 27.4% | 4 | 0% | 0.8 |
|
| 3629 |
3629
Systelligence LLC
Bloomington,
Minnesota
| $382M | +$15.9M | +4% | 5.94% | 58.3% | 42 | 0% | 1.3 |
|
| 3630 |
3630
Clearstead Trust
Portland,
Maine
| $382M | +$16.6M | +5% | 10.6% | 124% | 450 | 13.11% | 2.2 |
|
| 3631 |
HIG
3631
Herr Investment Group
Austin,
Texas
| $382M | -$1.34B | -78% | 4.48% | – | 94 | 45.74% | 0.5 |
|
| 3632 |
3632
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $382M | +$38.4M | +11% | 7.13% | 50.3% | 120 | 5.83% | 1.8 |
|
| 3633 |
3633
WESPAC Advisors SoCal
Pasadena,
California
| $382M | +$39M | +11% | 13.7% | 135% | 98 | 13.27% | 2.9 |
|
| 3634 |
3634
ESL Trust Services
Rochester,
New York
| $382M | +$35.5M | +10% | 6.04% | 53.9% | 134 | 84.33% | 0.5 |
|
| 3635 |
3635
Peddock Capital Advisors
Braintree,
Massachusetts
| $382M | +$53.5M | +16% | 17.5% | 113% | 156 | 5.77% | 5.6 |
|
| 3636 |
3636
Blankinship & Foster
Solana Beach,
California
| $382M | +$30.3M | +9% | 7.9% | 67.1% | 71 | 9.86% | 3.9 |
|
| 3637 |
CPRC
3637
Consolidated Portfolio Review Corp
Woodbury,
New York
| $381M | -$56.3M | -13% | 11.8% | 65.4% | 336 | 30.06% | 0.8 |
|
| 3638 |
AWAM
3638
Appian Way Asset Management
New York
| $381M | -$94.4M | -20% | 5.72% | 49.4% | 60 | 73.33% | 0.4 |
|
| 3639 |
3639
Fortis Capital Management
Bellevue,
Washington
| $381M | -$9.7M | -2% | 9.6% | 82% | 148 | 27.7% | 1.9 |
|
| 3640 |
3640
RB Capital Management
Reno,
Nevada
| $381M | +$31.4M | +9% | 8.28% | 79.4% | 183 | 6.01% | 4.2 |
|
| 3641 |
3641
Bank of New Hampshire
Laconia,
New Hampshire
| $380M | +$28M | +8% | 9.24% | 96.5% | 500 | 5.4% | 2.1 |
|
| 3642 |
3642
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $380M | +$24.7M | +7% | 7.71% | 68.6% | 99 | 24.24% | 1.6 |
|
| 3643 |
CA
3643
Crumly & Associates
Springfield,
Illinois
| $380M | +$36.7M | +11% | 6.77% | 58.1% | 133 | 6.02% | 1.9 |
|
| 3644 |
3644
Intellectus Partners
San Francisco,
California
| $380M | +$33.8M | +10% | 9.98% | 157% | 278 | 17.99% | 3.4 |
|
| 3645 |
3645
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $380M | +$40M | +12% | 8.1% | 69% | 144 | 15.28% | 1 |
|
| 3646 |
3646
Long Run Wealth Advisors
Lake Placid,
New York
| $380M | +$33.6M | +10% | 7.08% | 50.5% | 98 | 8.16% | 1.7 |
|
| 3647 |
3647
Aspire Private Capital
Cornelius,
North Carolina
| $380M | +$42.1M | +12% | 6.23% | 55.3% | 763 | 12.45% | 2.8 |
|
| 3648 |
3648
West Paces Advisors
Atlanta,
Georgia
| $379M | +$23.6M | +7% | 6.13% | 57.7% | 670 | 22.54% | 4.3 |
|
| 3649 |
3649
SeaBridge Investment Advisors
Summit,
New Jersey
| $379M | +$35.6M | +10% | 9.94% | 139% | 152 | 6.58% | 4.4 |
|
| 3650 |
3650
Harbor Group
Bedford,
New Hampshire
| $379M | +$30.3M | +9% | 5.71% | 43% | 87 | 13.79% | 1.8 |
|