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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Blueshift Asset Management
Red Bank,
New Jersey
| $403M | +$105M | +35% | 6.03% | 38.8% | 496 | 64.52% | 0.3 |
|
| 3652 |
3652
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $403M | +$17.9M | +5% | 6.09% | 53.8% | 200 | 28% | 1 |
|
| 3653 |
3653
Systelligence LLC
Bloomington,
Minnesota
| $403M | +$27.2M | +7% | 5.94% | 57.3% | 48 | 25% | 1.3 |
|
| 3654 |
3654
Jackson Square Capital
San Francisco,
California
| $403M | -$3.43M | -0.8% | 4.95% | 423% | 153 | 30.72% | 2.2 |
|
| 3655 |
3655
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $403M | -$60.9M | -13% | 7.08% | – | 234 | 53.85% | 0.2 |
|
| 3656 |
3656
Capital City Trust
Tallahassee,
Florida
| $403M | +$34.6M | +9% | 8.51% | 98.5% | 119 | 10.92% | 6.7 |
|
| 3657 |
3657
Sarissa Capital Management
Greenwich,
Connecticut
| $402M | -$190M | -32% | 0.93% | 80% | 11 | 18.18% | 4.1 |
|
| 3658 |
3658
Privium Fund Management
Amsterdam,
Netherlands
| $402M | +$9.9M | +3% | 18.9% | 451% | 141 | 50.35% | 1.2 |
|
| 3659 |
MWM
3659
Mascoma Wealth Management
Hanover,
New Hampshire
| $402M | +$24.9M | +7% | 5.07% | 43.7% | 508 | 13.39% | 3 |
|
| 3660 |
PWM
3660
Praetorian Wealth Management
Carmel,
California
| $402M | +$11.1M | +3% | 6.06% | 60.4% | 58 | 36.21% | 3.4 |
|
| 3661 |
3661
Clayton Dubilier & Rice
New York
| $402M | -$260M | -39% | 38.8% | 176% | 4 | 0% | 5.9 |
|
| 3662 |
3662
Cypress Asset Management
Houston,
Texas
| $402M | +$13.2M | +3% | 4.89% | 141% | 108 | 6.48% | 6.7 |
|
| 3663 |
3663
Balboa Wealth Partners
Scottsdale,
Arizona
| $402M | +$22.8M | +6% | 7.24% | 214% | 376 | 28.72% | 1 |
|
| 3664 |
3664
Financial Security Advisor
Virginia Beach,
Virginia
| $401M | +$103M | +34% | 5.67% | 76.3% | 124 | 15.32% | 0.8 |
|
| 3665 |
3665
First PREMIER Bank
Sioux Falls,
South Dakota
| $401M | +$27.3M | +7% | 8.08% | 63% | 433 | 12.01% | 4.2 |
|
| 3666 |
3666
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $401M | +$28.2M | +8% | 9.02% | 74% | 155 | 8.39% | 3.4 |
|
| 3667 |
3667
EVR Research
Richmond,
Virginia
| $401M | +$66.2M | +20% | 0.13% | 165% | 41 | 41.46% | 0.9 |
|
| 3668 |
3668
Searle & Co
Greenwich,
Connecticut
| $401M | -$25.8M | -6% | 6.97% | 93.8% | 192 | 15.1% | 4.7 |
|
| 3669 |
3669
Mason & Associates (California)
Los Angeles,
California
| $401M | +$24.9M | +7% | 4.61% | 68.5% | 120 | 20% | 1.6 |
|
| 3670 |
3670
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $401M | -$4.94M | -1% | 10.6% | 57.2% | 57 | 10.53% | 5.4 |
|
| 3671 |
3671
Essex Savings Bank
Essex,
Connecticut
| $401M | +$29.2M | +8% | 6.68% | 95.2% | 289 | 11.07% | 3.4 |
|
| 3672 |
JWCA
3672
J.W. Coons Advisors
Columbus,
Ohio
| $401M | -$13M | -3% | 8.28% | 61.2% | 251 | 11.16% | 3.2 |
|
| 3673 |
CH
3673
Canton Hathaway
Providence,
Rhode Island
| $401M | +$35M | +10% | 9.85% | 87.8% | 267 | 17.6% | 3 |
|
| 3674 |
3674
Moller Wealth Partners
| $400M | +$25.3M | +7% | 6.81% | 44.1% | 69 | 11.59% | 5.4 |
|
| 3675 |
3675
Harvey Capital Management
Palm Beach,
Florida
| $400M | +$19.5M | +5% | 4.45% | 147% | 84 | 17.86% | 4.3 |
|