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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
BT Wealth Management
Atlanta,
Georgia
| $197M | +$22.6M | +13% | 19.9% | 34.8% | 62 | 22.58% | 1 |
|
| 3677 |
EFL
3677
ERn Financial LLC
Middleton,
Wisconsin
| $197M | +$45.3M | +30% | 18.2% | 61.2% | 79 | 24.05% | 0.9 |
|
| 3678 |
3678
Beech Hill Advisors
New York
| $197M | +$50.8M | +35% | 22.2% | 105% | 89 | 25.84% | 2.6 |
|
| 3679 |
FSA
3679
Financial Services Advisory
Rockville,
Maryland
| $197M | +$189M | +2,369% | 16.7% | 82.5% | 26 | 80.77% | 0.2 |
|
| 3680 |
3680
Nixon Peabody Trust
Boston,
Massachusetts
| $197M | +$35.2M | +22% | 21.1% | 101% | 79 | 13.92% | 3.2 |
|
| 3681 |
3681
Financial Consulate
Hunt Valley,
Maryland
| $197M | +$28.4M | +17% | 23.6% | 61.4% | 105 | 14.29% | 2.8 |
|
| 3682 |
3682
Taylor Wealth Management Partners
Boston,
Massachusetts
| $197M | +$33.8M | +21% | 29.7% | 62% | 53 | 20.75% | 1.9 |
|
| 3683 |
3683
Lineweaver Wealth Advisors
Valley View,
Ohio
| $197M | +$37.6M | +24% | 16.4% | 68.4% | 86 | 27.91% | 0.4 |
|
| 3684 |
AO
3684
Allen Operations
New York
| $197M | +$35.2M | +22% | 24.4% | 218% | 24 | 8.33% | 3.8 |
|
| 3685 |
3685
Mendon Capital Advisors
Key Largo,
Florida
| $196M | -$7.17M | -4% | 14.9% | – | 70 | 40% | 1.8 |
|
| 3686 |
3686
Harrell Investment Partners
Austin,
Texas
| $196M | +$12.7M | +7% | 19.4% | 121% | 88 | 22.73% | 0.4 |
|
| 3687 |
3687
Kadensa Capital
Central,
Hong Kong
| $196M | -$13.1M | -6% | 45.4% | 191% | 18 | 61.11% | 0.2 |
|
| 3688 |
3688
VCU Investment Management
Richmond,
Virginia
| $196M | -$62.6M | -24% | 9.82% | – | 11 | 27.27% | 1.9 |
|
| 3689 |
3689
Opes Wealth Management
Menlo Park,
California
| $196M | +$63.4M | +48% | 21% | 54.1% | 70 | 35.71% | 0.7 |
|
| 3690 |
3690
Bessemer Securities
New York
| $196M | -$5.45M | -3% | 21.6% | 45% | 106 | 21.7% | 1.3 |
|
| 3691 |
SM
3691
Saya Management
New York
| $196M | +$20.2M | +12% | 22.1% | 34.8% | 15 | 40% | 0.7 |
|
| 3692 |
3692
Brightlight Capital Management
Westport,
Connecticut
| $196M | +$66.2M | +51% | 106% | 202% | 15 | 40% | 0.4 |
|
| 3693 |
3693
MAK Capital One
New York
| $196M | +$82.7M | +73% | 28.4% | 200% | 7 | 14.29% | 2 |
|
| 3694 |
3694
Meridian Investment Counsel
Lafayette,
California
| $196M | +$41.9M | +27% | 26.8% | 116% | 183 | 7.1% | 4.6 |
|
| 3695 |
3695
Stevard LLC
Chicago,
Illinois
| $195M | +$40.4M | +26% | 24.1% | – | 166 | 68.67% | 0.2 |
|
| 3696 |
WA
3696
Winfield Associates
Cleveland,
Ohio
| $195M | +$37M | +23% | 23.4% | 77.8% | 138 | 16.67% | 3.4 |
|
| 3697 |
3697
Rezny Wealth Management
Fort Myers,
Florida
| $195M | – | – | 19.9% | 99.6% | 10 | – | 2.4 |
|
| 3698 |
3698
Akaris Global Partners
New York
| $195M | -$9.5M | -5% | 40% | 35% | 31 | 67.74% | 0.2 |
|
| 3699 |
3699
Rice Partnership
Honolulu,
Hawaii
| $195M | +$46M | +31% | 19.8% | 123% | 104 | 23.08% | 1.6 |
|
| 3700 |
3700
Trinity Legacy Partners
Houston,
Texas
| $195M | +$53M | +37% | 29.6% | 63.3% | 84 | 32.14% | 0.7 |
|