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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
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $349M | +$16.2M | +5% | 2.99% | 73.6% | 27 | 3.7% | 4.6 |
|
| 3677 |
3677
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $349M | – | – | 6.37% | 64.4% | 17 | – | 0 |
|
| 3678 |
3678
Claar Advisors
New York
| $349M | +$11.8M | +4% | 6.15% | 65.5% | 38 | 5.26% | 1.8 |
|
| 3679 |
3679
Princeton Capital Management
Red Bank,
New Jersey
| $349M | +$35.2M | +11% | 12.9% | 206% | 117 | 10.26% | 3.5 |
|
| 3680 |
3680
KB Financial Partners
Princeton,
New Jersey
| $348M | +$75.2M | +28% | 6.1% | – | 677 | 76.22% | 0.2 |
|
| 3681 |
GWM
3681
GSB Wealth Management
Guilford,
Connecticut
| $348M | +$154M | +79% | 8.43% | 69.8% | 228 | 35.09% | 1 |
|
| 3682 |
3682
Souders Financial Advisors
Cincinnati,
Ohio
| $348M | +$38.1M | +12% | 9.24% | 59.8% | 142 | 9.86% | 1.2 |
|
| 3683 |
3683
Black Swift Group
Boulder,
Colorado
| $348M | +$8.62M | +3% | 8.84% | 139% | 119 | 46.22% | 0.7 |
|
| 3684 |
3684
RMR Wealth Builders
Montclair,
New Jersey
| $348M | +$7.64M | +2% | 7.86% | 91.7% | 210 | 52.86% | 1.3 |
|
| 3685 |
3685
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $348M | +$29.6M | +9% | 8.76% | 49.3% | 52 | 3.85% | 5.7 |
|
| 3686 |
3686
Mendon Capital Advisors
Key Largo,
Florida
| $348M | +$54.5M | +19% | 11.5% | – | 73 | 27.4% | 2 |
|
| 3687 |
3687
Corrigan Financial
Middletown,
Rhode Island
| $348M | +$20.7M | +6% | 4.1% | 9.54% | 90 | 8.89% | 2.8 |
|
| 3688 |
3688
TRV GP IV
Boston,
Massachusetts
| $348M | -$93M | -21% | 19.7% | 1,102% | 5 | 0% | 1.8 |
|
| 3689 |
3689
Jackson Square Capital
San Francisco,
California
| $348M | +$40M | +13% | 12.9% | 423% | 197 | 17.26% | 1.3 |
|
| 3690 |
3690
Delta Investment Management
San Francisco,
California
| $348M | +$29.4M | +9% | 8.57% | 65.8% | 196 | 26.53% | 1.3 |
|
| 3691 |
3691
Revolve Wealth Partners
Hackensack,
New Jersey
| $347M | – | – | 6.8% | 67.4% | 151 | – | 0 |
|
| 3692 |
3692
ESL Trust Services
Rochester,
New York
| $347M | +$19.3M | +6% | 6.28% | 53.9% | 24 | 8.33% | 1.5 |
|
| 3693 |
3693
Pacific Capital Wealth Advisors
Corona,
California
| $347M | +$32.4M | +10% | 4.94% | 54.1% | 92 | 13.04% | 1.3 |
|
| 3694 |
3694
Winmill & Co
Walpole,
New Hampshire
| $347M | +$34.4M | +11% | 9.27% | 146% | 87 | 16.09% | 1.8 |
|
| 3695 |
3695
Lineweaver Wealth Advisors
Valley View,
Ohio
| $347M | +$19.2M | +6% | 7.69% | 68.4% | 144 | 11.81% | 1.2 |
|
| 3696 |
3696
LGT Fund Management
Vaduz,
Liechtenstein
| $347M | – | – | 11.3% | 121% | 174 | – | 0 |
|
| 3697 |
3697
Patient Capital Management
Baltimore,
Maryland
| $347M | – | – | 1.95% | 131% | 43 | – | 0 |
|
| 3698 |
3698
Peterson Wealth Advisors
Orem,
Utah
| $347M | +$44.2M | +15% | 7.09% | 50.9% | 60 | 13.33% | 2.3 |
|
| 3699 |
3699
Fort Sheridan Advisors
Highland Park,
Illinois
| $347M | +$41M | +13% | 11.9% | 109% | 214 | 15.42% | 1.6 |
|
| 3700 |
3700
Bender Robert & Associates
Pasadena,
California
| $347M | -$2.81M | -0.8% | 8.25% | 146% | 49 | 6.12% | 6.2 |
|