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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
CNA Financial
Chicago,
Illinois
| $263M | -$23.1M | -8% | 2.39% | 48.6% | 186 | 17.2% | 1.8 |
|
| 3677 |
3677
Encompass Wealth Advisors
Portland,
Oregon
| $263M | -$19.8M | -7% | 3.03% | 68.7% | 260 | 12.69% | 1.4 |
|
| 3678 |
3678
Aspire Private Capital
Cornelius,
North Carolina
| $263M | -$17.3M | -6% | 5.82% | 49.6% | 709 | 10.58% | 1.9 |
|
| 3679 |
3679
Waterfront Wealth
Overland Park,
Kansas
| $263M | +$15.3M | +6% | 5.25% | 71.8% | 250 | 9.6% | 1.2 |
|
| 3680 |
3680
Parkside Advisors
Berkeley,
California
| $263M | -$14.4M | -5% | 5.47% | 36.7% | 66 | 12.12% | 4.2 |
|
| 3681 |
3681
MPM Asset Management
Boston,
Massachusetts
| $263M | +$25.6M | +11% | 24% | 5.89% | 10 | 10% | 2 |
|
| 3682 |
WA
3682
WealthTrust Axiom
Wayne,
Pennsylvania
| $262M | -$18.3M | -7% | 3.09% | 125% | 259 | 7.34% | 5.2 |
|
| 3683 |
3683
American Assets Inc
San Diego,
California
| $262M | -$26.4M | -9% | 9.09% | 63.2% | 10 | 0% | 3.5 |
|
| 3684 |
3684
Altrius Capital Management
New Bern,
North Carolina
| $262M | -$45.4M | -15% | 9.81% | 43.8% | 90 | 6.67% | 0.2 |
|
| 3685 |
3685
SignalPoint Asset Management
Springfield,
Missouri
| $262M | -$11.1M | -4% | 2.37% | 36% | 218 | 5.5% | 4.9 |
|
| 3686 |
3686
McDonald Partners
Cleveland,
Ohio
| $262M | -$130M | -33% | 5.07% | 90.7% | 299 | 27.76% | 0.9 |
|
| 3687 |
3687
WESCAP Management Group
Glendale,
California
| $262M | -$30.7M | -10% | 5.63% | 45.7% | 94 | 7.45% | 3.7 |
|
| 3688 |
3688
Westover Capital Advisors
Wilmington,
Delaware
| $262M | -$9.5M | -4% | 3.31% | 144% | 173 | 18.5% | 2.9 |
|
| 3689 |
3689
Cypress Asset Management
Houston,
Texas
| $261M | -$18.5M | -7% | 5% | 141% | 123 | 5.69% | 5.7 |
|
| 3690 |
LWA
3690
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $261M | +$48.8M | +23% | 5.29% | 8.87% | 64 | 15.63% | 2.1 |
|
| 3691 |
3691
RB Capital Management
Reno,
Nevada
| $261M | -$7.38M | -3% | 4.38% | 79.4% | 180 | 10.56% | 3.3 |
|
| 3692 |
3692
Stephens Group
Little Rock,
Arkansas
| $261M | +$30.2M | +13% | 15.7% | 45% | 4 | 25% | 0.6 |
|
| 3693 |
3693
Sora Investors
Bryn Mawr,
Pennsylvania
| $261M | +$52.7M | +25% | 1.38% | 179% | 43 | 72.09% | 0.2 |
|
| 3694 |
3694
Perkins Coie Trust Company
Seattle,
Washington
| $261M | -$13.8M | -5% | 4.98% | 83.2% | 241 | 1.66% | 6.3 |
|
| 3695 |
CDIA
3695
Capital Directions Investment Advisors
Atlanta,
Georgia
| $261M | -$40.4M | -13% | 4.72% | 7.53% | 260 | 96.15% | 0 |
|
| 3696 |
3696
Monaco Asset Management
Monaco
| $261M | +$31M | +14% | 5.46% | 120% | 87 | 41.38% | 0.5 |
|
| 3697 |
3697
Searle & Co
Greenwich,
Connecticut
| $260M | +$6.68M | +3% | 5.95% | 93.8% | 150 | 7.33% | 4.4 |
|
| 3698 |
3698
Wildcat Capital Management
New York
| $260M | -$41.6M | -14% | 7.44% | 77.7% | 31 | 16.13% | 1.5 |
|
| 3699 |
3699
Keystone Financial Planning
Cleveland,
Ohio
| $260M | -$24.4M | -9% | 10.5% | 46% | 48 | 12.5% | 5.1 |
|
| 3700 |
3700
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $260M | +$2.35M | +0.9% | 4.4% | 90.7% | 238 | 14.29% | 5.1 |
|