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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
Grace & Mercy Foundation
New York
| $470M | -$12.8M | -3% | 7.73% | 67.6% | 18 | 5.56% | 2.3 |
|
| 3677 |
3677
Element Pointe Advisors
Miami,
Florida
| $469M | +$55.9M | +14% | 7.6% | 75.1% | 76 | 13.16% | 3.2 |
|
| 3678 |
3678
CMH Wealth Management
Portsmouth,
New Hampshire
| $469M | +$39.6M | +9% | 5.76% | 88% | 59 | 15.25% | 4 |
|
| 3679 |
3679
Ellsworth Advisors
Hudson,
Ohio
| $469M | +$57.9M | +14% | 12.2% | 131% | 197 | 37.56% | 1.6 |
|
| 3680 |
3680
Harvey Capital Management
Palm Beach,
Florida
| $469M | +$41.7M | +10% | 15.2% | 147% | 88 | 13.64% | 4 |
|
| 3681 |
3681
First Reserve GP XIII
Stamford,
Connecticut
| $468M | -$19.3M | -4% | 3.83% | 5.56% | 2 | 0% | 1.1 |
|
| 3682 |
OPL
3682
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $468M | +$231M | +98% | 7.49% | 77.6% | 13 | 69.23% | 0.9 |
|
| 3683 |
3683
CenterStar Asset Management
Chicago,
Illinois
| $467M | +$46.8M | +11% | 6.4% | 104% | 372 | 73.39% | 0.3 |
|
| 3684 |
SIM
3684
SW Investment Management
Telluride,
Colorado
| $467M | +$48.6M | +12% | 32.4% | 143% | 8 | 0% | 2.5 |
|
| 3685 |
3685
Adams Wealth Management
Logan,
Utah
| $467M | -$58.6M | -11% | 8.37% | 105% | 196 | 14.29% | 1.8 |
|
| 3686 |
3686
Valicenti Advisory Services
Elmira,
New York
| $466M | +$38.2M | +9% | 9.97% | 134% | 80 | 12.5% | 5.4 |
|
| 3687 |
3687
Maytus Capital Management
New York
| $466M | -$76.7M | -14% | 16% | 442% | 96 | 64.58% | 0.3 |
|
| 3688 |
AW
3688
Avion Wealth
The Woodlands,
Texas
| $466M | +$27.5M | +6% | 5.55% | 45.4% | 1,616 | 14.23% | 1.9 |
|
| 3689 |
NAMP
3689
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $466M | +$31.4M | +7% | 9.35% | 90.2% | 149 | 7.38% | 7.3 |
|
| 3690 |
3690
O'Dell Group
Cincinnati,
Ohio
| $466M | +$65.2M | +16% | 7.37% | 72.2% | 42 | 42.86% | 2.6 |
|
| 3691 |
3691
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $465M | +$19M | +4% | 6.97% | 67.8% | 247 | 6.48% | 4.9 |
|
| 3692 |
3692
Symmetry Peak Management
Radnor,
Pennsylvania
| $465M | +$255M | +122% | 61.7% | 320% | 195 | 81.54% | 0.1 |
|
| 3693 |
WCMN
3693
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $465M | +$40.2M | +9% | 11.8% | 121% | 43 | 9.3% | 8.1 |
|
| 3694 |
3694
Solidarity Wealth
Lehi,
Utah
| $465M | +$37.4M | +9% | 7.59% | 85.9% | 87 | 11.49% | 2.2 |
|
| 3695 |
3695
Raub Brock Capital Management
Larkspur,
California
| $465M | +$5.8M | +1% | 3.8% | 54.7% | 41 | 12.2% | 3.3 |
|
| 3696 |
3696
Berkshire Bank
Pittsfield,
Massachusetts
| $464M | +$26.4M | +6% | 7.07% | 76.2% | 170 | 8.82% | 3.4 |
|
| 3697 |
3697
Richard P. Slaughter Associates
Austin,
Texas
| $464M | -$26.3M | -5% | 6.71% | 55.7% | 128 | 24.22% | 2.4 |
|
| 3698 |
3698
Peddock Capital Advisors
Braintree,
Massachusetts
| $464M | +$31.5M | +7% | 9.05% | 113% | 163 | 5.52% | 6.4 |
|
| 3699 |
3699
MYDA Advisors
Woodmere,
New York
| $463M | -$109M | -19% | 18.3% | 232% | 235 | 73.19% | 0.4 |
|
| 3700 |
3700
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $463M | +$28M | +6% | 8.34% | 82.6% | 200 | 12.5% | 6 |
|