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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
Berkshire Bank
Pittsfield,
Massachusetts
| $493M | +$28.4M | +6% | 2.84% | 76.2% | 171 | 10.53% | 3.5 |
|
| 3677 |
3677
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $493M | +$17.8M | +4% | 1.95% | 53.8% | 224 | 8.93% | 1.8 |
|
| 3678 |
3678
ABLE Financial Group
Scottsdale,
Arizona
| $492M | +$30.9M | +7% | 1.64% | 64.2% | 223 | 13.9% | 1.6 |
|
| 3679 |
3679
REAP Financial Group
Austin,
Texas
| $492M | +$32M | +7% | 2.79% | 63% | 605 | 22.31% | 1.4 |
|
| 3680 |
3680
Holderness Investments Company
Greensboro,
North Carolina
| $492M | +$1.72M | +0.4% | 3.27% | 144% | 262 | 6.87% | 5.7 |
|
| 3681 |
3681
Harbour Capital Advisors
Tysons Corner,
Virginia
| $491M | +$2.47M | +0.5% | 5.73% | 168% | 309 | 21.36% | 3.2 |
|
| 3682 |
PHC
3682
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $491M | +$286M | +139% | 5.67% | – | 14 | 100% | 0 |
|
| 3683 |
3683
Gagnon Securities
New York
| $491M | -$7.42M | -1% | 7.62% | 210% | 88 | 4.55% | 4.9 |
|
| 3684 |
3684
Rockline Wealth Management
Plainview,
New York
| $491M | +$7.44M | +2% | 0.69% | 176% | 111 | 12.61% | 1.5 |
|
| 3685 |
3685
Clarity Wealth Advisors
San Jose,
California
| $490M | +$36.4M | +8% | 3.58% | 94.1% | 114 | 15.79% | 3.3 |
|
| 3686 |
3686
McRae Capital Management
Morristown,
New Jersey
| $490M | -$13.9M | -3% | 1.51% | 78.2% | 104 | 1.92% | 6.5 |
|
| 3687 |
PFA
3687
Professional Financial Advisors
North Platte,
Nebraska
| $490M | +$14.3M | +3% | 2% | 59.2% | 137 | 13.87% | 2.7 |
|
| 3688 |
AAM
3688
AR Asset Management
West Hollywood,
California
| $490M | +$15.1M | +3% | 3.27% | 64.9% | 116 | 5.17% | 8.5 |
|
| 3689 |
3689
Westwind Capital
Las Cruces,
New Mexico
| $489M | +$10.7M | +2% | 1.53% | 87.6% | 50 | 40% | 2.5 |
|
| 3690 |
3690
Fonville Wealth Management
Richmond,
Virginia
| $489M | +$44.6M | +10% | 1.95% | 53.9% | 131 | 6.11% | 1.6 |
|
| 3691 |
3691
Solidarity Wealth
Lehi,
Utah
| $489M | +$24M | +5% | 4.19% | 85.9% | 89 | 21.35% | 2.4 |
|
| 3692 |
3692
Poehling Capital Management
Madison,
Wisconsin
| $489M | +$13M | +3% | 3.52% | 83% | 145 | 8.97% | 3.9 |
|
| 3693 |
3693
Manhattan West Asset Management
Los Angeles,
California
| $489M | +$15.2M | +3% | 2% | 65.6% | 148 | 10.14% | 2.5 |
|
| 3694 |
3694
Grey Fox Wealth Advisors
Rockland,
Delaware
| $489M | -$2.01M | -0.4% | 1.42% | 45.3% | 656 | 79.57% | 2.1 |
|
| 3695 |
3695
Olstein Capital Management
Purchase,
New York
| $488M | -$42M | -8% | 3.65% | 16.6% | 105 | 5.71% | 5.9 |
|
| 3696 |
3696
Once Capital Management
New York
| $487M | +$36.5M | +8% | 10.9% | 627% | 30 | 30% | 2.3 |
|
| 3697 |
CBTWT
3697
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $487M | +$2.43M | +0.5% | 3.7% | 124% | 158 | 8.86% | 6.3 |
|
| 3698 |
3698
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| $487M | – | – | 2.16% | – | 248 | – | 0 |
|
| 3699 |
3699
Mach-1 Financial Group
Rogers,
Arkansas
| $487M | -$140M | -22% | 2.82% | 83.4% | 475 | 85.89% | 0.3 |
|
| 3700 |
3700
Second Line Capital
Metairie,
Louisiana
| $487M | +$3.49M | +0.7% | 0.41% | – | 177 | 15.82% | 1.3 |
|