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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Perennial Advisors
New York
| $176M | +$21.4M | +14% | 12.8% | – | 216 | 65.28% | 2.1 |
|
| 3702 |
3702
Monument Capital Management
Alexandria,
Virginia
| $176M | +$15.6M | +10% | 11.7% | 170% | 90 | 10% | 0.9 |
|
| 3703 |
CWM
3703
Catamount Wealth Management
Westport,
Connecticut
| $176M | +$29.2M | +20% | 17.3% | 70.7% | 221 | 21.72% | 2 |
|
| 3704 |
3704
Allred Capital Management
Dallas,
Texas
| $176M | +$26M | +17% | 12.3% | 73.5% | 199 | 18.59% | 0.2 |
|
| 3705 |
DI
3705
Diligent Investors
Redlands,
California
| $176M | +$23.1M | +15% | 11.4% | 82.2% | 205 | 9.27% | 2.6 |
|
| 3706 |
3706
Barnett & Company
Chattanooga,
Tennessee
| $175M | +$305K | +0.2% | 11.7% | 65.9% | 349 | 18.05% | 2.5 |
|
| 3707 |
FVCM
3707
F&V Capital Management
Boca Raton,
Florida
| $175M | +$9.8M | +6% | 13.6% | 123% | 60 | 5% | 3.6 |
|
| 3708 |
3708
Algert Global
San Francisco,
California
| $175M | -$184M | -51% | 23.1% | 194% | 450 | 52.22% | 0.7 |
|
| 3709 |
3709
Principle Wealth Partners
Madison,
Connecticut
| $175M | +$55.7M | +47% | 17.7% | 79.9% | 134 | 20.9% | 0.2 |
|
| 3710 |
GA
3710
Gagnon Advisors
New York
| $175M | +$32.5M | +23% | 19.3% | 129% | 34 | 11.76% | 2.6 |
|
| 3711 |
3711
Retirement Income Solutions
Ann Arbor,
Michigan
| $175M | +$20.1M | +13% | 12.8% | 60.8% | 68 | 8.82% | 1.1 |
|
| 3712 |
3712
Epstein & White Financial
San Diego,
California
| $174M | +$14M | +9% | 11% | 51% | 92 | 21.74% | 0.9 |
|
| 3713 |
3713
Prism Advisors
Studio City,
California
| $174M | +$16.7M | +11% | 13.3% | 54.6% | 59 | 15.25% | 1 |
|
| 3714 |
3714
JT Stratford LLC
Gainesville,
Georgia
| $174M | +$23.9M | +16% | 11.3% | 103% | 131 | 26.72% | 1.4 |
|
| 3715 |
3715
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $174M | +$22.1M | +15% | 8.25% | 27.4% | 51 | 19.61% | 1.8 |
|
| 3716 |
BRC
3716
Bell Rock Capital
Rehoboth Beach,
Delaware
| $174M | +$24.9M | +17% | 16.4% | – | 490 | 8.37% | 1.7 |
|
| 3717 |
3717
Act Two Investors
Santa Cruz,
California
| $174M | +$31.5M | +22% | 12.5% | 53% | 40 | 15% | 0.2 |
|
| 3718 |
3718
Stonepine Capital Management
Bend,
Oregon
| $174M | +$60M | +53% | 13.1% | 231% | 37 | 56.76% | 0.7 |
|
| 3719 |
3719
Turiya Advisors Asia
Hong Kong
| $174M | -$74.7M | -30% | 20.8% | 247% | 6 | 50% | 0.2 |
|
| 3720 |
3720
First PREMIER Bank
Sioux Falls,
South Dakota
| $174M | +$18.8M | +12% | 11.8% | 63% | 318 | 15.72% | 2 |
|
| 3721 |
3721
Kapitalo Investimentos
Sao Paulo,
Brazil
| $174M | -$63.8M | -27% | 9.2% | 66.5% | 14 | 57.14% | 0.2 |
|
| 3722 |
3722
Peregrine Asset Advisers
Portland,
Oregon
| $173M | +$96.7M | +126% | 16.5% | 182% | 115 | 48.7% | 1.7 |
|
| 3723 |
3723
Capco Asset Management
Tampa,
Florida
| $173M | +$21.2M | +14% | 12.3% | 46.1% | 22 | 4.55% | 1.9 |
|
| 3724 |
3724
Waller Financial Planning Group
Columbus,
Ohio
| $173M | +$28.2M | +19% | 12.1% | 47.5% | 42 | 0% | 0.3 |
|
| 3725 |
3725
Eads & Heald Wealth Management
Atlanta,
Georgia
| $173M | +$22.6M | +15% | 15.1% | 93.3% | 131 | 9.16% | 4.4 |
|