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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
REDW Wealth
Albuquerque,
New Mexico
| $260M | -$12.6M | -5% | 5.22% | 54.1% | 119 | 11.76% | 3.5 |
|
| 3702 |
A
3702
Apoletto
Road Town, Tortola,
British Virgin Islands
| $260M | -$102M | -28% | 7.72% | 192% | 17 | 11.76% | 1.2 |
|
| 3703 |
MM
3703
MWG Management
Road Town, Tortola,
British Virgin Islands
| $260M | +$37.3M | +17% | 17% | 59.2% | 2 | 0% | 1.5 |
|
| 3704 |
KRC
3704
Kehrs Ridge Capital
Holmdel,
New Jersey
| $260M | +$55.8M | +27% | 0.16% | – | 38 | 52.63% | 0.3 |
|
| 3705 |
3705
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $260M | -$70.9M | -21% | 4.28% | 82.9% | 130 | 40% | 2.2 |
|
| 3706 |
3706
McLean Asset Management
Tysons,
Virginia
| $259M | +$8.64M | +3% | 4.21% | 64.3% | 136 | 12.5% | 1.3 |
|
| 3707 |
FVCM
3707
F&V Capital Management
Boca Raton,
Florida
| $259M | -$21.9M | -8% | 6.26% | 123% | 56 | 12.5% | 4.2 |
|
| 3708 |
3708
Emerson Point Capital
Larchmont,
New York
| $259M | -$120M | -32% | 2.45% | 94.8% | 32 | 34.38% | 2.3 |
|
| 3709 |
3709
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $259M | +$4.05M | +2% | 5.31% | 52.3% | 52 | 11.54% | 2.3 |
|
| 3710 |
GCMG
3710
Gyroscope Capital Management Group
Naples,
Florida
| $259M | -$32.4M | -11% | 6.66% | 24.8% | 130 | 24.62% | 2.4 |
|
| 3711 |
3711
LexAurum Advisors
Overland Park,
Kansas
| $259M | -$8.7M | -3% | 4.5% | – | 268 | 17.16% | 2.5 |
|
| 3712 |
MHR
3712
Matthew Hamilton Rosenberg
| $259M | -$6.57M | -2% | 4.57% | 52% | 880 | 13.3% | 1.6 |
|
| 3713 |
3713
Paradiem
Covington,
Louisiana
| $259M | -$6.24M | -2% | 2.42% | 107% | 111 | 23.42% | 1.2 |
|
| 3714 |
3714
Nine Masts Capital
Central,
Hong Kong
| $258M | -$116M | -31% | 7.31% | 88.1% | 57 | 33.33% | 0.5 |
|
| 3715 |
3715
Bank of Stockton
Stockton,
California
| $258M | -$8.34M | -3% | 4.9% | 99.2% | 118 | 8.47% | 5.6 |
|
| 3716 |
3716
Bender Robert & Associates
Pasadena,
California
| $258M | -$3.31M | -1% | 1.18% | 146% | 56 | 5.36% | 5.9 |
|
| 3717 |
3717
Eldridge Investment Advisors
Manchester,
New Hampshire
| $258M | -$7.56M | -3% | 4.71% | 50.9% | 139 | 14.39% | 2.7 |
|
| 3718 |
3718
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $258M | -$14.5M | -5% | 6.66% | 85.6% | 115 | 6.96% | 5.1 |
|
| 3719 |
MCM
3719
Mason Capital Management
New York
| $258M | -$50.7M | -16% | 19.9% | 18.5% | 18 | 38.89% | 0.6 |
|
| 3720 |
3720
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $258M | +$35.9M | +16% | 5.16% | 80% | 74 | 9.46% | 3.9 |
|
| 3721 |
3721
Alliance Wealth Management Group
Flemington,
New Jersey
| $257M | -$13.4M | -5% | 5.04% | – | 72 | 9.72% | 4.1 |
|
| 3722 |
3722
Quantamental Technologies
White Plains,
New York
| $257M | +$38.6M | +18% | 1.32% | 24.2% | 710 | 76.34% | 0.1 |
|
| 3723 |
3723
AXS Investments
Port Chester,
New York
| $257M | -$24.5M | -9% | 5.15% | 104% | 226 | 22.57% | 0.6 |
|
| 3724 |
3724
Seven Post Investment Office
San Francisco,
California
| $257M | -$11.8M | -4% | 5.44% | 44.4% | 53 | 26.42% | 2.8 |
|
| 3725 |
FRM
3725
Fox Run Management
Greenwich,
Connecticut
| $257M | +$56.8M | +28% | 2.51% | 64% | 899 | 81.54% | 0.1 |
|