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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
one8zero8 LLC
Greensboro,
North Carolina
| $463M | +$39.3M | +9% | 8.87% | – | 258 | 11.63% | 0.6 |
|
| 3702 |
3702
Stonebrook Private
Northville,
Michigan
| $463M | +$35.5M | +8% | 8.29% | – | 215 | 11.63% | 1.3 |
|
| 3703 |
3703
Firestone Capital Management
Coral Gables,
Florida
| $463M | +$38.1M | +9% | 6.26% | 51.6% | 168 | 5.36% | 3.4 |
|
| 3704 |
3704
Blueprint Financial Advisors
Greensboto,
North Carolina
| $463M | +$151M | +48% | 7.07% | – | 103 | 47.57% | 0.2 |
|
| 3705 |
MHR
3705
Matthew Hamilton Rosenberg
| $463M | +$32.6M | +8% | 5.56% | 52% | 838 | 4.89% | 3.9 |
|
| 3706 |
3706
Bender Robert & Associates
Pasadena,
California
| $463M | +$14.3M | +3% | 7.47% | 146% | 47 | 4.26% | 0.8 |
|
| 3707 |
3707
Weaver Capital Management
Suwanee,
Georgia
| $462M | +$52.5M | +13% | 8.28% | 79.4% | 206 | 14.08% | 1.3 |
|
| 3708 |
3708
Alight Capital Management
New York
| $462M | +$51.9M | +13% | 35.5% | 466% | 81 | 53.09% | 0.7 |
|
| 3709 |
3709
Hussman Strategic Advisors
Ellicott City,
Maryland
| $462M | +$24.1M | +6% | 5.97% | 41.6% | 336 | 57.14% | 1.6 |
|
| 3710 |
3710
Mayport LLC
Newton,
Massachusetts
| $462M | +$45M | +11% | 6.18% | 57% | 112 | 15.18% | 2.1 |
|
| 3711 |
3711
ABLE Financial Group
Scottsdale,
Arizona
| $461M | +$47.1M | +11% | 6.84% | 64.2% | 219 | 13.24% | 1.5 |
|
| 3712 |
3712
ParaFi Capital
New York
| $461M | -$86.7M | -16% | 11.5% | – | 19 | 57.89% | 0.4 |
|
| 3713 |
3713
Benedict Financial Advisors
Atlanta,
Georgia
| $461M | +$19.8M | +4% | 5.48% | 72.4% | 132 | 7.58% | 6.4 |
|
| 3714 |
3714
Riggs Asset Management
Dallas,
Pennsylvania
| $461M | +$54.3M | +13% | 19.3% | 207% | 927 | 88.67% | 3.8 |
|
| 3715 |
AIS
3715
AM Investment Strategies
Chattanooga,
Tennessee
| $461M | +$35.6M | +8% | 12.4% | 121% | 116 | 12.93% | 2.8 |
|
| 3716 |
3716
Towneley Capital Management
Laguna Hills,
California
| $460M | +$24.5M | +6% | 6.51% | 50.2% | 39 | 15.38% | 1.5 |
|
| 3717 |
3717
REAP Financial Group
Austin,
Texas
| $460M | +$34.4M | +8% | 6.47% | – | 566 | 20.85% | 1.4 |
|
| 3718 |
3718
Vantage Wealth
Pasadena,
California
| $460M | +$18.6M | +4% | 9.8% | 56.1% | 30 | 6.67% | 5.6 |
|
| 3719 |
3719
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $460M | +$20.4M | +5% | 6.17% | 70.4% | 394 | 11.17% | 1 |
|
| 3720 |
3720
Sentinus LLC
Oak Brook,
Illinois
| $459M | +$51.4M | +13% | 6.18% | – | 247 | 19.03% | 1.5 |
|
| 3721 |
3721
Scissortail Wealth Management
Tulsa,
Oklahoma
| $459M | +$42.4M | +10% | 6.67% | 65% | 119 | 10.08% | 1.5 |
|
| 3722 |
3722
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $459M | +$61.6M | +16% | 7.39% | 75.2% | 140 | 39.29% | 1.5 |
|
| 3723 |
3723
Jackson Square Capital
San Francisco,
California
| $459M | +$8.22M | +2% | 13.4% | 423% | 163 | 22.09% | 2.4 |
|
| 3724 |
3724
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $458M | +$14.6M | +3% | 5.68% | 58.6% | 187 | 7.49% | 4 |
|
| 3725 |
3725
Keystone Wealth Services
Palm Desert,
California
| $458M | +$43.7M | +11% | 7.95% | 80.1% | 311 | 15.43% | 2.2 |
|