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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Whitener Capital Management
Rocky Mount,
North Carolina
| $192M | +$37.5M | +24% | 21.8% | 113% | 133 | 15.04% | 2 |
|
| 3727 |
3727
Summit Financial Group
Moorefield,
West Virginia
| $192M | +$24.6M | +15% | 14.8% | 26.1% | 158 | 15.82% | 1.9 |
|
| 3728 |
3728
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $192M | +$86.2M | +82% | 30.6% | 58.6% | 73 | 12.33% | 2.6 |
|
| 3729 |
3729
RenaissanceRe Holdings
Pembroke,
Bermuda
| $192M | +$62.8M | +49% | 51.2% | 40.8% | 5 | 20% | 0.4 |
|
| 3730 |
3730
Arkos Global Advisors
Houston,
Texas
| $192M | +$39.3M | +26% | 14.8% | 43.6% | 95 | 44.21% | 0.6 |
|
| 3731 |
3731
Laidlaw Wealth Management
New York City,
New York
| $192M | +$38.8M | +25% | 18.9% | 150% | 187 | 22.46% | 0.4 |
|
| 3732 |
SA
3732
SoftVest Advisors
Abilene,
Texas
| $191M | +$80.2M | +72% | 54.7% | 178% | 11 | 45.45% | 0.3 |
|
| 3733 |
3733
Brave Asset Management
Summit,
New Jersey
| $191M | +$31.3M | +20% | 15.1% | 76.3% | 140 | 26.43% | 3.6 |
|
| 3734 |
3734
Sutton Wealth Advisors
Tampa,
Florida
| $191M | +$32.2M | +20% | 20.2% | 40.9% | 1,317 | 18.07% | 2.9 |
|
| 3735 |
3735
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $191M | +$20M | +12% | 18.7% | 64.1% | 175 | 9.71% | 2.8 |
|
| 3736 |
3736
Old Port Advisors
Portland,
Maine
| $191M | +$27.1M | +17% | 15.3% | 114% | 182 | 11.54% | 1.6 |
|
| 3737 |
3737
Centric Wealth Management
Chicago,
Illinois
| $191M | +$58.1M | +44% | 18% | 44.4% | 169 | 47.34% | 0.6 |
|
| 3738 |
LWA
3738
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $191M | +$37.3M | +24% | 11.9% | 8.87% | 58 | 15.52% | 0.4 |
|
| 3739 |
3739
Blankinship & Foster
Solana Beach,
California
| $191M | +$40.3M | +27% | 18.4% | 67.1% | 44 | 4.55% | 2.3 |
|
| 3740 |
3740
O'Dell Group
Cincinnati,
Ohio
| $191M | +$37.1M | +24% | 21% | 72.2% | 27 | 29.63% | 2.1 |
|
| 3741 |
3741
Semmax Financial Advisors
Winston Salem,
North Carolina
| $191M | +$33.1M | +21% | 13.9% | – | 315 | 10.79% | 1.3 |
|
| 3742 |
3742
SimpliFi Inc
San Diego,
California
| $191M | +$30.8M | +19% | 9.6% | 27.9% | 26 | 34.62% | 1.3 |
|
| 3743 |
3743
Mission Creek Capital Partners
San Francisco,
California
| $191M | +$4.43M | +2% | 25.6% | 138% | 179 | 15.64% | 0.4 |
|
| 3744 |
3744
Steel Partners Holdings
New York
| $190M | -$6.15M | -3% | 1.78% | – | 5 | 20% | 5.7 |
|
| 3745 |
3745
Oliver Luxxe Assets
Gladstone,
New Jersey
| $190M | +$29.9M | +19% | 20.5% | 137% | 131 | 25.95% | 1.7 |
|
| 3746 |
3746
Alera Investment Advisors
Deerfield,
Illinois
| $190M | +$24.7M | +15% | 18.4% | 28.9% | 80 | 21.25% | 1 |
|
| 3747 |
FCPV
3747
FS Capital Partners VI
Los Angeles,
California
| $190M | -$11K | -0% | 79.7% | – | 1 | 0% | 3 |
|
| 3748 |
3748
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $190M | +$19.6M | +12% | 16.1% | 104% | 338 | 10.95% | 4.9 |
|
| 3749 |
3749
Attestor
London,
United Kingdom
| $190M | -$6.11M | -3% | 20.6% | 55.7% | 3 | 0% | 0.7 |
|
| 3750 |
3750
Robertson Opportunity Capital
Dallas,
Texas
| $190M | +$49.3M | +35% | 38.1% | 93.4% | 28 | 7.14% | 3.8 |
|