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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
Arcus Capital Partners
Atlanta,
Georgia
| $293M | +$43M | +17% | 8.32% | 69.2% | 384 | 73.18% | 2.4 |
|
| 3727 |
3727
Hi-Line Capital Management
Watertown,
South Dakota
| $293M | -$31.1M | -10% | 2.67% | 57.5% | 43 | 9.3% | 1.7 |
|
| 3728 |
AIS
3728
AM Investment Strategies
Chattanooga,
Tennessee
| $293M | +$12.2M | +4% | 8.51% | 135% | 100 | 14% | 1.8 |
|
| 3729 |
3729
SG Capital Management
Chicago,
Illinois
| $292M | +$114M | +64% | 12.1% | 175% | 75 | 68% | 0.3 |
|
| 3730 |
3730
Advisors Preferred
Rockville,
Maryland
| $292M | +$57.5M | +24% | 10.5% | 102% | 269 | 66.17% | 0.3 |
|
| 3731 |
3731
Daniels + Tansey
Wilmington,
Delaware
| $291M | +$30.3M | +12% | 5.68% | 21.1% | 30 | 23.33% | 1.9 |
|
| 3732 |
F1I
3732
Fund 1 Investments
Rincon,
Puerto Rico
| $291M | +$71M | +32% | 7.64% | 128% | 81 | 66.67% | 0.1 |
|
| 3733 |
3733
Hengistbury Investment Partners
London,
United Kingdom
| $291M | +$27.2M | +10% | 11.4% | 108% | 7 | 14.29% | 3.2 |
|
| 3734 |
3734
Seaview Investment Managers
Miami,
Florida
| $291M | +$41M | +16% | 13.5% | 148% | 109 | 20.18% | 1 |
|
| 3735 |
3735
Apeiron RIA
Dallas,
Texas
| $291M | +$29.4M | +11% | 4.79% | 68.5% | 215 | 25.12% | 0.7 |
|
| 3736 |
3736
Windsor Capital Management
Phoenix,
Arizona
| $291M | +$16.1M | +6% | 4.29% | 49.1% | 114 | 3.51% | 5.8 |
|
| 3737 |
3737
IA Venture Strategies Fund II
New York
| $291M | +$75.2M | +35% | 53.7% | 375% | 2 | 0% | 1.3 |
|
| 3738 |
3738
Pacific Center for Financial Services
San Ramon,
California
| $290M | – | – | 4.4% | 60.1% | 412 | – | 4.1 |
|
| 3739 |
3739
Smith & Howard Wealth Management
Atlanta,
Georgia
| $290M | +$28.3M | +11% | 4.84% | 43.8% | 75 | 14.67% | 4 |
|
| 3740 |
3740
Accurate Wealth Management
Wesley Chapel,
Florida
| $290M | +$18.3M | +7% | 8.43% | 101% | 1,593 | 84.81% | 0.8 |
|
| 3741 |
3741
Irenic Capital Management
New York
| $290M | +$81.4M | +39% | 2.78% | 93.6% | 22 | 50% | 0.1 |
|
| 3742 |
3742
WESPAC Advisors SoCal
Pasadena,
California
| $290M | +$21M | +8% | 5.27% | 135% | 92 | 10.87% | 2.8 |
|
| 3743 |
3743
Arisaig Partners (Asia)
Singapore
| $290M | +$70.2M | +32% | 48.2% | – | 8 | 0% | 1.3 |
|
| 3744 |
3744
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $290M | +$18.9M | +7% | 5.69% | 53.6% | 124 | 61.29% | 4.4 |
|
| 3745 |
3745
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $290M | -$1.88M | -0.6% | 17.7% | 240% | 97 | 51.55% | 2.1 |
|
| 3746 |
3746
IAM Advisory
Easton,
Pennsylvania
| $289M | +$17.4M | +6% | 2.66% | 74.5% | 101 | 28.71% | 0.9 |
|
| 3747 |
CWAG
3747
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $289M | +$32.8M | +13% | 5.31% | 76.1% | 100 | 16% | 2.6 |
|
| 3748 |
3748
Herold Advisors
New York
| $289M | +$53.2M | +23% | 7.14% | 90.2% | 241 | 19.92% | 1.1 |
|
| 3749 |
3749
Cypress Asset Management
Houston,
Texas
| $289M | +$13.7M | +5% | 8.63% | 141% | 123 | 5.69% | 6 |
|
| 3750 |
3750
Redmond Asset Management
Henrico,
Virginia
| $289M | +$10.7M | +4% | 8.21% | 68.2% | 173 | 9.83% | 4.3 |
|