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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 |
GWM
3726
GSB Wealth Management
Guilford,
Connecticut
| $307M | +$1.63M | +0.5% | 4.56% | 61.8% | 235 | 17.45% | 2 |
|
| 3727 |
3727
Encompass Wealth Advisors
Portland,
Oregon
| $307M | +$13.6M | +5% | 4.14% | 68.7% | 329 | 24.62% | 1.6 |
|
| 3728 |
3728
Noble Family Wealth
Clearwater,
Florida
| $307M | +$14.2M | +5% | 4.22% | 60% | 67 | 11.94% | 0.2 |
|
| 3729 |
3729
Firestone Capital Management
Coral Gables,
Florida
| $307M | +$29.4M | +11% | 4.1% | 51.6% | 138 | 15.94% | 2.4 |
|
| 3730 |
3730
Hengistbury Investment Partners
London,
United Kingdom
| $307M | +$15.6M | +5% | 4.6% | 108% | 7 | 0% | 3.5 |
|
| 3731 |
3731
Hoey Investments
Coatesville,
Pennsylvania
| $307M | +$50.8M | +20% | 21.2% | 200% | 373 | 12.6% | 1.7 |
|
| 3732 |
3732
Sovereign Financial Group
Stamford,
Connecticut
| $307M | +$37.5M | +14% | 5.71% | 90.7% | 237 | 11.81% | 1.7 |
|
| 3733 |
3733
Kathryn A. Hall
| $307M | -$34.6M | -10% | 0.74% | 95.2% | 59 | 16.95% | 3.2 |
|
| 3734 |
3734
Pathway Financial Advisors
South Burlington,
Vermont
| $307M | +$10.8M | +4% | 4.45% | 52.7% | 138 | 7.97% | 3.5 |
|
| 3735 |
3735
RV Capital
Schindellegi,
Switzerland
| $307M | +$43.8M | +17% | 22.1% | 250% | 7 | 0% | 2.6 |
|
| 3736 |
3736
Columbus Hill Capital Management
Short Hills,
New Jersey
| $307M | +$5.77M | +2% | 8.33% | 151% | 22 | 22.73% | 1.9 |
|
| 3737 |
3737
Broadleaf Partners
Hudson,
Ohio
| $306M | +$26M | +9% | 12.3% | 180% | 82 | 20.73% | 3.2 |
|
| 3738 |
3738
Moss Adams Wealth Advisors
Seattle,
Washington
| $306M | +$12.8M | +4% | 3.43% | 71.9% | 190 | 30% | 0.5 |
|
| 3739 |
3739
Quarry LP
New York
| $306M | -$150M | -33% | 2.4% | 83.2% | 1,474 | 62.96% | 0.2 |
|
| 3740 |
3740
Eldridge Investment Advisors
Manchester,
New Hampshire
| $306M | +$17.2M | +6% | 4.7% | 50.9% | 153 | 18.95% | 2.9 |
|
| 3741 |
3741
MJP Associates
Farmington,
Connecticut
| $306M | -$21M | -6% | 5.76% | 60.9% | 166 | 22.29% | 1.5 |
|
| 3742 |
3742
Regis Management Company
Menlo Park,
California
| $306M | +$9.1M | +3% | 4.52% | 5.33% | 42 | 2.38% | 6.3 |
|
| 3743 |
3743
Hahn Capital Management
Walnut Creek,
California
| $306M | -$1.37M | -0.4% | 1.64% | 53.6% | 34 | 17.65% | 6.8 |
|
| 3744 |
3744
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $306M | +$19.1M | +7% | 6.41% | 143% | 85 | 44.71% | 1.4 |
|
| 3745 |
SWK
3745
Stephen W. Kidder
| $305M | +$18.2M | +6% | 7.24% | 94.7% | 80 | 7.5% | 6 |
|
| 3746 |
3746
Palo Duro Investment Partners
Chicago,
Illinois
| $305M | +$3.48M | +1% | 3.63% | 62.8% | 8 | 25% | 0.3 |
|
| 3747 |
3747
CM Wealth Advisors
Beachwood,
Ohio
| $305M | -$212M | -41% | 9.14% | 64.7% | 464 | 75.22% | 0.3 |
|
| 3748 |
3748
Standpoint Asset Management
Scottsdale,
Arizona
| $305M | +$57M | +23% | 5.76% | 71.9% | 8 | 0% | 0.5 |
|
| 3749 |
3749
Source Financial Advisors
New York
| $305M | +$6.22M | +2% | 6.76% | 18.5% | 135 | 13.33% | 1.6 |
|
| 3750 |
3750
Whitegate Investment Counselors
Concord,
New Hampshire
| $305M | -$5.02M | -2% | 4.67% | 48% | 65 | 12.31% | 5.8 |
|