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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Prism Advisors
Studio City,
California
| $273M | +$24.9M | +10% | 9.69% | 54.6% | 57 | 22.81% | 3 |
|
| 3777 |
HF
3777
Halpern Financial
Ashburn,
Virginia
| $273M | +$20.1M | +8% | 9.21% | 26.3% | 223 | 15.7% | 2 |
|
| 3778 |
3778
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $273M | +$28M | +11% | 10.3% | 83.6% | 183 | 8.2% | 5.2 |
|
| 3779 |
3779
G2 Capital Management
Columbus,
Ohio
| $273M | +$56.6M | +26% | 6.21% | 55.1% | 68 | 27.94% | 0.7 |
|
| 3780 |
3780
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $272M | +$35.3M | +15% | 9.6% | 55.5% | 77 | 15.58% | 3.1 |
|
| 3781 |
3781
Arch Capital Group
Pembroke,
Bermuda
| $272M | +$3.13M | +1% | 1.11% | 3.08% | 2 | 0% | 2 |
|
| 3782 |
3782
Jackson Wealth Management
Lake Mary,
Florida
| $272M | -$236M | -46% | 9.41% | 72.1% | 118 | 42.37% | 1.8 |
|
| 3783 |
3783
American Assets Inc
San Diego,
California
| $272M | +$9.7M | +4% | 3.5% | 49.9% | 10 | 0% | 3.8 |
|
| 3784 |
3784
IAM Advisory
Easton,
Pennsylvania
| $272M | +$35.4M | +15% | 9.88% | 74.5% | 91 | 23.08% | 0.8 |
|
| 3785 |
RA
3785
Rovida Advisors
Fort Lauderdale,
Florida
| $272M | +$57.1M | +27% | 6.12% | 24.8% | 26 | 26.92% | 1.7 |
|
| 3786 |
3786
Accurate Wealth Management
Wesley Chapel,
Florida
| $272M | +$31.9M | +13% | 7.1% | 101% | 1,590 | 88.62% | 0.1 |
|
| 3787 |
3787
Uncommon Cents Investing
Janesville,
Wisconsin
| $272M | +$33.5M | +14% | 13% | 91.4% | 159 | 8.18% | 3.2 |
|
| 3788 |
3788
Trium Capital
London,
United Kingdom
| $272M | – | – | 14.3% | 215% | 70 | – | 0 |
|
| 3789 |
FC
3789
Fore Capital
New York
| $271M | +$191M | +237% | 0.24% | 25.4% | 40 | 40% | 0.5 |
|
| 3790 |
MKC
3790
M. Kraus & Co
Shelburne,
Vermont
| $271M | +$32.4M | +14% | 11% | 65.9% | 74 | 9.46% | 4.7 |
|
| 3791 |
3791
Incline Global Management
New York
| $271M | -$87.5M | -24% | 5.23% | 40.1% | 25 | 20% | 1.8 |
|
| 3792 |
3792
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $271M | +$30M | +12% | 12.2% | 81% | 97 | 4.12% | 5 |
|
| 3793 |
3793
Steginsky Capital
Port Washington,
New York
| $271M | +$7.46M | +3% | 4.16% | 99.4% | 7 | 0% | 5.9 |
|
| 3794 |
3794
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $271M | +$228M | +528% | 7.28% | 58.6% | 157 | 10.19% | 2.8 |
|
| 3795 |
3795
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $271M | +$35.6M | +15% | 9.53% | 53.6% | 123 | 63.41% | 1.6 |
|
| 3796 |
3796
Paradiem
Covington,
Louisiana
| $271M | +$11.9M | +5% | 11% | 107% | 104 | 15.38% | 1.3 |
|
| 3797 |
3797
Sio Capital Management
New York
| $270M | -$44.3M | -14% | 12.3% | 564% | 64 | 51.56% | 1 |
|
| 3798 |
3798
Wolff Financial Management
Kalamazoo,
Michigan
| $270M | +$51.3M | +23% | 9.5% | 56.7% | 102 | 8.82% | 1.7 |
|
| 3799 |
3799
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $270M | +$58.3M | +28% | 9.47% | 28.6% | 67 | 22.39% | 2.5 |
|
| 3800 |
3800
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $270M | -$2.95M | -1% | 14.5% | 89.7% | 83 | 15.66% | 1.4 |
|