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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
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $285M | -$20.5M | -7% | 3.85% | 60.3% | 52 | 11.54% | 4.8 |
|
| 3777 |
3777
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $285M | +$44.8M | +19% | 8.68% | 69.8% | 94 | 29.79% | 0.8 |
|
| 3778 |
3778
Argyle Capital Management
Center Valley,
Pennsylvania
| $284M | -$6.4M | -2% | 0.97% | 106% | 128 | 2.34% | 8 |
|
| 3779 |
3779
Spinnaker Investment Group
Newport Beach,
California
| $284M | +$3.2M | +1% | 4.24% | 56.9% | 90 | 13.33% | 1 |
|
| 3780 |
RS
3780
Retirement Solution
Redmond,
Washington
| $284M | +$102M | +56% | 6.78% | 77.3% | 44 | 40.91% | 1.2 |
|
| 3781 |
3781
Xcel Wealth Management
Holly Hill,
Florida
| $284M | +$30.3M | +12% | 11.7% | 98.8% | 135 | 8.15% | 2.7 |
|
| 3782 |
3782
PL Capital Advisors
Naples,
Florida
| $284M | -$79.8M | -22% | 14.6% | 100% | 48 | 27.08% | 3.4 |
|
| 3783 |
3783
Fourthstone LLC
St Louis,
Missouri
| $284M | -$96.6M | -25% | 14.5% | 104% | 50 | 36% | 1.3 |
|
| 3784 |
3784
Ellsworth Advisors
Hudson,
Ohio
| $284M | +$17M | +6% | 3.96% | 131% | 180 | 22.78% | 1.2 |
|
| 3785 |
3785
Fairfield, Bush & Co
Darien,
Connecticut
| $284M | +$132M | +87% | 10.7% | 112% | 148 | 22.3% | 4.8 |
|
| 3786 |
3786
WESCAP Management Group
Glendale,
California
| $284M | -$720K | -0.3% | 4.97% | 45.7% | 94 | 11.7% | 3.9 |
|
| 3787 |
3787
Trifecta Capital Advisors
Northbrook,
Illinois
| $284M | +$32.9M | +13% | 11.9% | 149% | 466 | 14.59% | 0.2 |
|
| 3788 |
KS
3788
Karpas Strategies
Litchfield,
Connecticut
| $284M | -$814K | -0.3% | 0.75% | 16.1% | 122 | 4.92% | 6.6 |
|
| 3789 |
3789
Hamilton Wealth
Encino,
California
| $284M | +$37.9M | +15% | 13% | 108% | 112 | 43.75% | 1 |
|
| 3790 |
SRAM
3790
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $284M | +$149M | +111% | 13.9% | 74.7% | 195 | 38.46% | 0.7 |
|
| 3791 |
MKC
3791
M. Kraus & Co
Shelburne,
Vermont
| $283M | +$12.2M | +5% | 4.5% | 65.9% | 75 | 2.67% | 4.8 |
|
| 3792 |
3792
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $283M | +$52.9M | +23% | 10.7% | 1,119% | 29 | 44.83% | 0.7 |
|
| 3793 |
3793
Montgomery Investment Management
Rockville,
Maryland
| $283M | +$1.45M | +0.5% | 2.27% | 105% | 86 | 8.14% | 6.6 |
|
| 3794 |
3794
Morton Capital Management
Calabasas,
California
| $283M | +$26.5M | +10% | 7.82% | 75.4% | 94 | 12.77% | 1 |
|
| 3795 |
3795
Pacific Life Fund Advisors
Newport Beach,
California
| $282M | +$2.15M | +0.8% | 3.83% | 47.6% | 8 | 0% | 0.3 |
|
| 3796 |
VARA
3796
Value Aligned Research Advisors
Princeton,
New Jersey
| $282M | +$61.8M | +28% | 33% | 1,641% | 24 | 20.83% | 0.3 |
|
| 3797 |
3797
Farmers National Bank
Danville,
Kentucky
| $282M | +$1.94M | +0.7% | 2.52% | – | 147 | 2.72% | 5.7 |
|
| 3798 |
3798
Wambolt & Associates
Littleton,
Colorado
| $282M | +$21.5M | +8% | 4.83% | 62.2% | 274 | 17.52% | 2.7 |
|
| 3799 |
3799
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $282M | +$9.24M | +3% | 3.66% | 55.5% | 79 | 7.59% | 3.2 |
|
| 3800 |
3800
Shikiar Asset Management
New York
| $281M | – | – | 11.4% | 117% | 80 | – | 3.7 |
|