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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
Monetary Management Group
St Louis,
Missouri
| $359M | +$38.3M | +12% | 13.3% | 138% | 343 | 10.5% | 6.7 |
|
| 3777 |
HCAL
3777
HURRICANE CAPITAL ADVISORS LLC
New York
| $359M | +$102M | +40% | 20.3% | – | 708 | 54.8% | 0.2 |
|
| 3778 |
3778
Geisinger Health
Danville,
Pennsylvania
| $359M | +$39.3M | +12% | 2.57% | – | 5 | 0% | 1.1 |
|
| 3779 |
3779
Darwin Wealth Management
Tampa,
Florida
| $359M | -$13.9M | -4% | 5.84% | 56.8% | 153 | 17.65% | 3.4 |
|
| 3780 |
3780
Engle Capital Management
Greenwich,
Connecticut
| $359M | +$73.3M | +26% | 27.9% | 398% | 34 | 38.24% | 0.5 |
|
| 3781 |
3781
Financial Insights
Tacoma,
Washington
| $359M | +$38.8M | +12% | 9.17% | 82.1% | 166 | 10.84% | 2.3 |
|
| 3782 |
3782
Park Edge Advisors
Cleveland,
Ohio
| $358M | +$69.7M | +24% | 12.4% | 61.1% | 135 | 25.19% | 0.8 |
|
| 3783 |
3783
Sycale Advisors
New York
| $358M | +$27.9M | +8% | 7.29% | 31.5% | 24 | 37.5% | 0.9 |
|
| 3784 |
3784
Catalyst Funds Management
Sydney NSW,
Australia
| $358M | – | – | 9.38% | – | 1,091 | – | 0 |
|
| 3785 |
3785
Inlet Private Wealth
Jupiter,
Florida
| $358M | +$31.8M | +10% | 10.3% | 111% | 125 | 8% | 3.8 |
|
| 3786 |
3786
First Pacific Financial
Vancouver,
Washington
| $358M | +$30.6M | +9% | 4.97% | 53.6% | 449 | 20.71% | 1 |
|
| 3787 |
3787
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $358M | +$32.7M | +10% | 7.8% | 74% | 158 | 13.92% | 3 |
|
| 3788 |
3788
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $358M | +$40.9M | +13% | 8.49% | 84.7% | 173 | 7.51% | 6 |
|
| 3789 |
3789
Waterfront Wealth
Overland Park,
Kansas
| $357M | +$18.2M | +5% | 7.53% | 77.2% | 256 | 8.2% | 2.4 |
|
| 3790 |
3790
Shah Capital Management
Raleigh,
North Carolina
| $357M | -$33M | -8% | 6.92% | 287% | 18 | 22.22% | 3.3 |
|
| 3791 |
3791
Globe Life
Mckinney,
Texas
| $357M | +$22.7M | +7% | 9.13% | 67.5% | 2 | 0% | 3.9 |
|
| 3792 |
3792
Lifeworks Advisors
Grand Rapids,
Michigan
| $357M | +$67.5M | +23% | 7.94% | 80.4% | 236 | 20.76% | 1.1 |
|
| 3793 |
3793
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $357M | +$43.9M | +14% | 11.9% | 116% | 19 | 0% | 7.4 |
|
| 3794 |
3794
Ignite Planners
San Clemente,
California
| $357M | +$20.2M | +6% | 7.61% | 83.8% | 310 | 18.06% | 1.2 |
|
| 3795 |
3795
Drive Wealth Management
Lehi,
Utah
| $357M | +$46.9M | +15% | 9.09% | 94.4% | 344 | 18.9% | 1.1 |
|
| 3796 |
3796
PhiloSmith Capital
Stamford,
Connecticut
| $357M | +$45.7M | +15% | 16.3% | 47% | 24 | 4.17% | 5.9 |
|
| 3797 |
3797
Carderock Capital Management
Chevy Chase,
Maryland
| $357M | -$5.39M | -1% | 10.1% | 97.6% | 74 | 25.68% | 5 |
|
| 3798 |
3798
Mountain Capital Investment Advisors
Westminster,
Colorado
| $357M | +$60.8M | +21% | 6.23% | 70.1% | 73 | 50.68% | 1.5 |
|
| 3799 |
IFS
3799
Ifrah Financial Services
Little Rock,
Arkansas
| $357M | +$15.6M | +5% | 6.34% | 64.1% | 223 | 13.9% | 4.3 |
|
| 3800 |
3800
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $356M | $0 | 0% | 5.75% | 21.1% | 104 | 0% | 2.1 |
|