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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
Kadensa Capital
Central,
Hong Kong
| $382M | -$42.1M | -10% | 1.71% | 191% | 49 | 57.14% | 0.4 |
|
| 3777 |
3777
Paradigm Asset Management
New York
| $382M | +$23.7M | +7% | 5.19% | 73.8% | 493 | 0.61% | 2.5 |
|
| 3778 |
3778
Clare Market Investments
Dallas,
Texas
| $382M | +$23.5M | +7% | 5.91% | – | 168 | 25% | 2.3 |
|
| 3779 |
3779
S&T Bank
Indiana,
Pennsylvania
| $381M | -$11.1M | -3% | 11% | 193% | 103 | 11.65% | 5.7 |
|
| 3780 |
3780
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $381M | +$17.6M | +5% | 1.32% | 58.6% | 173 | 5.78% | 3.5 |
|
| 3781 |
OCM
3781
Ogborne Capital Management
San Francisco,
California
| $381M | -$17M | -4% | 14.7% | 251% | 24 | 66.67% | 0.6 |
|
| 3782 |
3782
Shikiar Asset Management
New York
| $380M | +$6.53M | +2% | 2.92% | 117% | 76 | 10.53% | 4.3 |
|
| 3783 |
3783
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $380M | +$39.7M | +12% | 7.37% | 70.7% | 246 | 13.01% | 1.3 |
|
| 3784 |
3784
Genworth Financial
Glen Allen,
Virginia
| $380M | +$21.1M | +6% | 5.85% | 73.6% | 2 | 0% | 3.4 |
|
| 3785 |
3785
Pacific Center for Financial Services
San Ramon,
California
| $380M | +$23M | +6% | 5.6% | 60.1% | 487 | 2.46% | 4.5 |
|
| 3786 |
3786
Francis Financial
| $379M | +$48.9M | +15% | 6.36% | 56.2% | 94 | 14.89% | 1.6 |
|
| 3787 |
3787
Summit Securities Group
New York
| $379M | -$150M | -28% | 4.76% | 136% | 948 | 74.89% | 0.5 |
|
| 3788 |
3788
Cornerstone Planning Group
Fairfield,
New Jersey
| $378M | +$29.6M | +8% | 5.66% | 60% | 1,393 | 15.65% | 1.1 |
|
| 3789 |
SIM
3789
SW Investment Management
Telluride,
Colorado
| $378M | +$63.9M | +20% | 16.5% | 143% | 14 | 0% | 1.8 |
|
| 3790 |
3790
Stonebrook Private
Northville,
Michigan
| $378M | +$30.2M | +9% | 5.93% | – | 195 | 17.95% | 0.6 |
|
| 3791 |
3791
Hedeker Wealth
Lincolnshire,
Illinois
| $377M | +$32.2M | +9% | 8.38% | 161% | 91 | 15.38% | 3 |
|
| 3792 |
3792
FSM Wealth Advisors
Cleveland,
Ohio
| $377M | +$78.6M | +26% | 5.99% | 68.4% | 194 | 21.13% | 1.4 |
|
| 3793 |
3793
Whitegate Investment Counselors
Concord,
New Hampshire
| $377M | +$24.6M | +7% | 7.2% | 48% | 66 | 1.52% | 6.5 |
|
| 3794 |
3794
Waypoint Wealth Partners
Mill Valley,
California
| $377M | +$34.2M | +10% | 5.88% | 52.1% | 69 | 10.14% | 2.2 |
|
| 3795 |
3795
Financial Consulate
Hunt Valley,
Maryland
| $377M | +$35.4M | +10% | 6.49% | 61.4% | 38 | 18.42% | 4.6 |
|
| 3796 |
3796
Elevated Capital Advisors
Sandy,
Utah
| $376M | +$20.8M | +6% | 6.39% | 46% | 281 | 25.62% | 1.7 |
|
| 3797 |
3797
AXS Investments
Port Chester,
New York
| $376M | +$17.4M | +5% | 6.97% | 104% | 253 | 26.48% | 1.6 |
|
| 3798 |
3798
Centric Wealth Management
Chicago,
Illinois
| $376M | +$29.1M | +8% | 4.4% | 44.4% | 194 | 28.87% | 2 |
|
| 3799 |
3799
Tenere Capital
New York
| $376M | +$39.3M | +12% | 5.42% | 131% | 33 | 36.36% | 0.8 |
|
| 3800 |
3800
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $376M | +$37M | +11% | 5.11% | 17.6% | 115 | 15.65% | 1.9 |
|