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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
Sherborne Investors Management
New York
| $415M | +$43.3M | +12% | 11.6% | 54.2% | 1 | 0% | 2.5 |
|
| 3777 |
3777
The Family Firm
Bethesda,
Maryland
| $415M | -$32.8M | -7% | 7.84% | 40.2% | 214 | 59.35% | 8.4 |
|
| 3778 |
3778
Sanchez Wealth Management Group
Jacksonville,
Florida
| $415M | +$46.5M | +13% | 8.82% | 56.9% | 49 | 6.12% | 3.5 |
|
| 3779 |
3779
Activest Wealth Management
Aventure,
Florida
| $415M | +$41.9M | +11% | 10.4% | 117% | 1,214 | 27.84% | 0.9 |
|
| 3780 |
YRHAM
3780
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $415M | -$15.3M | -4% | 39.4% | 2,310% | 34 | 70.59% | 0.3 |
|
| 3781 |
3781
Keystone Wealth Services
Palm Desert,
California
| $415M | +$45.3M | +12% | 10.1% | 80.1% | 294 | 13.61% | 2.1 |
|
| 3782 |
3782
RWC Asset Advisors
Miami,
Florida
| $415M | -$134M | -24% | 5.33% | 267% | 20 | 25% | 2.7 |
|
| 3783 |
3783
Ipswich Investment Management
Beverly,
Massachusetts
| $414M | +$11.5M | +3% | 8.15% | 104% | 195 | 9.74% | 6.2 |
|
| 3784 |
3784
ABLE Financial Group
Scottsdale,
Arizona
| $414M | +$57.7M | +16% | 6.75% | 64.2% | 223 | 20.63% | 1.4 |
|
| 3785 |
3785
NVWM LLC
Yardley,
Pennsylvania
| $414M | +$37.7M | +10% | 14.6% | 119% | 732 | 16.39% | 2.8 |
|
| 3786 |
3786
LTS One Management
New York
| $414M | +$79.1M | +24% | 19.1% | 67.9% | 27 | 51.85% | 0.5 |
|
| 3787 |
HWM
3787
HFR Wealth Management
Niskayuna,
New York
| $414M | +$3.11M | +0.8% | 4.64% | 47.5% | 55 | 10.91% | 3.4 |
|
| 3788 |
3788
Waller Financial Planning Group
Columbus,
Ohio
| $414M | +$57.7M | +16% | 6.19% | 47.5% | 75 | 9.33% | 4.1 |
|
| 3789 |
MAM
3789
Mystic Asset Management
Warwick,
Rhode Island
| $414M | +$34.4M | +9% | 11.7% | 114% | 229 | 5.24% | 2.3 |
|
| 3790 |
3790
Element Pointe Advisors
Miami,
Florida
| $413M | +$2.05M | +0.5% | 10.1% | 75.1% | 72 | 13.89% | 3.3 |
|
| 3791 |
3791
Ashton Thomas Securities
Rochester,
New York
| $413M | +$52.7M | +15% | 10.9% | – | 292 | 13.01% | 0.8 |
|
| 3792 |
3792
First PREMIER Bank
Sioux Falls,
South Dakota
| $413M | +$19M | +5% | 5.04% | 63% | 414 | 8.7% | 4.8 |
|
| 3793 |
PCR
3793
Potrero Capital Research
San Francisco,
California
| $413M | +$209M | +103% | 26.6% | 226% | 34 | 61.76% | 0.6 |
|
| 3794 |
3794
Rosenblum Silverman Sutton
San Francisco,
California
| $413M | +$49.6M | +14% | 16.8% | 90.1% | 78 | 5.13% | 5.7 |
|
| 3795 |
DI
3795
DKRT Investments
Toronto,
| $412M | – | – | 10.6% | – | 43 | – | 0 |
|
| 3796 |
3796
Financial & Tax Architects
St Louis,
Missouri
| $412M | +$13.3M | +3% | 3.8% | 50.2% | 116 | 32.76% | 2.1 |
|
| 3797 |
3797
Trinity Legacy Partners
Houston,
Texas
| $412M | +$16.4M | +4% | 5.44% | 63.3% | 98 | 7.14% | 3.1 |
|
| 3798 |
3798
Waypoint Wealth Partners
Mill Valley,
California
| $411M | +$49.7M | +14% | 10.7% | 52.1% | 81 | 19.75% | 2.5 |
|
| 3799 |
3799
Bluescape Energy Partners
Dallas,
Texas
| $411M | -$21.6M | -5% | 7.34% | 57.9% | 6 | 0% | 3.3 |
|
| 3800 |
3800
Ping Capital Management
New York
| $411M | +$141M | +52% | 2.95% | – | 100 | 42% | 0.7 |
|