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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Alliance Wealth Management Group
Flemington,
New Jersey
| $376M | +$25.5M | +7% | 5.32% | 43.4% | 85 | 7.06% | 5.1 |
|
| 3802 |
PBF
3802
Petix & Botte Financial
La Mesa,
California
| $376M | +$22.6M | +6% | 5.59% | 47.5% | 128 | 7.81% | 2.6 |
|
| 3803 |
3803
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $375M | -$331M | -47% | 6.59% | 86.1% | 205 | 5.37% | 6.5 |
|
| 3804 |
3804
MMA Asset Management
Conshohocken,
Pennsylvania
| $375M | +$162M | +76% | 6.22% | 54.3% | 137 | 22.63% | 2.2 |
|
| 3805 |
3805
Numerai
San Francisco,
California
| $375M | +$100M | +36% | 9.57% | 52.7% | 455 | 55.82% | 0.3 |
|
| 3806 |
3806
Marion Wealth Management
Monroeville,
Pennsylvania
| $375M | +$34.5M | +10% | 5.73% | 51.7% | 128 | 8.59% | 1.9 |
|
| 3807 |
3807
Rockport Wealth
Fairview Park,
Ohio
| $375M | +$138M | +58% | 6.81% | – | 78 | 30.77% | 0.4 |
|
| 3808 |
3808
Marcho Partners
London,
United Kingdom
| $375M | -$7.62M | -2% | 9.86% | 115% | 13 | 7.69% | 1.8 |
|
| 3809 |
MIC
3809
Maxi Investments CY
Limassol,
Cyprus
| $375M | -$70.6M | -16% | 7.45% | 83.2% | 130 | 56.92% | 0.9 |
|
| 3810 |
3810
First Reserve GP XIII
Stamford,
Connecticut
| $375M | -$3.97M | -1% | 1.05% | 5.56% | 1 | 0% | 0.8 |
|
| 3811 |
3811
Beck Capital Management
Austin,
Texas
| $374M | +$11.2M | +3% | 5.09% | 291% | 132 | 29.55% | 1.6 |
|
| 3812 |
3812
Reverence Capital Partners
New York
| $374M | +$90.5M | +32% | 16.3% | 5.38% | 1 | 0% | 0.5 |
|
| 3813 |
3813
Advanced Asset Management Advisors
Dublin,
Ohio
| $374M | -$2.01M | -0.5% | 5.48% | 93.6% | 87 | 1.15% | 4.7 |
|
| 3814 |
3814
Pinnacle Bancorp
Beatrice,
Nebraska
| $374M | +$35.4M | +10% | 7.89% | 72.9% | 890 | 6.85% | 4.2 |
|
| 3815 |
3815
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $374M | +$25.3M | +7% | 4.59% | – | 780 | 18.72% | 1.7 |
|
| 3816 |
3816
Tradewinds Capital Management
Bellingham,
Washington
| $374M | +$34.8M | +10% | 7.21% | 96.9% | 655 | 15.42% | 4.1 |
|
| 3817 |
3817
Paulson Wealth Management
Wheaton,
Illinois
| $374M | +$31.1M | +9% | 6.35% | 57.1% | 151 | 7.28% | 2.8 |
|
| 3818 |
3818
Financial Gravity Companies
Lakeway,
Texas
| $374M | – | – | 5.26% | – | 699 | – | 2.4 |
|
| 3819 |
3819
Nordwand Advisors
Radnor,
Pennsylvania
| $374M | +$144M | +63% | 8.55% | 93% | 174 | 32.18% | 1 |
|
| 3820 |
3820
Truvestments Capital
Sarasota,
Florida
| $373M | +$122M | +49% | 6.97% | 131% | 934 | 76.02% | 0.7 |
|
| 3821 |
3821
Archer Investment Corporation
Carmel,
Indiana
| $373M | +$30.4M | +9% | 6.61% | 68.2% | 1,155 | 7.19% | 2.7 |
|
| 3822 |
3822
Platte River Wealth Advisors
Louisville,
Colorado
| $373M | +$16.3M | +5% | 5.36% | 28.6% | 97 | 5.15% | 3.4 |
|
| 3823 |
3823
Estuary Capital Management
Wayzata,
Minnesota
| $373M | +$62.7M | +20% | 9.35% | – | 24 | 62.5% | 0.4 |
|
| 3824 |
3824
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $373M | +$18.1M | +5% | 7.73% | 116% | 358 | 8.94% | 2.5 |
|
| 3825 |
3825
Builder Investment Group
Atlanta,
Georgia
| $372M | +$5.85M | +2% | 4.23% | 169% | 104 | 5.77% | 1.5 |
|