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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
Winch Advisory Services
Appleton,
Wisconsin
| $378M | -$6.25M | -2% | 3.02% | 92.4% | 569 | 14.41% | 4.7 |
|
| 3802 |
3802
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $378M | +$21M | +6% | 1.73% | 60.5% | 154 | 29.22% | 1.7 |
|
| 3803 |
3803
Weaver Capital Management
Suwanee,
Georgia
| $378M | +$19.7M | +6% | 0.95% | 79.4% | 191 | 5.76% | 1 |
|
| 3804 |
3804
Scientech Research LLC
Jersey City,
New Jersey
| $378M | +$24.5M | +7% | 5.84% | – | 884 | 76.36% | 0.2 |
|
| 3805 |
AGM
3805
Alpine Global Management
New York
| $378M | +$38.2M | +11% | 7.02% | 149% | 244 | 76.23% | 0.6 |
|
| 3806 |
GDS
3806
Gimbel Daniel Scott
| $378M | -$50.4M | -12% | 11.4% | 57.1% | 3 | 0% | 3 |
|
| 3807 |
3807
Auxano Advisors
Bellevue,
Washington
| $377M | -$19.4M | -5% | 3.45% | 103% | 170 | 9.41% | 2.4 |
|
| 3808 |
3808
Carderock Capital Management
Chevy Chase,
Maryland
| $377M | -$21.4M | -5% | 0.17% | 97.6% | 75 | 9.33% | 5.6 |
|
| 3809 |
3809
Pacific Center for Financial Services
San Ramon,
California
| $377M | -$11.5M | -3% | 2.33% | 60.1% | 481 | 4.16% | 5 |
|
| 3810 |
3810
Bulltick Wealth Management
Miami,
Florida
| $377M | -$58.7M | -13% | 2.94% | 58.2% | 147 | 32.65% | 1.6 |
|
| 3811 |
3811
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $377M | -$10.5M | -3% | 1.06% | 62.3% | 133 | 14.29% | 4.7 |
|
| 3812 |
3812
Greenstone Partners & Co
Larkspur,
California
| $377M | -$49.5M | -12% | 7.85% | 527% | 10 | 10% | 3.3 |
|
| 3813 |
3813
Gitterman Wealth Management
Edison,
New Jersey
| $377M | +$137M | +57% | 0.04% | 33% | 162 | 40.12% | 1.3 |
|
| 3814 |
3814
NVWM LLC
Yardley,
Pennsylvania
| $377M | -$19.9M | -5% | 2.41% | 119% | 720 | 16.94% | 2.7 |
|
| 3815 |
H2CM
3815
H/2 Credit Manager
Stamford,
Connecticut
| $376M | -$14.9M | -4% | 11.6% | 97.4% | 16 | 18.75% | 2.5 |
|
| 3816 |
3816
Barry Investment Advisors
New Bedford,
Massachusetts
| $376M | +$65.4M | +21% | 7.33% | 66.7% | 112 | 6.25% | 4.1 |
|
| 3817 |
3817
Paradigm Asset Management
New York
| $376M | +$11M | +3% | 1.22% | 79.2% | 510 | 0.39% | 2.6 |
|
| 3818 |
3818
New Harbor Financial Group
Worcester,
Massachusetts
| $376M | +$36.2M | +11% | 8.19% | 94.6% | 86 | 54.65% | 2.1 |
|
| 3819 |
3819
Gladius Capital Management
Chicago,
Illinois
| $376M | -$556M | -60% | 7.75% | 85% | 82 | 25.61% | 2.1 |
|
| 3820 |
3820
Kiley Juergens Wealth Management
Olympia,
Washington
| $376M | -$23.2M | -6% | 4.11% | 106% | 75 | 6.67% | 4.3 |
|
| 3821 |
3821
Boundary Creek Advisors
New York
| $376M | -$1.16B | -75% | 9.9% | 15% | 36 | 55.56% | 0.9 |
|
| 3822 |
3822
Davis Rea
Toronto,
Ontario, Canada
| $376M | +$178M | +90% | 2.66% | 66.9% | 55 | 50.91% | 3.9 |
|
| 3823 |
3823
Marathon Capital Management
Hunt Valley,
Maryland
| $375M | -$24.9M | -6% | 3.94% | 74% | 166 | 12.05% | 3.1 |
|
| 3824 |
3824
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $375M | +$30M | +9% | 3.67% | 31.3% | 198 | 33.33% | 0.7 |
|
| 3825 |
3825
Bleichroeder LP
New York
| $375M | -$22.6M | -6% | 3.98% | 202% | 83 | 16.87% | 2.9 |
|