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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
Ellsworth Advisors
Hudson,
Ohio
| $411M | +$29.7M | +8% | 9.81% | 131% | 200 | 38% | 1.6 |
|
| 3802 |
CA
3802
Crumly & Associates
Springfield,
Illinois
| $411M | +$48.7M | +13% | 9.17% | 58.1% | 185 | 23.78% | 2.3 |
|
| 3803 |
3803
Cypress Point Wealth Management
Dallas,
Texas
| $411M | +$95.5M | +30% | 30.6% | 226% | 81 | 18.52% | 1.7 |
|
| 3804 |
3804
WrapManager Inc
Mill Valley,
California
| $410M | +$30M | +8% | 8.96% | 64.6% | 228 | 14.04% | 4.2 |
|
| 3805 |
JHCM
3805
Juniper Hill Capital Management
Menlo Park,
California
| $410M | +$9.1M | +2% | 8% | 33.6% | 4 | 0% | 1.9 |
|
| 3806 |
3806
Humankind Investments
New York
| $410M | +$25.1M | +7% | 6.86% | 62.5% | 164 | 19.51% | 2.6 |
|
| 3807 |
3807
Alight Capital Management
New York
| $410M | +$194M | +90% | 31.6% | 466% | 79 | 67.09% | 0.7 |
|
| 3808 |
3808
Prosight Management
Dallas,
Texas
| $410M | +$106M | +35% | 6.36% | 39.5% | 47 | 36.17% | 1.1 |
|
| 3809 |
3809
Winch Advisory Services
Appleton,
Wisconsin
| $410M | +$31.3M | +8% | 10.4% | 80.8% | 519 | 5.01% | 4.9 |
|
| 3810 |
3810
Weaver Capital Management
Suwanee,
Georgia
| $410M | +$31.6M | +8% | 10.8% | 79.4% | 193 | 5.7% | 1.2 |
|
| 3811 |
3811
Noble Family Wealth
Clearwater,
Florida
| $409M | +$46M | +13% | 7.1% | 60% | 71 | 15.49% | 1.8 |
|
| 3812 |
3812
Scientech Research LLC
Jersey City,
New Jersey
| $409M | +$31.4M | +8% | 22.7% | – | 917 | 78.52% | 0.2 |
|
| 3813 |
3813
GR Financial Group
Tucson,
Arizona
| $409M | -$240M | -37% | 9.48% | 66.6% | 28 | 35.71% | 1.1 |
|
| 3814 |
3814
AssuredPartners Investment Advisors
Tampa,
Florida
| $409M | -$109M | -21% | 12% | – | 340 | 33.82% | 0.5 |
|
| 3815 |
3815
Frisch Financial Group
Melville,
New York
| $409M | +$52.3M | +15% | 6.62% | 66.6% | 148 | 16.22% | 3.2 |
|
| 3816 |
GWM
3816
GSB Wealth Management
Guilford,
Connecticut
| $408M | +$27.9M | +7% | 6.93% | 61.8% | 246 | 10.16% | 3.1 |
|
| 3817 |
3817
Stokes Capital Advisors
Greenwood,
South Carolina
| $408M | +$15.1M | +4% | 7.14% | 61.3% | 75 | 13.33% | 4.9 |
|
| 3818 |
3818
Drake & Associates
Waukesha,
Wisconsin
| $408M | +$52.4M | +15% | 6.55% | 47.9% | 103 | 24.27% | 1.6 |
|
| 3819 |
3819
Waterfront Capital Partners
New York
| $408M | -$176M | -30% | 3.33% | 88.3% | 45 | 53.33% | 0.4 |
|
| 3820 |
3820
Precedent Wealth Partners
Houston,
Texas
| $408M | +$48M | +13% | 6.53% | 61.1% | 179 | 17.88% | 1.1 |
|
| 3821 |
3821
IDG China Venture Capital Fund IV Associates
Hong Kong
| $408M | +$4.95M | +1% | 8.06% | 59.2% | 4 | 0% | 3.3 |
|
| 3822 |
LT
3822
Legacy Trust
Grand Rapids,
Michigan
| $408M | -$7.17M | -2% | 11.6% | 95% | 163 | 14.11% | 2.2 |
|
| 3823 |
3823
Genworth Financial
Glen Allen,
Virginia
| $408M | +$34.8M | +9% | 9.41% | 73.6% | 2 | 0% | 4.1 |
|
| 3824 |
3824
Sentinus LLC
Oak Brook,
Illinois
| $408M | +$51.1M | +14% | 8.18% | – | 227 | 20.7% | 1.5 |
|
| 3825 |
PBF
3825
Petix & Botte Financial
La Mesa,
California
| $408M | +$27.8M | +7% | 6.27% | 47.5% | 132 | 6.82% | 3.1 |
|