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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $290M | +$23.7M | +9% | 1.45% | 63.7% | 55 | 16.36% | 1.7 |
|
| 3827 |
3827
Carrhae Capital
London,
United Kingdom
| $290M | -$164M | -36% | 10.1% | 182% | 21 | 71.43% | 0.7 |
|
| 3828 |
3828
Elgethun Capital Management
Sioux Falls,
South Dakota
| $290M | -$973K | -0.3% | 0.09% | 61.5% | 107 | 3.74% | 3.1 |
|
| 3829 |
3829
Semmax Financial Advisors
Winston Salem,
North Carolina
| $290M | -$23.3M | -7% | 0.86% | – | 282 | 4.26% | 2.2 |
|
| 3830 |
KCP
3830
KDI Capital Partners
Raleigh,
North Carolina
| $290M | -$14M | -5% | 0.6% | 77.1% | 33 | 6.06% | 3.7 |
|
| 3831 |
SCP
3831
Syntal Capital Partners
Midland,
Texas
| $290M | +$5.89M | +2% | 0.98% | 102% | 138 | 45.65% | 1.6 |
|
| 3832 |
3832
Elevated Capital Advisors
Sandy,
Utah
| $289M | – | – | 0.62% | 46% | 178 | – | 1.4 |
|
| 3833 |
3833
WNY Asset Management
Williamsville,
New York
| $289M | +$10.3M | +4% | 1.15% | – | 162 | 8.64% | 0.6 |
|
| 3834 |
3834
Gramercy Funds Management
Greenwich,
Connecticut
| $289M | -$264M | -48% | 9.42% | 87.6% | 4 | 50% | 0.9 |
|
| 3835 |
3835
Marino Stram & Associates
Braintree,
Massachusetts
| $289M | -$93.8M | -24% | 0.95% | 72.2% | 310 | 75.48% | 1.4 |
|
| 3836 |
3836
Day & Ennis
Macon,
Georgia
| $289M | +$690K | +0.2% | 0.53% | 15.2% | 127 | 4.72% | 3 |
|
| 3837 |
3837
MBL Wealth
Charlotte,
North Carolina
| $289M | – | – | 1.34% | 52.7% | 74 | – | 0.6 |
|
| 3838 |
3838
Analog Century Management
New York
| $289M | +$39.6M | +16% | 5.42% | 785% | 21 | 4.76% | 0.7 |
|
| 3839 |
3839
Union Square Park Capital Management
New York
| $289M | +$64.9M | +29% | 3.51% | 75.8% | 100 | 57% | 0.3 |
|
| 3840 |
3840
Daniels + Tansey
Wilmington,
Delaware
| $289M | +$1.14M | +0.4% | 0.99% | 21.1% | 34 | 0% | 0.8 |
|
| 3841 |
3841
Blue Zone Wealth Advisors
Los Angeles,
California
| $288M | +$22M | +8% | 1.03% | 91.1% | 102 | 19.61% | 1 |
|
| 3842 |
3842
Raffa Wealth Management
Washington,
District of Columbia
| $288M | -$727K | -0.3% | 1.37% | 35.8% | 1,143 | 7.09% | 1.5 |
|
| 3843 |
3843
Bullseye Asset Management
Denver,
Colorado
| $288M | -$8.52M | -3% | 1.77% | 81% | 108 | 12.04% | 1.1 |
|
| 3844 |
3844
AH Equity Partners III (Parallel)
Menlo Park,
California
| $288M | +$15.1M | +6% | 39.2% | 33.1% | 2 | 50% | 0.3 |
|
| 3845 |
3845
Hillman Company
Pittsburgh,
Pennsylvania
| $287M | -$104M | -26% | 2.29% | 118% | 12 | 16.67% | 1.2 |
|
| 3846 |
SF
3846
Symphony Financial
Houston,
Texas
| $287M | -$6.76M | -2% | 0.62% | 95.7% | 190 | 25.26% | 0.9 |
|
| 3847 |
3847
Winch Advisory Services
Appleton,
Wisconsin
| $287M | +$8.83M | +3% | 0.27% | 80.8% | 542 | 12.73% | 2.9 |
|
| 3848 |
3848
Brandywine Trust
Hockessin,
Delaware
| $287M | -$29.2M | -9% | 5.9% | 32.7% | 33 | 3.03% | 5.3 |
|
| 3849 |
3849
Magnolia Capital Advisors
Jackson,
Mississippi
| $287M | +$60.7M | +27% | 0.9% | 78.7% | 203 | 36.45% | 0.5 |
|
| 3850 |
3850
Wellington Shields & Co
New York
| $287M | -$16.4M | -5% | 3.98% | 109% | 230 | 12.61% | 2 |
|