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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
New World Advisors
Hingham,
Massachusetts
| $287M | +$3.02M | +1% | 3.34% | 84.1% | 69 | 21.74% | 1.7 |
|
| 3827 |
WFI
3827
West Family Investments
Carlsbad,
California
| $287M | +$29.5M | +11% | 3.87% | 116% | 260 | 22.31% | 1.4 |
|
| 3828 |
3828
Stokes Capital Advisors
Greenwood,
South Carolina
| $287M | -$10.3M | -3% | 4.2% | 61.3% | 84 | 10.71% | 3.6 |
|
| 3829 |
3829
Fifth Lane Capital
Austin,
Texas
| $287M | -$49.9M | -15% | 2% | 80.4% | 289 | 46.02% | 0.6 |
|
| 3830 |
3830
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $287M | -$15.9M | -5% | 3.22% | 111% | 149 | 18.12% | 4.7 |
|
| 3831 |
3831
IAM Advisory
Easton,
Pennsylvania
| $286M | -$6.84M | -2% | 2.99% | 74.5% | 110 | 30.91% | 1.1 |
|
| 3832 |
3832
Adams Street Partners
Chicago,
Illinois
| $286M | -$96.2M | -25% | 14.1% | 399% | 22 | 54.55% | 2.8 |
|
| 3833 |
3833
Keystone Financial Planning
Cleveland,
Ohio
| $286M | -$12.5M | -4% | 4.57% | 46% | 49 | 6.12% | 5.5 |
|
| 3834 |
3834
Paulson Wealth Management
Wheaton,
Illinois
| $286M | -$6.84M | -2% | 3.49% | 57.1% | 131 | 3.82% | 2.3 |
|
| 3835 |
MAM
3835
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $286M | +$59.2M | +26% | 1.49% | 64.4% | 93 | 39.78% | 0.5 |
|
| 3836 |
3836
Poehling Capital Management
Madison,
Wisconsin
| $286M | -$10.2M | -3% | 1.43% | 83% | 127 | 7.09% | 3.2 |
|
| 3837 |
3837
Prism Advisors
Studio City,
California
| $286M | -$11.9M | -4% | 3.69% | 54.6% | 65 | 32.31% | 2.9 |
|
| 3838 |
3838
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $285M | -$6.9M | -2% | 4.24% | 55.5% | 83 | 10.84% | 3.6 |
|
| 3839 |
VDBMI
3839
Van Den Berg Management I
Austin,
Texas
| $285M | +$7.29M | +3% | 3.86% | 187% | 110 | 8.18% | 2.3 |
|
| 3840 |
3840
Smith & Howard Wealth Management
Atlanta,
Georgia
| $285M | +$948K | +0.3% | 3.72% | 43.8% | 72 | 9.72% | 4.5 |
|
| 3841 |
3841
Bridge Advisory
Pasadena,
California
| $285M | +$12.5M | +5% | 4.97% | 6.7% | 151 | 17.22% | 1.6 |
|
| 3842 |
3842
Denali Advisors
San Diego,
California
| $285M | +$35.2K | +0% | 2.27% | 106% | 561 | 32.98% | 1.4 |
|
| 3843 |
3843
Pensionfund Sabic
Sittard,
Netherlands
| $285M | -$13.6M | -5% | 4.66% | 63.6% | 205 | 15.12% | 4.1 |
|
| 3844 |
3844
Genworth Financial
Glen Allen,
Virginia
| $285M | -$12M | -4% | 3.91% | 73.6% | 4 | 50% | 2.4 |
|
| 3845 |
3845
White Pine Investment Company
Livonia,
Michigan
| $284M | -$5.44M | -2% | 0.92% | 73.3% | 63 | 9.52% | 4.8 |
|
| 3846 |
NC
3846
Nokomis Capital
Dallas,
Texas
| $284M | -$12.1M | -4% | 1.11% | 145% | 71 | 42.25% | 2 |
|
| 3847 |
3847
Archer Investment Corporation
Carmel,
Indiana
| $284M | +$3.55M | +1% | 2.54% | 68.2% | 1,059 | 6.42% | 2.2 |
|
| 3848 |
3848
AXQ Capital
Jersey City,
New Jersey
| $284M | +$203M | +251% | 3.61% | 35.5% | 613 | 83.69% | 0.1 |
|
| 3849 |
DGM
3849
Darwin Global Management
St. Helier,
Jersey
| $284M | -$328M | -54% | 6.86% | 2,582% | 4 | 50% | 0.5 |
|
| 3850 |
3850
Harvey Capital Management
Palm Beach,
Florida
| $284M | +$12.1M | +4% | 0.89% | 147% | 85 | 22.35% | 4 |
|