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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 |
NC
3826
Nokomis Capital
Dallas,
Texas
| $327M | +$42.1M | +15% | 19.2% | 145% | 61 | 37.7% | 2.1 |
|
| 3827 |
3827
New World Advisors
Hingham,
Massachusetts
| $326M | +$39.6M | +14% | 6.7% | 84.1% | 71 | 21.13% | 1.7 |
|
| 3828 |
3828
Inlet Private Wealth
Jupiter,
Florida
| $326M | +$22.2M | +7% | 10.1% | 111% | 122 | 7.38% | 3.8 |
|
| 3829 |
3829
Doliver Advisors
Houston,
Texas
| $326M | -$6.15M | -2% | 1.34% | 92.3% | 153 | 11.76% | 3.3 |
|
| 3830 |
3830
Montgomery Investment Management
Rockville,
Maryland
| $325M | +$35.3M | +12% | 14.9% | 105% | 89 | 4.49% | 6.7 |
|
| 3831 |
GWM
3831
GSB Wealth Management
Guilford,
Connecticut
| $325M | +$26.6M | +9% | 8.21% | 69.8% | 209 | 9.09% | 2.4 |
|
| 3832 |
MHR
3832
Matthew Hamilton Rosenberg
| $325M | +$24.9M | +8% | 7.56% | 52% | 973 | 9.04% | 2.5 |
|
| 3833 |
3833
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $325M | +$29.9M | +10% | 8.83% | 74% | 147 | 6.8% | 2.9 |
|
| 3834 |
3834
Firestone Capital Management
Coral Gables,
Florida
| $325M | +$32.2M | +11% | 10% | 56.9% | 134 | 8.21% | 2.8 |
|
| 3835 |
3835
Adams Street Partners
Chicago,
Illinois
| $325M | +$38.3M | +13% | 54.3% | 399% | 20 | 60% | 2.7 |
|
| 3836 |
3836
RS Crum Inc
Newport Beach,
California
| $324M | +$45.9M | +16% | 8.97% | 54.2% | 82 | 7.32% | 1.5 |
|
| 3837 |
3837
Wolff Financial Management
Kalamazoo,
Michigan
| $324M | +$30.9M | +11% | 9.11% | 56.7% | 98 | 4.08% | 1.5 |
|
| 3838 |
3838
Whalerock Point Partners
Providence,
Rhode Island
| $323M | +$34.8M | +12% | 11.1% | 103% | 170 | 9.41% | 5 |
|
| 3839 |
3839
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $323M | +$38M | +13% | 10.1% | 55.5% | 84 | 8.33% | 3.6 |
|
| 3840 |
3840
NFC Investments
Memphis,
Tennessee
| $323M | – | – | 10.1% | – | 31 | – | 5.9 |
|
| 3841 |
3841
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $323M | +$27.6M | +9% | 10.4% | 86.1% | 203 | 7.39% | 6.4 |
|
| 3842 |
3842
EdenTree Asset Management
London,
United Kingdom
| $323M | +$68M | +27% | 12.3% | 50.2% | 77 | 12.99% | 0.4 |
|
| 3843 |
3843
WPWealth
Fort Worth,
Texas
| $323M | +$61.7M | +24% | 8.35% | 38.2% | 64 | 10.94% | 0.7 |
|
| 3844 |
3844
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $323M | +$23.7M | +8% | 11.5% | 72.9% | 173 | 5.2% | 4.7 |
|
| 3845 |
3845
Sunburst Financial Group
Vestavia Hills,
Alabama
| $323M | +$39.6M | +14% | 8.72% | 55.7% | 105 | 18.1% | 2.4 |
|
| 3846 |
3846
Greenlea Lane Capital Management
Weston,
Connecticut
| $323M | +$43.8M | +16% | 16.8% | 99.7% | 10 | 10% | 2.5 |
|
| 3847 |
3847
Shikiar Asset Management
New York
| $323M | +$35.4M | +12% | 13.9% | 117% | 80 | 16.25% | 4.3 |
|
| 3848 |
3848
Waypoint Wealth Partners
Mill Valley,
California
| $322M | +$34.4M | +12% | 9.81% | 52.1% | 86 | 27.91% | 1.7 |
|
| 3849 |
3849
Source Financial Advisors
New York
| $322M | +$25.8M | +9% | 17% | 18.5% | 128 | 9.38% | 2 |
|
| 3850 |
3850
First Reserve GP XIII
Stamford,
Connecticut
| $322M | -$7.71M | -2% | 1.64% | 5.56% | 2 | 100% | 0 |
|