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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
DGS Capital Management
Jersey City,
New Jersey
| $352M | +$92M | +35% | 20.9% | 177% | 318 | 28.3% | 1.2 |
|
| 3827 |
3827
Ararat Capital Management
Westport,
Connecticut
| $352M | +$6.87M | +2% | 8.79% | 99.2% | 27 | 44.44% | 0.9 |
|
| 3828 |
3828
Q3 Asset Management
Birmingham,
Michigan
| $352M | -$44M | -11% | 9.87% | 105% | 64 | 56.25% | 0.3 |
|
| 3829 |
3829
Quattro Financial Advisors
The Woodlands,
Texas
| $352M | +$62.8M | +22% | 10.7% | 77.6% | 99 | 41.41% | 1.5 |
|
| 3830 |
3830
Waypoint Wealth Partners
Mill Valley,
California
| $351M | +$29.1M | +9% | 7.52% | 52.1% | 76 | 9.21% | 1.9 |
|
| 3831 |
MWM
3831
Mascoma Wealth Management
Hanover,
New Hampshire
| $351M | +$18.6M | +6% | 5.09% | 43.7% | 471 | 4.67% | 2.7 |
|
| 3832 |
3832
Winmill & Co
Walpole,
New Hampshire
| $351M | +$39.4M | +13% | 15.9% | 146% | 73 | 19.18% | 2.7 |
|
| 3833 |
3833
Noble Family Wealth
Clearwater,
Florida
| $351M | +$21M | +6% | 6.95% | 60% | 61 | 1.64% | 1 |
|
| 3834 |
3834
Donoghue Forlines
Boston,
Massachusetts
| $351M | +$31.8M | +10% | 8.88% | 229% | 267 | 38.2% | 1.2 |
|
| 3835 |
3835
American Assets Capital Advisers
San Diego,
California
| $351M | -$2.19M | -0.6% | 9.2% | 73.5% | 37 | 21.62% | 3.3 |
|
| 3836 |
3836
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $351M | +$5.31M | +2% | 2.08% | 47.9% | 124 | 12.9% | 1.5 |
|
| 3837 |
3837
Platte River Wealth Advisors
Louisville,
Colorado
| $351M | +$48.9M | +16% | 7.52% | 28.6% | 99 | 12.12% | 3.1 |
|
| 3838 |
3838
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $351M | +$29.2M | +9% | 9.04% | 83.6% | 196 | 3.57% | 5.9 |
|
| 3839 |
3839
Pacific Center for Financial Services
San Ramon,
California
| $351M | +$33.6M | +11% | 8.25% | 60.1% | 471 | 16.35% | 4.2 |
|
| 3840 |
3840
P. Schoenfeld Asset Management (PSAM)
New York
| $350M | -$77.6M | -18% | 11.8% | 367% | 90 | 75.56% | 0.6 |
|
| 3841 |
3841
Versant Capital Management
Phoenix,
Arizona
| $350M | +$14.9M | +4% | 6.54% | 97.3% | 1,975 | 8.1% | 4.8 |
|
| 3842 |
FSI
3842
Flow State Investments
Chicago,
Illinois
| $350M | +$31.8M | +10% | 2.65% | – | 282 | 42.91% | 0.5 |
|
| 3843 |
MAM
3843
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $350M | +$46M | +15% | 5.68% | 64.4% | 176 | 54.55% | 0.4 |
|
| 3844 |
3844
CM Wealth Advisors
Beachwood,
Ohio
| $350M | +$117M | +50% | 8.63% | 64.7% | 192 | 65.63% | 0.4 |
|
| 3845 |
3845
MYDA Advisors
Woodmere,
New York
| $350M | +$50.7M | +17% | 14.4% | 232% | 149 | 62.42% | 0.5 |
|
| 3846 |
3846
Tekne Capital Management
New York
| $350M | +$75.9M | +28% | 11.3% | 516% | 12 | 33.33% | 2.2 |
|
| 3847 |
PFA
3847
Professional Financial Advisors
North Platte,
Nebraska
| $350M | +$47.4M | +16% | 6.62% | 59.2% | 107 | 16.82% | 1.9 |
|
| 3848 |
3848
Elevated Capital Advisors
Sandy,
Utah
| $349M | +$29.3M | +9% | 5.59% | 50.2% | 189 | 15.34% | 2.4 |
|
| 3849 |
3849
Kore Advisors
Boynton Beach,
Florida
| $349M | -$18.9M | -5% | 6.2% | – | 26 | 38.46% | 0.2 |
|
| 3850 |
3850
Ellsworth Advisors
Hudson,
Ohio
| $349M | +$32.5M | +10% | 10% | 131% | 206 | 39.32% | 1.4 |
|