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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
Centurion Wealth Management
Mclean,
Virginia
| $439M | +$90.3M | +26% | 7.3% | – | 320 | 29.06% | 1.4 |
|
| 3827 |
3827
Fielder Capital Group
Nashville,
Tennessee
| $439M | +$64.1M | +17% | 18% | – | 282 | 19.15% | 1.1 |
|
| 3828 |
3828
Albar Capital Partners
London,
United Kingdom
| $439M | -$146M | -25% | 13% | – | 45 | 66.67% | 0.2 |
|
| 3829 |
3829
Altrius Capital Management
New Bern,
North Carolina
| $438M | +$10.6M | +2% | 4.32% | 43.8% | 91 | 14.29% | 2.5 |
|
| 3830 |
3830
McCarthy & Cox
Marysville,
Ohio
| $438M | +$56.5M | +15% | 4.4% | – | 73 | 10.96% | 1.1 |
|
| 3831 |
3831
Rosenblum Silverman Sutton
San Francisco,
California
| $438M | +$25.4M | +6% | 7.44% | 90.1% | 79 | 3.8% | 5.9 |
|
| 3832 |
3832
Graticule Asia Macro Advisors
New York
| $438M | – | – | 235% | – | 2 | – | 0 |
|
| 3833 |
3833
Atlas Venture Advisors
Boston,
Massachusetts
| $438M | +$13.5M | +3% | 6.13% | 34.6% | 4 | 0% | 5.5 |
|
| 3834 |
CEI
3834
Clark Estates Inc
New York
| $438M | -$8.02M | -2% | 7.7% | 34.5% | 108 | 18.52% | 2.3 |
|
| 3835 |
SI
3835
Schusterman Interests
Tulsa,
Oklahoma
| $438M | +$372M | +567% | 22.2% | 344% | 6 | 33.33% | 1.3 |
|
| 3836 |
3836
Pfizer
New York
| $437M | -$139M | -24% | 54.8% | – | 21 | 0% | 0.8 |
|
| 3837 |
3837
Halter Ferguson Financial
Carmel,
Indiana
| $437M | +$150M | +52% | 31.7% | 131% | 33 | 9.09% | 1.3 |
|
| 3838 |
3838
Wiser Wealth Management
Marietta,
Georgia
| $437M | +$38M | +10% | 6.02% | 53% | 54 | 7.41% | 2.2 |
|
| 3839 |
3839
Barometer Capital Management
Toronto,
Ontario, Canada
| $437M | +$75.5M | +21% | 20.5% | 339% | 213 | 35.21% | 0.7 |
|
| 3840 |
3840
Genworth Financial
Glen Allen,
Virginia
| $437M | +$29.5M | +7% | 7.25% | 73.6% | 2 | 0% | 4.4 |
|
| 3841 |
3841
Marathon Capital Management
Hunt Valley,
Maryland
| $437M | +$44.4M | +11% | 11.7% | 74% | 178 | 16.85% | 3.2 |
|
| 3842 |
3842
Almitas Capital
Santa Monica,
California
| $437M | +$40.5M | +10% | 26% | 86.1% | 101 | 53.47% | 0.9 |
|
| 3843 |
3843
Humankind Investments
New York
| $437M | +$26.5M | +6% | 8.52% | 62.5% | 157 | 8.92% | 2.7 |
|
| 3844 |
3844
Empire Financial Management Company
New York
| $437M | +$90.1M | +26% | 8.24% | 78.3% | 213 | 11.27% | 1.9 |
|
| 3845 |
3845
Gitterman Wealth Management
Edison,
New Jersey
| $436M | +$7.29M | +2% | 6.07% | 33% | 343 | 63.85% | 1.6 |
|
| 3846 |
HWM
3846
HFR Wealth Management
Niskayuna,
New York
| $436M | +$22.3M | +5% | 4.28% | 47.5% | 52 | 3.85% | 3.7 |
|
| 3847 |
3847
Old West Investment Management
Los Angeles,
California
| $436M | +$133M | +44% | 19.3% | 242% | 89 | 33.71% | 1.8 |
|
| 3848 |
3848
Waller Financial Planning Group
Columbus,
Ohio
| $436M | +$22.1M | +5% | 5.34% | 47.5% | 73 | 5.48% | 4.4 |
|
| 3849 |
3849
Tempus Wealth Planning
Irvine,
California
| $436M | +$34.5M | +9% | 8.58% | 95% | 290 | 15.52% | 2.3 |
|
| 3850 |
3850
Garden Investment Management
Greenwich,
Connecticut
| $436M | -$36.3M | -8% | 7.69% | – | 1 | 0% | 0.8 |
|