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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Gladstone Capital Management
London,
United Kingdom
| $117M | +$14.8M | +15% | 12.9% | 304% | 18 | 44.44% | 0.5 |
|
| 3852 |
SFA
3852
Staton Financial Advisors
Charlotte,
North Carolina
| $116M | +$5.51M | +5% | 4.49% | – | 44 | 9.09% | 1.6 |
|
| 3853 |
3853
Glen Eagle Advisors
Kingston,
New Jersey
| $116M | +$5.45M | +5% | 4.69% | 68.5% | 574 | 11.67% | 0.2 |
|
| 3854 |
3854
Premier Fund Managers
Guildford,
United Kingdom
| $116M | +$2K | +0% | 8.41% | 56.6% | 49 | 12.24% | 0.8 |
|
| 3855 |
3855
Bison Wealth
Atlanta,
Georgia
| $116M | -$1.49M | -1% | 4.7% | 37.4% | 200 | 21% | 1.5 |
|
| 3856 |
3856
Physicians Financial Services
Raleigh,
North Carolina
| $116M | -$5.9M | -5% | 6.02% | 100% | 304 | 64.8% | 1.2 |
|
| 3857 |
3857
William Marsh Rice University
Houston,
Texas
| $116M | -$16.8M | -13% | 12.9% | 4.44% | 4 | 50% | 0.1 |
|
| 3858 |
RCA
3858
Rex Capital Advisors
Providence,
Rhode Island
| $116M | +$9.08M | +9% | 5.17% | 7.31% | 43 | 46.51% | 1.4 |
|
| 3859 |
FBT
3859
First Bank & Trust
Brookings,
South Dakota
| $116M | +$6.24M | +6% | 3.97% | 85.6% | 279 | 13.62% | 0.2 |
|
| 3860 |
3860
Financial Advisors Network
Tustin,
California
| $116M | -$1.94M | -2% | 3.47% | – | 535 | 83.55% | 0.2 |
|
| 3861 |
3861
Marshall & Sullivan
Seattle,
Washington
| $115M | +$33.2M | +40% | 7.15% | 82% | 61 | 40.98% | 2.8 |
|
| 3862 |
3862
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $115M | -$1.23M | -1% | 4.9% | 13% | 31 | 12.9% | 1.8 |
|
| 3863 |
3863
Pacific Wealth Strategies Group
Santa Barbara,
California
| $115M | +$13.8M | +14% | 6.21% | 75.5% | 78 | 12.82% | 0.2 |
|
| 3864 |
3864
Tieton Capital Management
Yakima,
Washington
| $115M | -$13M | -10% | 4.67% | 172% | 32 | 21.88% | 2 |
|
| 3865 |
3865
Stableford Capital II
Scottsdale,
Arizona
| $115M | +$37.2M | +48% | 5.09% | 66.9% | 109 | 49.54% | 0.1 |
|
| 3866 |
3866
Steginsky Capital
Port Washington,
New York
| $115M | +$4.06M | +4% | 6.82% | 99.4% | 9 | 0% | 0.3 |
|
| 3867 |
3867
Numen Capital
London,
United Kingdom
| $115M | +$5.68M | +5% | 7.87% | 146% | 12 | 66.67% | 0.1 |
|
| 3868 |
3868
Oxford Financial Group
Carmel,
Indiana
| $115M | +$6.41M | +6% | 4.17% | 77.2% | 25 | 16% | 0.2 |
|
| 3869 |
3869
Intersect Capital
San Ramon,
California
| $115M | -$18.8M | -14% | 4.85% | 57.2% | 95 | 7.37% | 2 |
|
| 3870 |
PK
3870
Pflug Koory
Omaha,
Nebraska
| $114M | -$1.72M | -1% | 4.93% | – | 405 | 4.94% | 0.2 |
|
| 3871 |
3871
Wedgewood Investors
Erie,
Pennsylvania
| $114M | +$5.67M | +5% | 2.55% | – | 133 | 4.51% | 3.1 |
|
| 3872 |
3872
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $114M | +$1.12M | +1% | 6.44% | – | 58 | 3.45% | 2.9 |
|
| 3873 |
3873
AllSquare Wealth Management
Albany,
New York
| $114M | +$5.11M | +5% | 3.72% | 62.4% | 408 | 19.36% | 1.5 |
|
| 3874 |
3874
Cascade Investment Advisors
Oregon City,
Oregon
| $114M | -$3.46M | -3% | 2.23% | 71.4% | 230 | 38.7% | 0.6 |
|
| 3875 |
3875
Bain Capital Credit Member
Boston,
Massachusetts
| $114M | – | – | 4.04% | – | 8 | – | 0 |
|