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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
Cornerstone Wealth Advisors
Edina,
Minnesota
| $275M | +$17.4M | +7% | 5.71% | 46.1% | 44 | 4.55% | 1.7 |
|
| 3852 |
3852
Genworth Financial
Glen Allen,
Virginia
| $275M | +$49.5M | +22% | 6.05% | 73.6% | 2 | 0% | 1.9 |
|
| 3853 |
3853
Flagstar Advisors
New York
| $275M | -$9.47M | -3% | 4.45% | 81.9% | 162 | 5.56% | 1.3 |
|
| 3854 |
3854
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $275M | +$12.5M | +5% | 5.29% | 73.9% | 230 | 7.83% | 1.1 |
|
| 3855 |
3855
Cobalt Capital Management
Short Hills,
New Jersey
| $275M | +$35.2M | +15% | 6.65% | 235% | 37 | 67.57% | 0.6 |
|
| 3856 |
WAM
3856
WT Asset Management
Hong Kong
| $275M | +$25.1M | +10% | 9.22% | 2,732% | 19 | 42.11% | 0.6 |
|
| 3857 |
3857
Raffa Wealth Management
Washington,
District of Columbia
| $275M | +$30.5M | +12% | 4.73% | 35.8% | 1,077 | 1.3% | 2.9 |
|
| 3858 |
3858
Rosenblum Silverman Sutton
San Francisco,
California
| $274M | -$57.7K | -0% | 19.9% | 90.1% | 65 | 6.15% | 5.4 |
|
| 3859 |
3859
SC&H Financial Advisors
Sparks,
Maryland
| $274M | +$33M | +14% | 5.79% | 66.2% | 136 | 11.76% | 1 |
|
| 3860 |
3860
Key Financial Inc
West Chester,
Pennsylvania
| $274M | +$62.7M | +30% | 6.11% | 64.1% | 1,230 | 10% | 1.9 |
|
| 3861 |
3861
Enstar Group
Hamilton,
Bermuda
| $274M | -$84.1M | -23% | 6.51% | 29.5% | 12 | 25% | 2.8 |
|
| 3862 |
3862
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $274M | +$10.7M | +4% | 5.38% | 84.7% | 166 | 9.64% | 5.5 |
|
| 3863 |
3863
RJA Asset Management
Stamford,
Connecticut
| $274M | +$43.8M | +19% | 28.2% | 80.2% | 5 | 40% | 0.9 |
|
| 3864 |
3864
Uncommon Cents Investing
Janesville,
Wisconsin
| $274M | +$2.12M | +0.8% | 2.2% | 91.4% | 159 | 1.89% | 3.4 |
|
| 3865 |
3865
Curtis Advisory Group
Santa Barbara,
California
| $274M | +$23.6M | +9% | 8.84% | 79.8% | 96 | 14.58% | 2 |
|
| 3866 |
DRP
3866
Decade Renewable Partners
Houston,
Texas
| $274M | +$6.01M | +2% | 0.22% | – | 45 | 46.67% | 0.2 |
|
| 3867 |
TA
3867
Tamarack Advisers
Carlsbad,
California
| $274M | +$79.4M | +41% | 1.41% | 46.5% | 47 | 40.43% | 1.2 |
|
| 3868 |
3868
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $274M | +$9.7M | +4% | 5.73% | 51.8% | 23 | 26.09% | 2.5 |
|
| 3869 |
SCP
3869
Syntal Capital Partners
Midland,
Texas
| $274M | +$21M | +8% | 5.97% | 102% | 131 | 35.88% | 1.8 |
|
| 3870 |
3870
Toronado Partners
San Francisco,
California
| $273M | +$12.4M | +5% | 16.9% | 158% | 10 | 0% | 2.4 |
|
| 3871 |
3871
Pinnacle Bancorp
Beatrice,
Nebraska
| $272M | +$12.5M | +5% | 3.42% | 72.9% | 815 | 11.53% | 3.5 |
|
| 3872 |
3872
CenterStar Asset Management
Chicago,
Illinois
| $272M | -$15.6M | -5% | 4.13% | 104% | 333 | 53.75% | 1 |
|
| 3873 |
3873
Integris Wealth Management
Monterey,
California
| $272M | +$15.9M | +6% | 4.75% | 60.3% | 81 | 3.7% | 0.2 |
|
| 3874 |
3874
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $272M | -$10.1M | -4% | 5.24% | 62.3% | 120 | 10% | 4.5 |
|
| 3875 |
3875
Buckley Wealth Management
Las Vegas,
Nevada
| $272M | -$3.21M | -1% | 6.8% | 88% | 109 | 11.93% | 3.9 |
|