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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
Monetary Management Group
St Louis,
Missouri
| $436M | +$29.2M | +7% | 10.4% | 138% | 337 | 6.53% | 7.5 |
|
| 3852 |
3852
Birnam Oak Advisors
New York
| $435M | +$96.9M | +29% | 20.5% | – | 39 | 53.85% | 0.4 |
|
| 3853 |
3853
Paradigm Asset Management
New York
| $435M | +$30M | +7% | 5.96% | 73.8% | 522 | 11.11% | 3 |
|
| 3854 |
TLP
3854
Tri Locum Partners
New York
| $435M | +$106M | +32% | 35.4% | 357% | 29 | 58.62% | 0.7 |
|
| 3855 |
3855
Little House Capital
Braintree,
Massachusetts
| $435M | +$35.7M | +9% | 8.91% | 108% | 133 | 16.54% | 2.5 |
|
| 3856 |
3856
Shulman DeMeo Asset Management
Lake Success,
New York
| $435M | +$31.1M | +8% | 8.02% | 79.3% | 122 | 4.92% | 3.4 |
|
| 3857 |
3857
Barry Investment Advisors
New Bedford,
Massachusetts
| $435M | +$33M | +8% | 9.2% | 66.7% | 115 | 16.52% | 4.2 |
|
| 3858 |
3858
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $435M | +$57.1M | +15% | 6.96% | 62.6% | 179 | 23.46% | 1.2 |
|
| 3859 |
3859
Trinity Legacy Partners
Houston,
Texas
| $434M | +$22.9M | +6% | 5.48% | 63.3% | 99 | 5.05% | 3.3 |
|
| 3860 |
3860
Bank of New Hampshire
Laconia,
New Hampshire
| $434M | +$32.1M | +8% | 8.72% | 96.5% | 470 | 3.19% | 3.2 |
|
| 3861 |
3861
Coyle Financial Counsel
Glenview,
Illinois
| $434M | +$60.3M | +16% | 6.29% | 67.3% | 105 | 20.95% | 2.9 |
|
| 3862 |
3862
Beck Capital Management
Austin,
Texas
| $434M | +$33.1M | +8% | 14% | 291% | 138 | 22.46% | 1.9 |
|
| 3863 |
3863
Montis Financial
Waltham,
Massachusetts
| $434M | +$73.8M | +21% | 6.67% | 46% | 160 | 20.63% | 1.9 |
|
| 3864 |
3864
Smith & Howard Wealth Management
Atlanta,
Georgia
| $434M | +$38.8M | +10% | 5.19% | 43.8% | 98 | 27.55% | 4.3 |
|
| 3865 |
PBF
3865
Petix & Botte Financial
La Mesa,
California
| $433M | +$25.8M | +6% | 5.58% | 47.5% | 137 | 5.84% | 3.2 |
|
| 3866 |
NTCM
3866
Nut Tree Capital Management
New York
| $433M | +$93.7M | +28% | 43.1% | 101% | 9 | 11.11% | 2.6 |
|
| 3867 |
3867
Park Edge Advisors
Cleveland,
Ohio
| $433M | +$43.1M | +11% | 8.56% | 61.1% | 151 | 8.61% | 1.8 |
|
| 3868 |
DI
3868
DDFG Inc
Thousand Oaks,
California
| $433M | +$35.4M | +9% | 6.2% | 56.3% | 87 | 10.34% | 2.1 |
|
| 3869 |
3869
Taconic Capital Advisors
New York
| $433M | -$807M | -65% | 30.8% | 273% | 82 | 71.95% | 0.8 |
|
| 3870 |
3870
GR Financial Group
Tucson,
Arizona
| $433M | +$23.6M | +6% | 6.59% | 75.4% | 30 | 26.67% | 1.2 |
|
| 3871 |
3871
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $432M | -$544K | -0.1% | 1.63% | 69.3% | 48 | 2.08% | 6.3 |
|
| 3872 |
3872
The Wealth Group
Eden Prairie,
Minnesota
| $432M | +$39.4M | +10% | 7.67% | 71.9% | 89 | 14.61% | 1.2 |
|
| 3873 |
3873
Voisard Asset Management Group
Grand Rapids,
Michigan
| $432M | +$44.2M | +11% | 5.34% | 50.5% | 96 | 5.21% | 1.3 |
|
| 3874 |
3874
Bulldog Investors
Saddle Brook,
New Jersey
| $432M | +$36.6M | +9% | 1.29% | 22.5% | 237 | 44.73% | 0.9 |
|
| 3875 |
3875
GWN Securities
Palm Beach Gardens,
Florida
| $432M | -$107M | -20% | 7.51% | – | 456 | 27.19% | 0.5 |
|