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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
Birnam Oak Advisors
New York
| $451M | +$3.99M | +0.9% | 0.81% | – | 49 | 67.35% | 0.5 |
|
| 3852 |
3852
Magnitude Capital
New York
| $450M | +$29.1M | +7% | 6.92% | – | 1 | 0% | 2.3 |
|
| 3853 |
3853
Shelter Mutual Insurance
Columbia,
Missouri
| $450M | +$1.43M | +0.3% | 2.02% | 51.2% | 59 | 3.39% | 7.4 |
|
| 3854 |
3854
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $450M | -$7.59M | -2% | 1.33% | 84.7% | 191 | 3.14% | 6.9 |
|
| 3855 |
EGA
3855
E&G Advisors
Houston,
Texas
| $449M | +$2.07M | +0.5% | 0.38% | 97.7% | 245 | 9.39% | 3.2 |
|
| 3856 |
3856
NVWM LLC
Yardley,
Pennsylvania
| $449M | -$10.4M | -2% | 0.55% | 119% | 800 | 14.13% | 3.1 |
|
| 3857 |
3857
Miramar Capital
Northbrook,
Illinois
| $449M | -$8.43M | -2% | 3.4% | 47.3% | 60 | 13.33% | 4 |
|
| 3858 |
CWAG
3858
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $449M | -$8.53M | -2% | 2.16% | 76.1% | 85 | 0% | 4.9 |
|
| 3859 |
3859
one8zero8 LLC
Greensboro,
North Carolina
| $449M | -$9.7M | -2% | 2.39% | – | 274 | 10.22% | 1 |
|
| 3860 |
PBF
3860
Petix & Botte Financial
La Mesa,
California
| $449M | +$8.04M | +2% | 0.8% | 47.5% | 144 | 12.5% | 3.5 |
|
| 3861 |
3861
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $449M | +$19.8M | +5% | 0.21% | 60.5% | 158 | 22.78% | 2.2 |
|
| 3862 |
3862
Post Oak Energy Holdings
Houston,
Texas
| $449M | +$153M | +52% | 52% | 64.6% | 1 | 0% | 3.3 |
|
| 3863 |
3863
Chapin Davis
Baltimore,
Maryland
| $449M | +$21.9M | +5% | 13.5% | 339% | 273 | 15.02% | 2.2 |
|
| 3864 |
3864
Financial & Tax Architects
St Louis,
Missouri
| $448M | +$3.36M | +0.8% | 3.04% | 50.2% | 123 | 28.46% | 2.1 |
|
| 3865 |
3865
American Investment Services
Great Barrington,
Massachusetts
| $448M | +$17.4M | +4% | 3.27% | 63.1% | 136 | 8.09% | 6.4 |
|
| 3866 |
3866
Fortitude Family Office
Scottsdale,
Arizona
| $448M | +$17.9M | +4% | 1.03% | 81.1% | 2,122 | 20.69% | 1.2 |
|
| 3867 |
PT
3867
Plimoth Trust
Plymouth,
Massachusetts
| $447M | -$1.43M | -0.3% | 0.61% | 110% | 179 | 7.26% | 6.3 |
|
| 3868 |
3868
IAM Advisory
Easton,
Pennsylvania
| $446M | -$3.7M | -0.8% | 0.67% | 74.5% | 114 | 25.44% | 2.5 |
|
| 3869 |
3869
Peavine Capital
Reno,
Nevada
| $446M | -$27.1M | -6% | 2.09% | 30.8% | 9 | 0% | 6.2 |
|
| 3870 |
3870
Stokes Capital Advisors
Greenwood,
South Carolina
| $446M | +$8.15M | +2% | 1.12% | 61.3% | 107 | 28.04% | 3.6 |
|
| 3871 |
3871
Guidance Capital
Lousville,
Kentucky
| $446M | +$36.7M | +9% | 1.45% | 63.7% | 283 | 40.64% | 1.3 |
|
| 3872 |
WC
3872
Weil Company
San Diego,
California
| $445M | +$10.6M | +2% | 1.39% | 71.7% | 121 | 9.92% | 3.9 |
|
| 3873 |
3873
Rialto Wealth Management
Syracuse,
New York
| $445M | +$27.2M | +6% | 0.35% | – | 1,819 | 11.98% | 0.8 |
|
| 3874 |
3874
Marathon Capital Management
Hunt Valley,
Maryland
| $445M | -$19.4M | -4% | 0.31% | 74% | 183 | 13.11% | 3.4 |
|
| 3875 |
NAMP
3875
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $445M | -$26.3M | -6% | 3.75% | 90.2% | 144 | 8.33% | 7.6 |
|