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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
SEP
3876
Southland Equity Partners
Wildwood,
Missouri
| $259M | +$55.8M | +27% | 6.49% | 66.1% | 181 | 16.57% | 1.5 |
|
| 3877 |
3877
Empower Annuity Insurance Company
Hartford,
Connecticut
| $259M | – | – | 2.91% | 0.86% | 1 | – | 0 |
|
| 3878 |
3878
Weybosset Research & Management
Province,
Rhode Island
| $259M | +$31.4M | +14% | 14.8% | 74.8% | 57 | 8.77% | 3.8 |
|
| 3879 |
3879
Asset Allocation & Management Company
Chicago,
Illinois
| $259M | +$14.6M | +6% | 7.08% | 58.5% | 126 | 12.7% | 1.3 |
|
| 3880 |
3880
Continental Grain Company
New York
| $259M | +$37.1M | +17% | 19.4% | 5.73% | 4 | 0% | 2.1 |
|
| 3881 |
3881
Berkeley Capital Partners
Milton,
Georgia
| $259M | +$27.4M | +12% | 9.3% | 62.8% | 145 | 15.17% | 3.3 |
|
| 3882 |
3882
Mount Capital
London,
United Kingdom
| $259M | +$23.6M | +10% | 8.31% | 34.4% | 51 | 43.14% | 0.6 |
|
| 3883 |
3883
Day & Ennis
Macon,
Georgia
| $258M | +$18.3M | +8% | 6.95% | 15.2% | 126 | 23.02% | 3.3 |
|
| 3884 |
3884
Calton & Associates
Tampa,
Florida
| $258M | +$83.8M | +48% | 7.6% | 73.9% | 291 | 29.55% | 2.4 |
|
| 3885 |
3885
Peddock Capital Advisors
Braintree,
Massachusetts
| $258M | +$14.8M | +6% | 11.6% | 113% | 151 | 16.56% | 5.2 |
|
| 3886 |
3886
Georgetown University
Washington,
District of Columbia
| $258M | -$37.4M | -13% | 4.12% | 79.9% | 24 | 8.33% | 1.5 |
|
| 3887 |
3887
Globe Life
Mckinney,
Texas
| $258M | +$19.1M | +8% | 7.02% | 60.1% | 1 | 0% | 6 |
|
| 3888 |
3888
Force Hill Capital Management
New York
| $258M | -$15.7M | -6% | 8.59% | 46.3% | 50 | 34% | 0.8 |
|
| 3889 |
3889
SQN Investors
Menlo Park,
California
| $258M | -$134M | -34% | 7.17% | – | 19 | 26.32% | 1.5 |
|
| 3890 |
3890
Farther Finance Advisors
San Francisco,
California
| $258M | – | – | 8.51% | 81.5% | 2,181 | – | 0 |
|
| 3891 |
3891
Progressive Investment Management
Lake Oswego,
Oregon
| $258M | +$14.5M | +6% | 6.13% | 139% | 59 | 18.64% | 3.6 |
|
| 3892 |
3892
Cornerstone Wealth Advisors
Edina,
Minnesota
| $258M | +$4.62M | +2% | 4.31% | 46.1% | 44 | 4.55% | 1.5 |
|
| 3893 |
3893
AlphaCore Capital
La Jolla,
California
| $258M | +$37.8M | +17% | 9.22% | 85.9% | 186 | 19.89% | 1 |
|
| 3894 |
3894
Archer Investment Corporation
Carmel,
Indiana
| $258M | +$20.4M | +9% | 8.54% | 68.2% | 880 | 9.43% | 2.1 |
|
| 3895 |
3895
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $258M | +$21.5M | +9% | 9.22% | 116% | 208 | 38.94% | 1.4 |
|
| 3896 |
3896
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $258M | +$20.7M | +9% | 6.97% | 63.5% | 203 | 30.05% | 1.3 |
|
| 3897 |
3897
High Net Worth Advisory Group
Naples,
Florida
| $257M | +$23.3M | +10% | 9.5% | 75.7% | 717 | 16.88% | 0.9 |
|
| 3898 |
3898
CBIZ Investment Advisory Services
Independence,
Ohio
| $257M | +$157M | +158% | 3.39% | 48.7% | 33 | 48.48% | 0.6 |
|
| 3899 |
3899
Coston McIsaac & Partners
Bar Harbor,
Maine
| $257M | +$37.8M | +17% | 8.79% | 34.3% | 874 | 13.16% | 0.4 |
|
| 3900 |
3900
Chemistry Wealth Management
New York
| $257M | +$3.51M | +1% | 7.61% | 77.1% | 145 | 15.17% | 0.7 |
|