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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 |
3876
Blue Zone Wealth Advisors
Los Angeles,
California
| $400M | +$40.5M | +11% | 8% | 91.1% | 115 | 12.17% | 2.8 |
|
| 3877 |
3877
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $400M | -$14.7M | -4% | 24.6% | 240% | 102 | 46.08% | 2.5 |
|
| 3878 |
3878
Marion Wealth Management
Monroeville,
Pennsylvania
| $399M | +$25.1M | +7% | 6.44% | 51.7% | 140 | 15% | 2.2 |
|
| 3879 |
3879
Camrose Capital Investment Partners
London,
United Kingdom
| $399M | +$121M | +43% | 7.9% | – | 9 | 0% | 0.5 |
|
| 3880 |
3880
Wiser Wealth Management
Marietta,
Georgia
| $399M | +$42.9M | +12% | 8.1% | 53% | 53 | 13.21% | 2.2 |
|
| 3881 |
3881
Little House Capital
Braintree,
Massachusetts
| $399M | +$35.4M | +10% | 13.4% | 108% | 141 | 21.28% | 2.4 |
|
| 3882 |
3882
Oak Hill Advisors
New York
| $399M | -$73.1M | -15% | 3.54% | 42.4% | 13 | 7.69% | 4.8 |
|
| 3883 |
3883
Silver Rock Financial
Los Angeles,
California
| $399M | +$16.8M | +4% | 4.54% | 2.58% | 31 | 9.68% | 1.9 |
|
| 3884 |
3884
MSA Advisors
Santa Monica,
California
| $399M | +$8.21M | +2% | 9.81% | – | 34 | 29.41% | 1.2 |
|
| 3885 |
3885
Founders Grove Wealth Partners
Richmond,
Virginia
| $399M | +$39.6M | +11% | 7.99% | – | 135 | 14.07% | 0.4 |
|
| 3886 |
3886
Delta Air Lines
Atlanta,
Georgia
| $398M | +$65.8M | +20% | 26.2% | 5.3% | 2 | 0% | 3 |
|
| 3887 |
3887
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| $398M | – | – | 8.56% | – | 236 | – | 0 |
|
| 3888 |
3888
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $398M | +$53.4M | +15% | 9.96% | 78.2% | 212 | 30.19% | 0.7 |
|
| 3889 |
3889
Mason & Associates (Virginia)
Newport News,
Virginia
| $398M | +$51.1M | +15% | 6.59% | – | 44 | 18.18% | 0.9 |
|
| 3890 |
3890
Curtis Advisory Group
Santa Barbara,
California
| $398M | +$57.5M | +17% | 12.9% | 67.6% | 113 | 18.58% | 3 |
|
| 3891 |
3891
Tradewinds Capital Management
Bellingham,
Washington
| $398M | +$24.6M | +7% | 10.4% | 96.9% | 706 | 14.59% | 4.2 |
|
| 3892 |
DI
3892
DDFG Inc
Thousand Oaks,
California
| $398M | +$36.7M | +10% | 7.24% | 56.3% | 81 | 7.41% | 2 |
|
| 3893 |
3893
Childress Capital Advisors
Houston,
Texas
| $397M | +$52.3M | +15% | 9.06% | 101% | 260 | 17.69% | 1.7 |
|
| 3894 |
3894
Perseverance Asset Management International
George Town,
Cayman Islands
| $397M | -$368M | -48% | 5.64% | 120% | 22 | 59.09% | 1.8 |
|
| 3895 |
3895
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $397M | +$4.42M | +1% | 8.3% | 72.5% | 117 | 18.8% | 3.1 |
|
| 3896 |
3896
Magnolia Capital Advisors
Jackson,
Mississippi
| $397M | +$29.1M | +8% | 8.92% | 78.7% | 245 | 9.39% | 1.1 |
|
| 3897 |
3897
NetEase Inc
Hangzhou,
China
| $397M | +$375M | +1,695% | 10% | 464% | 2 | 50% | 1.5 |
|
| 3898 |
3898
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $397M | +$40.4M | +11% | 9.95% | 75.2% | 122 | 18.03% | 1.5 |
|
| 3899 |
3899
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $397M | +$84.2M | +27% | 14.4% | 94% | 339 | 26.25% | 1.4 |
|
| 3900 |
3900
Almitas Capital
Santa Monica,
California
| $396M | +$95M | +32% | 17.9% | 86.1% | 101 | 38.61% | 0.8 |
|