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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
Bulldog Investors
Saddle Brook,
New Jersey
| $445M | -$4M | -0.9% | 1.71% | 22.5% | 273 | 39.93% | 0.9 |
|
| 3877 |
3877
Benin Management Corp
Wilton,
Connecticut
| $445M | -$3.21M | -0.7% | 2.53% | 91.7% | 151 | 11.92% | 6.4 |
|
| 3878 |
3878
Mandatum Life Insurance Company
Helsinki,
Finland
| $445M | +$6.8M | +2% | 3.71% | 108% | 91 | 23.08% | 5 |
|
| 3879 |
3879
AMI Investment Management
Kendallville,
Indiana
| $445M | -$340K | -0.1% | 2.31% | 52% | 78 | 6.41% | 5.7 |
|
| 3880 |
3880
J. Derek Lewis & Associates
Newport Beach,
California
| $445M | +$17.7M | +4% | 2.66% | – | 233 | 19.74% | 0.2 |
|
| 3881 |
3881
Abacus FCF Advisors
Orlando,
Florida
| $444M | -$321M | -42% | 13% | 197% | 77 | 53.25% | 1.2 |
|
| 3882 |
3882
Collective Family Office
York,
Pennsylvania
| $444M | +$8.39M | +2% | 2.96% | 52.5% | 163 | 8.59% | 3.7 |
|
| 3883 |
3883
Sand Grove Capital Management
London,
United Kingdom
| $444M | +$149M | +51% | 14.8% | 410% | 27 | 85.19% | 0.1 |
|
| 3884 |
3884
Welch Capital Partners
Harrison,
New York
| $444M | -$54.7M | -11% | 5.83% | 79.2% | 27 | 7.41% | 4.4 |
|
| 3885 |
3885
Aspire Capital Advisors
Seattle,
Washington
| $444M | +$18.4M | +4% | 1.14% | 59.3% | 134 | 19.4% | 2 |
|
| 3886 |
3886
Augustine Asset Management
Jacksonville,
Florida
| $444M | -$56.7M | -11% | 2.95% | 316% | 121 | 14.05% | 4.4 |
|
| 3887 |
3887
Fermata Advisors
Sonoma,
California
| $444M | +$27.5M | +7% | 0.86% | 58.3% | 243 | 14.81% | 2.1 |
|
| 3888 |
3888
First Wilshire Securities Management
Pasadena,
California
| $444M | +$46.3M | +12% | 11.1% | 135% | 89 | 6.74% | 5.1 |
|
| 3889 |
3889
Centurion Wealth Management
Mclean,
Virginia
| $444M | -$12.7M | -3% | 1.17% | – | 341 | 15.84% | 1.7 |
|
| 3890 |
3890
TownSquare Capital
Provo,
Utah
| $444M | -$2.6M | -0.6% | 0.2% | 96.9% | 267 | 14.23% | 4.7 |
|
| 3891 |
3891
Lighthouse Financial Services
Brea,
California
| $443M | +$8.51M | +2% | 2.17% | – | 103 | 11.65% | 0.2 |
|
| 3892 |
3892
Prentice Wealth Management
Rochester,
New York
| $443M | +$5.54M | +1% | 0.89% | 47.8% | 119 | 5.88% | 2.9 |
|
| 3893 |
3893
Coston McIsaac & Partners
Bar Harbor,
Maine
| $443M | +$12.3M | +3% | 1.62% | 40.6% | 1,003 | 15.05% | 2.4 |
|
| 3894 |
3894
Aspire Private Capital
Cornelius,
North Carolina
| $443M | -$6.51M | -1% | 1.05% | 55.3% | 186 | 17.74% | 3.9 |
|
| 3895 |
3895
Cornerstone Planning
Charlotte,
North Carolina
| $443M | +$12.2M | +3% | 0.78% | – | 152 | 21.05% | 0.8 |
|
| 3896 |
GWM
3896
GSB Wealth Management
Guilford,
Connecticut
| $443M | +$748K | +0.2% | 0.21% | 69.8% | 246 | 8.54% | 3.6 |
|
| 3897 |
3897
Beacon Financial Advisory
Cleveland,
Ohio
| $443M | +$11.3M | +3% | 1.13% | 76.8% | 423 | 17.26% | 2.5 |
|
| 3898 |
3898
Next Level Private
Harrison,
New York
| $443M | +$61.2M | +16% | 0.66% | 95.9% | 184 | 17.39% | 2.1 |
|
| 3899 |
3899
Almitas Capital
Santa Monica,
California
| $443M | -$11.6M | -3% | 2.76% | 86.1% | 137 | 38.69% | 0.7 |
|
| 3900 |
3900
Opal Wealth Advisors
Jericho,
New York
| $442M | +$58.9M | +15% | 0.22% | 62.3% | 609 | 66.67% | 0.8 |
|