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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Sunburst Financial Group
Vestavia Hills,
Alabama
| $287M | +$15.4M | +6% | 3.99% | 55.7% | 93 | 5.38% | 2.4 |
|
| 3902 |
3902
WESCAP Management Group
Glendale,
California
| $286M | +$2.54M | +0.9% | 2.29% | 45.7% | 90 | 3.33% | 4.1 |
|
| 3903 |
3903
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $286M | +$9.2M | +3% | 5.37% | 116% | 351 | 8.83% | 1.7 |
|
| 3904 |
3904
Affinity Asset Advisors
New York
| $286M | -$16.7M | -6% | 12.8% | 1,487% | 97 | 52.58% | 0.6 |
|
| 3905 |
3905
Trinity Legacy Partners
Houston,
Texas
| $286M | +$19.8M | +7% | 6.44% | 63.3% | 95 | 22.11% | 2.2 |
|
| 3906 |
3906
INCA Investments
Miami,
Florida
| $286M | +$16.8M | +6% | 19.2% | 128% | 11 | 0% | 3.6 |
|
| 3907 |
EGA
3907
E&G Advisors
Houston,
Texas
| $286M | +$16M | +6% | 6.84% | 97.7% | 201 | 4.48% | 1.6 |
|
| 3908 |
HA
3908
Hamel Associates
Chatham,
New Jersey
| $286M | -$2.88M | -1% | 2.4% | 50.6% | 82 | 12.2% | 5.7 |
|
| 3909 |
3909
Platte River Wealth Advisors
Louisville,
Colorado
| $285M | +$24.8M | +10% | 6.14% | 28.6% | 104 | 20.19% | 2.4 |
|
| 3910 |
3910
Court Place Advisors
Ellicott City,
Maryland
| $285M | +$9.33M | +3% | 6.99% | 92% | 167 | 5.39% | 6.5 |
|
| 3911 |
3911
Georgetown University
Washington,
District of Columbia
| $285M | -$900K | -0.3% | 8.97% | 79.9% | 22 | 4.55% | 1.7 |
|
| 3912 |
SL
3912
SWF LLC
Omaha,
Nebraska
| $285M | +$25.8M | +10% | 10% | 87.4% | 2 | 0% | 5.5 |
|
| 3913 |
NFAM
3913
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $285M | -$177M | -38% | 12.8% | 104% | 126 | 82.54% | 0.2 |
|
| 3914 |
3914
Sage Capital Advisors
Sioux Falls,
South Dakota
| $285M | +$22.4M | +9% | 7.54% | 105% | 132 | 9.85% | 3 |
|
| 3915 |
3915
S.E.E.D. Planning Group
Binghamton,
New York
| $285M | +$25.8M | +10% | 7.07% | 57.3% | 94 | 10.64% | 2.2 |
|
| 3916 |
3916
Denali Advisors
San Diego,
California
| $285M | +$44.5M | +18% | 7.18% | 106% | 533 | 30.21% | 1.3 |
|
| 3917 |
GDS
3917
Gimbel Daniel Scott
| $285M | +$42.5M | +18% | 17.6% | 57.1% | 2 | 0% | 2.5 |
|
| 3918 |
3918
Wahed Invest
New York
| $284M | +$53M | +23% | 11.2% | 140% | 244 | 7.79% | 1.2 |
|
| 3919 |
3919
Smith & Howard Wealth Management
Atlanta,
Georgia
| $284M | -$5.95M | -2% | 3.5% | 43.8% | 72 | 6.94% | 4.4 |
|
| 3920 |
3920
Riggs Asset Management
Dallas,
Pennsylvania
| $284M | +$26.3M | +10% | 8.22% | 207% | 415 | 18.31% | 2.7 |
|
| 3921 |
3921
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $284M | +$19.5M | +7% | 6.47% | 116% | 19 | 0% | 6.8 |
|
| 3922 |
3922
New World Advisors
Hingham,
Massachusetts
| $284M | +$23.5M | +9% | 8.16% | 84.1% | 64 | 10.94% | 1.6 |
|
| 3923 |
3923
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $284M | +$39.3M | +16% | 3.76% | 64.7% | 118 | 9.32% | 0.6 |
|
| 3924 |
3924
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $283M | +$29.3M | +12% | 43.4% | 78.7% | 32 | 40.63% | 1.3 |
|
| 3925 |
3925
San Luis Wealth Advisors
San Luis Obispo,
California
| $283M | +$22.7M | +9% | 5.99% | 65% | 193 | 35.75% | 0.7 |
|