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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
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $375M | -$22.9M | -6% | 0.89% | 85.6% | 196 | 6.63% | 3.8 |
|
| 3902 |
3902
Semmax Financial Advisors
Winston Salem,
North Carolina
| $375M | +$10.8M | +3% | 0.53% | – | 396 | 13.13% | 3.6 |
|
| 3903 |
SC
3903
Saybrook Capital
Winston Salem,
North Carolina
| $374M | +$20.4M | +6% | 5.13% | 72.5% | 45 | 8.89% | 7.8 |
|
| 3904 |
3904
Riggs Asset Management
Dallas,
Pennsylvania
| $374M | +$8.53M | +2% | 7.02% | 207% | 702 | 18.38% | 2.3 |
|
| 3905 |
3905
Rockline Wealth Management
Plainview,
New York
| $374M | +$19.9M | +6% | 4.73% | 176% | 104 | 6.73% | 0.9 |
|
| 3906 |
3906
GWN Securities
Palm Beach Gardens,
Florida
| $374M | – | – | 2.49% | – | 357 | – | 0 |
|
| 3907 |
3907
Multicoin Capital Management
Austin,
Texas
| $374M | +$110M | +41% | 41.5% | – | 3 | 0% | 0.7 |
|
| 3908 |
3908
JSF Financial
Los Angeles,
California
| $374M | +$31.2M | +9% | 2.46% | 91% | 137 | 26.28% | 2.4 |
|
| 3909 |
3909
Tiger Pacific Capital
New York
| $374M | -$151M | -29% | 2.33% | 84.5% | 21 | 57.14% | 1.5 |
|
| 3910 |
3910
Alliance Wealth Management Group
Flemington,
New Jersey
| $374M | -$2.13M | -0.6% | 1.44% | 43.4% | 86 | 9.3% | 5.1 |
|
| 3911 |
3911
Redwood Investments
Boston,
Massachusetts
| $373M | +$37.2M | +11% | 2.18% | 74.1% | 124 | 18.55% | 2.6 |
|
| 3912 |
3912
Whitford Management
New York
| $373M | +$197M | +112% | 3.95% | 76.2% | 29 | 55.17% | 0.7 |
|
| 3913 |
MAM
3913
Mystic Asset Management
Warwick,
Rhode Island
| $373M | +$108M | +41% | 2.11% | 114% | 226 | 23.01% | 1.9 |
|
| 3914 |
3914
First Sabrepoint Capital Management
Dallas,
Texas
| $373M | +$28.3M | +8% | 2.41% | 218% | 68 | 45.59% | 0.7 |
|
| 3915 |
3915
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $373M | +$34.1M | +10% | 0.85% | 73.7% | 147 | 12.24% | 2.9 |
|
| 3916 |
3916
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $373M | -$2.61M | -0.7% | 1.5% | 86.1% | 208 | 6.25% | 6.7 |
|
| 3917 |
3917
Marcho Partners
London,
United Kingdom
| $372M | -$2.57M | -0.7% | 6.91% | 115% | 13 | 15.38% | 2.1 |
|
| 3918 |
3918
Paradiem
Covington,
Louisiana
| $372M | -$51.3M | -12% | 0.51% | 107% | 59 | 16.95% | 2.5 |
|
| 3919 |
3919
GFG Capital
Miami,
Florida
| $372M | +$113M | +44% | 4.62% | 152% | 129 | 29.46% | 2.4 |
|
| 3920 |
3920
Altrius Capital Management
New Bern,
North Carolina
| $372M | -$27.2M | -7% | 5.09% | 43.8% | 87 | 4.6% | 2.1 |
|
| 3921 |
3921
Chan Zuckerberg Initiative
Redwood City,
California
| $372M | -$37.7M | -9% | 9.11% | 59% | 3 | 0% | 0.9 |
|
| 3922 |
3922
Kinsale Capital Group
Richmond,
Virginia
| $372M | +$32.6M | +10% | 1.3% | 75.2% | 37 | 5.41% | 1.6 |
|
| 3923 |
3923
Evelyn Partners Asset Management
London,
| $371M | – | – | 0.24% | – | 245 | – | 0 |
|
| 3924 |
3924
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $371M | +$812K | +0.2% | 0.6% | 64.9% | 48 | 14.58% | 1.6 |
|
| 3925 |
3925
Second Line Capital
Metairie,
Louisiana
| $371M | +$3.99M | +1% | 2.66% | – | 148 | 19.59% | 0.7 |
|