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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
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $428M | +$47.4M | +12% | 13.5% | 115% | 38 | 5.26% | 8.4 |
|
| 3902 |
LCM
3902
Lionstone Capital Management
New York
| $428M | +$11.5M | +3% | 4.64% | 74.1% | 12 | 8.33% | 4.7 |
|
| 3903 |
PTB
3903
Pioneer Trust Bank
Salem,
Oregon
| $427M | +$35M | +9% | 9.39% | 61.4% | 79 | 5.06% | 7.9 |
|
| 3904 |
3904
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $427M | +$10.3M | +2% | 6.31% | 70.7% | 308 | 21.75% | 1.6 |
|
| 3905 |
3905
WealthBridge Capital Management
Westerville,
Ohio
| $426M | +$31.8M | +8% | 8.11% | 89.4% | 220 | 7.27% | 3.8 |
|
| 3906 |
3906
Founders Grove Wealth Partners
Richmond,
Virginia
| $426M | +$27M | +7% | 6.2% | – | 141 | 10.64% | 0.6 |
|
| 3907 |
CWM
3907
Cordatus Wealth Management
Newtown,
Pennsylvania
| $424M | +$17.6M | +4% | 8.84% | 108% | 169 | 9.47% | 1.3 |
|
| 3908 |
3908
Tenere Capital
New York
| $424M | +$33.6M | +9% | 4.33% | 131% | 23 | 26.09% | 1.1 |
|
| 3909 |
3909
Uniting Wealth Partners
Mission,
Kansas
| $424M | +$165M | +64% | 7.92% | – | 203 | 44.83% | 0.4 |
|
| 3910 |
3910
Harrell Investment Partners
Austin,
Texas
| $423M | +$28.8M | +7% | 10.3% | 121% | 128 | 7.03% | 2.7 |
|
| 3911 |
3911
Rothschild Capital Partners
New York
| $423M | +$42.3M | +11% | 10.6% | 90.8% | 102 | 17.65% | 2.4 |
|
| 3912 |
3912
Paulson Wealth Management
Wheaton,
Illinois
| $423M | +$36.8M | +10% | 7.69% | 57.1% | 145 | 8.28% | 3.6 |
|
| 3913 |
3913
Bulltick Wealth Management
Miami,
Florida
| $423M | +$17.7M | +4% | 5.68% | 58.2% | 142 | 36.62% | 1.8 |
|
| 3914 |
3914
Berkeley Capital Partners
Milton,
Georgia
| $423M | +$28.6M | +7% | 6.82% | 62.8% | 197 | 15.23% | 4 |
|
| 3915 |
3915
Stewardship Advisors
Mount Joy,
Pennsylvania
| $423M | +$27.7M | +7% | 5.02% | 46.1% | 163 | 12.88% | 1.6 |
|
| 3916 |
JHCM
3916
Juniper Hill Capital Management
Menlo Park,
California
| $423M | +$12.4M | +3% | 5.6% | 33.6% | 4 | 0% | 2.1 |
|
| 3917 |
3917
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $423M | +$22.3M | +6% | 13.1% | 240% | 104 | 53.85% | 2.5 |
|
| 3918 |
3918
Hollow Brook Wealth Management
Katonah,
New York
| $423M | +$78.6M | +23% | 9.92% | 97.8% | 108 | 21.3% | 3.6 |
|
| 3919 |
3919
Warther Private Wealth
Akron,
Ohio
| $423M | +$38.4M | +10% | 9.6% | 94.1% | 60 | 21.67% | 1.9 |
|
| 3920 |
3920
Aries Wealth Management
Portland,
Maine
| $423M | +$40M | +10% | 9.09% | 87.7% | 232 | 6.9% | 2.6 |
|
| 3921 |
3921
Benin Management Corp
Wilton,
Connecticut
| $423M | +$39.5M | +10% | 8.77% | 91.7% | 137 | 5.11% | 6.5 |
|
| 3922 |
3922
RR Advisors
Dallas,
Texas
| $422M | +$6.24M | +2% | 2.3% | 115% | 30 | 16.67% | 3.4 |
|
| 3923 |
3923
3G Capital Partners
New York
| $422M | +$14.6M | +4% | 22.5% | 351% | 17 | 41.18% | 1 |
|
| 3924 |
3924
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $422M | +$66.4M | +19% | 12.7% | – | 684 | 7.02% | 3 |
|
| 3925 |
3925
McElhenny Sheffield Capital Management
Dallas,
Texas
| $422M | +$47M | +13% | 11.3% | 86.3% | 124 | 31.45% | 2.1 |
|