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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Spider Management Company
Richmond,
Virginia
| $493M | +$143M | +41% | 17.4% | – | 8 | 50% | 0.5 |
|
| 3927 |
3927
Highline Wealth Partners
Sherman Oaks,
California
| $493M | +$101M | +26% | 12.2% | 93.8% | 1,508 | 20.36% | 1.4 |
|
| 3928 |
3928
Fulcrum Capital
Seattle,
Washington
| $493M | +$32.3M | +7% | 19.3% | 102% | 109 | 12.84% | 3.8 |
|
| 3929 |
3929
Pinpoint Asset Management (Singapore)
Singapore,
| $493M | +$60.3M | +14% | 27.3% | – | 203 | 52.22% | 0.4 |
|
| 3930 |
3930
Uniting Wealth Partners
Mission,
Kansas
| $492M | +$22.8M | +5% | 12.7% | – | 224 | 16.07% | 0.8 |
|
| 3931 |
3931
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $492M | +$28.2M | +6% | 10.2% | 55.7% | 162 | 16.05% | 7.9 |
|
| 3932 |
3932
Cypress Point Wealth Management
Dallas,
Texas
| $492M | +$27.3M | +6% | 8.38% | 226% | 165 | 39.39% | 1.4 |
|
| 3933 |
3933
Marion Wealth Management
Monroeville,
Pennsylvania
| $491M | +$40.2M | +9% | 8.14% | 51.7% | 167 | 17.37% | 2.6 |
|
| 3934 |
3934
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| $491M | – | – | 19% | – | 96 | – | 0 |
|
| 3935 |
3935
Morton Community Bank
East Peoria,
Illinois
| $491M | +$30.8M | +7% | 9.21% | – | 123 | 8.94% | 2 |
|
| 3936 |
3936
Bulltick Wealth Management
Miami,
Florida
| $490M | +$37.6M | +8% | 9.75% | 58.2% | 158 | 28.48% | 1.6 |
|
| 3937 |
FFG
3937
Fortem Financial Group
Palm Desert,
California
| $490M | +$91.8M | +23% | 32.4% | 183% | 194 | 13.92% | 2.5 |
|
| 3938 |
SWG
3938
Summit Wealth Group
White River Junction,
Vermont
| $490M | +$54.5M | +13% | 14.4% | 53% | 134 | 9.7% | 2.2 |
|
| 3939 |
3939
Timber Creek Capital Management
Boston,
Massachusetts
| $490M | +$77.4M | +19% | 37.5% | 139% | 85 | 14.12% | 5.9 |
|
| 3940 |
3940
Waterway Wealth Management
The Woodlands,
Texas
| $490M | +$37.5M | +8% | 9.63% | 52.2% | 106 | 24.53% | 1.2 |
|
| 3941 |
AA
3941
Ancient Art
Austin,
Texas
| $489M | +$30.8M | +7% | 10.1% | 168% | 18 | 22.22% | 2.8 |
|
| 3942 |
3942
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $489M | +$82.2M | +20% | 20.3% | 84.4% | 650 | 12.31% | 1.8 |
|
| 3943 |
3943
Montis Financial
Waltham,
Massachusetts
| $489M | +$5.58M | +1% | 8.22% | 46% | 160 | 11.25% | 2.5 |
|
| 3944 |
3944
Longfellow Investment Management
Boston,
Massachusetts
| $489M | +$9.3M | +2% | 0.25% | 45.9% | 273 | 21.61% | 2.3 |
|
| 3945 |
3945
Collective Family Office
York,
Pennsylvania
| $489M | +$44.8M | +10% | 9.34% | 52.5% | 164 | 6.71% | 3.7 |
|
| 3946 |
3946
Dunhill Financial
London,
United Kingdom
| $489M | +$64.6M | +15% | 10.6% | 58.6% | 1,917 | 18.68% | 1.3 |
|
| 3947 |
3947
Retirement Management Systems
Leonardtown,
Maryland
| $488M | +$73.6M | +18% | 12% | – | 57 | 14.04% | 0.4 |
|
| 3948 |
3948
Rempart Asset Management
Montreal,
Canada
| $488M | +$12.4M | +3% | 6.62% | 70.5% | 36 | 0% | 4.6 |
|
| 3949 |
3949
von Borstel & Associates
The Dalles,
Oregon
| $488M | +$50.7M | +12% | 9.57% | – | 45 | 8.89% | 1.5 |
|
| 3950 |
3950
Weaver Consulting Group
Huntington Beach,
California
| $488M | +$68.2M | +16% | 10.1% | 56.4% | 308 | 14.29% | 3.4 |
|