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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
Weaver Consulting Group
Huntington Beach,
California
| $172M | +$18.6M | +12% | 13.5% | 56.4% | 1,057 | 17.41% | 0.9 |
|
| 3927 |
3927
Piershale Financial Group
Barrington,
Illinois
| $172M | +$88.5M | +106% | 14.5% | 82% | 24 | 70.83% | 1 |
|
| 3928 |
3928
S.R. Schill & Associates
Mercer Island,
Washington
| $172M | +$22.5M | +15% | 16.4% | 42.7% | 72 | 18.06% | 2.9 |
|
| 3929 |
3929
FNY Investment Advisers
New York
| $172M | +$40.2M | +31% | 45.4% | 386% | 726 | 74.38% | 0.3 |
|
| 3930 |
3930
United Capital Management of KS
Salina,
Kansas
| $171M | +$52.6M | +44% | 28% | 272% | 89 | 28.09% | 1.1 |
|
| 3931 |
LFM
3931
Lumina Fund Management
New York
| $171M | -$4.84M | -3% | 21.6% | 28.1% | 39 | 30.77% | 1.7 |
|
| 3932 |
3932
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $171M | +$43M | +33% | 18.6% | 84.3% | 136 | 33.82% | 1.1 |
|
| 3933 |
QCMC
3933
Quantum Capital Management (California)
San Francisco,
California
| $171M | +$22.1M | +15% | 34.1% | 53.7% | 318 | 6.6% | 2 |
|
| 3934 |
3934
Riversedge Advisors
Wilmington,
Delaware
| $171M | +$58.4M | +52% | 15.1% | 71.3% | 45 | 33.33% | 0.5 |
|
| 3935 |
3935
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $171M | +$26.6M | +18% | 16.1% | 55.5% | 68 | 22.06% | 1.4 |
|
| 3936 |
3936
Heritage Way Advisors
Rockford,
Illinois
| $171M | +$32.1M | +23% | 18.3% | 79.4% | 64 | 9.38% | 2.4 |
|
| 3937 |
3937
Corbyn Investment Management
Lutherville,
Maryland
| $171M | +$10.2M | +6% | 17.3% | 71.9% | 55 | 23.64% | 3.1 |
|
| 3938 |
3938
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $171M | +$5.83M | +4% | 4.57% | 18.2% | 13 | 0% | 4.4 |
|
| 3939 |
3939
Alethea Capital Management
Mercer Island,
Washington
| $171M | +$16.6M | +11% | 26.3% | 275% | 111 | 54.05% | 1.4 |
|
| 3940 |
3940
First Washington Corp
Seattle,
Washington
| $171M | +$11.4M | +7% | 37.7% | 142% | 73 | 6.85% | 3.3 |
|
| 3941 |
3941
Weybosset Research & Management
Province,
Rhode Island
| $171M | +$30.3M | +22% | 18.9% | 74.8% | 57 | 17.54% | 3.8 |
|
| 3942 |
AP
3942
Agilis Partners
Waltham,
Massachusetts
| $171M | +$65.9M | +63% | 12.4% | 8.47% | 22 | 18.18% | 1.8 |
|
| 3943 |
3943
Castle Rock Wealth Management
Walnut Creek,
California
| $171M | +$54.8M | +47% | 16.3% | 115% | 196 | 36.73% | 0.5 |
|
| 3944 |
3944
Highside Global Management
Dallas,
Texas
| $170M | +$5.19M | +3% | 22.4% | 11.1% | 19 | 36.84% | 0.4 |
|
| 3945 |
3945
Tobias Financial Advisors
Plantation,
Florida
| $170M | +$32M | +23% | 15.7% | 44.5% | 67 | 19.4% | 0.4 |
|
| 3946 |
IP
3946
Investment Partners
New Philadelphia,
Ohio
| $170M | +$31.4M | +23% | 17.4% | 74.1% | 152 | 24.34% | 2.8 |
|
| 3947 |
3947
Milestone Advisory Partners
Southern Pines,
North Carolina
| $170M | +$26M | +18% | 12.6% | 19.7% | 61 | 31.15% | 1.1 |
|
| 3948 |
SC
3948
Schulhoff & Co
Cincinnati,
Ohio
| $170M | +$10.1M | +6% | 10.7% | 51.8% | 101 | 4.95% | 5.6 |
|
| 3949 |
3949
Monument Capital Management
Alexandria,
Virginia
| $170M | +$30.9M | +22% | 16.6% | 170% | 87 | 32.18% | 1.6 |
|
| 3950 |
3950
Accel Growth Fund IV Associates
Palo Alto,
California
| $170M | +$57.4M | +51% | 54.5% | 61.4% | 2 | 0% | 0.5 |
|