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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 |
WWMSC
3926
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $334M | +$6.3M | +2% | 0.77% | 36.4% | 274 | 14.96% | 2.6 |
|
| 3927 |
3927
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $334M | +$15M | +5% | 4.69% | – | 1 | 0% | 1.5 |
|
| 3928 |
3928
Cornerstone Wealth Advisors
Edina,
Minnesota
| $334M | +$9.32M | +3% | 1.97% | 46.1% | 50 | 12% | 2.5 |
|
| 3929 |
3929
Evergreen Advisors
Chattanooga,
Tennessee
| $334M | +$6.61M | +2% | 0.4% | – | 18 | 11.11% | 3.4 |
|
| 3930 |
3930
Birinyi Associates
Westport,
Connecticut
| $334M | +$27.3M | +9% | 10.9% | 133% | 61 | 16.39% | 6.2 |
|
| 3931 |
3931
Capital Planning
Bellevue,
Washington
| $334M | +$27.2M | +9% | 3.08% | 81.2% | 83 | 6.02% | 2.3 |
|
| 3932 |
3932
Nine Masts Capital
Central,
Hong Kong
| $334M | -$49.6M | -13% | 1.74% | 88.1% | 158 | 61.39% | 0.2 |
|
| 3933 |
3933
Kapitalo Investimentos
Sao Paulo,
Brazil
| $334M | -$122M | -27% | 0.13% | 66.5% | 323 | 69.04% | 0.5 |
|
| 3934 |
WFI
3934
West Family Investments
Carlsbad,
California
| $334M | +$11.2M | +3% | 4.97% | 116% | 278 | 16.19% | 1.6 |
|
| 3935 |
3935
Haverford Financial Services
Radnor,
Pennsylvania
| $334M | -$13.8M | -4% | 3.33% | 57.9% | 45 | 17.78% | 5.8 |
|
| 3936 |
3936
Rock Point Advisors
Burlington,
Vermont
| $333M | -$3.17M | -0.9% | 3.07% | 82.8% | 110 | 9.09% | 4.7 |
|
| 3937 |
SWG
3937
Summit Wealth Group
White River Junction,
Vermont
| $333M | +$186M | +127% | 1.9% | 53% | 97 | 56.7% | 0.9 |
|
| 3938 |
3938
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $333M | +$14.9M | +5% | 7.27% | 115% | 41 | 2.44% | 6.9 |
|
| 3939 |
3939
Semmax Financial Advisors
Winston Salem,
North Carolina
| $333M | +$28.8M | +9% | 0.44% | – | 458 | 21.62% | 2.9 |
|
| 3940 |
3940
Beryl Capital Management
Redondo Beach,
California
| $333M | +$251M | +305% | 64.2% | 3,932% | 38 | 94.74% | 0.1 |
|
| 3941 |
3941
Seaview Investment Managers
Miami,
Florida
| $332M | +$91.2K | +0% | 5.35% | 148% | 108 | 29.63% | 1.3 |
|
| 3942 |
3942
Maia Wealth
Denver,
Colorado
| $332M | – | – | 3% | – | 224 | – | 0.4 |
|
| 3943 |
3943
Berkeley Capital Partners
Milton,
Georgia
| $332M | +$4.11M | +1% | 1.61% | 62.8% | 168 | 5.36% | 3.9 |
|
| 3944 |
3944
Farmers National Bank
Danville,
Kentucky
| $332M | -$3.31M | -1% | 0.03% | – | 159 | 1.89% | 6.1 |
|
| 3945 |
3945
L2 Asset Management
Wayland,
Massachusetts
| $332M | +$27.3M | +9% | 3.71% | 128% | 236 | 19.49% | 1.4 |
|
| 3946 |
3946
New Harbor Financial Group
Worcester,
Massachusetts
| $332M | +$18.2M | +6% | 1.49% | 94.6% | 73 | 42.47% | 1.6 |
|
| 3947 |
3947
First Sabrepoint Capital Management
Dallas,
Texas
| $332M | -$42.3M | -11% | 2.3% | 218% | 63 | 53.97% | 0.7 |
|
| 3948 |
3948
Roberts, Glore & Co
Deerfield,
Illinois
| $332M | -$2.34M | -0.7% | 1.44% | 72.3% | 214 | 6.54% | 6 |
|
| 3949 |
3949
Regis Management Company
Menlo Park,
California
| $331M | +$2.61M | +0.8% | 1.3% | 5.33% | 41 | 7.32% | 7.1 |
|
| 3950 |
3950
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $331M | -$47.1M | -12% | 9.86% | 17.8% | 1 | 0% | 11 |
|