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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
Sollinda Capital Management
Miami,
Florida
| $354M | +$26M | +8% | 3.38% | – | 74 | 24.32% | 0.5 |
|
| 3927 |
3927
Stewardship Advisors
Mount Joy,
Pennsylvania
| $354M | +$51.7M | +17% | 4.65% | 46.1% | 145 | 55.17% | 0.9 |
|
| 3928 |
3928
New Capital Management
Houston,
Texas
| $354M | +$28.3M | +9% | 7.15% | 55.4% | 55 | 7.27% | 3.3 |
|
| 3929 |
3929
Quattro Financial Advisors
The Woodlands,
Texas
| $354M | -$28.4M | -7% | 2.59% | 77.6% | 88 | 26.14% | 1.6 |
|
| 3930 |
SC
3930
Saybrook Capital
Winston Salem,
North Carolina
| $354M | +$1.04M | +0.3% | 9.82% | 72.5% | 45 | 11.11% | 8.3 |
|
| 3931 |
3931
Angelo Gordon & Co
New York
| $354M | +$89.9M | +34% | 10.6% | 90.1% | 76 | 43.42% | 1 |
|
| 3932 |
3932
Harrell Investment Partners
Austin,
Texas
| $353M | +$9.42M | +3% | 6.68% | 121% | 96 | 9.38% | 3.3 |
|
| 3933 |
3933
Minot Capital
Broomfield,
Colorado
| $353M | +$15.9M | +5% | 5.6% | 19.6% | 12 | 50% | 3.6 |
|
| 3934 |
3934
Scott Capital Advisors
Portland,
Oregon
| $353M | +$14.1M | +4% | 5.67% | 50.9% | 53 | 7.55% | 2 |
|
| 3935 |
3935
Anatole Investment Management
Central,
Hong Kong
| $353M | +$91.5M | +35% | 21.6% | 3,486% | 19 | 94.74% | 0.1 |
|
| 3936 |
3936
Whitener Capital Management
Rocky Mount,
North Carolina
| $353M | +$22.4M | +7% | 6.6% | 113% | 162 | 9.26% | 4.3 |
|
| 3937 |
3937
Ballast Inc
Lexington,
Kentucky
| $353M | +$27.6M | +9% | 7.95% | 71.3% | 125 | 4% | 4.1 |
|
| 3938 |
3938
Curtis Advisory Group
Santa Barbara,
California
| $352M | +$68.7M | +24% | 4.19% | 79.8% | 101 | 12.87% | 2.8 |
|
| 3939 |
3939
St. Clair Advisors
Mayfield Hts,
Ohio
| $352M | +$38.7M | +12% | 7.55% | 77.5% | 79 | 5.06% | 2.3 |
|
| 3940 |
3940
Curran Financial Partners
Daniel Island,
South Carolina
| $352M | +$53.1M | +18% | 6.54% | 49.4% | 93 | 13.98% | 2.1 |
|
| 3941 |
3941
G2 Investment Partners Management
New York
| $352M | -$33.9M | -9% | 15.9% | 1,145% | 89 | 52.81% | 1.1 |
|
| 3942 |
3942
Charles-Lim Capital
Central,
Hong Kong
| $352M | -$55.7M | -14% | 7.4% | 4.44% | 7 | 42.86% | 4 |
|
| 3943 |
3943
Solus Alternative Asset Management
Summit,
New Jersey
| $352M | +$2.77M | +0.8% | 6.09% | 79.3% | 10 | 0% | 2.6 |
|
| 3944 |
3944
Asset Allocation Strategies
Farmington,
Michigan
| $351M | +$53.9M | +18% | 5.58% | 58.1% | 120 | 25.83% | 0.8 |
|
| 3945 |
3945
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $351M | +$32.7M | +10% | 7.04% | 73.9% | 227 | 8.81% | 2.3 |
|
| 3946 |
3946
Donoghue Forlines
Boston,
Massachusetts
| $351M | -$1.14M | -0.3% | 6.27% | 229% | 283 | 42.4% | 1.2 |
|
| 3947 |
3947
Safeguard Investment Advisory Group
Corona,
California
| $351M | +$28.8M | +9% | 5.48% | 84.3% | 127 | 21.26% | 2.2 |
|
| 3948 |
3948
Essex Woodlands Management
The Woodlands,
Texas
| $350M | +$43.7M | +14% | 40.2% | 55% | 7 | 0% | 6 |
|
| 3949 |
3949
Goodman Advisory Group
Needham,
Massachusetts
| $350M | +$15.5M | +5% | 5.36% | 101% | 206 | 18.93% | 1.4 |
|
| 3950 |
PI
3950
Pennant Investors
Summit,
New Jersey
| $350M | -$32.3M | -8% | 13.8% | 372% | 47 | 68.09% | 2.4 |
|