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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
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $371M | -$11.6M | -3% | 2.87% | 55.5% | 101 | 9.9% | 3.7 |
|
| 3927 |
3927
DoubleLine ETF Adviser
Tampa,
Florida
| $371M | -$39.9M | -10% | 3.63% | 51.6% | 219 | 43.84% | 0.5 |
|
| 3928 |
3928
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $371M | – | – | 8.92% | – | 1 | – | 0 |
|
| 3929 |
3929
Shulman DeMeo Asset Management
Lake Success,
New York
| $371M | -$36.9M | -9% | 1.1% | 79.3% | 134 | 13.43% | 2.9 |
|
| 3930 |
3930
Manhattan West Asset Management
Los Angeles,
California
| $370M | -$16.2M | -4% | 1.47% | 65.6% | 146 | 15.07% | 2 |
|
| 3931 |
3931
White Pine Investment Company
Livonia,
Michigan
| $370M | +$5.77M | +2% | 0.98% | 73.3% | 69 | 11.59% | 4.8 |
|
| 3932 |
3932
Centric Wealth Management
Chicago,
Illinois
| $370M | -$6.13M | -2% | 0.14% | 44.4% | 191 | 23.04% | 2.3 |
|
| 3933 |
3933
Polymer Capital Management
New York
| $370M | – | – | 5.34% | – | 352 | – | 0 |
|
| 3934 |
3934
Crestview Partners IV
New York
| $370M | +$284M | +332% | 14.4% | 106% | 2 | 0% | 2.4 |
|
| 3935 |
BCA
3935
Bray Capital Advisors
Naples,
Florida
| $370M | -$38.6M | -9% | 2.37% | 36.6% | 260 | 2.31% | 6.4 |
|
| 3936 |
3936
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $370M | -$17.5M | -5% | 2.63% | 49.3% | 54 | 9.26% | 7.5 |
|
| 3937 |
3937
Thames Capital Management
Roseland,
New Jersey
| $369M | +$47.9M | +15% | 16.5% | 1,177% | 48 | 43.75% | 1.7 |
|
| 3938 |
3938
LECAP Asset Management
London,
United Kingdom
| $369M | -$94.2M | -20% | 1.18% | 35.6% | 429 | 65.73% | 0.3 |
|
| 3939 |
GWM
3939
Gibbs Wealth Management
Alpharetta,
Georgia
| $369M | +$60.1M | +19% | 0.69% | – | 297 | 16.84% | 0.5 |
|
| 3940 |
EGA
3940
E&G Advisors
Houston,
Texas
| $368M | +$7.11M | +2% | 1.98% | 97.7% | 228 | 10.09% | 2.6 |
|
| 3941 |
3941
Builder Investment Group
Atlanta,
Georgia
| $368M | -$4.09M | -1% | 1.04% | 169% | 106 | 9.43% | 1.7 |
|
| 3942 |
3942
Milestone Investment Advisors
Middleton,
Wisconsin
| $368M | +$11.1M | +3% | 0.23% | 52.8% | 133 | 6.77% | 1.7 |
|
| 3943 |
3943
First Wilshire Securities Management
Pasadena,
California
| $368M | +$12.2M | +3% | 2.83% | 135% | 90 | 11.11% | 4.8 |
|
| 3944 |
3944
Vickerman Investment Advisors
Spokane,
Washington
| $368M | +$27.7M | +8% | 0.61% | 47.3% | 67 | 2.99% | 2.7 |
|
| 3945 |
3945
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $367M | -$5.27M | -1% | 2.86% | 116% | 364 | 9.62% | 2.7 |
|
| 3946 |
3946
Madrona Financial Services
Everett,
Washington
| $367M | +$7.41M | +2% | 1.73% | 85.1% | 123 | 18.7% | 2.7 |
|
| 3947 |
CA
3947
Crumly & Associates
Springfield,
Illinois
| $367M | +$5.33M | +1% | 0.04% | 58.1% | 158 | 8.23% | 2.1 |
|
| 3948 |
TM
3948
Tikvah Management
Charlotte,
North Carolina
| $367M | +$44.5M | +14% | 14.9% | 169% | 25 | 8% | 4.3 |
|
| 3949 |
3949
Elevated Capital Advisors
Sandy,
Utah
| $367M | -$9.39M | -2% | 0.26% | 50.2% | 285 | 16.14% | 1.7 |
|
| 3950 |
3950
Clarity Wealth Advisors
San Jose,
California
| $367M | +$22.7M | +7% | 3.39% | 94.1% | 96 | 4.17% | 3 |
|