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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
Park Edge Advisors
Cleveland,
Ohio
| $359M | +$15.4M | +4% | 2.12% | 61.1% | 155 | 21.29% | 1.4 |
|
| 3927 |
3927
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $359M | -$49.3M | -12% | 0.2% | 282% | 367 | 45.5% | 1.3 |
|
| 3928 |
3928
Evelyn Partners Asset Management
London,
| $359M | -$12.5M | -3% | 0.67% | – | 252 | 4.37% | 0.2 |
|
| 3929 |
3929
Founders Grove Wealth Partners
Richmond,
Virginia
| $359M | +$13.5M | +4% | 1.29% | – | 123 | 6.5% | 0.2 |
|
| 3930 |
SM
3930
Scoggin Management
New York
| $359M | -$134M | -27% | 11.6% | 889% | 85 | 57.65% | 0.7 |
|
| 3931 |
3931
Arch Capital Group
Pembroke,
Bermuda
| $359M | -$69.4M | -16% | 0.29% | 2.89% | 4 | 25% | 2.6 |
|
| 3932 |
3932
VeraBank
Henderson,
Texas
| $358M | +$3.78M | +1% | 0.27% | 60.6% | 147 | 2.72% | 4.6 |
|
| 3933 |
3933
Light Street Capital Management
Palo Alto,
California
| $358M | -$186M | -34% | 18.6% | 377% | 33 | 45.45% | 1.1 |
|
| 3934 |
3934
Castellan Group
Louisville,
Kentucky
| $358M | +$127M | +55% | 0.65% | 184% | 80 | 42.5% | 1.4 |
|
| 3935 |
3935
Capital Planning
Bellevue,
Washington
| $358M | -$23.7M | -6% | 4.49% | 81.2% | 98 | 11.22% | 2.5 |
|
| 3936 |
SL
3936
SWF LLC
Omaha,
Nebraska
| $358M | +$62.4M | +21% | 17% | 82.9% | 5 | 60% | 1.7 |
|
| 3937 |
3937
Financial Sense Advisors
San Diego,
California
| $357M | +$54.7M | +18% | 1.42% | 152% | 131 | 27.48% | 1.7 |
|
| 3938 |
3938
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $357M | -$17.6M | -5% | 1.21% | 85.6% | 192 | 21.88% | 4.8 |
|
| 3939 |
3939
Progressive Investment Management
Lake Oswego,
Oregon
| $357M | -$32.3M | -8% | 5.67% | 139% | 58 | 5.17% | 5.1 |
|
| 3940 |
3940
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $357M | +$79.7M | +29% | 4.49% | 106% | 320 | 24.06% | 1.4 |
|
| 3941 |
3941
St. Clair Advisors
Mayfield Hts,
Ohio
| $357M | +$8.66M | +2% | 1.52% | 77.5% | 82 | 3.66% | 2.7 |
|
| 3942 |
3942
Elevated Capital Advisors
Sandy,
Utah
| $357M | -$10.1M | -3% | 0.77% | 50.2% | 263 | 5.32% | 1.9 |
|
| 3943 |
3943
Watchman Group
Plano,
Texas
| $357M | -$24M | -6% | 2.13% | 54% | 89 | 15.73% | 2.9 |
|
| 3944 |
3944
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $357M | -$15.8M | -4% | 2.96% | 86.1% | 211 | 6.64% | 6.7 |
|
| 3945 |
3945
Sunflower Bank
Dallas,
Texas
| $357M | -$3.05M | -0.8% | 0.71% | 42.7% | 130 | 3.85% | 3.3 |
|
| 3946 |
3946
ABLE Financial Group
Scottsdale,
Arizona
| $357M | +$18M | +5% | 0.54% | 64.2% | 212 | 16.98% | 1.3 |
|
| 3947 |
3947
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $357M | +$13.6M | +4% | 2.2% | 75.2% | 148 | 42.57% | 1.3 |
|
| 3948 |
3948
P. Schoenfeld Asset Management (PSAM)
New York
| $357M | -$26.7M | -7% | 14.8% | 367% | 49 | 55.1% | 0.7 |
|
| 3949 |
3949
Sentinus LLC
Oak Brook,
Illinois
| $357M | +$14.6M | +4% | 1.25% | – | 211 | 19.91% | 1.5 |
|
| 3950 |
3950
Decheng Capital
Menlo Park,
California
| $356M | -$110M | -24% | 23.7% | – | 29 | 10.34% | 0.9 |
|