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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
Horiko Capital Management
New York
| $422M | +$39.1M | +10% | 16.2% | 275% | 23 | 30.43% | 4.7 |
|
| 3927 |
3927
Longfellow Investment Management
Boston,
Massachusetts
| $422M | +$17.5M | +4% | 1.88% | 45.9% | 310 | 31.29% | 2.3 |
|
| 3928 |
3928
Marion Wealth Management
Monroeville,
Pennsylvania
| $422M | +$22.2M | +6% | 5.22% | 51.7% | 139 | 7.91% | 2.4 |
|
| 3929 |
3929
Farmers National Bank
Danville,
Kentucky
| $422M | +$42.5M | +11% | 7.39% | – | 177 | 6.21% | 6.4 |
|
| 3930 |
3930
White Pine Investment Company
Livonia,
Michigan
| $421M | +$20.9M | +5% | 6.88% | 73.3% | 67 | 2.99% | 5.3 |
|
| 3931 |
3931
JPL Wealth Management
Highlands Ranch,
Colorado
| $421M | +$50.8M | +14% | 6.56% | – | 1,192 | 90.44% | 0.1 |
|
| 3932 |
3932
Sage Capital Advisors
Sioux Falls,
South Dakota
| $421M | +$15.4M | +4% | 9.44% | 105% | 139 | 10.79% | 4.2 |
|
| 3933 |
3933
Wealthspring Capital
West Harrison,
New York
| $420M | +$41.7M | +11% | 3.37% | 24.1% | 205 | 49.27% | 0.4 |
|
| 3934 |
3934
Bayberry Capital Partners
New York
| $420M | +$109M | +35% | 2.99% | 99.7% | 31 | 38.71% | 0.6 |
|
| 3935 |
3935
BetterWealth
San Jose,
California
| $420M | +$29.6M | +8% | 8.13% | 63.3% | 74 | 21.62% | 2 |
|
| 3936 |
3936
Coston McIsaac & Partners
Bar Harbor,
Maine
| $420M | +$34M | +9% | 3.46% | 34.3% | 912 | 8.11% | 2.3 |
|
| 3937 |
3937
Unio Capital
Princeton,
New Jersey
| $420M | +$80.1M | +24% | 1.56% | 97.8% | 22 | 9.09% | 4.8 |
|
| 3938 |
3938
AMJ Financial Wealth Management
Leesburg,
Virginia
| $420M | +$18M | +4% | 7.72% | 167% | 101 | 28.71% | 1.5 |
|
| 3939 |
VM
3939
Venator Management
Pittsburgh,
Pennsylvania
| $420M | +$32.9M | +9% | 7.34% | 101% | 26 | 15.38% | 2.6 |
|
| 3940 |
3940
Wick Capital Partners
Wayne,
Pennsylvania
| $420M | +$34.8M | +9% | 7.16% | 60% | 119 | 13.45% | 1.3 |
|
| 3941 |
RS
3941
Retirement Solution
Redmond,
Washington
| $419M | +$27.5M | +7% | 7.92% | 77.3% | 49 | 12.24% | 1.8 |
|
| 3942 |
3942
Waterway Wealth Management
The Woodlands,
Texas
| $419M | +$88.7M | +27% | 5.77% | 52.2% | 89 | 22.47% | 0.9 |
|
| 3943 |
3943
Mandatum Life Insurance Company
Helsinki,
Finland
| $419M | +$38.7M | +10% | 10.1% | 95.9% | 95 | 28.42% | 5.3 |
|
| 3944 |
3944
Mattson Financial Services
Kentwood,
Michigan
| $418M | +$47.4M | +13% | 6.91% | – | 211 | 34.12% | 0.7 |
|
| 3945 |
3945
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $418M | +$19.9M | +5% | 6.88% | 78.2% | 218 | 24.31% | 0.9 |
|
| 3946 |
3946
Whitener Capital Management
Rocky Mount,
North Carolina
| $418M | +$40.2M | +11% | 9.34% | 113% | 166 | 7.23% | 4.7 |
|
| 3947 |
3947
Syverson Strege & Co
West Des Moines,
Iowa
| $417M | -$5.98M | -1% | 6.91% | 66.8% | 177 | 11.86% | 1.6 |
|
| 3948 |
3948
Platform Technology Partners
New York
| $417M | +$34.3M | +9% | 8.65% | – | 275 | 12.73% | 3.1 |
|
| 3949 |
3949
Cyrus Capital Partners
New York
| $417M | +$35.3M | +9% | 46% | 163% | 6 | 33.33% | 1.7 |
|
| 3950 |
3950
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $417M | +$108M | +35% | 10.3% | 81.9% | 231 | 57.14% | 1.7 |
|