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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
O'Keefe Stevens Advisory
Rochester,
New York
| $488M | +$82.9M | +20% | 20.5% | 208% | 84 | 13.1% | 3.5 |
|
| 3952 |
3952
Investment Management Associates
Greenwood Village,
Colorado
| $487M | +$67.6M | +16% | 7.31% | 50.4% | 36 | 30.56% | 2.1 |
|
| 3953 |
LPC
3953
Lineage Point Capital
Palm Beach,
Florida
| $487M | +$78M | +19% | 3.12% | – | 394 | 37.06% | 0.3 |
|
| 3954 |
3954
Endeavour Capital Advisors
Greenwich,
Connecticut
| $487M | +$46.2M | +10% | 14% | 105% | 39 | 15.38% | 3.6 |
|
| 3955 |
3955
Parisi Gray Wealth Management
Mendham,
New Jersey
| $487M | +$67.4M | +16% | 23% | 137% | 158 | 15.19% | 3.8 |
|
| 3956 |
3956
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $487M | +$38.3M | +9% | 11.4% | 60.5% | 160 | 17.5% | 2.3 |
|
| 3957 |
3957
Monetary Management Group
St Louis,
Missouri
| $487M | +$68M | +16% | 31.5% | 138% | 346 | 7.51% | 7.7 |
|
| 3958 |
3958
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $487M | +$64.5M | +15% | 15% | 83.4% | 75 | 13.33% | 3.8 |
|
| 3959 |
3959
Harvey Capital Management
Palm Beach,
Florida
| $486M | +$47.5M | +11% | 15.8% | 147% | 100 | 20% | 3.8 |
|
| 3960 |
3960
Vodafone Ventures
Newbury,
United Kingdom
| $486M | +$32.8M | +7% | 7.23% | – | 1 | 0% | 0.5 |
|
| 3961 |
3961
Genworth Financial
Glen Allen,
Virginia
| $486M | +$58.4M | +14% | 13.7% | 73.6% | 2 | 0% | 5.1 |
|
| 3962 |
3962
Berkeley Capital Partners
Milton,
Georgia
| $486M | +$54.6M | +13% | 13% | 62.8% | 216 | 20.83% | 4 |
|
| 3963 |
3963
Vaquero Private Wealth
Dallas,
Texas
| $486M | – | – | 17.5% | – | 194 | – | 0 |
|
| 3964 |
3964
First Wilshire Securities Management
Pasadena,
California
| $486M | +$41.8M | +9% | 14.4% | 135% | 88 | 10.23% | 5.4 |
|
| 3965 |
3965
Waller Financial Planning Group
Columbus,
Ohio
| $486M | +$32.5M | +7% | 10.7% | 47.5% | 82 | 14.63% | 4.5 |
|
| 3966 |
3966
Plan Group Financial
Oklahoma City,
Oklahoma
| $486M | +$59.3M | +14% | 9.21% | 63.4% | 277 | 27.44% | 1.3 |
|
| 3967 |
3967
Stephens Greth Foundation
Dallas,
Texas
| $485M | +$165M | +52% | 12.9% | – | 4 | 0% | 0.5 |
|
| 3968 |
3968
Cadent Capital Advisors
Tulsa,
Oklahoma
| $485M | +$98.6M | +26% | 22.6% | 106% | 221 | 24.43% | 2 |
|
| 3969 |
3969
Crestview Partners IV
New York
| $485M | +$153M | +46% | 47% | 106% | 2 | 0% | 3.9 |
|
| 3970 |
3970
Field & Main Bank
Henderson,
Kentucky
| $485M | +$141M | +41% | 21.4% | 107% | 280 | 10% | 6.6 |
|
| 3971 |
AA
3971
Ashford Advisors
Pittsford,
New York
| $485M | +$55.5M | +13% | 13.7% | 66.5% | 24 | 8.33% | 3.5 |
|
| 3972 |
3972
Foursixthree Capital
New York
| $485M | +$216M | +81% | 11.1% | – | 26 | 61.54% | 0.4 |
|
| 3973 |
3973
Prentice Wealth Management
Rochester,
New York
| $484M | +$41.3M | +9% | 7.72% | 47.8% | 126 | 7.14% | 2.9 |
|
| 3974 |
3974
Wedgewood Partners
St Louis,
Missouri
| $484M | +$148K | +0% | 13.4% | 78.1% | 22 | 18.18% | 5.6 |
|
| 3975 |
3975
Global View Capital Management
Waukesha,
Wisconsin
| $484M | +$108M | +29% | 30.3% | – | 173 | 34.68% | 0.8 |
|