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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
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $273M | -$1.95M | -0.7% | 2.22% | 74% | 139 | 11.51% | 1.7 |
|
| 3952 |
3952
Blume Capital Management
Berkeley,
California
| $273M | -$19K | -0% | 1.57% | 102% | 316 | 12.34% | 3.5 |
|
| 3953 |
3953
Summit Wealth & Retirement Planning
San Ramon,
California
| $273M | +$2.92M | +1% | 1.19% | 67.6% | 90 | 17.78% | 1.6 |
|
| 3954 |
3954
KB Financial Partners
Princeton,
New Jersey
| $273M | +$8.62M | +3% | 0.47% | – | 611 | 73.65% | 0.5 |
|
| 3955 |
NME
3955
Notis-McConarty Edward
| $273M | +$2.74M | +1% | 0.21% | 91.2% | 101 | 2.97% | 5.7 |
|
| 3956 |
3956
Bregal Sagemount I
St. Helier,
Jersey
| $273M | -$127M | -32% | 16.3% | 71.3% | 1 | 0% | 0.8 |
|
| 3957 |
3957
Bregal Investments
New York
| $273M | -$127M | -32% | 16.3% | – | 1 | 0% | 0.8 |
|
| 3958 |
3958
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $273M | -$127M | -32% | 16.3% | 71.3% | 1 | 0% | 0.8 |
|
| 3959 |
AA
3959
Ashford Advisors
Pittsford,
New York
| $273M | +$9.46M | +4% | 0.09% | 75.4% | 11 | 0% | 0.7 |
|
| 3960 |
3960
Stonebridge Capital Management
Los Angeles,
California
| $273M | -$2.6M | -0.9% | 0.42% | – | 104 | 4.81% | 5.8 |
|
| 3961 |
3961
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $272M | -$8.26M | -3% | 0.7% | 38.5% | 205 | 10.24% | 2.4 |
|
| 3962 |
3962
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $272M | +$26.2M | +11% | 5.48% | 69.3% | 46 | 17.39% | 4.1 |
|
| 3963 |
KSCM
3963
Key Square Capital Management
Stamford,
Connecticut
| $272M | -$257M | -49% | 3.95% | 50.2% | 40 | 82.5% | 0.3 |
|
| 3964 |
3964
Pinpoint Asset Management
Hong Kong
| $272M | -$139M | -34% | 10.7% | 185% | 44 | 61.36% | 0.4 |
|
| 3965 |
3965
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $272M | +$3.87M | +1% | 0.57% | 62.3% | 107 | 9.35% | 3.9 |
|
| 3966 |
3966
Matisse Capital
Portland,
Oregon
| $272M | -$44.4M | -14% | 1.95% | 73.3% | 173 | 27.75% | 2 |
|
| 3967 |
3967
Centric Wealth Management
Chicago,
Illinois
| $272M | -$17.2M | -6% | 4.11% | 44.4% | 156 | 5.13% | 1.4 |
|
| 3968 |
3968
Ashburton (Jersey)
St Helier,
Jersey
| $272M | -$9.5M | -3% | 0.16% | – | 43 | 0% | 2.8 |
|
| 3969 |
3969
Hemington Wealth Management
Falls Church,
Virginia
| $272M | +$36.9M | +16% | 0.96% | 76.1% | 99 | 11.11% | 0.6 |
|
| 3970 |
3970
Abacus Wealth Partners
Santa Monica,
California
| $272M | +$16.2M | +6% | 1.69% | 46% | 124 | 13.71% | 0.6 |
|
| 3971 |
3971
Stanley Capital Management
Houston,
Texas
| $271M | +$8.32M | +3% | 1.2% | 158% | 44 | 4.55% | 2.9 |
|
| 3972 |
ARG
3972
Advisory Resource Group
Tulsa,
Oklahoma
| $271M | +$21.3M | +9% | 1.33% | 72% | 167 | 39.52% | 1.1 |
|
| 3973 |
3973
Boyd Watterson Asset Management
Cleveland,
Ohio
| $271M | +$23.4M | +9% | 0.73% | 101% | 155 | 10.97% | 3.9 |
|
| 3974 |
3974
Yorktown Energy Partners XI
New York
| $271M | +$189M | +230% | 27.4% | 105% | 3 | 33.33% | 1.7 |
|
| 3975 |
3975
Sutton Wealth Advisors
Tampa,
Florida
| $271M | -$2.72M | -1% | 0.33% | 40.9% | 1,350 | 7.7% | 3.6 |
|