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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
Arohi Asset Management
Singapore
| $367M | +$63.6M | +21% | 27.2% | – | 5 | 0% | 0.7 |
|
| 3952 |
3952
Waypoint Wealth Partners
Mill Valley,
California
| $367M | -$9.9M | -3% | 1.43% | 52.1% | 71 | 9.86% | 2.4 |
|
| 3953 |
3953
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $366M | +$9.6M | +3% | 0.73% | 80.6% | 197 | 22.84% | 1.7 |
|
| 3954 |
3954
Paulson Wealth Management
Wheaton,
Illinois
| $366M | -$7.3M | -2% | 0.41% | 62.6% | 155 | 14.84% | 3.1 |
|
| 3955 |
3955
MilWealth Group
Milwaukee,
Wisconsin
| $366M | +$25.5M | +7% | 2.08% | 39.6% | 99 | 33.33% | 2.9 |
|
| 3956 |
3956
Walmart Inc
Bentonville,
Arkansas
| $366M | – | – | 2.97% | – | 2 | – | 0 |
|
| 3957 |
3957
Sanchez Wealth Management Group
Jacksonville,
Florida
| $366M | +$37.9M | +12% | 0.57% | 61.1% | 50 | 22% | 3.1 |
|
| 3958 |
3958
TruNorth Capital Management
Kalamazoo,
Michigan
| $366M | +$28.3M | +8% | 1.39% | – | 424 | 17.69% | 0.6 |
|
| 3959 |
3959
Evergreen Advisors
Chattanooga,
Tennessee
| $366M | +$3.67M | +1% | 1.86% | – | 20 | 15% | 3.2 |
|
| 3960 |
VARA
3960
Value Aligned Research Advisors
Princeton,
New Jersey
| $366M | -$19.2M | -5% | 31.1% | 1,641% | 55 | 76.36% | 0.3 |
|
| 3961 |
SM
3961
Sciencast Management
Princeton,
New Jersey
| $365M | +$28M | +8% | 1.25% | 72.5% | 377 | 74.54% | 0.2 |
|
| 3962 |
3962
Paradigm Asset Management
New York
| $365M | -$16.7M | -4% | 1.51% | 73.8% | 626 | 40.42% | 2.4 |
|
| 3963 |
3963
DeDora Capital
Napa,
California
| $365M | +$7.17M | +2% | 4.15% | 91.2% | 109 | 0.92% | 3 |
|
| 3964 |
3964
Monarch Capital Management
Fort Wayne,
Indiana
| $365M | -$6.28M | -2% | 0.21% | 77% | 119 | 5.04% | 8.4 |
|
| 3965 |
3965
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $365M | +$32M | +10% | 0.67% | 73.3% | 137 | 16.06% | 5.3 |
|
| 3966 |
3966
Numerai
San Francisco,
California
| $365M | -$10M | -3% | 5.42% | 52.7% | 510 | 56.08% | 0.3 |
|
| 3967 |
3967
Grey Fox Wealth Advisors
Rockland,
Delaware
| $365M | +$5.88M | +2% | 1.21% | 45.3% | 144 | 16.67% | 1.3 |
|
| 3968 |
3968
GoalVest Advisory
New York
| $365M | +$16.8M | +5% | 3.92% | 94.8% | 441 | 30.16% | 1.7 |
|
| 3969 |
3969
Safeguard Investment Advisory Group
Corona,
California
| $365M | +$13.9M | +4% | 2.32% | 84.3% | 128 | 15.63% | 2.4 |
|
| 3970 |
3970
Collective Family Office
York,
Pennsylvania
| $365M | -$3.6M | -1% | 2.67% | 52.5% | 173 | 6.94% | 2.7 |
|
| 3971 |
3971
Cornerstone Wealth Advisors
Edina,
Minnesota
| $364M | +$4.6M | +1% | 0.39% | 46.1% | 52 | 5.77% | 2.8 |
|
| 3972 |
3972
Martin Investment Management
Palm Beach Gardens,
Florida
| $364M | -$44.1M | -11% | 2.38% | 44% | 51 | 9.8% | 5 |
|
| 3973 |
3973
Ashton Thomas Securities
Rochester,
New York
| $364M | -$150M | -29% | 2.98% | – | 1,246 | 79.61% | 0.4 |
|
| 3974 |
3974
Sollinda Capital Management
Miami,
Florida
| $364M | +$9.5M | +3% | 1.6% | – | 80 | 30% | 0.7 |
|
| 3975 |
3975
Founders Financial Alliance
Raleigh,
North Carolina
| $364M | +$4.51M | +1% | 1.92% | 84.9% | 603 | 6.97% | 2.8 |
|