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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Avestar Capital
New York
| $134M | – | – | 6.36% | 101% | 805 | – | 0 |
|
| 3977 |
WWMSC
3977
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $134M | – | – | 2.34% | 36.4% | 814 | – | 0 |
|
| 3978 |
3978
Geneva Partners
Lake Geneva,
Wisconsin
| $134M | +$6.83M | +5% | 6.9% | 401% | 96 | 20.83% | 1.1 |
|
| 3979 |
3979
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $134M | +$21.8M | +19% | 4.05% | 97.3% | 981 | 12.74% | 0.8 |
|
| 3980 |
MI
3980
Moneywise Inc
Forest,
Virginia
| $134M | +$7.12M | +6% | 3.52% | 58% | 42 | 14.29% | 1 |
|
| 3981 |
3981
Cartica Management
Washington,
District of Columbia
| $134M | +$51.8M | +63% | 5.16% | 92.9% | 1 | 0% | 2.8 |
|
| 3982 |
3982
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $134M | -$1.67M | -1% | 4.12% | 95.4% | 26 | 0% | 3.8 |
|
| 3983 |
3983
Milestone Advisory Partners
Southern Pines,
North Carolina
| $133M | – | – | 3.84% | 19.7% | 48 | – | 0 |
|
| 3984 |
3984
Capco Asset Management
Tampa,
Florida
| $133M | +$12.8M | +11% | 11.8% | 46.1% | 19 | 0% | 0.9 |
|
| 3985 |
3985
Engadine Partners
London,
United Kingdom
| $133M | – | – | 6.12% | – | 5 | – | 0 |
|
| 3986 |
3986
Albert D. Mason Inc
Boston,
Massachusetts
| $133M | +$8.67M | +7% | 5.29% | 82% | 126 | 3.97% | 3.3 |
|
| 3987 |
3987
SWS Partners
Columbus,
Ohio
| $133M | – | – | 3.12% | 112% | 410 | – | 0 |
|
| 3988 |
AIA
3988
AIMZ Investment Advisors
Los Altos,
California
| $133M | +$11.1M | +9% | 9.87% | 81.3% | 101 | 5.94% | 2.5 |
|
| 3989 |
3989
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $133M | +$12.8M | +11% | 3.87% | 58.7% | 96 | 37.5% | 0.6 |
|
| 3990 |
HA
3990
Havens Advisors
New York
| $133M | -$15.4M | -10% | 8.56% | 460% | 37 | 70.27% | 0.3 |
|
| 3991 |
3991
Heritage Way Advisors
Rockford,
Illinois
| $133M | +$10.8M | +9% | 8.38% | 79.4% | 65 | 7.69% | 0.8 |
|
| 3992 |
3992
Ford Financial Group
Fresno,
California
| $133M | – | – | 4.56% | 47.7% | 456 | – | 0 |
|
| 3993 |
3993
Verity Asset Management
Durham,
North Carolina
| $133M | +$1.23M | +0.9% | 4.34% | 79.7% | 168 | 47.62% | 0.8 |
|
| 3994 |
SAM
3994
Security Asset Management
New York
| $133M | +$5.66M | +4% | 7.01% | 67.4% | 82 | 8.54% | 2.4 |
|
| 3995 |
3995
Bernicke Wealth Management
Altoona,
Wisconsin
| $132M | +$5M | +4% | 2.01% | – | 51 | 7.84% | 1.8 |
|
| 3996 |
WAM
3996
Westport Asset Management
Southport,
Connecticut
| $132M | -$275K | -0.2% | 6.13% | 64.2% | 63 | 1.59% | 2 |
|
| 3997 |
3997
Denver PWM
Denver,
Colorado
| $132M | +$4.47M | +3% | 3.5% | 48.6% | 67 | 13.43% | 0.2 |
|
| 3998 |
3998
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $132M | +$5.34M | +4% | 6.3% | – | 384 | 15.1% | 2.4 |
|
| 3999 |
3999
Loudon Investment Management
West Lebanon,
New Hampshire
| $132M | +$4.37M | +3% | 6.92% | 61.6% | 87 | 2.3% | 2.9 |
|
| 4000 |
4000
Axis Capital Holdings
Pembroke,
| $132M | +$7.78M | +6% | 6.27% | 67% | 2 | 0% | 3.1 |
|