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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
Rollins Financial
Atlanta,
Georgia
| $274M | +$41.2M | +18% | 10.9% | – | 112 | 27.68% | 0.4 |
|
| 3977 |
3977
Perennial Investment Advisors
Los Angeles,
California
| $274M | +$20.9M | +8% | 9.75% | 84.3% | 235 | 22.98% | 0.9 |
|
| 3978 |
3978
AlphaMark Advisors
Ft. Wright,
Kentucky
| $274M | +$12M | +5% | 5.29% | 26.4% | 614 | 11.56% | 3.3 |
|
| 3979 |
SWMG
3979
Strategic Wealth Management Group
Fulton,
Maryland
| $274M | +$12.4M | +5% | 5.99% | – | 138 | 15.22% | 1.6 |
|
| 3980 |
3980
Sutton Wealth Advisors
Tampa,
Florida
| $274M | +$19.5M | +8% | 6.68% | 40.9% | 1,303 | 5.37% | 3.5 |
|
| 3981 |
FGIM
3981
First Growth Investment Manager
San Francisco,
California
| $274M | -$18.9M | -6% | 13.7% | – | 49 | 51.02% | 0.4 |
|
| 3982 |
3982
Riversedge Advisors
Wilmington,
Delaware
| $274M | +$39.7M | +17% | 5.23% | 71.3% | 54 | 16.67% | 1.1 |
|
| 3983 |
3983
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $273M | +$17.1M | +7% | 6.78% | 75% | 164 | 10.37% | 4.3 |
|
| 3984 |
3984
Blume Capital Management
Berkeley,
California
| $273M | +$19.4M | +8% | 7.1% | 96.9% | 296 | 11.82% | 3.5 |
|
| 3985 |
3985
Ninety One
Cape Town,
South Africa
| $273M | +$9.9M | +4% | 10.4% | 232% | 115 | 4.35% | 1.9 |
|
| 3986 |
3986
Parisi Gray Wealth Management
Mendham,
New Jersey
| $273M | +$33.5M | +14% | 7.91% | 137% | 607 | 79.08% | 0.5 |
|
| 3987 |
BCM
3987
Birmingham Capital Management
Birmingham,
Alabama
| $273M | +$5.38M | +2% | 2.85% | 103% | 106 | 4.72% | 5.8 |
|
| 3988 |
3988
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $273M | +$15.4M | +6% | 4.93% | 56.8% | 183 | 21.31% | 0.7 |
|
| 3989 |
3989
AH Equity Partners III (Parallel)
Menlo Park,
California
| $273M | -$117M | -30% | 31.9% | 33.1% | 3 | 66.67% | 0.3 |
|
| 3990 |
3990
Castle Rock Wealth Management
Walnut Creek,
California
| $273M | +$24.5M | +10% | 8.38% | 115% | 280 | 24.64% | 0.8 |
|
| 3991 |
3991
Muhlenkamp & Co
Wexford,
Pennsylvania
| $273M | +$2.26M | +0.8% | 8.76% | 107% | 34 | 5.88% | 3.1 |
|
| 3992 |
FVCM
3992
F&V Capital Management
Boca Raton,
Florida
| $272M | +$4.65M | +2% | 6.26% | 123% | 64 | 15.63% | 4.2 |
|
| 3993 |
3993
Trinity Legacy Partners
Houston,
Texas
| $272M | +$21.1M | +8% | 6.29% | 63.3% | 128 | 21.88% | 0.9 |
|
| 3994 |
3994
West Paces Advisors
Atlanta,
Georgia
| $272M | +$23.2M | +9% | 4.89% | 57.7% | 628 | 32.8% | 2.6 |
|
| 3995 |
3995
ACK Asset Management
Greenwich,
Connecticut
| $272M | +$20.3M | +8% | 7.48% | 132% | 28 | 32.14% | 0.8 |
|
| 3996 |
3996
AH Equity Partners IV (Parallel)
Menlo Park,
California
| $271M | +$30.5M | +13% | 13.7% | – | 2 | 0% | 0.5 |
|
| 3997 |
WA
3997
Winfield Associates
Cleveland,
Ohio
| $271M | +$26.9M | +11% | 9.27% | 77.8% | 151 | 9.27% | 3.5 |
|
| 3998 |
3998
Income Research & Management
Boston,
Massachusetts
| $271M | +$23.4M | +9% | 0% | 1.19% | 19 | 36.84% | 1.6 |
|
| 3999 |
3999
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $271M | +$16M | +6% | 6.19% | 64.1% | 188 | 3.19% | 3.4 |
|
| 4000 |
4000
UBP Investment Advisors
Geneva,
Switzerland
| $271M | +$25.8M | +11% | 4.51% | 11.2% | 136 | 42.65% | 1.3 |
|