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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 |
WA
3976
Winfield Associates
Cleveland,
Ohio
| $271M | -$620K | -0.2% | 0.44% | 77.8% | 155 | 7.1% | 3.6 |
|
| 3977 |
3977
Cartenna Capital
Stamford,
Connecticut
| $270M | -$79.5M | -23% | 2.28% | 162% | 54 | 83.33% | 0.1 |
|
| 3978 |
3978
Entrust Global Partners
New York
| $270M | +$1.56M | +0.6% | 9.6% | 82.3% | 5 | 40% | 0.5 |
|
| 3979 |
3979
Pacific Wealth Strategies Group
Santa Barbara,
California
| $270M | +$8.88M | +3% | 1.07% | 85.3% | 91 | 8.79% | 3 |
|
| 3980 |
3980
Platte River Wealth Advisors
Louisville,
Colorado
| $270M | +$6.98M | +3% | 0.34% | 28.6% | 90 | 5.56% | 1.5 |
|
| 3981 |
3981
Half Sky Capital (UK)
London,
United Kingdom
| $270M | -$71.2M | -21% | 24.7% | 13% | 10 | 50% | 0.7 |
|
| 3982 |
3982
Mathes Company
New York
| $270M | -$8.37M | -3% | 0.39% | 121% | 127 | 4.72% | 4.6 |
|
| 3983 |
3983
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $270M | +$9.48M | +4% | 0.09% | 90.7% | 227 | 5.73% | 4.5 |
|
| 3984 |
3984
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $269M | +$196K | +0.1% | 1.95% | 239% | 358 | 35.75% | 0.6 |
|
| 3985 |
3985
Holowesko Partners
Nassau,
Bahamas
| $269M | -$126M | -32% | 5.78% | 51.1% | 30 | 16.67% | 2.7 |
|
| 3986 |
3986
Wind River Trust Company
Jackson,
Wyoming
| $269M | -$5.78M | -2% | 1.03% | 62.1% | 10 | 0% | 6.2 |
|
| 3987 |
3987
Cowen Prime Advisors
New York
| $269M | -$6.89M | -2% | 4.03% | 116% | 172 | 4.07% | 4.8 |
|
| 3988 |
3988
13D Management
New York
| $269M | -$21.9M | -8% | 2.59% | 157% | 32 | 6.25% | 1.7 |
|
| 3989 |
FA
3989
FMA Advisory
Harrisburg,
Pennsylvania
| $268M | -$1.02M | -0.4% | 0.51% | 46.7% | 139 | 13.67% | 3 |
|
| 3990 |
3990
Montgomery Investment Management
Rockville,
Maryland
| $268M | -$1.69M | -0.6% | 0.61% | 105% | 86 | 5.81% | 5.7 |
|
| 3991 |
3991
WealthBridge Capital Management
Westerville,
Ohio
| $268M | -$7.07M | -3% | 0.88% | 89.4% | 173 | 8.67% | 1.8 |
|
| 3992 |
3992
Tobias Financial Advisors
Plantation,
Florida
| $267M | +$14.8M | +6% | 1.48% | 44.5% | 69 | 4.35% | 1.5 |
|
| 3993 |
3993
Knuff & Co
Foster City,
California
| $267M | -$1.81M | -0.7% | 3.23% | 85.8% | 172 | 9.88% | 1.9 |
|
| 3994 |
3994
Archer Investment Corporation
Carmel,
Indiana
| $267M | +$13.8M | +5% | 0.53% | 68.2% | 764 | 29.45% | 1.4 |
|
| 3995 |
3995
Waypoint Wealth Partners
Mill Valley,
California
| $267M | +$9.19M | +4% | 1.4% | 52.1% | 43 | 6.98% | 0.6 |
|
| 3996 |
3996
WealthOne
Albany,
New York
| $267M | +$10.9M | +4% | 0.4% | 23.4% | 145 | 23.45% | 1.5 |
|
| 3997 |
3997
Howard Financial Services
Dallas,
Texas
| $267M | +$11.5M | +5% | 0.84% | 55.9% | 137 | 16.79% | 1.5 |
|
| 3998 |
3998
Arcus Capital Partners
Atlanta,
Georgia
| $267M | +$52.6M | +25% | 6.35% | 69.2% | 111 | 16.22% | 2 |
|
| 3999 |
3999
AXS Investments
Port Chester,
New York
| $267M | -$61.6M | -19% | 6.35% | 104% | 226 | 86.73% | 0.2 |
|
| 4000 |
4000
Onyx Bridge Wealth Group
Tarrytown,
New York
| $266M | +$34.9M | +15% | 0.3% | 74.6% | 164 | 25% | 0.5 |
|