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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
Paradigm Asset Management
New York
| $433M | -$2.09M | -0.5% | 2.53% | 79.2% | 534 | 13.86% | 3.1 |
|
| 3977 |
DI
3977
DAGCO Inc
Westlake,
Ohio
| $433M | +$35.3M | +9% | 2.98% | 75% | 389 | 9.25% | 1.3 |
|
| 3978 |
3978
Paulson Wealth Management
Wheaton,
Illinois
| $433M | +$9.9M | +2% | 2.11% | 62.6% | 140 | 5.71% | 3.8 |
|
| 3979 |
3979
Platinum Investment Management
Sydney Australia 2000,
Australia
| $433M | -$1.11B | -72% | 20.2% | 190% | 142 | 28.17% | 2.4 |
|
| 3980 |
3980
Stewardship Advisors
Mount Joy,
Pennsylvania
| $433M | +$9.9M | +2% | 1.82% | 46.1% | 166 | 9.64% | 1.7 |
|
| 3981 |
LCM
3981
Lionstone Capital Management
New York
| $433M | +$4.76M | +1% | 6.29% | 74.1% | 12 | 0% | 4.9 |
|
| 3982 |
3982
Heirloom Wealth Management
Greenwood Village,
Colorado
| $433M | +$18.7M | +5% | 2.2% | 81.8% | 47 | 17.02% | 2.5 |
|
| 3983 |
3983
Bayview Asset Management
Coral Gables,
Florida
| $433M | +$23.3M | +6% | 4.54% | 55.4% | 98 | 52.04% | 0.4 |
|
| 3984 |
3984
Monetary Management Group
St Louis,
Missouri
| $432M | -$3.05M | -0.7% | 4.46% | 138% | 336 | 7.44% | 7.6 |
|
| 3985 |
CWM
3985
Cordatus Wealth Management
Newtown,
Pennsylvania
| $432M | +$8.33M | +2% | 3.19% | 108% | 170 | 10.59% | 1.5 |
|
| 3986 |
3986
Hunter Perkins Capital Management
Lombard,
Illinois
| $432M | -$18.7M | -4% | 5.16% | 58% | 122 | 10.66% | 2.5 |
|
| 3987 |
3987
NetEase Inc
Hangzhou,
China
| $432M | -$66.4M | -13% | 13.2% | 464% | 2 | 0% | 2 |
|
| 3988 |
3988
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $432M | +$32.8M | +8% | 1.83% | 71.1% | 144 | 15.97% | 3.7 |
|
| 3989 |
3989
Rosenblum Silverman Sutton
San Francisco,
California
| $432M | -$5.77M | -1% | 0.12% | 90.1% | 82 | 7.32% | 6 |
|
| 3990 |
AIM
3990
Aigen Investment Management
New York
| $432M | -$214M | -33% | 0.5% | 55.5% | 1,042 | 73.9% | 0.3 |
|
| 3991 |
3991
Ipswich Investment Management
Beverly,
Massachusetts
| $432M | +$3.69M | +0.9% | 4.04% | 104% | 192 | 7.29% | 6.3 |
|
| 3992 |
3992
Beacon Financial Advisory
Cleveland,
Ohio
| $432M | -$25.8K | -0% | 1.98% | 76.8% | 411 | 16.55% | 2.5 |
|
| 3993 |
3993
Guidance Point Advisors
Wellesley,
Massachusetts
| $431M | +$16.7M | +4% | 1.62% | 71.8% | 100 | 8% | 3.9 |
|
| 3994 |
3994
Militia Capital Partners
Las Vegas,
Nevada
| $431M | +$27.3M | +7% | 4.58% | – | 282 | 50% | 0.4 |
|
| 3995 |
3995
Frontier Asset Management
Sheridan,
Wyoming
| $431M | +$30.9M | +8% | 2.07% | 57.1% | 94 | 23.4% | 1.8 |
|
| 3996 |
3996
Inlet Private Wealth
Jupiter,
Florida
| $431M | -$12M | -3% | 3.5% | 111% | 140 | 11.43% | 4.5 |
|
| 3997 |
3997
Clear Trail Advisors
Houston,
Texas
| $431M | – | – | 0.83% | – | 126 | – | 0 |
|
| 3998 |
PTB
3998
Pioneer Trust Bank
Salem,
Oregon
| $431M | +$4.12M | +1% | 3.6% | 61.4% | 79 | 5.06% | 8.3 |
|
| 3999 |
3999
Catalyst Funds Management
Sydney NSW,
Australia
| $431M | -$231M | -35% | 9.36% | – | 598 | 64.72% | 0.3 |
|
| 4000 |
4000
American Investment Services
Great Barrington,
Massachusetts
| $431M | +$14.7M | +4% | 3.62% | 63.1% | 140 | 12.14% | 6.4 |
|