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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Steinberg Asset Management
New York
| $133M | -$39.6M | -23% | 20% | 130% | 49 | 24.49% | 2.9 |
|
| 4002 |
4002
Redwood Investment Management
Scottsdale,
Arizona
| $133M | -$143M | -52% | 6.09% | 62.5% | 142 | 70.42% | 0.6 |
|
| 4003 |
4003
Sage Capital Advisors
Sioux Falls,
South Dakota
| $133M | -$27.5M | -17% | 14.6% | 105% | 97 | 23.71% | 1.2 |
|
| 4004 |
4004
Worth Venture Partners
Fort Lee,
New Jersey
| $132M | -$1M | -0.8% | 3.14% | 105% | 198 | 66.67% | 0.4 |
|
| 4005 |
AIM
4005
Advantage Investment Management
Cedar Rapids,
Iowa
| $132M | -$21.7M | -14% | 12.9% | 28.6% | 1,141 | 21.91% | 2.3 |
|
| 4006 |
4006
SWS Partners
Columbus,
Ohio
| $132M | -$25.5M | -16% | 9.59% | 112% | 106 | 8.49% | 0.9 |
|
| 4007 |
4007
Abacus Planning Group
Columbia,
South Carolina
| $132M | -$17.2M | -12% | 14.5% | 59.1% | 198 | 53.03% | 0.5 |
|
| 4008 |
4008
Summit Wealth & Retirement Planning
San Ramon,
California
| $132M | – | – | 12.1% | 67.6% | 105 | – | 0 |
|
| 4009 |
4009
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $132M | -$71.3M | -35% | 13.1% | – | 464 | 76.72% | 1.5 |
|
| 4010 |
APSI
4010
Asset Planning Services Inc
Covington,
Louisiana
| $132M | -$14.5M | -10% | 10.9% | 138% | 41 | 17.07% | 1.6 |
|
| 4011 |
4011
WealthBridge Capital Management
Westerville,
Ohio
| $132M | – | – | 13.2% | 89.4% | 998 | – | 0 |
|
| 4012 |
SAM
4012
Security Asset Management
New York
| $131M | -$20.8M | -14% | 11.8% | 67.4% | 85 | 8.24% | 3.1 |
|
| 4013 |
4013
Aldebaran Financial
| $131M | -$22.7M | -15% | 12.4% | 89.7% | 102 | 9.8% | 3.4 |
|
| 4014 |
QGA
4014
Q Global Advisors
Fort Worth,
Texas
| $131M | +$36.5M | +38% | 22.7% | 79% | 46 | 84.78% | 0.2 |
|
| 4015 |
SFA
4015
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $131M | -$28.9M | -18% | 19.1% | 185% | 126 | 14.29% | 0.7 |
|
| 4016 |
4016
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $131M | -$26.7M | -17% | 6.97% | 58.6% | 142 | 21.13% | 1.4 |
|
| 4017 |
4017
Acuta Capital Partners
Redwood City,
California
| $131M | -$149M | -53% | 22.9% | 7,269% | 34 | 47.06% | 1.7 |
|
| 4018 |
4018
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $131M | -$10.6M | -7% | 7.8% | 66.8% | 128 | 9.38% | 1 |
|
| 4019 |
MWM
4019
Mascoma Wealth Management
Hanover,
New Hampshire
| $131M | -$20.5M | -14% | 8.24% | 43.7% | 415 | 12.05% | 1.5 |
|
| 4020 |
4020
Long Road Investment Counsel
Kalamazoo,
Michigan
| $131M | -$19.7M | -13% | 9.69% | 53.8% | 71 | 11.27% | 3.7 |
|
| 4021 |
CAN
4021
Claraphi Advisory Network
Aliso Viejo,
United States
| $131M | -$48.5M | -27% | 14.4% | 88.3% | 292 | 40.75% | 0.7 |
|
| 4022 |
4022
Jolley Asset Management
Rocky Mount,
North Carolina
| $130M | -$18.7M | -13% | 8.94% | 3.47% | 67 | 22.39% | 4 |
|
| 4023 |
4023
Meridian Wealth Advisors
Austin,
Texas
| $130M | – | – | 14.5% | 79.9% | 462 | – | 0 |
|
| 4024 |
4024
Ballast Inc
Lexington,
Kentucky
| $130M | -$15.8M | -11% | 11.1% | 71.3% | 101 | 23.76% | 0.9 |
|
| 4025 |
4025
Qtron Investments
Boston,
Massachusetts
| $130M | – | – | 8.3% | 140% | 177 | – | 0 |
|