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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
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $244M | +$28.3M | +13% | 14.1% | 83% | 121 | 9.09% | 5.3 |
|
| 4002 |
4002
Raffa Wealth Management
Washington,
District of Columbia
| $244M | +$18.5M | +8% | 6.57% | 35.8% | 1,175 | 10.13% | 2.7 |
|
| 4003 |
4003
Round Rock Advisors
Wilton,
Connecticut
| $244M | +$23.4M | +11% | 8.69% | 87.4% | 158 | 13.29% | 1.1 |
|
| 4004 |
4004
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $244M | +$9.6M | +4% | 2.39% | 17.7% | 337 | 14.54% | 2.8 |
|
| 4005 |
4005
MilWealth Group
Milwaukee,
Wisconsin
| $244M | +$14.3M | +6% | 5.75% | 36.8% | 63 | 9.52% | 3 |
|
| 4006 |
4006
Sycamore Partners Management
New York
| $244M | -$100M | -29% | 29% | 31.8% | 1 | 0% | 1 |
|
| 4007 |
4007
Kathryn A. Hall
| $243M | +$2.13M | +0.9% | 8.99% | 95.2% | 52 | 7.69% | 3.1 |
|
| 4008 |
4008
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $243M | -$112M | -31% | 9.25% | 75.5% | 497 | 2.62% | 1.5 |
|
| 4009 |
4009
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $243M | +$36.4M | +18% | 6.26% | 73.9% | 660 | 28.64% | 1.6 |
|
| 4010 |
4010
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $243M | +$25.7M | +12% | 11.3% | 19.4% | 98 | 13.27% | 1.6 |
|
| 4011 |
4011
JW Asset Management
Miami Beach,
Florida
| $243M | +$48.6M | +25% | 22.9% | 251% | 13 | 53.85% | 2 |
|
| 4012 |
4012
Cutler Capital Management
Worcester,
Massachusetts
| $243M | +$27.3M | +13% | 9.08% | 39.7% | 109 | 7.34% | 2.5 |
|
| 4013 |
4013
Cowen Prime Advisors
New York
| $243M | +$68.9M | +40% | 11.1% | 116% | 197 | 13.71% | 5.2 |
|
| 4014 |
4014
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $243M | +$16.5M | +7% | 8.68% | 84.3% | 176 | 22.73% | 1.9 |
|
| 4015 |
4015
Riggs Asset Management
Dallas,
Pennsylvania
| $243M | -$9.49M | -4% | 10.4% | 207% | 355 | 12.11% | 2.9 |
|
| 4016 |
FAP
4016
Financial Advisory Partners
Winter Park,
Florida
| $243M | +$12.9M | +6% | 7.66% | 52.9% | 67 | 2.99% | 0.9 |
|
| 4017 |
4017
Boyd Watterson Asset Management
Cleveland,
Ohio
| $243M | +$22.5M | +10% | 10% | 101% | 426 | 69.95% | 1.7 |
|
| 4018 |
4018
Navalign LLC
Encino,
California
| $243M | +$20.4M | +9% | 7.37% | 50.7% | 130 | 10% | 1.5 |
|
| 4019 |
4019
Werba Rubin Papier Wealth Management
San Jose,
California
| $242M | – | – | 10.1% | 67% | 104 | – | 0 |
|
| 4020 |
4020
Optas LLC
Austin,
Texas
| $242M | +$14.4M | +6% | 7.08% | 118% | 155 | 18.06% | 2.1 |
|
| 4021 |
4021
Alpha Paradigm Partners
Chicago,
Illinois
| $242M | +$11.9M | +5% | 8.69% | – | 643 | 57.7% | 0.5 |
|
| 4022 |
4022
Martin Capital Partners
Eugene,
Oregon
| $242M | +$26.6M | +12% | 14.7% | 42.3% | 78 | 10.26% | 3.2 |
|
| 4023 |
4023
United Capital Management of KS
Salina,
Kansas
| $242M | +$28.6M | +13% | 5.97% | 272% | 91 | 13.19% | 2.6 |
|
| 4024 |
4024
CIC Wealth
Rockville,
Maryland
| $242M | – | – | 7.72% | – | 166 | – | 0 |
|
| 4025 |
4025
Brady Family Wealth
Saint Louis,
Missouri
| $242M | – | – | 11% | 61.8% | 115 | – | 0 |
|