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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
RDST Capital
Seattle,
Washington
| $265M | +$21.5M | +9% | 1.73% | 43% | 19 | 26.32% | 1.2 |
|
| 4002 |
4002
BBJS Financial Advisors
Seattle,
Washington
| $264M | +$14.2M | +6% | 2.93% | – | 130 | 7.69% | 0.7 |
|
| 4003 |
4003
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $264M | -$15.4M | -6% | 4.57% | 76.5% | 101 | 2.97% | 5.7 |
|
| 4004 |
4004
Coston McIsaac & Partners
Bar Harbor,
Maine
| $264M | -$27M | -9% | 4.48% | 34.3% | 911 | 16.14% | 1 |
|
| 4005 |
4005
Round Rock Advisors
Wilton,
Connecticut
| $264M | -$13.2M | -5% | 3.89% | 87.4% | 147 | 5.44% | 1.8 |
|
| 4006 |
HPC
4006
Hobart Private Capital
Charlotte,
North Carolina
| $263M | -$5.52M | -2% | 4.61% | 60% | 44 | 22.73% | 1.1 |
|
| 4007 |
4007
Navalign LLC
Encino,
California
| $263M | +$12.6M | +5% | 3.54% | 50.7% | 139 | 22.3% | 1.8 |
|
| 4008 |
4008
Keystone Wealth Services
Palm Desert,
California
| $263M | -$4.35M | -2% | 2.48% | 80.1% | 220 | 16.36% | 1.3 |
|
| 4009 |
4009
Compton Financial Group
Towson,
Maryland
| $263M | -$1.93M | -0.7% | 3.25% | 37.7% | 37 | 21.62% | 2 |
|
| 4010 |
RA
4010
Rovida Advisors
Fort Lauderdale,
Florida
| $263M | +$33.7M | +15% | 1.14% | 24.8% | 21 | 28.57% | 1.8 |
|
| 4011 |
4011
Flagstar Advisors
New York
| $263M | -$2.78M | -1% | 3.82% | 81.9% | 168 | 14.88% | 1.6 |
|
| 4012 |
4012
Maltese Capital Management
New York
| $263M | -$26.5M | -9% | 2.54% | 114% | 105 | 20% | 2.9 |
|
| 4013 |
4013
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $263M | -$8.04M | -3% | 0.57% | 141% | 22 | 0% | 5.3 |
|
| 4014 |
4014
WR Wealth Planners
Columbia,
Missouri
| $263M | +$4.34M | +2% | 2.61% | 22.1% | 956 | 9.41% | 0.9 |
|
| 4015 |
4015
Cornerstone Planning Group
Fairfield,
New Jersey
| $262M | +$9.33M | +4% | 3.48% | 60% | 1,333 | 30.01% | 0.5 |
|
| 4016 |
4016
PRW Wealth Management
Quincy,
Massachusetts
| $262M | -$28.9M | -10% | 1.66% | 42.3% | 118 | 44.07% | 1.1 |
|
| 4017 |
4017
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $262M | -$11.1M | -4% | 5.08% | 115% | 38 | 0% | 7.1 |
|
| 4018 |
4018
Cobalt Capital Management
Short Hills,
New Jersey
| $262M | +$2.3M | +0.9% | 2.3% | 235% | 38 | 57.89% | 0.7 |
|
| 4019 |
DMKJ
4019
David M. Knott Jr
| $262M | +$10.7M | +4% | 5.62% | 169% | 162 | 27.78% | 1.2 |
|
| 4020 |
4020
AH Equity Partners LSV III
Menlo Park,
California
| $262M | -$28.2M | -10% | 7.46% | – | 3 | 0% | 1.6 |
|
| 4021 |
4021
Outlook Wealth Advisors
Shenandoah,
Texas
| $262M | -$2.64M | -1% | 2.15% | 76% | 216 | 16.2% | 1.7 |
|
| 4022 |
4022
ArchPoint Investors
Coral Gables,
Florida
| $262M | +$3.16M | +1% | 2.68% | 111% | 58 | 5.17% | 4.2 |
|
| 4023 |
4023
WPWealth
Fort Worth,
Texas
| $261M | +$28.3M | +12% | 3.11% | 38.2% | 65 | 21.54% | 0.5 |
|
| 4024 |
4024
Northcape Wealth Management
Williamsville,
New York
| $261M | -$16M | -6% | 3.07% | 66% | 153 | 11.11% | 1.1 |
|
| 4025 |
4025
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $261M | +$69.4M | +36% | 24.4% | 144% | 21 | 42.86% | 0.3 |
|