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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
SWS Partners
Columbus,
Ohio
| $410M | +$39.1M | +11% | 8.64% | 127% | 124 | 7.26% | 2.8 |
|
| 4002 |
4002
Bayview Asset Management
Coral Gables,
Florida
| $409M | +$148M | +57% | 3.92% | 55.4% | 94 | 62.77% | 0.4 |
|
| 4003 |
4003
Capital City Trust
Tallahassee,
Florida
| $409M | +$23.3M | +6% | 9.71% | 98.5% | 116 | 6.03% | 7.2 |
|
| 4004 |
4004
Lisanti Capital Growth
New York
| $409M | +$48.1M | +13% | 33.2% | 1,490% | 146 | 55.48% | 0.5 |
|
| 4005 |
4005
Headwater Capital
Hong Kong,
China
| $409M | +$121M | +42% | 26.2% | – | 21 | 57.14% | 0.3 |
|
| 4006 |
4006
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $409M | +$43.4M | +12% | 6.24% | – | 150 | 16.67% | 1.1 |
|
| 4007 |
4007
NovaPoint Capital
Atlanta,
Georgia
| $409M | +$82.4M | +25% | 9.53% | 94% | 146 | 47.95% | 2.1 |
|
| 4008 |
4008
BigSur Wealth Management
Miami,
Florida
| $408M | +$12.2M | +3% | 9.02% | 94.8% | 161 | 6.21% | 4.1 |
|
| 4009 |
4009
Prudent Investors Network
Lake Forest,
California
| $408M | +$37.6M | +10% | 3.79% | – | 72 | 23.61% | 2 |
|
| 4010 |
4010
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $408M | -$369M | -47% | 6.46% | 57.8% | 196 | 32.65% | 2.7 |
|
| 4011 |
4011
Greencape Capital
Melbourne,
Australia
| $408M | -$136M | -25% | 11.5% | 98.1% | 3 | 0% | 3.9 |
|
| 4012 |
4012
Avalon Capital Management
Port Of Redwood City,
California
| $408M | +$35.8M | +10% | 15.7% | 151% | 144 | 19.44% | 1.7 |
|
| 4013 |
4013
HighVista Strategies
Boston,
Massachusetts
| $408M | +$136M | +50% | 69.3% | 622% | 175 | 32% | 1.1 |
|
| 4014 |
4014
Monarch Capital Management
Fort Wayne,
Indiana
| $408M | +$35.4M | +10% | 6.49% | 77% | 124 | 7.26% | 8.3 |
|
| 4015 |
SFA
4015
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $408M | +$36.8M | +10% | 11.2% | 187% | 26 | 15.38% | 2.7 |
|
| 4016 |
4016
Engaged Capital
Newport Beach,
California
| $408M | +$50M | +14% | 3.38% | 26.2% | 9 | 22.22% | 1.5 |
|
| 4017 |
4017
Burt Wealth Advisors
North Bethesda,
Maryland
| $407M | -$30M | -7% | 5.24% | 57.3% | 121 | 9.09% | 5.7 |
|
| 4018 |
4018
Redmond Asset Management
Henrico,
Virginia
| $407M | -$12.1M | -3% | 4.26% | 68.2% | 210 | 6.19% | 4.4 |
|
| 4019 |
4019
Chapin Davis
Baltimore,
Maryland
| $407M | +$45.5M | +13% | 15.2% | 339% | 261 | 16.48% | 1.9 |
|
| 4020 |
4020
AllGen Financial Advisors
Orlando,
Florida
| $407M | +$34.7M | +9% | 5.71% | 39.7% | 45 | 13.33% | 1.6 |
|
| 4021 |
4021
Summit Wealth & Retirement Planning
San Ramon,
California
| $407M | +$34.3M | +9% | 8.86% | 67.6% | 108 | 8.33% | 2.4 |
|
| 4022 |
4022
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $407M | +$166M | +69% | 69.6% | 407% | 1 | 0% | 3.8 |
|
| 4023 |
AWA
4023
Aquire Wealth Advisors
South Jordan,
Utah
| $406M | +$34.2M | +9% | 6.81% | 60.2% | 50 | 8% | 2.6 |
|
| 4024 |
4024
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $406M | -$61.9M | -13% | 8.77% | 83.3% | 68 | 14.71% | 7.3 |
|
| 4025 |
4025
Hilltop National Bank
Casper,
Wyoming
| $406M | +$22.8M | +6% | 7.79% | – | 816 | 5.27% | 1.3 |
|