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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Atlantic Investment Management
New York
| $221M | -$42.5M | -16% | 10.1% | 28.8% | 12 | 25% | 2.8 |
|
| 4027 |
4027
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $221M | -$1.3M | -0.6% | 2.42% | 110% | 48 | 22.92% | 0.9 |
|
| 4028 |
4028
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $221M | -$22M | -9% | 11.4% | 58.7% | 27 | 11.11% | 5.3 |
|
| 4029 |
WA
4029
WP Advisors
San Francisco,
California
| $221M | -$9.2M | -4% | 1.92% | 113% | 109 | 7.34% | 2.7 |
|
| 4030 |
4030
Round Rock Advisors
Wilton,
Connecticut
| $221M | -$1.18M | -0.5% | 5.26% | 87.4% | 149 | 10.07% | 1 |
|
| 4031 |
4031
Financial Strategies Group
Okemos,
Michigan
| $221M | -$18.1M | -8% | 5.97% | 44.9% | 89 | 19.1% | 1.9 |
|
| 4032 |
4032
Jeppson Wealth Management
Manhattan Beach,
California
| $221M | -$11.9M | -5% | 5.64% | 107% | 210 | 16.67% | 1.4 |
|
| 4033 |
4033
Perennial Investment Advisors
Los Angeles,
California
| $220M | -$35.5M | -14% | 4.38% | 84.3% | 232 | 25.43% | 1.6 |
|
| 4034 |
4034
Boyd Watterson Asset Management
Cleveland,
Ohio
| $220M | -$14.4M | -6% | 4.82% | 101% | 136 | 5.15% | 5.2 |
|
| 4035 |
4035
NovaPoint Capital
Atlanta,
Georgia
| $220M | -$9.9M | -4% | 4.63% | 94% | 128 | 7.81% | 2 |
|
| 4036 |
4036
Holderness Investments Company
Greensboro,
North Carolina
| $220M | -$19.6M | -8% | 6.01% | 144% | 201 | 10.95% | 4.8 |
|
| 4037 |
4037
AlphaCore Capital
La Jolla,
California
| $220M | +$4.45M | +2% | 7.25% | 85.9% | 169 | 18.93% | 1 |
|
| 4038 |
4038
Stelac Advisory Services
New York
| $220M | -$29M | -12% | 6.13% | 84.9% | 172 | 10.47% | 2.7 |
|
| 4039 |
4039
Morton Capital Management
Calabasas,
California
| $220M | -$9.9M | -4% | 7.17% | 75.4% | 86 | 9.3% | 0.7 |
|
| 4040 |
4040
Ten Capital Wealth Advisors
Spokane,
Washington
| $220M | -$10.1M | -4% | 5.51% | 25% | 652 | 30.83% | 1 |
|
| 4041 |
4041
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $220M | -$13.6M | -6% | 4.2% | 57.3% | 172 | 12.79% | 3.4 |
|
| 4042 |
4042
Onyx Bridge Wealth Group
Tarrytown,
New York
| $219M | -$5.08M | -2% | 4.24% | 74.6% | 203 | 31.53% | 1 |
|
| 4043 |
4043
Coston McIsaac & Partners
Bar Harbor,
Maine
| $219M | +$53.6M | +32% | 4.43% | 34.3% | 792 | 34.72% | 0.2 |
|
| 4044 |
4044
Guidance Point Advisors
Wellesley,
Massachusetts
| $219M | -$12.7M | -5% | 5.81% | 71.8% | 84 | 1.19% | 2.9 |
|
| 4045 |
4045
Astoria Strategic Wealth
Conroe,
Texas
| $219M | -$8.52M | -4% | 5.97% | 42.1% | 32 | 6.25% | 2.1 |
|
| 4046 |
4046
Wolff Financial Management
Kalamazoo,
Michigan
| $219M | -$5.7M | -3% | 5.01% | 56.7% | 102 | 5.88% | 1.5 |
|
| 4047 |
4047
Chesapeake Wealth Management
Williamsburg,
Virginia
| $219M | -$14.8M | -6% | 5.32% | 65.9% | 173 | 12.14% | 3.6 |
|
| 4048 |
4048
SR One Capital Management
Wayne,
Pennsylvania
| $219M | +$14.4M | +7% | 9.64% | 656% | 4 | 0% | 0.6 |
|
| 4049 |
4049
Avalon Global Asset Management
San Francisco,
California
| $219M | -$110M | -33% | 5% | 278% | 49 | 53.06% | 3.2 |
|
| 4050 |
4050
Retirement Capital Strategies
San Jose,
California
| $219M | -$4.36M | -2% | 0.66% | 59% | 70 | 48.57% | 2.3 |
|