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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
New York Life Insurance Company
New York
| $406M | +$54.7M | +16% | 6.36% | 61.5% | 6 | 33.33% | 3.7 |
|
| 4027 |
4027
Prentice Wealth Management
Rochester,
New York
| $406M | +$25M | +7% | 4.95% | 47.8% | 116 | 9.48% | 2.6 |
|
| 4028 |
4028
RDA Financial Network
Akron,
Iowa
| $405M | +$35.3M | +10% | 7.41% | 93.4% | 278 | 15.47% | 3.5 |
|
| 4029 |
4029
Aspire Capital Advisors
Seattle,
Washington
| $405M | +$43.3M | +12% | 6.78% | 59.3% | 119 | 16.81% | 1.7 |
|
| 4030 |
4030
Peterson Wealth Services
South Ogden,
Utah
| $405M | +$40.2M | +11% | 13.6% | 160% | 235 | 14.89% | 1.6 |
|
| 4031 |
4031
Groupe Bruxelles Lambert
Brussels,
Belgium
| $405M | -$58.8M | -13% | 12.7% | – | 1 | 0% | 1.8 |
|
| 4032 |
4032
Meridian Investment Counsel
Lafayette,
California
| $405M | +$37.4M | +10% | 10.4% | 116% | 239 | 8.79% | 6.3 |
|
| 4033 |
4033
Balance Wealth
Delaware,
Ohio
| $405M | +$234M | +137% | 5.88% | – | 135 | 26.67% | 0.4 |
|
| 4034 |
4034
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $405M | +$34.7M | +9% | 7.93% | 73.9% | 261 | 6.9% | 2.6 |
|
| 4035 |
4035
DAFNA Capital Management
Los Angeles,
California
| $405M | +$42.5M | +12% | 36.7% | 313% | 83 | 18.07% | 3.2 |
|
| 4036 |
4036
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $405M | +$66.4M | +20% | 10.8% | 207% | 41 | 26.83% | 2.5 |
|
| 4037 |
SCM
4037
Soros Capital Management
New York
| $405M | +$54.6M | +16% | 26.6% | 732% | 68 | 36.76% | 1.1 |
|
| 4038 |
VS
4038
VK Services
Menlo Park,
California
| $404M | -$366M | -47% | 33.1% | 1,605% | 3 | 33.33% | 2.7 |
|
| 4039 |
4039
Wilson Asset Management
Sydney,
Australia
| $404M | -$2.53M | -0.6% | 2.96% | 58% | 44 | 34.09% | 1.3 |
|
| 4040 |
4040
Militia Capital Partners
Las Vegas,
Nevada
| $404M | -$22.4M | -5% | 37.2% | – | 267 | 49.44% | 0.3 |
|
| 4041 |
4041
Cisco Systems
San Jose,
California
| $404M | -$40.4M | -9% | 0.78% | 210% | 4 | 25% | 2.2 |
|
| 4042 |
4042
Dodds Wealth
Greenwood Village,
Colorado
| $404M | +$30.9M | +8% | 4.56% | – | 60 | 6.67% | 1.5 |
|
| 4043 |
4043
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $404M | +$29.9M | +8% | 7.65% | 73.3% | 123 | 5.69% | 5.9 |
|
| 4044 |
H2CM
4044
H/2 Credit Manager
Stamford,
Connecticut
| $403M | +$38.9M | +11% | 7.49% | 97.4% | 17 | 5.88% | 2.8 |
|
| 4045 |
4045
Sector Gamma AS
Oslo,
Norway
| $403M | +$97.4M | +32% | 7.68% | 35.3% | 44 | 20.45% | 2.6 |
|
| 4046 |
4046
Natural Investments
Windsor,
California
| $403M | +$16.7M | +4% | 7.24% | – | 296 | 33.45% | 0.6 |
|
| 4047 |
4047
Safeguard Investment Advisory Group
Corona,
California
| $403M | +$2.46M | +0.6% | 8.47% | 84.3% | 160 | 16.25% | 2.4 |
|
| 4048 |
4048
MBM Wealth Consultants
Chesterfield,
Missouri
| $403M | +$29.2M | +8% | 5.51% | 57.1% | 111 | 6.31% | 3.9 |
|
| 4049 |
4049
Milestone Investment Advisors
Middleton,
Wisconsin
| $403M | +$19.2M | +5% | 5.41% | 52.8% | 127 | 3.94% | 2.3 |
|
| 4050 |
4050
Arjuna Capital
Durham,
North Carolina
| $402M | +$22.9M | +6% | 7.49% | 105% | 129 | 27.13% | 2.5 |
|