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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $248M | +$8.35M | +3% | 6.86% | 72.7% | 172 | 6.4% | 1.7 |
|
| 4102 |
ST
4102
Skorpios Trust
Limassol,
Cyprus
| $247M | -$66.9M | -21% | 19.9% | 174% | 4 | 0% | 1.3 |
|
| 4103 |
4103
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $247M | +$22.4M | +10% | 9.14% | 80% | 74 | 6.76% | 4.1 |
|
| 4104 |
KI
4104
Kensington Investments
Amsterdam,
Netherlands
| $247M | +$51.6M | +26% | 26.4% | – | 1 | 0% | 0.3 |
|
| 4105 |
PI
4105
Pennant Investors
Summit,
New Jersey
| $247M | +$47.6M | +24% | 8.17% | 372% | 18 | 16.67% | 2.2 |
|
| 4106 |
4106
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $247M | +$3.13M | +1% | 0.46% | 17.7% | 345 | 14.78% | 2.9 |
|
| 4107 |
4107
Fortis Capital Management
Bellevue,
Washington
| $247M | +$112M | +83% | 13% | 82% | 104 | 13.46% | 1.4 |
|
| 4108 |
4108
BetterWealth
San Jose,
California
| $247M | +$24.9M | +11% | 7.22% | 63.3% | 45 | 15.56% | 0.8 |
|
| 4109 |
4109
Carronade Capital Management
Darien,
Connecticut
| $247M | -$212M | -46% | 1.44% | 215% | 32 | 59.38% | 0.5 |
|
| 4110 |
4110
Pantechnicon Advisors
London,
United Kingdom
| $247M | +$60.2M | +32% | 12.8% | – | 21 | 42.86% | 0.2 |
|
| 4111 |
4111
Madrona Venture Group
Seattle,
Washington
| $247M | +$38.9M | +19% | 20% | 233% | 6 | 0% | 1.5 |
|
| 4112 |
IAM
4112
Innovis Asset Management
Chicago,
Illinois
| $247M | +$25.2M | +11% | 8.36% | – | 176 | 23.3% | 0.2 |
|
| 4113 |
4113
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $246M | +$14.7M | +6% | 4.9% | 47.2% | 62 | 22.58% | 1.4 |
|
| 4114 |
4114
OneAscent Financial Services
Birmingham,
Alabama
| $246M | +$11M | +5% | 5.52% | 63.8% | 213 | 33.33% | 0.7 |
|
| 4115 |
4115
Claar Advisors
New York
| $246M | +$18.9M | +8% | 8.71% | 65.5% | 34 | 14.71% | 2.8 |
|
| 4116 |
MFGP
4116
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $246M | +$13.3M | +6% | 5.59% | 65.5% | 51 | 0% | 3.7 |
|
| 4117 |
4117
Boyd Watterson Asset Management
Cleveland,
Ohio
| $246M | +$3.18M | +1% | 5.88% | 116% | 428 | 2.57% | 1.9 |
|
| 4118 |
4118
Financial Insights
Tacoma,
Washington
| $246M | +$34.5M | +16% | 8.91% | 82.1% | 177 | 27.68% | 1.6 |
|
| 4119 |
4119
High Net Worth Advisory Group
Naples,
Florida
| $245M | -$11.8M | -5% | 5.81% | 75.7% | 624 | 69.23% | 1.2 |
|
| 4120 |
4120
BBJS Financial Advisors
Seattle,
Washington
| $245M | +$23.5M | +11% | 13% | – | 144 | 14.58% | 0.2 |
|
| 4121 |
4121
Empire Financial Management Company
New York
| $245M | – | – | 3.29% | 78.3% | 189 | – | 0 |
|
| 4122 |
4122
MBM Wealth Consultants
Chesterfield,
Missouri
| $245M | +$29.1M | +13% | 5.33% | 57.1% | 350 | 18.86% | 2.7 |
|
| 4123 |
4123
Ogorek Anthony Joseph
Williamsville,
New York
| $245M | +$14.8M | +6% | 3.65% | 61.1% | 287 | 22.65% | 2.9 |
|
| 4124 |
4124
Cavalier Investments
Alpharetta,
Georgia
| $245M | -$34M | -12% | 6.46% | 171% | 105 | 47.62% | 1.7 |
|
| 4125 |
4125
Accel Wealth Management
Waverly,
Iowa
| $245M | +$35.6M | +17% | 2.5% | 82.4% | 1,275 | 3.14% | 1.4 |
|