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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
Buckley Wealth Management
Las Vegas,
Nevada
| $288M | +$20.8M | +8% | 8.67% | 88% | 104 | 10.58% | 4.3 |
|
| 4102 |
4102
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $288M | +$24.2M | +9% | 10.4% | 76.5% | 99 | 3.03% | 6 |
|
| 4103 |
4103
BBJS Financial Advisors
Seattle,
Washington
| $288M | +$24.1M | +9% | 12.9% | – | 134 | 11.94% | 0.9 |
|
| 4104 |
4104
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $288M | +$22.3M | +8% | 12.8% | 166% | 219 | 4.57% | 6.1 |
|
| 4105 |
4105
Wittenberg Investment Management
Carlisle,
Massachusetts
| $288M | +$14.9M | +5% | 9.65% | 89.9% | 85 | 8.24% | 4.5 |
|
| 4106 |
4106
Main Street Group
Glen Allen,
Virginia
| $288M | – | – | 9.8% | 98.3% | 1,326 | – | 0 |
|
| 4107 |
4107
MSA Advisors
Santa Monica,
California
| $287M | – | – | 9.64% | – | 20 | – | 0 |
|
| 4108 |
4108
Cobalt Capital Management
Short Hills,
New Jersey
| $287M | +$25.1M | +10% | 11.3% | 235% | 36 | 58.33% | 0.8 |
|
| 4109 |
4109
Coston McIsaac & Partners
Bar Harbor,
Maine
| $287M | +$23.5M | +9% | 6.04% | 34.3% | 843 | 5.34% | 1.3 |
|
| 4110 |
4110
RAM Investment Partners
Bellevue,
Washington
| $287M | +$50.4M | +21% | 11.5% | 61.9% | 69 | 30.43% | 0.7 |
|
| 4111 |
4111
Navalign LLC
Encino,
California
| $287M | +$23.3M | +9% | 10.2% | 50.7% | 145 | 19.31% | 2.1 |
|
| 4112 |
4112
Rather & Kittrell
Knoxville,
Tennessee
| $287M | +$38.6M | +16% | 11% | 41.1% | 72 | 16.67% | 1.4 |
|
| 4113 |
BC
4113
Bruce & Co
Chicago,
Illinois
| $287M | -$6.85M | -2% | 12.9% | 94.5% | 37 | 0% | 5.6 |
|
| 4114 |
4114
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $286M | -$224M | -44% | 10.6% | 60.5% | 116 | 31.9% | 2 |
|
| 4115 |
4115
SRH Advisors
Salina,
Kansas
| $286M | +$81.3M | +40% | 12.1% | 55.7% | 305 | 6.56% | 6 |
|
| 4116 |
4116
Oakwell Private Wealth Management
Austin,
Texas
| $286M | +$50.4M | +21% | 10.5% | 63% | 64 | 15.63% | 2.1 |
|
| 4117 |
4117
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $286M | +$23.3M | +9% | 14.5% | 141% | 23 | 8.7% | 5.5 |
|
| 4118 |
4118
Outlook Wealth Advisors
Shenandoah,
Texas
| $286M | +$24.1M | +9% | 9.36% | 76% | 269 | 34.57% | 1.5 |
|
| 4119 |
4119
Engle Capital Management
Greenwich,
Connecticut
| $285M | +$9.8M | +4% | 12% | 398% | 37 | 59.46% | 0.4 |
|
| 4120 |
4120
Arch Capital Group
Pembroke,
Bermuda
| $285M | +$7.92M | +3% | 2.87% | 2.89% | 3 | 0% | 2.2 |
|
| 4121 |
4121
Old Mission Investment Co
Traverse City,
Michigan
| $285M | +$27.9M | +11% | 10.4% | 82% | 116 | 6.03% | 3 |
|
| 4122 |
4122
Xcel Wealth Management
Holly Hill,
Florida
| $285M | +$31.7M | +13% | 14.3% | 98.8% | 115 | 7.83% | 3.1 |
|
| 4123 |
4123
Defender Capital
Charlotte,
North Carolina
| $285M | +$8.75M | +3% | 3.35% | 101% | 41 | 19.51% | 2.5 |
|
| 4124 |
4124
DeDora Capital
Napa,
California
| $285M | +$31M | +12% | 11.3% | 91.2% | 102 | 3.92% | 2.3 |
|
| 4125 |
4125
Avalon Global Asset Management
San Francisco,
California
| $285M | +$29.3M | +11% | 23.9% | 278% | 39 | 43.59% | 3.8 |
|