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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
WA
4126
WP Advisors
San Francisco,
California
| $305M | +$34.7M | +13% | 11.1% | 113% | 108 | 6.48% | 3.7 |
|
| 4127 |
4127
Wiser Wealth Management
Marietta,
Georgia
| $305M | +$30.4M | +11% | 5.97% | 53% | 36 | 22.22% | 1.9 |
|
| 4128 |
4128
O'Keefe Stevens Advisory
Rochester,
New York
| $305M | +$56.4M | +23% | 26.8% | 208% | 67 | 34.33% | 2.8 |
|
| 4129 |
SPC
4129
Stony Point Capital
New York
| $305M | +$1.86M | +0.6% | 13.4% | 208% | 30 | 33.33% | 1.1 |
|
| 4130 |
4130
L2 Asset Management
Wayland,
Massachusetts
| $305M | +$61.3M | +25% | 14.3% | 128% | 214 | 18.69% | 1.2 |
|
| 4131 |
4131
Sea Cliff Partners Management
San Francisco,
California
| $304M | +$47.9M | +19% | 6.85% | – | 17 | 29.41% | 0.2 |
|
| 4132 |
4132
O'Brien Greene & Co
Media,
Pennsylvania
| $304M | +$19.8M | +7% | 8.91% | 90.9% | 138 | 12.32% | 3.4 |
|
| 4133 |
CWM
4133
Cedar Wealth Management
Walnut Creek,
California
| $304M | +$29.3M | +11% | 7.14% | 68.1% | 363 | 27.82% | 2.7 |
|
| 4134 |
4134
Semmax Financial Advisors
Winston Salem,
North Carolina
| $304M | +$29.3M | +11% | 6.51% | – | 451 | 21.06% | 2.7 |
|
| 4135 |
AFS
4135
Annapolis Financial Services
Annapolis,
Maryland
| $304M | -$95.5M | -24% | 5.79% | 15% | 478 | 28.45% | 2.6 |
|
| 4136 |
4136
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $303M | +$23M | +8% | 8.25% | 36.7% | 4 | 0% | 6 |
|
| 4137 |
MFGP
4137
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $303M | +$23.3M | +8% | 7.24% | 65.5% | 58 | 13.79% | 4 |
|
| 4138 |
4138
Mokosak Advisory Group
Urbandale,
Iowa
| $303M | +$24.1M | +9% | 6.37% | 59.2% | 31 | 12.9% | 3.4 |
|
| 4139 |
4139
Financial Sense Advisors
San Diego,
California
| $303M | +$33.4M | +12% | 15.9% | 152% | 139 | 29.5% | 1.4 |
|
| 4140 |
4140
Gladius Capital Management
Chicago,
Illinois
| $303M | -$338M | -53% | 7.61% | 85% | 433 | 57.51% | 0.9 |
|
| 4141 |
4141
Hill Island Financial
Grand Rapids,
Michigan
| $303M | +$9.45M | +3% | 8.48% | 78.3% | 72 | 9.72% | 1.4 |
|
| 4142 |
4142
Access Investment Management
Atlanta,
Georgia
| $303M | +$34.7M | +13% | 8.92% | – | 103 | 19.42% | 0.2 |
|
| 4143 |
4143
JRM Investment Counsel
Omaha,
Nebraska
| $303M | +$29.1M | +11% | 10.1% | 65.5% | 21 | 4.76% | 4.5 |
|
| 4144 |
4144
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $303M | +$43.3M | +17% | 8.53% | 164% | 91 | 36.26% | 2.3 |
|
| 4145 |
4145
Bulldog Investors
Saddle Brook,
New Jersey
| $303M | -$1.77M | -0.6% | 3.92% | 22.5% | 206 | 39.81% | 1.3 |
|
| 4146 |
4146
Empire Financial Management Company
New York
| $303M | +$47.1M | +18% | 10.3% | 78.3% | 213 | 14.55% | 0.8 |
|
| 4147 |
4147
Bordeaux Wealth Advisors
Menlo Park,
California
| $302M | +$6.4M | +2% | 19.8% | 141% | 126 | 21.43% | 1.7 |
|
| 4148 |
4148
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $302M | +$32.5M | +12% | 7.7% | 56.7% | 351 | 15.1% | 2.2 |
|
| 4149 |
4149
Little House Capital
Braintree,
Massachusetts
| $302M | +$27.7M | +10% | 10.7% | 118% | 143 | 30.07% | 2 |
|
| 4150 |
4150
Navalign LLC
Encino,
California
| $302M | +$15.2M | +5% | 5.49% | 50.7% | 127 | 10.24% | 2.5 |
|