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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $248M | -$277M | -53% | 3.47% | 219% | 95 | 49.47% | 0.4 |
|
| 4152 |
4152
Hahn Capital Management
Walnut Creek,
California
| $248M | -$57.8M | -19% | 4.34% | 71.7% | 32 | 9.38% | 6.6 |
|
| 4153 |
4153
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $248M | +$92.5M | +60% | 2.92% | 114% | 163 | 20.25% | 0.3 |
|
| 4154 |
4154
WealthOne
Albany,
New York
| $248M | -$24.9M | -9% | 3.97% | 23.4% | 112 | 25.89% | 3.3 |
|
| 4155 |
4155
First Washington Corp
Seattle,
Washington
| $247M | +$19.4M | +9% | 7.47% | 142% | 62 | 19.35% | 3.7 |
|
| 4156 |
4156
J. Arnold Wealth Management
Youngstown,
Ohio
| $247M | +$10.8M | +5% | 6.25% | 46.2% | 33 | 54.55% | 1.5 |
|
| 4157 |
4157
Bordeaux Wealth Advisors
Menlo Park,
California
| $247M | +$3.27M | +1% | 2.47% | 141% | 107 | 16.82% | 1.7 |
|
| 4158 |
OFCM
4158
One Fin Capital Management
San Francisco,
California
| $247M | +$16.2M | +7% | 0.7% | 92% | 28 | 39.29% | 0.6 |
|
| 4159 |
4159
Frisch Financial Group
Melville,
New York
| $246M | +$37.9M | +18% | 2.7% | 66.6% | 127 | 20.47% | 2.5 |
|
| 4160 |
SC
4160
Stephens Consulting
Flint,
Michigan
| $246M | -$6.12M | -2% | 3.5% | 50.1% | 524 | 8.78% | 1.5 |
|
| 4161 |
4161
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $246M | -$155M | -39% | 1.01% | 70.3% | 805 | 30.81% | 1.1 |
|
| 4162 |
4162
Landmark Financial Advisors
Bowling Green,
Kentucky
| $246M | +$2.43M | +1% | 2.8% | 11.8% | 93 | 7.53% | 4.6 |
|
| 4163 |
4163
Baker Boyer National Bank
Walla Walla,
Washington
| $246M | -$24.5M | -9% | 3.44% | 44.7% | 92 | 22.83% | 5 |
|
| 4164 |
4164
Wiser Wealth Management
Marietta,
Georgia
| $246M | -$3.09M | -1% | 2.95% | 53% | 38 | 13.16% | 1.9 |
|
| 4165 |
4165
Mokosak Advisory Group
Urbandale,
Iowa
| $246M | -$7.07M | -3% | 4.25% | 59.2% | 26 | 3.85% | 3.5 |
|
| 4166 |
4166
My Legacy Advisors
Bend,
Oregon
| $246M | -$8.52M | -3% | 3.35% | 49.1% | 222 | 15.77% | 1.2 |
|
| 4167 |
4167
Guidance Point Advisors
Wellesley,
Massachusetts
| $246M | -$14.7M | -6% | 3.14% | 71.8% | 78 | 8.97% | 3.3 |
|
| 4168 |
NME
4168
Notis-McConarty Edward
| $246M | -$16.9M | -6% | 3.02% | 91.2% | 97 | 8.25% | 7.4 |
|
| 4169 |
MFGP
4169
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $245M | -$15.4M | -6% | 4.22% | 65.5% | 50 | 4% | 4.3 |
|
| 4170 |
4170
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $245M | -$8.25M | -3% | 3.2% | 36.7% | 4 | 0% | 5.5 |
|
| 4171 |
4171
Shilanski & Associates
Anchorage,
Alaska
| $245M | -$1.88M | -0.8% | 1.56% | 84.2% | 117 | 20.51% | 1.2 |
|
| 4172 |
4172
NinePointTwo Capital
Los Angeles,
California
| $245M | -$13M | -5% | 2.29% | 1.62% | 343 | 58.31% | 0.7 |
|
| 4173 |
4173
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $245M | +$104M | +74% | 0.69% | 184% | 2 | 50% | 3.4 |
|
| 4174 |
4174
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $245M | -$23.5M | -9% | 4.3% | 34.2% | 47 | 12.77% | 4.4 |
|
| 4175 |
4175
Vickerman Investment Advisors
Spokane,
Washington
| $245M | -$11M | -4% | 2.41% | 47.3% | 67 | 4.48% | 1.8 |
|