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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 |
PA
4151
PSI Advisors
Tampa,
Florida
| $337M | -$4.4M | -1% | 0.9% | 58.2% | 948 | 11.92% | 2.4 |
|
| 4152 |
4152
Roberts, Glore & Co
Deerfield,
Illinois
| $337M | -$8.73M | -3% | 0.27% | 72.3% | 216 | 6.94% | 6.3 |
|
| 4153 |
4153
Westend Capital Management
Sausalito,
California
| $337M | +$45.1M | +15% | 19.7% | – | 254 | 15.35% | 1.7 |
|
| 4154 |
OTL
4154
Oak Thistle LLC
New York
| $337M | +$29.2M | +9% | 1.38% | 58.3% | 578 | 65.74% | 0.2 |
|
| 4155 |
4155
Compton Financial Group
Towson,
Maryland
| $336M | +$5.44M | +2% | 2.75% | 37.7% | 34 | 8.82% | 2.9 |
|
| 4156 |
4156
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $336M | -$61.6M | -15% | 6.92% | – | 28 | 39.29% | 0.6 |
|
| 4157 |
4157
Sovereign Investment Advisors
Phoenix,
Arizona
| $336M | +$31.2M | +10% | 0.46% | 43.7% | 94 | 64.89% | 1.4 |
|
| 4158 |
4158
Astoria Strategic Wealth
Conroe,
Texas
| $336M | -$5.33M | -2% | 1.7% | 42.1% | 35 | 11.43% | 3.5 |
|
| 4159 |
4159
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $336M | +$24M | +8% | 3.71% | 94% | 301 | 21.93% | 1.2 |
|
| 4160 |
4160
Old Mission Investment Co
Traverse City,
Michigan
| $336M | +$8.27M | +3% | 0.8% | 82% | 128 | 13.28% | 3.6 |
|
| 4161 |
4161
MBM Wealth Consultants
Chesterfield,
Missouri
| $336M | +$18.9M | +6% | 1.05% | 57.1% | 113 | 14.16% | 3.5 |
|
| 4162 |
4162
Uncommon Cents Investing
Janesville,
Wisconsin
| $336M | -$20.1M | -6% | 1.17% | 91.4% | 444 | 55.63% | 4.2 |
|
| 4163 |
4163
Reverence Capital Partners
New York
| $336M | -$38.6M | -10% | 16.9% | 5.38% | 1 | 0% | 0.8 |
|
| 4164 |
WA
4164
WealthTrust Axiom
Wayne,
Pennsylvania
| $336M | -$1.9M | -0.6% | 1.64% | 125% | 270 | 7.78% | 6.2 |
|
| 4165 |
4165
Brooklyn Investment Group
Brooklyn,
New York
| $336M | +$31.6M | +10% | 4.75% | – | 1,959 | 47.78% | 0.2 |
|
| 4166 |
4166
Greencape Capital
Melbourne,
Australia
| $335M | -$36.5M | -10% | 11.6% | 98.1% | 3 | 0% | 3.4 |
|
| 4167 |
4167
West Wealth Group
Irvine,
California
| $335M | +$26.6M | +9% | 0.78% | 79.8% | 97 | 17.53% | 1.5 |
|
| 4168 |
4168
Brown, Lisle/Cummings
Providence,
Rhode Island
| $335M | +$5.97M | +2% | 0.35% | 82.3% | 666 | 11.26% | 2.2 |
|
| 4169 |
4169
Meridian Investment Counsel
Lafayette,
California
| $335M | +$4.17M | +1% | 1.16% | 116% | 224 | 10.27% | 6.4 |
|
| 4170 |
4170
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $335M | +$7.78M | +2% | 3.41% | 136% | 169 | 18.93% | 3.2 |
|
| 4171 |
4171
Mason & Associates (Virginia)
Newport News,
Virginia
| $335M | +$7.98M | +2% | 0.93% | – | 39 | 5.13% | 0.5 |
|
| 4172 |
AFA
4172
Alta Fundamental Advisers
New York
| $334M | -$12.7M | -4% | 12% | 340% | 34 | 32.35% | 1.6 |
|
| 4173 |
4173
Freedom Day Solutions
Houston,
Texas
| $334M | +$12.6M | +4% | 0.46% | 86.6% | 108 | 16.67% | 3.3 |
|
| 4174 |
4174
Flagship Pioneering
Cambridge,
Massachusetts
| $334M | -$258M | -44% | 41.2% | 13.3% | 6 | 16.67% | 5.1 |
|
| 4175 |
4175
Engle Capital Management
Greenwich,
Connecticut
| $334M | -$5.85M | -2% | 16.7% | 398% | 29 | 48.28% | 0.6 |
|