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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
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $385M | +$22.8M | +6% | 3.96% | 66.3% | 72 | 18.06% | 2.9 |
|
| 4152 |
4152
BCGM Wealth Management
Lafayette,
Indiana
| $384M | +$29.7M | +8% | 6.84% | 54.9% | 176 | 7.95% | 2.5 |
|
| 4153 |
4153
Parisi Gray Wealth Management
Mendham,
New Jersey
| $384M | +$35.3M | +10% | 11.5% | 137% | 132 | 14.39% | 4 |
|
| 4154 |
4154
Steamboat Capital Partners
Rye,
New York
| $384M | +$33M | +9% | 18.9% | 280% | 63 | 12.7% | 2 |
|
| 4155 |
4155
Coalescence Partners Investment Management
New York
| $384M | -$3.37M | -0.9% | 1.61% | – | 16 | 25% | 1.2 |
|
| 4156 |
4156
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $384M | +$72.8M | +23% | 7.53% | – | 86 | 26.74% | 1.2 |
|
| 4157 |
4157
Strategic Advocates
Logan,
Utah
| $384M | +$47.2M | +14% | 10.1% | 103% | 613 | 78.96% | 0.3 |
|
| 4158 |
FIM
4158
FWL Investment Management
Dallas,
Texas
| $384M | +$56.9M | +17% | 20.9% | 165% | 386 | 29.79% | 1.3 |
|
| 4159 |
4159
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $384M | +$35.6M | +10% | 6.82% | 59.7% | 95 | 26.32% | 2.1 |
|
| 4160 |
4160
Dunhill Financial
London,
United Kingdom
| $383M | +$38.1M | +11% | 6.12% | 58.6% | 1,027 | 14.31% | 1.3 |
|
| 4161 |
4161
Wellington Shields & Co
New York
| $383M | +$30.1M | +9% | 10.2% | 109% | 341 | 12.32% | 3.8 |
|
| 4162 |
4162
TriaGen Wealth Management
Calabasas,
California
| $383M | +$53.2M | +16% | 8.23% | 132% | 191 | 14.66% | 2.3 |
|
| 4163 |
4163
Guidance Capital
Lousville,
Kentucky
| $383M | +$32.6M | +9% | 7.4% | 62.6% | 211 | 7.58% | 1.4 |
|
| 4164 |
4164
Magnolia Capital Advisors
Jackson,
Mississippi
| $383M | -$14.2M | -4% | 7.36% | 78.7% | 255 | 14.12% | 1.3 |
|
| 4165 |
SC
4165
Saybrook Capital
Winston Salem,
North Carolina
| $383M | +$29M | +8% | 9.64% | 72.5% | 43 | 2.33% | 8.4 |
|
| 4166 |
4166
Lightrock Netherlands
Utrecht,
Netherlands
| $382M | +$18.7M | +5% | 12.6% | – | 40 | 5% | 0.7 |
|
| 4167 |
4167
Mokosak Advisory Group
Urbandale,
Iowa
| $382M | +$28.6M | +8% | 6.83% | 59.2% | 38 | 7.89% | 4 |
|
| 4168 |
4168
SailingStone Capital Partners
Houston,
Texas
| $382M | +$3.43M | +0.9% | 23.2% | 152% | 16 | 0% | 3.1 |
|
| 4169 |
4169
New Capital Management
Houston,
Texas
| $382M | +$23.4M | +7% | 6.71% | 55.4% | 57 | 7.02% | 3.5 |
|
| 4170 |
WHAM
4170
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $381M | +$18.3M | +5% | 8.45% | 98.1% | 27 | 14.81% | 2.3 |
|
| 4171 |
CPH
4171
C Partners Holding
Zurich,
Switzerland
| $381M | -$73.7M | -16% | 3.18% | 25.6% | 12 | 16.67% | 5.2 |
|
| 4172 |
4172
West Branch Capital
Amherst,
Massachusetts
| $381M | +$43M | +13% | 11.9% | 156% | 490 | 11.43% | 3.5 |
|
| 4173 |
4173
Eagle Health Investments
Greenwich,
Connecticut
| $381M | -$24.2M | -6% | 16.3% | 241% | 25 | 24% | 1.7 |
|
| 4174 |
4174
Holistic Planning
Nacogdoches,
Texas
| $381M | +$31.5M | +9% | 5.9% | – | 239 | 11.72% | 1.1 |
|
| 4175 |
4175
Astoria Portfolio Advisors
New York
| $381M | +$25M | +7% | 7.33% | 75.4% | 307 | 28.34% | 1.6 |
|