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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Pacific Center for Financial Services
San Ramon,
California
| $448M | +$53.9M | +14% | 13% | 60.1% | 522 | 5.94% | 5.6 |
|
| 4177 |
4177
Hartford Financial Management
Hartford,
Connecticut
| $448M | +$55.8M | +14% | 18.5% | 87.9% | 360 | 7.5% | 7 |
|
| 4178 |
4178
Warren Street Wealth Advisors
Newport Beach,
California
| $448M | +$55.2M | +14% | 13.3% | 75.7% | 165 | 27.27% | 2 |
|
| 4179 |
WHAM
4179
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $448M | +$127M | +40% | 15.6% | 98.1% | 24 | 16.67% | 3.1 |
|
| 4180 |
4180
One Degree Advisors
San Diego,
California
| $448M | +$66.8M | +18% | 10.2% | – | 83 | 14.46% | 1.7 |
|
| 4181 |
4181
Mudrick Capital Management
New York
| $448M | +$273M | +157% | 4.01% | 212% | 4 | 25% | 0.8 |
|
| 4182 |
WA
4182
WealthTrust Axiom
Wayne,
Pennsylvania
| $448M | +$41.2M | +10% | 17.3% | 125% | 309 | 8.41% | 6 |
|
| 4183 |
4183
Wealthspring Capital
West Harrison,
New York
| $448M | +$26.3M | +6% | 2.94% | 24.1% | 260 | 45% | 0.5 |
|
| 4184 |
4184
Level Financial Advisors
East Amherst,
New York
| $448M | +$55.5M | +14% | 9.66% | 44% | 97 | 7.22% | 3 |
|
| 4185 |
4185
Watchman Group
Plano,
Texas
| $447M | +$34.2M | +8% | 9.51% | 54% | 78 | 12.82% | 3.7 |
|
| 4186 |
DTL
4186
Dynamic Technology Lab
Singapore
| $447M | -$167M | -27% | 10% | 30.8% | 1,177 | 75.62% | 0.2 |
|
| 4187 |
4187
Syquant Capital SAS
Paris,
France
| $447M | -$193M | -30% | 0.4% | 160% | 48 | 37.5% | 0.3 |
|
| 4188 |
BWM
4188
Brown Wealth Management
Naperville,
Illinois
| $447M | +$57.9M | +15% | 10.4% | 51.2% | 139 | 20.14% | 1.6 |
|
| 4189 |
4189
Flagstone Financial Management
Lincoln,
Nebraska
| $447M | +$44.3M | +11% | 9.29% | 43.9% | 77 | 7.79% | 2.1 |
|
| 4190 |
4190
O'Neil Global Advisors
Los Angeles,
California
| $447M | +$433M | +2,998% | 56.6% | 1,833% | 69 | 92.75% | 0 |
|
| 4191 |
4191
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $447M | -$200M | -31% | 9.38% | 87.9% | 314 | 53.82% | 3.1 |
|
| 4192 |
4192
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $447M | +$214M | +92% | 15.5% | – | 518 | 38.8% | 1 |
|
| 4193 |
4193
World Equity Group
Schaumburg,
Illinois
| $447M | +$60.5M | +16% | 18.2% | 117% | 431 | 27.61% | 1.8 |
|
| 4194 |
4194
Wellington Shields & Co
New York
| $446M | +$54.1M | +14% | 19.4% | 109% | 342 | 9.94% | 4.2 |
|
| 4195 |
4195
Fosun International
Hong Kong,
China
| $446M | +$47.7M | +12% | 31.6% | 41.3% | 81 | 28.4% | 1.5 |
|
| 4196 |
4196
Umpqua Bank
Lake Oswego,
Oregon
| $446M | +$95.6M | +27% | 18.6% | – | 167 | 7.78% | 1.9 |
|
| 4197 |
4197
Channel Wealth
Santa Barbara,
California
| $446M | +$33.1M | +8% | 11.6% | 59.3% | 197 | 16.24% | 2 |
|
| 4198 |
4198
Brown, Lisle/Cummings
Providence,
Rhode Island
| $446M | +$45.3M | +11% | 12.6% | 82.3% | 1,079 | 7.69% | 2.3 |
|
| 4199 |
ML
4199
Maniro Ltd
Nassau,
| $446M | +$116M | +35% | 9.53% | – | 30 | 20% | 0.3 |
|
| 4200 |
4200
Tyro Capital Management
Miami,
Florida
| $446M | -$475M | -52% | 38.9% | – | 30 | 63.33% | 0.9 |
|