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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
Stewardship Advisors
Mount Joy,
Pennsylvania
| $303M | +$10.3M | +4% | 0.23% | 46.1% | 67 | 10.45% | 1.8 |
|
| 4177 |
4177
Georgetown University
Washington,
District of Columbia
| $303M | -$10.1M | -3% | 5.08% | 79.9% | 19 | 5.26% | 2.8 |
|
| 4178 |
4178
Mokosak Advisory Group
Urbandale,
Iowa
| $303M | -$441K | -0.1% | 0.41% | 59.2% | 31 | 6.45% | 3.8 |
|
| 4179 |
4179
Empire Financial Management Company
New York
| $302M | -$261K | -0.1% | 1.77% | 78.3% | 218 | 14.68% | 1 |
|
| 4180 |
4180
Keystone Financial Planning
Cleveland,
Ohio
| $302M | -$6.17M | -2% | 2.65% | 46% | 54 | 18.52% | 5.4 |
|
| 4181 |
4181
ClearAlpha Technologies
Greenwich,
Connecticut
| $302M | +$64.7M | +27% | 1.39% | – | 341 | 68.33% | 0.2 |
|
| 4182 |
4182
Chan Zuckerberg Initiative
Redwood City,
California
| $302M | -$33M | -10% | 0.99% | 59% | 2 | 0% | 0.8 |
|
| 4183 |
4183
Fairhaven Wealth Management
Oak Brook,
Illinois
| $302M | +$10.5M | +4% | 2.28% | – | 128 | 10.16% | 3 |
|
| 4184 |
CCP
4184
Camelot Capital Partners
Laguna Beach,
California
| $302M | +$88.1M | +41% | 43% | – | 3 | 0% | 1.7 |
|
| 4185 |
WA
4185
WealthTrust Axiom
Wayne,
Pennsylvania
| $302M | -$8.78M | -3% | 0.52% | 125% | 267 | 5.99% | 5.9 |
|
| 4186 |
ACM
4186
Aljian Capital Management
Carson City,
Nevada
| $301M | +$32.3M | +12% | 14.7% | 162% | 36 | 2.78% | 4.4 |
|
| 4187 |
4187
Syntrinsic
Denver,
Colorado
| $301M | +$2.9M | +1% | 0.35% | – | 87 | 12.64% | 0.7 |
|
| 4188 |
4188
Jentner Corp
Akron,
Ohio
| $301M | +$16.4M | +6% | 0.91% | 38.9% | 54 | 7.41% | 3.7 |
|
| 4189 |
SM
4189
Scoggin Management
New York
| $301M | +$8.69M | +3% | 8.32% | 889% | 92 | 67.39% | 0.6 |
|
| 4190 |
IAA
4190
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $301M | +$8.61M | +3% | 3.49% | 49.3% | 99 | 41.41% | 3.1 |
|
| 4191 |
4191
GraniteShares Advisors
New York
| $300M | +$111M | +59% | 21.1% | 86.2% | 103 | 23.3% | 1 |
|
| 4192 |
4192
Beam Wealth Advisors
Covington,
Louisiana
| $300M | +$134M | +80% | 3.1% | 59.7% | 160 | 64.38% | 1.5 |
|
| 4193 |
4193
Vista Investment Partners
Oklahoma City,
Oklahoma
| $300M | +$6.02M | +2% | 1.66% | 112% | 174 | 24.71% | 0.4 |
|
| 4194 |
4194
Kendall Capital Management
Rockville,
Maryland
| $300M | +$9.25M | +3% | 1.97% | 130% | 222 | 11.26% | 3.1 |
|
| 4195 |
4195
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $300M | -$12.8M | -4% | 2.11% | 52.1% | 123 | 21.95% | 3.4 |
|
| 4196 |
4196
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $299M | +$8.57M | +3% | 1.14% | 84.4% | 518 | 12.36% | 0.5 |
|
| 4197 |
4197
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $299M | +$21.7M | +8% | 4.98% | 31.6% | 145 | 17.24% | 1.2 |
|
| 4198 |
4198
MSH Capital Advisors
Scottsdale,
Arizona
| $299M | +$14.6M | +5% | 0.86% | 66.5% | 234 | 13.68% | 1.8 |
|
| 4199 |
4199
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $299M | +$14.2M | +5% | 4.4% | 130% | 154 | 9.09% | 3.1 |
|
| 4200 |
4200
O'Keefe Stevens Advisory
Rochester,
New York
| $299M | -$5.44M | -2% | 7.44% | 208% | 72 | 12.5% | 2.9 |
|