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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $147M | +$15.5M | +12% | 19.3% | 75.5% | 6 | 16.67% | 0.4 |
|
| 4227 |
4227
FSA Wealth Management
Needham,
Massachusetts
| $147M | +$27.6M | +23% | 18.7% | – | 439 | 16.63% | 0.4 |
|
| 4228 |
4228
Israel Discount Bank of New York
New York
| $147M | +$16.6M | +13% | 16.4% | 40.8% | 90 | 11.11% | 2.7 |
|
| 4229 |
4229
Rainwater Charitable Foundation
Fort Worth,
Texas
| $147M | +$6.65M | +5% | 20.2% | 44% | 4 | 0% | 0.9 |
|
| 4230 |
HRC
4230
Hoertkorn Richard Charles
| $147M | +$24.7M | +20% | 27% | 172% | 89 | 11.24% | 4.9 |
|
| 4231 |
4231
AMJ Financial Wealth Management
Leesburg,
Virginia
| $147M | +$89.2M | +155% | 38.8% | 167% | 68 | 64.71% | 0.2 |
|
| 4232 |
4232
Tiemann Investment Advisors
Menlo Park,
California
| $147M | +$31.4M | +27% | 20.8% | 77% | 185 | 14.59% | 4.2 |
|
| 4233 |
4233
Bishop & Co Investment Management
Erie,
Pennsylvania
| $147M | -$2.8M | -2% | 19.8% | 47.6% | 24 | 25% | 3.3 |
|
| 4234 |
4234
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $146M | +$28.5M | +24% | 20.5% | 66.8% | 96 | 12.5% | 4.3 |
|
| 4235 |
AC
4235
Athos Capital
Hong Kong
| $146M | +$2.22M | +2% | 11.1% | 110% | 32 | 75% | 0.4 |
|
| 4236 |
PWAP
4236
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $146M | +$14.6M | +11% | 21.7% | 58.5% | 101 | 12.87% | 4.8 |
|
| 4237 |
PAM
4237
Pegasus Asset Management
Montebello,
New York
| $146M | +$25.2M | +21% | 20.3% | 89% | 71 | 7.04% | 2.1 |
|
| 4238 |
4238
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $146M | -$1.1M | -0.7% | 16.3% | 13% | 45 | 24.44% | 2.7 |
|
| 4239 |
4239
Silverleafe Capital Partners
Germantown,
Tennessee
| $146M | +$62.4M | +75% | 17.9% | 87.7% | 60 | 33.33% | 1.3 |
|
| 4240 |
CAM
4240
Crown Advisors Management
Larkspur,
California
| $146M | +$19.7M | +16% | 40.4% | 284% | 48 | 31.25% | 1 |
|
| 4241 |
DL
4241
DOHJ LLC
Seattle,
Washington
| $146M | +$43.1M | +42% | 16.5% | 51.5% | 81 | 39.51% | 0.3 |
|
| 4242 |
4242
Innealta Capital
Austin,
Texas
| $146M | +$16.4M | +13% | 17.3% | 63.7% | 55 | 20% | 0.8 |
|
| 4243 |
4243
1776 Wealth
Atlanta,
Georgia
| $146M | +$26.6M | +22% | 24.2% | 90.4% | 359 | 14.21% | 0.4 |
|
| 4244 |
4244
Richmond Hill Investments
New York
| $146M | -$3.46M | -2% | 9.09% | 55.2% | 10 | 20% | 2.9 |
|
| 4245 |
4245
Droms Strauss Advisors
St. Louis,
Missouri
| $146M | +$25.2M | +21% | 19.2% | 68.7% | 48 | 31.25% | 0.9 |
|
| 4246 |
4246
Reston Wealth Management
Reston,
Virginia
| $146M | +$21M | +17% | 14.9% | 60.7% | 44 | 9.09% | 1.2 |
|
| 4247 |
4247
Abbot Financial Management
Andover,
Massachusetts
| $145M | +$22.4M | +18% | 19.8% | 102% | 131 | 11.45% | 2.2 |
|
| 4248 |
4248
Claro Advisors
Boston,
Massachusetts
| $145M | +$38M | +35% | 21.3% | 85.5% | 194 | 23.2% | 1 |
|
| 4249 |
4249
Ferguson Shapiro
Decatur,
Georgia
| $145M | +$872K | +0.6% | 5.24% | 42.7% | 36 | 69.44% | 0.2 |
|
| 4250 |
4250
Blue Square Asset Management
New York
| $145M | +$36.9M | +34% | 13.4% | 104% | 195 | 67.18% | 0.2 |
|