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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
Brady Family Wealth
Saint Louis,
Missouri
| $326M | -$7.19M | -2% | 1.31% | 74.7% | 119 | 4.2% | 1.9 |
|
| 4227 |
4227
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $326M | -$18.8M | -5% | 1.29% | 116% | 18 | 0% | 8.4 |
|
| 4228 |
4228
Hollow Brook Wealth Management
Katonah,
New York
| $326M | -$11.7M | -3% | 0.11% | 97.8% | 94 | 11.7% | 3.8 |
|
| 4229 |
4229
L1 Capital International
Sydney NSW 2000,
Australia
| $325M | +$12.9M | +4% | 1.36% | – | 19 | 5.26% | 0.9 |
|
| 4230 |
4230
ADW Capital Management
Miami Beach,
Florida
| $325M | +$8.09M | +3% | 30.2% | 78.2% | 6 | 16.67% | 4.8 |
|
| 4231 |
4231
Pantera Capital Partners
San Francisco,
California
| $325M | – | – | 42.2% | – | 2 | – | 0 |
|
| 4232 |
4232
US Financial Advisors
Braintree,
Massachusetts
| $325M | +$4.05M | +1% | 1.07% | 12.6% | 92 | 7.61% | 3.1 |
|
| 4233 |
4233
PFW Advisors
Atlanta,
Georgia
| $325M | – | – | 1.48% | – | 125 | – | 4.3 |
|
| 4234 |
4234
Weaver Consulting Group
Huntington Beach,
California
| $325M | +$10.4M | +3% | 0.71% | 56.4% | 235 | 11.49% | 3.2 |
|
| 4235 |
4235
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $325M | -$6.7M | -2% | 0.11% | 76.5% | 112 | 9.82% | 6.1 |
|
| 4236 |
4236
Ballast Advisors
Woodbury,
Minnesota
| $325M | +$941K | +0.3% | 0.96% | 66.7% | 167 | 5.99% | 4 |
|
| 4237 |
4237
Covenant Partners
Nashville,
Tennessee
| $324M | -$19.1M | -6% | 0.23% | 70.3% | 184 | 20.11% | 3.5 |
|
| 4238 |
4238
ORG Wealth Partners
Dallas,
Texas
| $324M | +$23.2M | +8% | 10.3% | – | 563 | 24.51% | 0.2 |
|
| 4239 |
4239
Whitcomb & Hess
Ashland,
Ohio
| $324M | -$12.4M | -4% | 3.61% | 54% | 60 | 13.33% | 2.2 |
|
| 4240 |
4240
Ayalon Insurance Company
Ramat Gan,
Israel
| $324M | +$2.72M | +0.8% | 1.05% | 99.6% | 63 | 1.59% | 4.9 |
|
| 4241 |
4241
Steamboat Capital Partners
Rye,
New York
| $324M | +$6.53M | +2% | 6.36% | 280% | 61 | 27.87% | 1.6 |
|
| 4242 |
4242
Montis Financial
Waltham,
Massachusetts
| $324M | +$42.3M | +15% | 1.48% | 53.8% | 139 | 25.9% | 1.5 |
|
| 4243 |
4243
O'Keefe Stevens Advisory
Rochester,
New York
| $323M | -$7.19M | -2% | 2.09% | 208% | 75 | 6.67% | 3.1 |
|
| 4244 |
4244
American Assets Inc
San Diego,
California
| $323M | +$18.6M | +6% | 7.34% | 49.9% | 25 | 52% | 3.1 |
|
| 4245 |
4245
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $323M | -$5.39M | -2% | 1.25% | 84.4% | 518 | 10.42% | 0.9 |
|
| 4246 |
4246
Summit Wealth & Retirement Planning
San Ramon,
California
| $323M | +$9.8M | +3% | 0.13% | 67.6% | 76 | 11.84% | 2.6 |
|
| 4247 |
4247
Princeton Capital Management
Red Bank,
New Jersey
| $323M | +$5.56M | +2% | 6.78% | 206% | 129 | 13.95% | 3.9 |
|
| 4248 |
4248
Permanent Capital Management
Chicago,
Illinois
| $323M | – | – | 1.29% | – | 74 | – | 0.5 |
|
| 4249 |
4249
Redwood Grove Capital
Palo Alto,
California
| $323M | -$45.3M | -12% | 8.26% | 79.8% | 24 | 12.5% | 2.4 |
|
| 4250 |
AWA
4250
Aquire Wealth Advisors
South Jordan,
Utah
| $323M | +$4.37M | +1% | 1.17% | 60.2% | 51 | 11.76% | 2.2 |
|