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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
Lansing Street Advisors
Ambler,
Pennsylvania
| $392M | +$14.7M | +4% | 2.94% | – | 152 | 14.47% | 2 |
|
| 4227 |
4227
Divergent Planning
Bethesda,
Maryland
| $392M | +$15.4M | +4% | 2% | 43.3% | 37 | 8.11% | 2.6 |
|
| 4228 |
4228
Sollinda Capital Management
Miami,
Florida
| $391M | +$26.5M | +7% | 1.38% | – | 81 | 22.22% | 1.4 |
|
| 4229 |
4229
Alight Capital Management
New York
| $391M | -$70.7M | -15% | 6.74% | 466% | 81 | 46.91% | 0.8 |
|
| 4230 |
4230
Whitefort Capital Management
New York
| $391M | +$52.8M | +16% | 12.1% | 243% | 22 | 27.27% | 1.4 |
|
| 4231 |
4231
Quadratic Capital Management
Greenwich,
Connecticut
| $391M | +$68M | +21% | 1.71% | 0.6% | 2 | 0% | 4.6 |
|
| 4232 |
4232
Peterson Wealth Services
South Ogden,
Utah
| $391M | -$14.2M | -3% | 2.06% | 160% | 223 | 6.28% | 1.7 |
|
| 4233 |
4233
Safeguard Investment Advisory Group
Corona,
California
| $391M | -$12.2M | -3% | 3.06% | 84.3% | 166 | 20.48% | 2.6 |
|
| 4234 |
4234
Strategic Advocates
Logan,
Utah
| $391M | +$6.86M | +2% | 0.45% | 111% | 651 | 7.68% | 0.5 |
|
| 4235 |
4235
Retirement Management Systems
Leonardtown,
Maryland
| $391M | – | – | 1.92% | – | 54 | – | 0 |
|
| 4236 |
SIIL
4236
Sinvest Investments II Ltd
Nassau, New Providence,
| $390M | – | – | 9.75% | – | 1 | – | 0 |
|
| 4237 |
4237
Siemens
Munich,
Germany
| $390M | -$38.8M | -9% | 83.1% | 16.8% | 1 | 0% | 3.3 |
|
| 4238 |
4238
P2 Capital Partners
New York
| $390M | -$130M | -25% | 0.45% | 7.96% | 13 | 23.08% | 3.6 |
|
| 4239 |
4239
BNC Wealth Management
Beaverton,
Oregon
| $390M | -$6.14M | -2% | 2.96% | 204% | 115 | 14.78% | 2.7 |
|
| 4240 |
4240
Lead Edge Capital Management
New York
| $390M | +$11.5M | +3% | 6.73% | 20.2% | 8 | 0% | 1.6 |
|
| 4241 |
4241
Flagstone Financial Management
Lincoln,
Nebraska
| $390M | +$10.9M | +3% | 1.63% | 46.2% | 66 | 6.06% | 2 |
|
| 4242 |
4242
Cadent Capital Advisors
Tulsa,
Oklahoma
| $390M | +$10.5M | +3% | 3.76% | 106% | 214 | 22.43% | 1.9 |
|
| 4243 |
4243
Wilson Asset Management
Sydney,
Australia
| $390M | -$14.5M | -4% | 2.9% | 58% | 50 | 34% | 1.3 |
|
| 4244 |
4244
Bard Associates
Chicago,
Illinois
| $389M | +$12.7M | +3% | 2.06% | 241% | 260 | 45% | 3.6 |
|
| 4245 |
4245
Dockside LLC
New York
| $389M | – | – | 3.47% | – | 183 | – | 0 |
|
| 4246 |
IFS
4246
Ifrah Financial Services
Little Rock,
Arkansas
| $389M | +$3.58M | +0.9% | 1.94% | 64.1% | 210 | 4.29% | 5.4 |
|
| 4247 |
4247
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $389M | +$12.7M | +3% | 2.66% | 80% | 88 | 9.09% | 5.1 |
|
| 4248 |
WA
4248
WealthTrust Axiom
Wayne,
Pennsylvania
| $389M | +$15.4M | +4% | 6.63% | 125% | 280 | 6.43% | 6.2 |
|
| 4249 |
4249
Investment Advisory Group
Hanover,
Massachusetts
| $389M | +$21M | +6% | 2.27% | 61.6% | 199 | 7.54% | 2.6 |
|
| 4250 |
4250
Teramo Advisors
Naples,
Florida
| $388M | +$20.9M | +6% | 2.4% | 72.1% | 15 | 33.33% | 1.7 |
|