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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Archer Investment Corporation
Carmel,
Indiana
| $114M | – | – | 11.3% | 68.2% | 491 | – | 0 |
|
| 4252 |
4252
WealthOne
Albany,
New York
| $114M | – | – | 9.69% | 23.4% | 606 | – | 0 |
|
| 4253 |
4253
Next Capital Management
New York
| $114M | – | – | 12% | 61.3% | 234 | – | 0 |
|
| 4254 |
LFWA
4254
LBJ Family Wealth Advisors
Austin,
Texas
| $114M | -$16.4M | -13% | 14.4% | 64.9% | 19 | 10.53% | 3.6 |
|
| 4255 |
4255
Mirsky Financial Management
Rochester,
New York
| $114M | – | – | 9.32% | 39.3% | 30 | – | 0 |
|
| 4256 |
4256
FrontFour Capital Group
Greenwich,
Connecticut
| $114M | -$201M | -64% | 26.8% | 8.55% | 29 | 41.38% | 1.4 |
|
| 4257 |
4257
Stonepine Capital Management
Bend,
Oregon
| $114M | -$57.2M | -33% | 19.3% | 231% | 33 | 39.39% | 1.1 |
|
| 4258 |
4258
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $114M | -$29.4M | -21% | 13.5% | 60.2% | 46 | 34.78% | 2.2 |
|
| 4259 |
AIA
4259
Arcadia Investment Advisors
Eagle,
Idaho
| $114M | -$14.8M | -12% | 14% | 56.4% | 70 | 15.71% | 0.8 |
|
| 4260 |
4260
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $114M | -$13.4M | -11% | 11.4% | 101% | 210 | 80% | 0.4 |
|
| 4261 |
4261
ICM Asset Management
Spokane,
Washington
| $114M | -$29.4M | -21% | 18.6% | 58.9% | 55 | 29.09% | 2 |
|
| 4262 |
4262
Centric Wealth Management
Chicago,
Illinois
| $114M | – | – | 10.1% | 44.4% | 111 | – | 0 |
|
| 4263 |
4263
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $114M | -$18.1M | -14% | 15.9% | 152% | 85 | 8.24% | 2.6 |
|
| 4264 |
4264
S. Muoio & Co
New York
| $114M | -$113M | -50% | 7.12% | 327% | 115 | 54.78% | 1.9 |
|
| 4265 |
4265
Abbot Financial Management
Andover,
Massachusetts
| $114M | -$20.8M | -16% | 11.3% | 102% | 119 | 14.29% | 1.3 |
|
| 4266 |
SST
4266
S Squared Technology
New York
| $113M | -$13.9M | -11% | 8.74% | 223% | 46 | 26.09% | 1.8 |
|
| 4267 |
4267
Peter Svennilson
| $113M | – | – | 15.5% | – | 4 | – | 0 |
|
| 4268 |
4268
Princeton Global Asset Management
Princeton,
New Jersey
| $113M | – | – | 13.5% | 110% | 206 | – | 0 |
|
| 4269 |
4269
Omega Financial Group
Santa Barbara,
California
| $113M | – | – | 9.21% | 47% | 57 | – | 0 |
|
| 4270 |
4270
Madrona Financial Services
Everett,
Washington
| $113M | -$18.4M | -14% | 13.5% | 85.1% | 45 | 13.33% | 2.4 |
|
| 4271 |
4271
One Day In July LLC
Burlington,
Vermont
| $113M | – | – | 6.92% | 48.2% | 31 | – | 0 |
|
| 4272 |
4272
Water Oak Advisors
Winter Park,
Florida
| $113M | -$12.8M | -10% | 14.3% | 12.9% | 17 | 0% | 3 |
|
| 4273 |
4273
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $113M | – | – | 13.1% | 56.9% | 131 | – | 0 |
|
| 4274 |
SL
4274
SOF Ltd
George Town,
Cayman Islands
| $113M | -$20.1M | -15% | 15.1% | 42.3% | 1 | 0% | 2 |
|
| 4275 |
4275
American Trust Investment Advisors
Lebanon,
New Hampshire
| $113M | -$15.5M | -12% | 15% | 91% | 83 | 22.89% | 2.2 |
|