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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
Parus Finance (UK)
London,
United Kingdom
| $242M | +$74.4M | +44% | 19.5% | 199% | 28 | 14.29% | 3.7 |
|
| 4252 |
4252
Cowbird Capital
New York
| $241M | +$25.4M | +12% | 26.2% | 21.3% | 11 | 45.45% | 0.9 |
|
| 4253 |
4253
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $241M | +$13.9M | +6% | 4.96% | 56.7% | 343 | 16.91% | 1.5 |
|
| 4254 |
SC
4254
Schiavi & Co
Wilmington,
Delaware
| $241M | +$10.5M | +5% | 0.98% | 41.4% | 26 | 19.23% | 1 |
|
| 4255 |
4255
KEB Asset Management
Springfield,
Illinois
| $241M | +$12.7M | +6% | 4.23% | 68.9% | 64 | 12.5% | 1 |
|
| 4256 |
4256
Stone Summit Wealth
Miami,
Florida
| $241M | +$16.4M | +7% | 4.01% | 67% | 138 | 4.35% | 1.3 |
|
| 4257 |
4257
Oak Asset Management
Westlake Village,
California
| $241M | +$9.37M | +4% | 6.02% | 91.8% | 100 | 3% | 0.9 |
|
| 4258 |
4258
Regimen Wealth
Atlanta,
Georgia
| $241M | +$10.1M | +4% | 2.11% | 34.4% | 62 | 20.97% | 0.4 |
|
| 4259 |
4259
Hendley & Co
Zanesville,
Ohio
| $241M | +$18.1M | +8% | 6.35% | 54.8% | 53 | 7.55% | 6 |
|
| 4260 |
4260
KFA Private Wealth Group
Tysons,
Virginia
| $241M | +$21.6M | +10% | 4.98% | 62.8% | 79 | 6.33% | 2.5 |
|
| 4261 |
4261
Strategic Vision Investment
Hong Kong
| $241M | -$175M | -42% | 4.09% | 95.6% | 27 | 55.56% | 0.4 |
|
| 4262 |
4262
WT Wealth Management
Scottsdale,
Arizona
| $241M | +$9.7M | +4% | 4.08% | 72% | 117 | 24.79% | 1.9 |
|
| 4263 |
4263
Regis Acquisition
Denver,
Colorado
| $241M | +$30M | +14% | 7.31% | – | 40 | 2.5% | 0.2 |
|
| 4264 |
AFS
4264
Aft Forsyth & Sober
Valrico,
Florida
| $241M | +$43.2M | +22% | 7.24% | 94.6% | 84 | 5.95% | 2.7 |
|
| 4265 |
4265
Princeton Capital Management
Red Bank,
New Jersey
| $241M | +$7.31M | +3% | 12.2% | 206% | 99 | 10.1% | 4.9 |
|
| 4266 |
4266
Hilltop Partners
Mishawaka,
Indiana
| $241M | +$19M | +9% | 3.41% | 64.9% | 103 | 39.81% | 0.3 |
|
| 4267 |
4267
Arista Wealth Management
Las Vegas,
Nevada
| $241M | +$57.3M | +31% | 3.13% | 60.1% | 65 | 9.23% | 0.5 |
|
| 4268 |
SA
4268
SAM Advisors
Oakhurst,
California
| $241M | +$17.7M | +8% | 5.48% | 57.5% | 40 | 25% | 1.1 |
|
| 4269 |
RG
4269
Retirement Group
San Diego,
California
| $240M | +$21.1M | +10% | 5.24% | 33.7% | 821 | 9.62% | 1.8 |
|
| 4270 |
4270
11 Capital Partners
Darien,
Connecticut
| $240M | +$37.5M | +18% | 9.76% | 101% | 17 | 35.29% | 0.8 |
|
| 4271 |
4271
Beach Point Capital Management
Santa Monica,
California
| $240M | +$32.6M | +16% | 12.6% | 84.1% | 24 | 29.17% | 1.3 |
|
| 4272 |
4272
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $240M | +$11.5M | +5% | 3.46% | 72.6% | 269 | 69.14% | 2.1 |
|
| 4273 |
4273
Courage Miller Partners
Norfolk,
Virginia
| $240M | +$3.81M | +2% | 2.79% | 43.5% | 76 | 2.63% | 7 |
|
| 4274 |
4274
Quantamental Technologies
White Plains,
New York
| $240M | +$54.6M | +29% | 8.07% | 24.2% | 691 | 75.4% | 0.2 |
|
| 4275 |
4275
Financial Life Advisors
San Antonio,
Texas
| $240M | +$7.03M | +3% | 2.89% | 47% | 71 | 18.31% | 2.1 |
|