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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
GFI
4276
Global Frontier Investments
Charleston,
South Carolina
| $197M | -$17.5M | -8% | 5.36% | – | 20 | 15% | 1.8 |
|
| 4277 |
4277
Curran Financial Partners
Daniel Island,
South Carolina
| $197M | -$14.7M | -7% | 5.97% | 49.4% | 63 | 11.11% | 1.3 |
|
| 4278 |
4278
New Harbor Financial Group
Worcester,
Massachusetts
| $197M | -$5.71M | -3% | 6.99% | 94.6% | 29 | 17.24% | 2.6 |
|
| 4279 |
4279
Syverson Strege & Co
West Des Moines,
Iowa
| $197M | -$75M | -28% | 6.12% | 66.8% | 350 | 15.43% | 1.5 |
|
| 4280 |
4280
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $197M | -$2.45M | -1% | 4.06% | 17.6% | 79 | 8.86% | 0.9 |
|
| 4281 |
4281
Arlington Financial Advisors
Santa Barbara,
California
| $197M | -$25.7M | -12% | 3.65% | 67.6% | 54 | 12.96% | 3.3 |
|
| 4282 |
4282
Keeler Thomas Management
Orem,
Utah
| $197M | -$5.06M | -3% | 6.07% | 46.1% | 75 | 26.67% | 1.9 |
|
| 4283 |
4283
Brave Asset Management
Summit,
New Jersey
| $197M | -$26.8M | -12% | 4.6% | 76.3% | 161 | 14.29% | 3.8 |
|
| 4284 |
SWMG
4284
Signature Wealth Management Group
Atlanta,
Georgia
| $197M | -$8.93M | -4% | 5.7% | – | 93 | 10.75% | 2.4 |
|
| 4285 |
4285
Tri-Star Advisors
Houston,
Texas
| $197M | -$10.2M | -5% | 6.1% | 3.07% | 59 | 11.86% | 1.4 |
|
| 4286 |
4286
Founders Financial Alliance
Raleigh,
North Carolina
| $196M | -$702K | -0.4% | 4.99% | 84.9% | 564 | 26.95% | 1.5 |
|
| 4287 |
4287
Insight Folios
Charlotte,
North Carolina
| $196M | -$13.9M | -7% | 6.54% | 32.9% | 110 | 8.18% | 1.5 |
|
| 4288 |
4288
Three Bridge Wealth Advisors
Los Altos,
California
| $196M | -$7.68M | -4% | 1.39% | 169% | 85 | 4.71% | 0.5 |
|
| 4289 |
MHP
4289
Manatuck Hill Partners
Westport,
Connecticut
| $196M | -$3.26M | -2% | 7.51% | 556% | 121 | 51.24% | 0.9 |
|
| 4290 |
WA
4290
Wealth Advisors
Rancho Santa Fe,
California
| $196M | -$9.6M | -5% | 4.21% | 40% | 60 | 8.33% | 2.1 |
|
| 4291 |
DCM
4291
Difesa Capital Management
New York
| $196M | +$21M | +12% | 7.34% | – | 270 | 19.63% | 0.6 |
|
| 4292 |
4292
Addition One General Partner
New York
| $196M | -$30.7M | -14% | 10% | – | 2 | 0% | 0.8 |
|
| 4293 |
AB
4293
Atlas Brown
Louisville,
Kentucky
| $196M | -$15.3M | -7% | 5.44% | 115% | 175 | 5.14% | 5.6 |
|
| 4294 |
4294
Colton Groome Financial Advisors
Asheville,
North Carolina
| $196M | -$3.87M | -2% | 4.72% | 65.8% | 119 | 14.29% | 1.3 |
|
| 4295 |
4295
Sage Capital Advisors
Sioux Falls,
South Dakota
| $196M | -$13.4M | -6% | 7.4% | 105% | 129 | 27.13% | 2.5 |
|
| 4296 |
4296
Jacobs Asset Management
New York
| $196M | -$17.4M | -8% | 2.61% | 114% | 44 | 27.27% | 1.5 |
|
| 4297 |
4297
Carderock Capital Management
Chevy Chase,
Maryland
| $196M | -$43.5M | -18% | 3.74% | 97.6% | 71 | 14.08% | 5.8 |
|
| 4298 |
PA
4298
Paragon Advisors
College Station,
Texas
| $196M | -$5.03M | -3% | 8.72% | 109% | 77 | 48.05% | 1.2 |
|
| 4299 |
4299
TNF
Billings,
Montana
| $196M | -$13.9M | -7% | 5.71% | 21.3% | 117 | 14.53% | 0.9 |
|
| 4300 |
4300
Spectrum Asset Management (California)
Newport Beach,
California
| $195M | -$7.08M | -3% | 3.5% | 68.3% | 96 | 11.46% | 3.1 |
|