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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 |
IAA
4276
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $218M | -$3.78M | -2% | 6.78% | 49.3% | 98 | 22.45% | 2.5 |
|
| 4277 |
4277
Algebris (UK)
London,
United Kingdom
| $218M | -$4.76M | -2% | 1.35% | 24.5% | 55 | 65.45% | 0.4 |
|
| 4278 |
4278
Founders Financial Alliance
Raleigh,
North Carolina
| $218M | +$21.3M | +11% | 9.34% | 84.9% | 489 | 4.91% | 1.7 |
|
| 4279 |
4279
Droms Strauss Advisors
St. Louis,
Missouri
| $218M | +$16.1M | +8% | 6.73% | 68.7% | 66 | 13.64% | 1.9 |
|
| 4280 |
7IH
4280
72 Investment Holdings
Stamford,
Connecticut
| $218M | +$91.3M | +72% | 79.9% | 1,556% | 5 | 0% | 1.5 |
|
| 4281 |
4281
Affinity Investment Advisors
Newport Beach,
California
| $217M | +$24.7M | +13% | 14.3% | 189% | 222 | 30.18% | 2.4 |
|
| 4282 |
SC
4282
Schulhoff & Co
Cincinnati,
Ohio
| $217M | +$25.3M | +13% | 14.5% | 51.8% | 120 | 6.67% | 6.5 |
|
| 4283 |
4283
Norman Fields Gottscho Capital Management
New York
| $217M | +$9.8M | +5% | 9.14% | 96.9% | 76 | 14.47% | 4.7 |
|
| 4284 |
4284
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $217M | +$17.8M | +9% | 9.21% | 67.5% | 106 | 31.13% | 1.5 |
|
| 4285 |
4285
Courage Miller Partners
Norfolk,
Virginia
| $217M | +$18.7M | +9% | 6.32% | 43.5% | 71 | 7.04% | 7.1 |
|
| 4286 |
4286
Almitas Capital
Santa Monica,
California
| $217M | +$83.1M | +62% | 5.26% | 86.1% | 153 | 54.9% | 0.5 |
|
| 4287 |
4287
Hayek Kallen Investment Management
Fairhope,
Alabama
| $217M | +$3.99M | +2% | 9.25% | 71.9% | 84 | 3.57% | 5.3 |
|
| 4288 |
4288
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $217M | +$17.8M | +9% | 10.4% | 87.3% | 81 | 7.41% | 6.5 |
|
| 4289 |
4289
Arjuna Capital
Durham,
North Carolina
| $217M | +$13.5M | +7% | 8.59% | 105% | 106 | 23.58% | 2.2 |
|
| 4290 |
4290
Financial Life Advisors
San Antonio,
Texas
| $217M | +$17.2M | +9% | 5.68% | 47% | 84 | 34.52% | 1.9 |
|
| 4291 |
4291
Atlas Private Wealth Management
Albany,
New York
| $217M | +$78.6M | +57% | 5.88% | 19.8% | 111 | 6.31% | 2.4 |
|
| 4292 |
4292
Landmark Financial Advisors
Bowling Green,
Kentucky
| $217M | +$27.4M | +14% | 8.41% | 11.8% | 87 | 9.2% | 4.1 |
|
| 4293 |
4293
Wiser Wealth Management
Marietta,
Georgia
| $216M | +$25.1M | +13% | 5.59% | 53% | 38 | 15.79% | 1.3 |
|
| 4294 |
E
4294
ETFidea
Syracuse,
New York
| $216M | +$22.3M | +12% | 8.37% | 22.7% | 113 | 15.93% | 0.8 |
|
| 4295 |
4295
True Wealth Design
Akron,
Ohio
| $216M | – | – | 10.2% | 57% | 803 | – | 0 |
|
| 4296 |
4296
MBM Wealth Consultants
Chesterfield,
Missouri
| $216M | +$8.71M | +4% | 6.2% | 57.1% | 364 | 29.95% | 2.1 |
|
| 4297 |
4297
Aspen Grove Capital
Avon,
Colorado
| $216M | – | – | 9.23% | 90% | 163 | – | 0 |
|
| 4298 |
4298
McElhenny Sheffield Capital Management
Dallas,
Texas
| $216M | +$85M | +65% | 4.2% | 86.3% | 660 | 87.42% | 0.1 |
|
| 4299 |
4299
Blueshift Asset Management
Red Bank,
New Jersey
| $216M | -$252M | -54% | 6.34% | 38.8% | 712 | 75.28% | 0.4 |
|
| 4300 |
4300
Ribbit Capital GP II
Palo Alto,
California
| $216M | -$51.8M | -19% | 19.4% | – | 1 | 0% | 1 |
|