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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 |
SSI
4276
Scott & Selber Inc
Houston,
Texas
| $267M | +$25M | +10% | 12.7% | 202% | 100 | 6% | 4.3 |
|
| 4277 |
4277
CWS Financial Advisors
Kalamazoo,
Michigan
| $266M | +$17.1M | +7% | 10.1% | 55.7% | 182 | 26.37% | 3 |
|
| 4278 |
4278
Henry James International Management
New York
| $266M | +$35.5M | +15% | 14.1% | 125% | 127 | 3.94% | 4.1 |
|
| 4279 |
WPA
4279
WIT Partners Advisory
Singapore
| $266M | – | – | 5.87% | 22.7% | 1 | – | 0 |
|
| 4280 |
YRHAM
4280
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $266M | +$158M | +145% | 28% | 2,310% | 23 | 69.57% | 0.4 |
|
| 4281 |
LWA
4281
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $266M | +$37.8M | +17% | 8.81% | 8.87% | 66 | 16.67% | 2.8 |
|
| 4282 |
4282
Steamboat Capital Partners
Rye,
New York
| $266M | -$3.55M | -1% | 17% | 280% | 47 | 21.28% | 1.7 |
|
| 4283 |
4283
Root Financial Partners
Encinitas,
California
| $266M | +$77.4M | +41% | 9.65% | 62.5% | 83 | 19.28% | 0.6 |
|
| 4284 |
E
4284
ETFidea
Syracuse,
New York
| $266M | +$30.5M | +13% | 11.5% | 22.7% | 113 | 13.27% | 1.6 |
|
| 4285 |
4285
Wealth Effects
Boston,
Massachusetts
| $266M | +$63.5M | +31% | 16.4% | 235% | 241 | 24.07% | 1.4 |
|
| 4286 |
4286
High Note Wealth
Deephaven,
Minnesota
| $266M | +$23.9M | +10% | 9.29% | 82.8% | 95 | 10.53% | 2.2 |
|
| 4287 |
4287
GSG Advisors
Mount Laurel,
New Jersey
| $266M | +$60.9M | +30% | 13.6% | 99.3% | 112 | 28.57% | 0.2 |
|
| 4288 |
4288
Frontier Asset Management
Sheridan,
Wyoming
| $266M | +$45.1M | +20% | 7.66% | 57.1% | 62 | 9.68% | 1.3 |
|
| 4289 |
4289
ClearAlpha Technologies
Greenwich,
Connecticut
| $266M | – | – | 13.4% | – | 254 | – | 0 |
|
| 4290 |
4290
Safeguard Investment Advisory Group
Corona,
California
| $266M | +$35.9M | +16% | 12.2% | 84.3% | 106 | 12.26% | 2.1 |
|
| 4291 |
MFF
4291
Mango Five Family
Reno,
Nevada
| $266M | – | – | 8.54% | – | 88 | – | 0 |
|
| 4292 |
4292
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $265M | +$27.1M | +11% | 10.9% | 71.1% | 97 | 13.4% | 3.5 |
|
| 4293 |
4293
Frisch Financial Group
Melville,
New York
| $265M | +$18.7M | +8% | 10.8% | 66.6% | 133 | 18.8% | 2.5 |
|
| 4294 |
4294
Capital Investment Counsel (Colorado)
Denver,
Colorado
| $265M | – | – | 10.4% | 68.7% | 114 | – | 0 |
|
| 4295 |
4295
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $265M | +$14.7M | +6% | 9.19% | 41.2% | 100 | 9% | 1.3 |
|
| 4296 |
4296
Clarity Wealth Advisors
San Jose,
California
| $265M | +$44.1M | +20% | 11.5% | 94.1% | 86 | 15.12% | 2.4 |
|
| 4297 |
4297
Verde Capital Management
Clarkston,
Michigan
| $265M | +$7.3M | +3% | 11.4% | 80.3% | 46 | 13.04% | 2.6 |
|
| 4298 |
WFA
4298
Wade Financial Advisory
Campbell,
California
| $265M | +$31M | +13% | 10.1% | 15.9% | 77 | 11.69% | 2.9 |
|
| 4299 |
4299
Courage Miller Partners
Norfolk,
Virginia
| $264M | +$20.5M | +8% | 8.04% | 43.5% | 76 | 3.95% | 7.2 |
|
| 4300 |
4300
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $264M | +$15.8M | +6% | 6.41% | 13.4% | 3 | 0% | 9 |
|