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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 |
4276
BOCHK Asset Management
Hong Kong
| $286M | +$124M | +76% | 43.5% | 503% | 90 | 62.22% | 0.1 |
|
| 4277 |
4277
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $286M | +$14.9M | +5% | 9.81% | 84.3% | 194 | 13.92% | 2.3 |
|
| 4278 |
4278
James J. Burns & Company
Melville,
New York
| $286M | -$134M | -32% | 7.37% | 70.2% | 124 | 34.68% | 1.2 |
|
| 4279 |
AWA
4279
Aquire Wealth Advisors
South Jordan,
Utah
| $286M | +$23.1M | +9% | 6.23% | 60.2% | 46 | 13.04% | 1.7 |
|
| 4280 |
4280
Financial Security Advisor
Virginia Beach,
Virginia
| $286M | +$31.6M | +12% | 10.2% | 83.5% | 114 | 11.4% | 0.4 |
|
| 4281 |
4281
Rockline Wealth Management
Plainview,
New York
| $286M | +$45.3M | +19% | 18.8% | 176% | 95 | 9.47% | 0.2 |
|
| 4282 |
4282
Beach Point Capital Management
Santa Monica,
California
| $286M | +$35.2M | +14% | 4.7% | 84.1% | 13 | 23.08% | 1.7 |
|
| 4283 |
4283
Packer & Co
Cottesloe,
Australia
| $286M | +$15.3M | +6% | 8.2% | – | 3 | 0% | 4.3 |
|
| 4284 |
4284
NovaPoint Capital
Atlanta,
Georgia
| $285M | +$16.1M | +6% | 8.2% | 94% | 143 | 12.59% | 2.7 |
|
| 4285 |
4285
Atlas Merchant Capital
New York
| $285M | -$81.8M | -22% | 2.68% | 67.6% | 94 | 35.11% | 0.8 |
|
| 4286 |
LIC
4286
Laurus Investment Counsel
Toronto,
Canada
| $285M | +$9.22M | +3% | 7.37% | 14.1% | 40 | 5% | 3.4 |
|
| 4287 |
4287
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $285M | +$34.2M | +14% | 12.1% | 136% | 155 | 21.94% | 2.9 |
|
| 4288 |
4288
Jentner Corp
Akron,
Ohio
| $285M | +$25.8M | +10% | 4.74% | 38.9% | 54 | 11.11% | 3.5 |
|
| 4289 |
4289
MSH Capital Advisors
Scottsdale,
Arizona
| $285M | +$17M | +6% | 7.46% | 77.4% | 225 | 10.22% | 1.7 |
|
| 4290 |
4290
AlphaMark Advisors
Ft. Wright,
Kentucky
| $284M | +$21.1M | +8% | 9.78% | 26.4% | 850 | 26% | 3.4 |
|
| 4291 |
4291
MBM Wealth Consultants
Chesterfield,
Missouri
| $284M | +$16.6M | +6% | 7.47% | 57.1% | 110 | 8.18% | 3 |
|
| 4292 |
4292
Pineridge Advisors
St. Charles,
Missouri
| $284M | -$17.5M | -6% | 2.87% | – | 862 | 34.8% | 0.2 |
|
| 4293 |
SM
4293
Samjo Management
New York
| $284M | +$1.97M | +0.7% | 1.6% | – | 56 | 12.5% | 0.2 |
|
| 4294 |
4294
Strata Wealth Advisors
Dallas,
Texas
| $284M | +$30.4M | +12% | 9.12% | 73.6% | 84 | 28.57% | 0.6 |
|
| 4295 |
4295
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $284M | +$19.3M | +7% | 5.52% | 44.5% | 104 | 6.73% | 1.5 |
|
| 4296 |
4296
Sentinus LLC
Oak Brook,
Illinois
| $284M | – | – | 6% | – | 171 | – | 1 |
|
| 4297 |
4297
Physicians Financial Services
Raleigh,
North Carolina
| $284M | +$20.1M | +8% | 10.5% | 116% | 104 | 1.92% | 6.4 |
|
| 4298 |
LJHT
4298
Laurie J. Hall Trustee
| $284M | +$23M | +9% | 11.3% | 105% | 262 | 5.73% | 6.6 |
|
| 4299 |
AFS
4299
Aft Forsyth & Sober
Valrico,
Florida
| $284M | +$24.3M | +9% | 12% | 94.6% | 85 | 9.41% | 3.2 |
|
| 4300 |
4300
Atwater Malick
Lancaster,
Pennsylvania
| $284M | +$28.6M | +11% | 9.77% | 83.4% | 79 | 13.92% | 2.8 |
|