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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 |
DCM
4276
Divisar Capital Management
San Francisco,
California
| $368M | -$64.7M | -15% | 24.6% | 194% | 28 | 17.86% | 3.6 |
|
| 4277 |
4277
United Wealth Management
Charlottesville,
Virginia
| $367M | +$23.1M | +7% | 5.57% | – | 24 | 4.17% | 0.7 |
|
| 4278 |
4278
Teramo Advisors
Naples,
Florida
| $367M | +$15.9M | +5% | 7.69% | 72.1% | 26 | 57.69% | 1.3 |
|
| 4279 |
4279
CLG LLC
Long Beach,
California
| $367M | +$46.5M | +15% | 13.9% | – | 139 | 11.51% | 0.6 |
|
| 4280 |
4280
Beam Wealth Advisors
Covington,
Louisiana
| $367M | +$31.4M | +9% | 8.29% | 59.7% | 114 | 10.53% | 2.3 |
|
| 4281 |
4281
Mindset Wealth Management
Indianapolis,
Indiana
| $367M | +$61.4M | +20% | 16.5% | – | 183 | 19.67% | 0.7 |
|
| 4282 |
4282
Snider Financial Group
Bellevue,
Washington
| $367M | +$20M | +6% | 6.64% | 87% | 119 | 5.88% | 1.6 |
|
| 4283 |
MJP
4283
Michael J. Puzo
| $367M | +$15.6M | +4% | 6.75% | 90.3% | 73 | 5.48% | 7.2 |
|
| 4284 |
4284
Pensionfund Sabic
Sittard,
Netherlands
| $367M | +$13.7M | +4% | 6.31% | 63.6% | 214 | 0.47% | 5.1 |
|
| 4285 |
4285
Sovereign Investment Advisors
Phoenix,
Arizona
| $367M | +$2.91M | +0.8% | 2.47% | 43.7% | 36 | 2.78% | 4 |
|
| 4286 |
4286
Wakefield Asset Management
Englewood,
Colorado
| $366M | +$8.34M | +2% | 8.44% | 139% | 220 | 19.09% | 1.3 |
|
| 4287 |
4287
Physicians Financial Services
Raleigh,
North Carolina
| $366M | +$30.6M | +9% | 11.1% | 100% | 110 | 4.55% | 6.7 |
|
| 4288 |
4288
Cooper Investors
Melbourne, Victoria,
Australia
| $366M | -$183M | -33% | 0.85% | 57.5% | 55 | 43.64% | 1.8 |
|
| 4289 |
4289
One River Asset Management
Stamford,
Connecticut
| $366M | +$321M | +707% | 6.49% | 27% | 185 | 85.41% | 0.2 |
|
| 4290 |
4290
Pinion Investment Advisors
Wichita,
Kansas
| $366M | +$76M | +26% | 8.13% | 75.4% | 179 | 15.08% | 3.1 |
|
| 4291 |
4291
Bell Asset Management
Melbourne,
Australia
| $366M | -$87.7M | -19% | 6.44% | 45.3% | 70 | 21.43% | 3.6 |
|
| 4292 |
4292
Roberts, Glore & Co
Deerfield,
Illinois
| $366M | +$23.4M | +7% | 8.97% | 72.3% | 222 | 9.46% | 6.4 |
|
| 4293 |
4293
Narus Financial Partners
Salt Lake City,
Utah
| $366M | +$45.1M | +14% | 6.72% | 85.3% | 174 | 13.22% | 3.4 |
|
| 4294 |
4294
Portland Investment Counsel
Burlington,
Ontario, Canada
| $365M | +$25.4M | +7% | 28.8% | 108% | 53 | 11.32% | 2.7 |
|
| 4295 |
4295
Buckley Wealth Management
Las Vegas,
Nevada
| $365M | +$31.1M | +9% | 10.2% | 88% | 109 | 7.34% | 4.8 |
|
| 4296 |
4296
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $365M | +$5.1M | +1% | 7.48% | – | 165 | 7.27% | 3.2 |
|
| 4297 |
4297
Sollinda Capital Management
Miami,
Florida
| $365M | -$19M | -5% | 5.48% | – | 100 | 37% | 1.3 |
|
| 4298 |
LFGO
4298
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $365M | +$26.5M | +8% | 6.84% | 64.2% | 96 | 15.63% | 1.8 |
|
| 4299 |
4299
Selkirk Management
Chatham,
New Jersey
| $365M | +$26.6M | +8% | 13.1% | 245% | 14 | 14.29% | 6.2 |
|
| 4300 |
4300
ArchPoint Investors
Coral Gables,
Florida
| $365M | +$24.2M | +7% | 13.9% | 111% | 74 | 9.46% | 4.1 |
|