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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
CNBTD
4301
Citizens National Bank Trust Department
Meridian,
Mississippi
| $248M | -$15M | -6% | 0.59% | 114% | 322 | 10.56% | 0.9 |
|
| 4302 |
4302
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $248M | -$63.8M | -20% | 12.7% | 83.8% | 109 | 11.93% | 2 |
|
| 4303 |
4303
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $248M | -$20.4M | -8% | 0.57% | – | 208 | 14.9% | 0.2 |
|
| 4304 |
4304
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $248M | -$6.22M | -2% | 4.47% | 83% | 120 | 14.17% | 4.9 |
|
| 4305 |
4305
Front Row Advisors
Tiburon,
California
| $248M | -$20M | -7% | 5.47% | 142% | 979 | 4.49% | 3.1 |
|
| 4306 |
4306
First Washington Corp
Seattle,
Washington
| $248M | -$10.6M | -4% | 6.81% | 142% | 83 | 31.33% | 3.7 |
|
| 4307 |
4307
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $248M | +$2.72M | +1% | 6.81% | 71.1% | 101 | 19.8% | 2.4 |
|
| 4308 |
4308
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $247M | -$1.12M | -0.4% | 4.96% | 47.9% | 208 | 29.33% | 1.6 |
|
| 4309 |
4309
DeDora Capital
Napa,
California
| $247M | +$71.6M | +41% | 5.6% | 91.2% | 418 | 88.28% | 0.3 |
|
| 4310 |
4310
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $247M | +$92.8M | +60% | 13.1% | 173% | 69 | 53.62% | 0.6 |
|
| 4311 |
CWM
4311
Cedar Wealth Management
Walnut Creek,
California
| $247M | -$318K | -0.1% | 3.47% | 68.1% | 390 | 9.23% | 1.8 |
|
| 4312 |
4312
Taylor Wealth Management Partners
Boston,
Massachusetts
| $247M | -$36.7M | -13% | 5.37% | 62% | 69 | 13.04% | 2.4 |
|
| 4313 |
4313
Blankinship & Foster
Solana Beach,
California
| $247M | -$16.8M | -6% | 4.98% | 67.1% | 56 | 10.71% | 3.4 |
|
| 4314 |
4314
Parisi Gray Wealth Management
Mendham,
New Jersey
| $247M | -$20.6M | -8% | 5.36% | 137% | 136 | 16.91% | 3 |
|
| 4315 |
4315
Mokosak Advisory Group
Urbandale,
Iowa
| $247M | -$14M | -5% | 5.34% | 59.2% | 27 | 11.11% | 2.4 |
|
| 4316 |
4316
Prudent Man Advisors
Naperville,
Illinois
| $247M | -$16.1M | -6% | 3.71% | 82.8% | 201 | 15.42% | 1.3 |
|
| 4317 |
ACM
4317
Aljian Capital Management
Carson City,
Nevada
| $247M | -$17.3M | -7% | 4.91% | 162% | 63 | 14.29% | 2.3 |
|
| 4318 |
4318
Round Rock Advisors
Wilton,
Connecticut
| $247M | +$20.9M | +9% | 4.68% | 87.4% | 147 | 21.77% | 0.6 |
|
| 4319 |
AFT
4319
Alpha Family Trust
Los Angeles,
California
| $246M | -$110M | -31% | 17.1% | 198% | 22 | 22.73% | 1 |
|
| 4320 |
4320
Fairhaven Wealth Management
Oak Brook,
Illinois
| $246M | -$9.9M | -4% | 5.62% | – | 136 | 16.91% | 1.9 |
|
| 4321 |
4321
Sage Capital Advisors
Sioux Falls,
South Dakota
| $246M | -$17.3M | -7% | 2.98% | 105% | 117 | 17.09% | 2.5 |
|
| 4322 |
4322
IAM Advisory
Easton,
Pennsylvania
| $246M | -$6.67M | -3% | 3.43% | 74.5% | 87 | 31.03% | 0.4 |
|
| 4323 |
4323
Maso Capital Partners
Hong Kong
| $246M | +$28.2M | +13% | 4.67% | 8.67% | 65 | 41.54% | 0.7 |
|
| 4324 |
4324
RP Management
New York
| $246M | +$6.96M | +3% | 13.8% | 208% | 5 | 0% | 2.3 |
|
| 4325 |
4325
One01 Capital
Burlingame,
California
| $246M | -$13.9M | -5% | 9.67% | 123% | 29 | 75.86% | 0.3 |
|