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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 |
4301
Gibraltar Capital Management
Tulsa,
Oklahoma
| $195M | -$10.5M | -5% | 4.29% | 56.6% | 95 | 37.89% | 2.5 |
|
| 4302 |
4302
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $195M | -$4.2M | -2% | 5.39% | 59.6% | 119 | 12.61% | 1.7 |
|
| 4303 |
4303
Advisors Preferred
Rockville,
Maryland
| $195M | -$189M | -49% | 2.47% | 102% | 199 | 56.78% | 0.4 |
|
| 4304 |
4304
Marion Wealth Management
Monroeville,
Pennsylvania
| $195M | +$3.96M | +2% | 4.38% | 51.7% | 107 | 12.15% | 0.6 |
|
| 4305 |
4305
Crane Advisory
Fullerton,
California
| $195M | – | – | 2.69% | 38.2% | 27 | – | 0 |
|
| 4306 |
FP
4306
Fiduciary Planning
Englewood,
Florida
| $195M | -$7.34M | -4% | 4.73% | 71.4% | 39 | 2.56% | 1.6 |
|
| 4307 |
FCP
4307
Fosse Capital Partners
London,
United Kingdom
| $195M | -$4.75M | -2% | 2.45% | 80% | 4 | 0% | 1.8 |
|
| 4308 |
4308
White Mountains Insurance Group
Hanover,
New Hampshire
| $195M | +$27.8M | +17% | 9.77% | 105% | 2 | 50% | 0.9 |
|
| 4309 |
4309
Acima Private Wealth
Richmond,
Virginia
| $195M | -$5.8M | -3% | 5.83% | 51.1% | 236 | 3.81% | 3.2 |
|
| 4310 |
4310
Ibex Investors
Denver,
Colorado
| $195M | +$35.2M | +22% | 5.71% | 16.6% | 55 | 76.36% | 0.4 |
|
| 4311 |
4311
JW Asset Management
Miami Beach,
Florida
| $194M | +$6.26M | +3% | 0.38% | 251% | 11 | 18.18% | 1.6 |
|
| 4312 |
4312
Neumann Capital Management
Foster City,
California
| $194M | -$2.99M | -2% | 5.98% | 89.9% | 90 | 14.44% | 5.8 |
|
| 4313 |
4313
BetterWealth
San Jose,
California
| $194M | -$8.27M | -4% | 5.15% | 63.3% | 38 | 7.89% | 0.5 |
|
| 4314 |
4314
Cota Capital Management
San Francisco,
California
| $194M | -$49.5M | -20% | 4.31% | 46% | 14 | 14.29% | 1.9 |
|
| 4315 |
4315
UBP Investment Advisors
Geneva,
Switzerland
| $194M | -$56.2M | -22% | 4.24% | 11.2% | 105 | 24.76% | 1.9 |
|
| 4316 |
4316
Investors Asset Management of Georgia
Atlanta,
Georgia
| $194M | +$1.33M | +0.7% | 4.08% | 118% | 679 | 8.39% | 1.5 |
|
| 4317 |
4317
Lumbard & Kellner
Hollis,
New Hampshire
| $194M | -$1.84M | -0.9% | 4.09% | 137% | 89 | 15.73% | 3.6 |
|
| 4318 |
E
4318
ETFidea
Syracuse,
New York
| $194M | -$6.24M | -3% | 4.57% | 22.7% | 109 | 9.17% | 0.7 |
|
| 4319 |
4319
Ategra Capital Management
Vienna,
Virginia
| $194M | -$1.79M | -0.9% | 5.09% | 114% | 104 | 16.35% | 2.3 |
|
| 4320 |
4320
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $194M | -$17.1M | -8% | 6.75% | 104% | 286 | 2.8% | 6.3 |
|
| 4321 |
SHFA
4321
SS&H Financial Advisors
Troy,
Michigan
| $194M | -$23M | -11% | 7.03% | – | 122 | 9.02% | 0.5 |
|
| 4322 |
4322
Stonebridge Capital Management
Los Angeles,
California
| $194M | -$25.8M | -12% | 5.23% | – | 99 | 9.09% | 6.7 |
|
| 4323 |
4323
Omega Financial Group
Santa Barbara,
California
| $193M | -$14M | -7% | 6.17% | 45.2% | 81 | 6.17% | 2.5 |
|
| 4324 |
4324
Nikulski Financial
Bettendorf,
Iowa
| $193M | -$8.3M | -4% | 4.63% | 95.8% | 124 | 4.03% | 3 |
|
| 4325 |
4325
Front Row Advisors
Tiburon,
California
| $193M | -$10.1M | -5% | 5.23% | 142% | 959 | 8.65% | 3.5 |
|