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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
Lodbrok Capital
London,
United Kingdom
| $305M | -$159M | -34% | 19.3% | 25.9% | 5 | 0% | 2.2 |
|
| 4302 |
4302
American Assets Inc
San Diego,
California
| $305M | +$32.5M | +12% | 11.3% | 49.9% | 18 | 44.44% | 3.1 |
|
| 4303 |
4303
Global Wealth Strategies & Associates
Denver,
Colorado
| $304M | +$25.8M | +9% | 5.61% | 68.7% | 380 | 12.11% | 1.3 |
|
| 4304 |
4304
Modus Advisors
Excelsior,
Minnesota
| $304M | +$21.7M | +8% | 5.85% | 89.5% | 116 | 12.07% | 2.9 |
|
| 4305 |
AFS
4305
Aft Forsyth & Sober
Valrico,
Florida
| $304M | +$12.2M | +4% | 4.62% | 94.6% | 80 | 2.5% | 3.7 |
|
| 4306 |
4306
Wells Trecaso Financial Group
Akron,
Ohio
| $304M | +$14.8M | +5% | 5.94% | 108% | 93 | 5.38% | 4.5 |
|
| 4307 |
4307
Brooklyn Investment Group
Brooklyn,
New York
| $304M | +$71.5M | +31% | 6.82% | – | 1,040 | 77.98% | 0.2 |
|
| 4308 |
4308
Prevatt Capital
Nassau,
Bahamas
| $304M | -$16.9M | -5% | 10.8% | – | 15 | 13.33% | 0.7 |
|
| 4309 |
4309
Fosun International
Hong Kong,
China
| $304M | +$7.4M | +2% | 8.57% | 41.3% | 57 | 28.07% | 2.2 |
|
| 4310 |
4310
Channel Wealth
Santa Barbara,
California
| $304M | +$27.6M | +10% | 3.94% | 59.3% | 178 | 15.73% | 1.1 |
|
| 4311 |
4311
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $303M | +$10.3M | +4% | 6.91% | 57.3% | 200 | 18.5% | 3.7 |
|
| 4312 |
4312
Biechele Royce Advisors
Fishers,
Indiana
| $303M | +$7.23M | +2% | 5.4% | 39.2% | 58 | 6.9% | 3.9 |
|
| 4313 |
4313
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $303M | +$20.1M | +7% | 7.16% | 67.5% | 110 | 19.09% | 2.5 |
|
| 4314 |
4314
Precedent Wealth Partners
Houston,
Texas
| $303M | +$54.9M | +22% | 6.51% | 61.1% | 151 | 17.22% | 0.6 |
|
| 4315 |
4315
Arohi Asset Management
Singapore
| $303M | +$59.9M | +25% | 18.8% | – | 5 | 20% | 0.5 |
|
| 4316 |
4316
Fiduciary Family Office
Boca Raton,
Florida
| $303M | +$49.5M | +20% | 8.48% | – | 213 | 14.08% | 0.6 |
|
| 4317 |
4317
Parisi Gray Wealth Management
Mendham,
New Jersey
| $303M | +$23.9M | +9% | 6.24% | 137% | 116 | 11.21% | 3.8 |
|
| 4318 |
4318
Fielder Capital Group
Nashville,
Tennessee
| $303M | +$42.5M | +16% | 7.1% | – | 222 | 14.86% | 0.6 |
|
| 4319 |
4319
GSG Advisors
Mount Laurel,
New Jersey
| $302M | +$19.3M | +7% | 6.46% | 88% | 116 | 15.52% | 0.8 |
|
| 4320 |
4320
Norman Fields Gottscho Capital Management
New York
| $302M | +$16.3M | +6% | 8.54% | 96.9% | 63 | 12.7% | 5.7 |
|
| 4321 |
4321
Terril Brothers
St. Louis,
Missouri
| $302M | +$23.4M | +8% | 9.56% | 94.4% | 62 | 9.68% | 4.1 |
|
| 4322 |
4322
Frontier Asset Management
Sheridan,
Wyoming
| $302M | +$26.2M | +10% | 6.47% | 57.1% | 67 | 10.45% | 1.7 |
|
| 4323 |
4323
Gradient Capital Advisors
San Diego,
California
| $302M | +$22.2M | +8% | 6.34% | 78.5% | 148 | 5.41% | 4.2 |
|
| 4324 |
SC
4324
Slotnik Capital
Dallas,
Texas
| $302M | +$95.3M | +46% | 12.2% | – | 28 | 60.71% | 0.2 |
|
| 4325 |
4325
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $302M | +$27.1M | +10% | 7.06% | 63.1% | 794 | 8.06% | 1.4 |
|