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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
Bardin Hill Management Partners
New York
| $308M | +$97.1M | +46% | 8.01% | 214% | 51 | 68.63% | 0.8 |
|
| 4302 |
4302
B&I Capital
Zurich,
Switzerland
| $308M | +$592K | +0.2% | 2.86% | 30.5% | 30 | 10% | 1.9 |
|
| 4303 |
4303
FDx Advisors
Chicago,
Illinois
| $308M | -$34.4M | -10% | 0.69% | 73.2% | 189 | 13.23% | 6.5 |
|
| 4304 |
4304
RFG Holdings
Argyle,
Texas
| $307M | +$6.36M | +2% | 4.28% | 74.2% | 62 | 12.9% | 1.4 |
|
| 4305 |
PA
4305
PSI Advisors
Tampa,
Florida
| $307M | -$29.6M | -9% | 3.81% | 58.2% | 962 | 28.59% | 2.6 |
|
| 4306 |
4306
RIA Advisory Group
Des Moines,
Iowa
| $307M | +$13.3M | +5% | 1.86% | – | 171 | 40.35% | 0.8 |
|
| 4307 |
4307
Wood Tarver Financial Group
Boise,
Idaho
| $307M | +$7.99M | +3% | 1.85% | – | 811 | 15.54% | 0.2 |
|
| 4308 |
4308
Clean Yield Group
Norwich,
Vermont
| $307M | -$7.46M | -2% | 1.21% | 80.7% | 492 | 15.45% | 3.9 |
|
| 4309 |
4309
Dodds Wealth
Greenwood Village,
Colorado
| $307M | -$4.18M | -1% | 0.34% | 35.4% | 60 | 1.67% | 1.2 |
|
| 4310 |
NTCM
4310
Nut Tree Capital Management
New York
| $307M | +$14.9M | +5% | 3.24% | 101% | 12 | 16.67% | 1.7 |
|
| 4311 |
4311
G2 Investment Partners Management
New York
| $307M | -$80.4M | -21% | 10.6% | 1,145% | 80 | 55% | 0.9 |
|
| 4312 |
4312
Pinnacle Bancorp
Beatrice,
Nebraska
| $307M | -$742K | -0.2% | 1.31% | 72.9% | 944 | 11.55% | 4.4 |
|
| 4313 |
4313
Maridea Wealth Management
Brooklyn,
New York
| $307M | -$3.75M | -1% | 2.21% | – | 286 | 37.76% | 0.2 |
|
| 4314 |
4314
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $307M | +$6.33M | +2% | 8.17% | 34.1% | 10 | 20% | 3 |
|
| 4315 |
BE
4315
Bonness Enterprises
Washington,
District of Columbia
| $307M | +$21.5M | +8% | 9.53% | 98.6% | 38 | 2.63% | 11.3 |
|
| 4316 |
4316
Atticus Wealth Management
Palm Beach Gardens,
Florida
| $306M | -$15.2M | -5% | 2.91% | 73.9% | 542 | 7.38% | 3.2 |
|
| 4317 |
4317
Gradient Capital Advisors
San Diego,
California
| $306M | -$3.79M | -1% | 1.44% | 78.5% | 156 | 3.21% | 4.5 |
|
| 4318 |
4318
Total Clarity Wealth Management
St. Charles,
Illinois
| $306M | -$1.24M | -0.4% | 2.41% | 73.2% | 280 | 4.29% | 1.8 |
|
| 4319 |
4319
Parisi Gray Wealth Management
Mendham,
New Jersey
| $306M | -$8.35M | -3% | 4.24% | 137% | 113 | 9.73% | 4.2 |
|
| 4320 |
4320
Prasad Wealth Partners
Independence,
Ohio
| $306M | -$2.83M | -0.9% | 3.04% | – | 124 | 16.13% | 0.2 |
|
| 4321 |
LWMM
4321
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $306M | +$54.2M | +22% | 3.84% | 105% | 103 | 20.39% | 2.9 |
|
| 4322 |
4322
S&T Bank
Indiana,
Pennsylvania
| $306M | -$7.5M | -2% | 5.32% | 193% | 399 | 36.84% | 1.6 |
|
| 4323 |
4323
Muhlenkamp & Co
Wexford,
Pennsylvania
| $306M | -$23.8M | -7% | 7.18% | 107% | 31 | 19.35% | 5.2 |
|
| 4324 |
4324
Modus Advisors
Excelsior,
Minnesota
| $305M | -$13.8M | -4% | 1.05% | 89.5% | 325 | 68.31% | 3.3 |
|
| 4325 |
4325
Carr Financial Group
Worcester,
Massachusetts
| $305M | -$17.2M | -5% | 1.78% | 66.1% | 194 | 14.43% | 1.8 |
|