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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
Carr Financial Group
Worcester,
Massachusetts
| $364M | +$25.3M | +7% | 6.43% | 66.1% | 202 | 14.36% | 1.9 |
|
| 4302 |
PS
4302
Presima Securities
Montreal,
Quebec, Canada
| $364M | -$71M | -16% | 0.69% | 10.3% | 51 | 5.88% | 5.4 |
|
| 4303 |
4303
Foursixthree Capital
New York
| $364M | +$76.8M | +27% | 65% | – | 20 | 20% | 0.8 |
|
| 4304 |
MFGP
4304
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $364M | +$29.5M | +9% | 6.76% | 65.5% | 55 | 9.09% | 5.3 |
|
| 4305 |
PWMG
4305
Private Wealth Management Group
Princeton,
New Jersey
| $363M | +$62.3M | +21% | 7.32% | 63.2% | 1,546 | 7.96% | 1.4 |
|
| 4306 |
4306
Freshford Capital Management
Rye Brook,
New York
| $363M | -$68.4M | -16% | 17.9% | 97.3% | 23 | 26.09% | 0.7 |
|
| 4307 |
4307
Ballast Advisors
Woodbury,
Minnesota
| $363M | +$23.7M | +7% | 7.38% | 66.7% | 188 | 14.89% | 4.2 |
|
| 4308 |
4308
EPG Wealth Management
Atlanta,
Georgia
| $363M | +$30M | +9% | 7.84% | 96% | 329 | 8.51% | 0.9 |
|
| 4309 |
4309
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $363M | +$18.2M | +5% | 5.86% | 60.6% | 119 | 12.61% | 2.2 |
|
| 4310 |
4310
CGC Financial Services
Lake Oswego,
Oregon
| $363M | +$66.5M | +22% | 5.6% | 46% | 350 | 7.43% | 1.9 |
|
| 4311 |
4311
Windsor Capital Management
Phoenix,
Arizona
| $362M | +$19.2M | +6% | 5.44% | 49.1% | 122 | 2.46% | 6.7 |
|
| 4312 |
4312
TrueFG
Cedar Park,
Texas
| $362M | +$25.5M | +8% | 6.33% | 54.2% | 67 | 14.93% | 3.2 |
|
| 4313 |
4313
Packer & Co
Cottesloe,
Australia
| $362M | – | – | 7.24% | – | 7 | – | 1.2 |
|
| 4314 |
4314
Sagil Capital
London,
United Kingdom
| $362M | +$124M | +52% | 24.8% | 104% | 27 | 66.67% | 0.4 |
|
| 4315 |
4315
EWA LLC
Pittsbugh,
Pennsylvania
| $361M | +$43.6M | +14% | 9.28% | 102% | 247 | 18.22% | 1.2 |
|
| 4316 |
4316
Rovin Capital
Mesa,
Arizona
| $361M | +$31.1M | +9% | 5.98% | 63.8% | 201 | 10.45% | 2.1 |
|
| 4317 |
4317
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $361M | +$7.14M | +2% | 5.83% | 282% | 63 | 60.32% | 1.1 |
|
| 4318 |
4318
CV Advisors
Aventura,
Florida
| $361M | +$35.5M | +11% | 10.1% | 112% | 54 | 38.89% | 1.1 |
|
| 4319 |
4319
Fulcrum Asset Management
London,
United Kingdom
| $361M | +$10.3M | +3% | 8.81% | – | 182 | 3.3% | 0.2 |
|
| 4320 |
FP
4320
Financial Perspectives
Minneapolis,
Minnesota
| $361M | +$29.8M | +9% | 9.02% | 87.8% | 734 | 3.13% | 4.3 |
|
| 4321 |
4321
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $361M | +$16.4M | +5% | 8.9% | 92% | 160 | 9.38% | 5 |
|
| 4322 |
4322
CWS Financial Advisors
Kalamazoo,
Michigan
| $360M | +$16.6M | +5% | 3.9% | 55.7% | 144 | 8.33% | 3.4 |
|
| 4323 |
4323
FCA Corp
Houston,
Texas
| $360M | +$26.1M | +8% | 6.74% | 57.4% | 198 | 9.6% | 4.9 |
|
| 4324 |
4324
Empirical Asset Management
Wellesley,
Massachusetts
| $360M | +$36.6M | +11% | 9.28% | 94.5% | 402 | 30.6% | 1.3 |
|
| 4325 |
4325
PhiloSmith Capital
Stamford,
Connecticut
| $360M | +$281K | +0.1% | 0.47% | 47% | 23 | 0% | 7 |
|