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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Aristides Capital
Louisville,
Kentucky
| $230M | -$15.8M | -6% | 1.23% | 126% | 221 | 32.58% | 1.4 |
|
| 4327 |
4327
MBM Wealth Consultants
Chesterfield,
Missouri
| $230M | -$3.54M | -2% | 2.2% | 57.1% | 111 | 11.71% | 3.1 |
|
| 4328 |
4328
Hurlow Wealth Management Group
Bloomington,
Indiana
| $230M | -$4.2M | -2% | 3.89% | 60.7% | 112 | 9.82% | 3.6 |
|
| 4329 |
4329
Safeguard Investment Advisory Group
Corona,
California
| $230M | -$4.98M | -2% | 3.78% | 84.3% | 105 | 10.48% | 2 |
|
| 4330 |
4330
Quattro Financial Advisors
The Woodlands,
Texas
| $230M | -$22.1M | -9% | 3.82% | 77.6% | 95 | 27.37% | 1.6 |
|
| 4331 |
4331
Cornell Pochily Investment Advisors
Ithaca,
New York
| $230M | -$13.6M | -6% | 3.12% | 97% | 177 | 11.3% | 4.1 |
|
| 4332 |
4332
Empire Financial Management Company
New York
| $229M | -$21.7M | -9% | 2.82% | 78.3% | 200 | 11% | 0.5 |
|
| 4333 |
4333
Altrafin AG
Zurich,
| $229M | +$6.63M | +3% | 3.52% | 97.6% | 75 | 16% | 1.4 |
|
| 4334 |
4334
Neumann Capital Management
Foster City,
California
| $229M | -$12.1M | -5% | 3.97% | 89.9% | 93 | 1.08% | 6.2 |
|
| 4335 |
4335
Curran Financial Partners
Daniel Island,
South Carolina
| $229M | -$752K | -0.3% | 2.88% | 49.4% | 90 | 27.78% | 1.6 |
|
| 4336 |
4336
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $229M | -$8.2M | -3% | 2.88% | 106% | 43 | 2.33% | 3.2 |
|
| 4337 |
4337
Modus Advisors
Excelsior,
Minnesota
| $229M | -$3.64M | -2% | 2.08% | 89.5% | 102 | 6.86% | 2.7 |
|
| 4338 |
4338
West Wealth Group
Irvine,
California
| $229M | -$7.23M | -3% | 4.01% | 79.8% | 85 | 23.53% | 1 |
|
| 4339 |
4339
Founders Financial Alliance
Raleigh,
North Carolina
| $229M | -$25.1M | -10% | 3.77% | 84.9% | 523 | 12.05% | 2.3 |
|
| 4340 |
4340
Boyd Watterson Asset Management
Cleveland,
Ohio
| $229M | -$22.5M | -9% | 2.23% | 101% | 427 | 2.58% | 2.4 |
|
| 4341 |
FC
4341
Fore Capital
New York
| $229M | +$9.48M | +4% | 0.27% | 25.4% | 40 | 37.5% | 0.7 |
|
| 4342 |
LWA
4342
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $229M | -$8.62M | -4% | 3.57% | 8.87% | 61 | 11.48% | 3 |
|
| 4343 |
4343
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $228M | -$4.14M | -2% | 0.62% | 83% | 115 | 4.35% | 5.7 |
|
| 4344 |
4344
Gemsstock Ltd
London,
United Kingdom
| $228M | +$79.8M | +54% | 0.86% | 149% | 9 | 22.22% | 0.8 |
|
| 4345 |
4345
Freedom Day Solutions
Houston,
Texas
| $228M | +$2.91M | +1% | 0.78% | 86.6% | 108 | 20.37% | 2.8 |
|
| 4346 |
4346
Blue Zone Wealth Advisors
Los Angeles,
California
| $228M | +$11.2M | +5% | 2.11% | 91.1% | 84 | 9.52% | 2.3 |
|
| 4347 |
4347
Highland Peak Capital
Old Greenwich,
Connecticut
| $228M | +$1.19M | +0.5% | 2.17% | 260% | 29 | 44.83% | 0.4 |
|
| 4348 |
4348
VELA Investment Management
New Albany,
Ohio
| $228M | +$11M | +5% | 0.38% | 56.8% | 150 | 18.67% | 1.3 |
|
| 4349 |
4349
EJF Capital
Arlington,
Virginia
| $228M | +$8.53M | +4% | 9.52% | 127% | 104 | 19.23% | 1.8 |
|
| 4350 |
NICM
4350
Neo Ivy Capital Management
New York
| $228M | +$37.8M | +20% | 6.06% | – | 490 | 80.61% | 0.2 |
|