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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
O'Keefe Stevens Advisory
Rochester,
New York
| $305M | -$18.3M | -6% | 0.22% | 208% | 76 | 14.47% | 3.3 |
|
| 4327 |
4327
Stolper & Co
Tulsa,
Oklahoma
| $305M | +$4.71M | +2% | 3.6% | 77.1% | 89 | 3.37% | 4 |
|
| 4328 |
4328
SWS Partners
Columbus,
Ohio
| $305M | -$25.5M | -8% | 2.05% | 127% | 120 | 10.83% | 2.7 |
|
| 4329 |
4329
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $305M | +$7.45K | +0% | 1.04% | 63.1% | 840 | 0% | 1.7 |
|
| 4330 |
4330
GSG Advisors
Mount Laurel,
New Jersey
| $305M | -$12.8M | -4% | 3.89% | 99.3% | 120 | 15% | 1.2 |
|
| 4331 |
TA
4331
TrueWealth Advisors
Birmingham,
Alabama
| $304M | +$4.88M | +2% | 1.17% | 60.9% | 240 | 20.83% | 2.4 |
|
| 4332 |
4332
Prosight Management
Dallas,
Texas
| $304M | -$57.5M | -16% | 14.5% | 39.5% | 42 | 23.81% | 1.1 |
|
| 4333 |
4333
Freemont Management
Vaud,
Switzerland
| $304M | +$74.7M | +33% | 9.06% | 102% | 108 | 37.96% | 1.6 |
|
| 4334 |
4334
ArchPoint Investors
Coral Gables,
Florida
| $304M | -$309K | -0.1% | 6.14% | 111% | 71 | 8.45% | 3.9 |
|
| 4335 |
4335
Warther Private Wealth
Akron,
Ohio
| $304M | +$6.84M | +2% | 0.78% | 94.1% | 90 | 34.44% | 1.5 |
|
| 4336 |
4336
TSP Capital Management Group
Summit,
New Jersey
| $304M | +$9.47M | +3% | 8.3% | 186% | 47 | 2.13% | 5.3 |
|
| 4337 |
4337
Prevatt Capital
Nassau,
Bahamas
| $304M | -$43.4M | -12% | 5.04% | – | 14 | 21.43% | 1.1 |
|
| 4338 |
4338
Ogorek Anthony Joseph
Williamsville,
New York
| $304M | -$10.5M | -3% | 2.15% | 61.1% | 695 | 58.13% | 1.7 |
|
| 4339 |
4339
TrueFG
Cedar Park,
Texas
| $304M | -$2.38M | -0.8% | 1.08% | 54.2% | 55 | 12.73% | 3.6 |
|
| 4340 |
4340
Aristotle Pacific Capital
Newport Beach,
California
| $304M | -$15.5M | -5% | 1.01% | 1.84% | 6 | 0% | 2.7 |
|
| 4341 |
4341
Visualize Group
New York
| $304M | +$146M | +92% | 9.93% | – | 16 | 37.5% | 0.2 |
|
| 4342 |
FP
4342
Fiduciary Planning
Englewood,
Florida
| $304M | -$4.47M | -1% | 2.7% | 71.4% | 77 | 5.19% | 1.8 |
|
| 4343 |
4343
City State Bank
Norwalk,
Iowa
| $303M | +$19.9M | +7% | 0.48% | 79.1% | 771 | 8.17% | 2.5 |
|
| 4344 |
WPA
4344
WIT Partners Advisory
Singapore
| $303M | -$9.5M | -3% | 3.04% | 22.7% | 1 | 0% | 1.3 |
|
| 4345 |
4345
Cloverfields Capital Group
Minneapolis,
Minnesota
| $303M | -$8.21M | -3% | 3.31% | 101% | 102 | 15.69% | 2 |
|
| 4346 |
4346
McLean Asset Management
Tysons,
Virginia
| $303M | -$30.2M | -9% | 2% | 69.4% | 161 | 12.42% | 2.9 |
|
| 4347 |
4347
Coalescence Partners Investment Management
New York
| $303M | +$38.5M | +15% | 6.13% | – | 19 | 31.58% | 0.7 |
|
| 4348 |
4348
Luminus Management
Houston,
Texas
| $303M | +$216M | +250% | 39.4% | 8.7% | 25 | 68% | 1.1 |
|
| 4349 |
4349
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $303M | -$87.1M | -22% | 7.74% | – | 63 | 63.49% | 0.3 |
|
| 4350 |
4350
Wright Investors Service
Shelton,
Connecticut
| $303M | -$5.42M | -2% | 2.02% | 161% | 154 | 22.08% | 4.2 |
|