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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
GAMC
4376
Garner Asset Management Corp
Plano,
Texas
| $208M | +$15.4M | +8% | 9.64% | 103% | 165 | 5.45% | 4.1 |
|
| 4377 |
4377
Birinyi Associates
Westport,
Connecticut
| $208M | -$6.17M | -3% | 3.68% | 133% | 63 | 17.46% | 6.2 |
|
| 4378 |
4378
Holowesko Partners
Nassau,
Bahamas
| $208M | +$30.8M | +17% | 12% | 51.1% | 31 | 16.13% | 3.5 |
|
| 4379 |
CSWG
4379
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $208M | +$19.9M | +11% | 7.27% | 76% | 98 | 22.45% | 1.8 |
|
| 4380 |
4380
Siguler Guff Advisers
New York
| $208M | -$143M | -41% | 0.86% | 37.7% | 5 | 0% | 1.6 |
|
| 4381 |
4381
Madrona Venture Group
Seattle,
Washington
| $208M | -$9.8M | -5% | 2.92% | 233% | 6 | 0% | 1.3 |
|
| 4382 |
4382
Coyle Financial Counsel
Glenview,
Illinois
| $208M | +$57.3M | +38% | 7.36% | 67.3% | 61 | 13.11% | 3 |
|
| 4383 |
4383
Peloton Wealth Strategists
Indianapolis,
Indiana
| $208M | +$15.6M | +8% | 10% | 51.3% | 90 | 7.78% | 3.1 |
|
| 4384 |
4384
Diametric Capital
Boston,
Massachusetts
| $208M | +$9.34M | +5% | 15.4% | 175% | 413 | 66.59% | 0.4 |
|
| 4385 |
4385
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $208M | +$12.4M | +6% | 7.05% | 59.6% | 124 | 20.16% | 1.9 |
|
| 4386 |
4386
BigSur Wealth Management
Miami,
Florida
| $208M | +$9.8M | +5% | 11.1% | 94.8% | 131 | 12.21% | 3.4 |
|
| 4387 |
4387
Curran Financial Partners
Daniel Island,
South Carolina
| $207M | +$10.1M | +5% | 7.89% | 49.4% | 72 | 23.61% | 1.4 |
|
| 4388 |
4388
Roberts Wealth Advisors
Palo Alto,
California
| $207M | +$3.84M | +2% | 5.69% | 81.1% | 89 | 16.85% | 1.1 |
|
| 4389 |
4389
Seven Springs Wealth Group
Brentwood,
Tennessee
| $207M | +$23.1M | +13% | 11.7% | 59.2% | 63 | 19.05% | 2.1 |
|
| 4390 |
4390
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $207M | +$6.83M | +3% | 7.73% | 27.4% | 49 | 16.33% | 2.2 |
|
| 4391 |
4391
Henry James International Management
New York
| $207M | +$27.7M | +15% | 14.7% | 125% | 130 | 4.62% | 3.2 |
|
| 4392 |
4392
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $207M | +$15.8M | +8% | 9.86% | 54.3% | 348 | 10.34% | 3.5 |
|
| 4393 |
QGA
4393
Q Global Advisors
Fort Worth,
Texas
| $207M | +$61.3M | +42% | 12.1% | 79% | 283 | 27.56% | 0.8 |
|
| 4394 |
4394
Entrust Global Partners
New York
| $207M | +$15.8M | +8% | 3.66% | 82.3% | 14 | 71.43% | 1.1 |
|
| 4395 |
4395
Websterrogers Financial Advisors
Florence,
South Carolina
| $207M | +$16.3M | +9% | 7.36% | 46% | 62 | 19.35% | 1.2 |
|
| 4396 |
4396
Deere & Company
Moline,
Illinois
| $206M | – | – | 3.36% | – | 3 | – | 5.3 |
|
| 4397 |
4397
Modus Advisors
Excelsior,
Minnesota
| $206M | +$16.4M | +9% | 8.03% | 89.5% | 108 | 19.44% | 2.1 |
|
| 4398 |
4398
Spectrum Asset Management (California)
Newport Beach,
California
| $206M | +$10.9M | +6% | 10.4% | 68.3% | 103 | 19.42% | 2.9 |
|
| 4399 |
RG
4399
Retirement Group
San Diego,
California
| $206M | +$81.4M | +65% | 10.8% | 33.7% | 753 | 34.53% | 1.6 |
|
| 4400 |
4400
DCM Advisors
New York
| $206M | +$7.08M | +4% | 11.8% | 99.3% | 178 | 61.24% | 1.3 |
|