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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 |
4376
Platform Technology Partners
New York
| $257M | +$43.7M | +20% | 10.4% | – | 229 | 20.09% | 2.7 |
|
| 4377 |
4377
Droms Strauss Advisors
St. Louis,
Missouri
| $257M | +$25M | +11% | 10.6% | 74.5% | 68 | 10.29% | 2.7 |
|
| 4378 |
HCAL
4378
HURRICANE CAPITAL ADVISORS LLC
New York
| $257M | – | – | 19.4% | – | 543 | – | 0 |
|
| 4379 |
4379
Ledge Wealth Management
Sartell,
Minnesota
| $257M | +$34.4M | +15% | 9.75% | – | 66 | 15.15% | 1.5 |
|
| 4380 |
4380
Metavasi Capital
Larchmont,
New York
| $257M | +$79.6M | +45% | 18.6% | 840% | 42 | 64.29% | 0.6 |
|
| 4381 |
4381
Roman Butler Fullerton & Co
St Louis,
Missouri
| $257M | +$45.1M | +21% | 11.8% | 134% | 219 | 22.37% | 2.8 |
|
| 4382 |
4382
Hendley & Co
Zanesville,
Ohio
| $257M | +$8.71M | +4% | 6.23% | 64.9% | 55 | 7.27% | 6 |
|
| 4383 |
4383
Okabena Investment Services
Minneapolis,
Minnesota
| $257M | +$128M | +100% | 11.5% | 72.4% | 144 | 60.42% | 1.4 |
|
| 4384 |
4384
Addison Advisors
Middlebury,
Vermont
| $257M | +$41.8M | +19% | 9.36% | 50.2% | 736 | 11.68% | 1.9 |
|
| 4385 |
4385
Prentice Wealth Management
Rochester,
New York
| $257M | +$35.2M | +16% | 8.83% | 47.8% | 104 | 8.65% | 1.5 |
|
| 4386 |
4386
Sea Cliff Partners Management
San Francisco,
California
| $256M | – | – | 18.5% | – | 14 | – | 0 |
|
| 4387 |
4387
Alpha DNA Investment Management
Columbia,
Maryland
| $256M | +$12.2M | +5% | 14.3% | 134% | 248 | 58.06% | 0.5 |
|
| 4388 |
ACM
4388
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $256M | +$79.7M | +45% | 6.66% | 2,106% | 19 | 63.16% | 0.3 |
|
| 4389 |
4389
Private Wealth Advisors (California)
Fresno,
California
| $256M | +$20M | +8% | 7.65% | 63.6% | 86 | 27.91% | 3.1 |
|
| 4390 |
CA
4390
Continental Advisors
Park City,
Utah
| $256M | +$68.6M | +37% | 13.5% | 73.6% | 52 | 9.62% | 5 |
|
| 4391 |
4391
Bernzott Capital Advisors
Camarillo,
California
| $256M | -$34.2M | -12% | 10.4% | 46.2% | 47 | 12.77% | 3 |
|
| 4392 |
4392
Acima Private Wealth
Richmond,
Virginia
| $256M | +$31.4M | +14% | 8.63% | 51.1% | 260 | 12.69% | 3.7 |
|
| 4393 |
4393
Asset Allocation Strategies
Farmington,
Michigan
| $256M | +$39.3M | +18% | 9.61% | 58.1% | 70 | 12.86% | 0.7 |
|
| 4394 |
4394
First International Bank & Trust
Watford City,
North Dakota
| $256M | -$22.2M | -8% | 7.37% | 38.6% | 78 | 20.51% | 1.6 |
|
| 4395 |
4395
American Assets Inc
San Diego,
California
| $256M | +$36.5M | +17% | 16.9% | 49.9% | 10 | 0% | 4.8 |
|
| 4396 |
4396
Empire Financial Management Company
New York
| $255M | +$26M | +11% | 9.73% | 78.3% | 201 | 12.44% | 0.7 |
|
| 4397 |
VC
4397
Vision Capital
Toronto,
Ontario, Canada
| $255M | -$35.6M | -12% | 21.6% | 19.8% | 15 | 73.33% | 0.3 |
|
| 4398 |
4398
Freedom Day Solutions
Houston,
Texas
| $255M | +$27.3M | +12% | 11.8% | 86.6% | 101 | 11.88% | 2.9 |
|
| 4399 |
VST
4399
Van Strum & Towne
San Francisco,
California
| $255M | +$18.1M | +8% | 8.4% | 62.2% | 100 | 6% | 5.4 |
|
| 4400 |
4400
Atwater Malick
Lancaster,
Pennsylvania
| $255M | +$28M | +12% | 9.52% | 83.4% | 72 | 16.67% | 2.9 |
|