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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
ForthRight Wealth Management
Alpharetta,
Georgia
| $299M | -$1.1M | -0.4% | 1.4% | 50.4% | 66 | 10.61% | 2.8 |
|
| 4377 |
FAP
4377
Financial Advisory Partners
Winter Park,
Florida
| $299M | -$2.19M | -0.7% | 0.9% | 52.9% | 67 | 5.97% | 2.4 |
|
| 4378 |
4378
eCIO Inc
Madison,
Wisconsin
| $299M | – | – | 0.87% | – | 498 | – | 0 |
|
| 4379 |
4379
Argent Advisors
Monroe,
Louisiana
| $299M | +$29M | +11% | 0.44% | 63.1% | 153 | 14.38% | 3.4 |
|
| 4380 |
4380
Lansing Street Advisors
Ambler,
Pennsylvania
| $299M | +$11.8M | +4% | 2.69% | – | 142 | 16.9% | 1.5 |
|
| 4381 |
4381
Phraction Management
Colchester,
Connecticut
| $299M | +$13.3M | +5% | 0.9% | 106% | 77 | 11.69% | 2 |
|
| 4382 |
4382
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $299M | -$27.3M | -8% | 5.28% | 116% | 20 | 25% | 8 |
|
| 4383 |
4383
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $298M | -$6.27M | -2% | 0.99% | – | 180 | 17.22% | 0.2 |
|
| 4384 |
4384
Makaira Partners
La Jolla,
California
| $298M | -$343M | -53% | 4.93% | 22% | 14 | 21.43% | 3.2 |
|
| 4385 |
4385
O'Brien Greene & Co
Media,
Pennsylvania
| $298M | -$9.9M | -3% | 3.2% | 90.9% | 140 | 7.14% | 4 |
|
| 4386 |
4386
Knuff & Co
Foster City,
California
| $298M | -$31M | -9% | 1.38% | 108% | 157 | 24.2% | 3.7 |
|
| 4387 |
4387
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $298M | -$6.52M | -2% | 1.52% | 63.2% | 87 | 5.75% | 4.2 |
|
| 4388 |
4388
Arohi Asset Management
Singapore
| $298M | -$68.8M | -19% | 5.94% | – | 5 | 20% | 1.1 |
|
| 4389 |
4389
EdenTree Asset Management
London,
United Kingdom
| $298M | -$46.6M | -14% | 5.14% | 50.2% | 64 | 6.25% | 1.5 |
|
| 4390 |
4390
EnRich Financial Partners
Madison,
Wisconsin
| $298M | -$2.51M | -0.8% | 0.67% | 50.7% | 221 | 75.11% | 1.2 |
|
| 4391 |
4391
Wolf Group Capital Advisors
Fairfax,
Virginia
| $298M | +$91.2M | +44% | 0.88% | 28.2% | 182 | 52.75% | 2.5 |
|
| 4392 |
4392
PL Capital Advisors
Naples,
Florida
| $298M | +$4.7M | +2% | 4.03% | 100% | 33 | 30.3% | 4.2 |
|
| 4393 |
VST
4393
Van Strum & Towne
San Francisco,
California
| $298M | +$13.4M | +5% | 0.75% | 72.3% | 118 | 12.71% | 5.5 |
|
| 4394 |
4394
Darwin Wealth Management
Tampa,
Florida
| $298M | $0 | 0% | 2.92% | 56.8% | 638 | 0% | 0.9 |
|
| 4395 |
4395
New York Life Insurance Company
New York
| $297M | -$227M | -43% | 3.97% | 71% | 4 | 25% | 5.5 |
|
| 4396 |
BVC
4396
Bright Valley Capital
Hong Kong
| $297M | +$62.9M | +27% | 11.7% | – | 21 | 66.67% | 0.2 |
|
| 4397 |
4397
Norman Fields Gottscho Capital Management
New York
| $297M | -$6.75M | -2% | 2.61% | 96.9% | 63 | 15.87% | 6.3 |
|
| 4398 |
SL
4398
SOF Ltd
George Town,
Cayman Islands
| $297M | -$587K | -0.2% | 0.2% | 42.3% | 1 | 0% | 8.3 |
|
| 4399 |
4399
Highline Wealth Partners
Sherman Oaks,
California
| $297M | -$9.14M | -3% | 3.64% | 93.8% | 1,057 | 46.45% | 0.9 |
|
| 4400 |
4400
Oak Family Advisors
Chicago,
Illinois
| $297M | +$20.9M | +8% | 0.23% | 81.9% | 144 | 43.75% | 2 |
|