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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
PA
4401
PSI Advisors
Tampa,
Florida
| $218M | +$27.9M | +15% | 1.57% | 58.2% | 730 | 81.51% | 0.2 |
|
| 4402 |
4402
Acima Private Wealth
Richmond,
Virginia
| $218M | -$283K | -0.1% | 1.23% | 51.1% | 237 | 3.38% | 2.3 |
|
| 4403 |
4403
Hamilton Wealth
Encino,
California
| $218M | +$3.21M | +1% | 0.31% | 108% | 51 | 21.57% | 1.4 |
|
| 4404 |
RG
4404
Retirement Group
San Diego,
California
| $217M | +$9.7M | +5% | 1.91% | 33.7% | 733 | 14.32% | 1.4 |
|
| 4405 |
4405
Curi Wealth Management
Raleigh,
North Carolina
| $217M | +$18M | +9% | 0.94% | 16.2% | 93 | 6.45% | 0.7 |
|
| 4406 |
4406
Whitener Capital Management
Rocky Mount,
North Carolina
| $217M | -$33.8M | -13% | 0.12% | 113% | 141 | 12.06% | 3.1 |
|
| 4407 |
RS
4407
Retirement Solution
Redmond,
Washington
| $217M | +$7.66M | +4% | 0.13% | 77.3% | 48 | 10.42% | 0.6 |
|
| 4408 |
4408
Berkeley Capital Partners
Milton,
Georgia
| $217M | -$7.37M | -3% | 2.26% | 62.8% | 144 | 12.5% | 2.6 |
|
| 4409 |
SCDF
4409
Seahawk China Dynamic Fund
Grand Cayman,
Cayman Islands
| $217M | – | – | 46.3% | – | 4 | – | 0 |
|
| 4410 |
GDWAM
4410
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
| $217M | -$139M | -39% | 46.3% | – | 5 | 60% | 0.4 |
|
| 4411 |
4411
Lake Point Wealth Management
Rockwall,
Texas
| $217M | +$2.53M | +1% | 1.19% | – | 476 | 11.76% | 1.7 |
|
| 4412 |
4412
EPIQ Partners
Minneapolis,
Minnesota
| $217M | +$17.3M | +9% | 1.71% | 49.6% | 99 | 10.1% | 1.2 |
|
| 4413 |
4413
Riverstone Advisors
New Braunfels,
Texas
| $217M | +$5.42M | +3% | 5.13% | 104% | 41 | 12.2% | 2 |
|
| 4414 |
XS
4414
XR Securities
Chicago,
Illinois
| $217M | -$22M | -9% | 0.28% | 17% | 545 | 49.72% | 0.7 |
|
| 4415 |
4415
New World Advisors
Hingham,
Massachusetts
| $217M | +$67.5M | +45% | 1.88% | 84.1% | 140 | 82.14% | 0.5 |
|
| 4416 |
4416
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $216M | -$83.7M | -28% | 9.05% | 62.1% | 114 | 20.18% | 0.3 |
|
| 4417 |
4417
General Industrial Partners
London,
United Kingdom
| $216M | +$34.1M | +19% | 0.94% | – | 15 | 60% | 0.3 |
|
| 4418 |
GCM
4418
Gabalex Capital Management
New York
| $216M | +$3.72M | +2% | 1.21% | 24.9% | 21 | 4.76% | 4.2 |
|
| 4419 |
4419
Nikulski Financial
Bettendorf,
Iowa
| $216M | +$1.55M | +0.7% | 0.05% | 95.8% | 126 | 7.14% | 2.3 |
|
| 4420 |
4420
Strategic Investment Management
Arlington,
Virginia
| $216M | -$14.9M | -6% | 2.23% | 53.4% | 13 | 30.77% | 4.4 |
|
| 4421 |
4421
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $216M | -$3.45M | -2% | 0.74% | 27.4% | 38 | 13.16% | 1.9 |
|
| 4422 |
BCP
4422
Berylson Capital Partners
Boston,
Massachusetts
| $216M | -$235M | -52% | 11.8% | 57.7% | 69 | 73.91% | 0.5 |
|
| 4423 |
4423
INCA Investments
Miami,
Florida
| $216M | -$35.6M | -14% | 3.23% | 128% | 9 | 22.22% | 4.2 |
|
| 4424 |
4424
Chicago Capital Management
Chicago,
Illinois
| $216M | +$37.5M | +21% | 12.3% | 270% | 58 | 72.41% | 0.1 |
|
| 4425 |
4425
Addison Capital
Conshohocken,
Pennsylvania
| $216M | +$11.1M | +5% | 0.67% | 59.7% | 125 | 7.2% | 3.6 |
|