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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 |
4401
Harbert Fund Advisors
Birmingham,
Alabama
| $239M | -$158M | -40% | 8.05% | 70.8% | 57 | 47.37% | 0.8 |
|
| 4402 |
CP
4402
CPV Partners
Stamford,
Connecticut
| $239M | -$6.88M | -3% | 1.6% | 105% | 7 | 28.57% | 1.3 |
|
| 4403 |
4403
Shilanski & Associates
Anchorage,
Alaska
| $238M | +$3.56M | +2% | 0.67% | 84.2% | 140 | 30% | 1.3 |
|
| 4404 |
4404
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $238M | -$7.13M | -3% | 3.77% | 80% | 87 | 11.49% | 3.2 |
|
| 4405 |
BDA
4405
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $238M | – | – | 2.38% | 44.2% | 53 | – | 0 |
|
| 4406 |
4406
Wills Financial Group
Richmond,
Virginia
| $238M | -$14.7M | -6% | 0.7% | 57.5% | 75 | 16% | 3.7 |
|
| 4407 |
4407
Brightlight Capital Management
Westport,
Connecticut
| $238M | -$11.9M | -5% | 9.69% | 202% | 13 | 23.08% | 1.2 |
|
| 4408 |
FPOC
4408
Financial Planners of Cleveland
Mayfield Heights,
Ohio
| $238M | -$7.98M | -3% | 4.59% | – | 96 | 52.08% | 0.2 |
|
| 4409 |
4409
S.R. Schill & Associates
Mercer Island,
Washington
| $238M | -$13M | -5% | 1.8% | 42.7% | 80 | 15% | 3 |
|
| 4410 |
4410
Sanchez Wealth Management Group
Jacksonville,
Florida
| $238M | +$709K | +0.3% | 4.97% | 56.9% | 35 | 8.57% | 2.3 |
|
| 4411 |
4411
Smith & Howard Wealth Management
Atlanta,
Georgia
| $238M | +$16.8M | +8% | 4.21% | 43.8% | 72 | 8.33% | 3.6 |
|
| 4412 |
4412
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $238M | +$41.5M | +21% | 3.24% | 54.3% | 357 | 22.69% | 2.7 |
|
| 4413 |
4413
Cowen Prime Advisors
New York
| $238M | -$56.4M | -19% | 15.6% | 116% | 183 | 7.65% | 5 |
|
| 4414 |
OIA
4414
Optimum Investment Advisors
Chicago,
Illinois
| $237M | -$19.4M | -8% | 3.24% | 125% | 922 | 16.7% | 3.7 |
|
| 4415 |
SC
4415
Schulhoff & Co
Cincinnati,
Ohio
| $237M | -$5.96M | -2% | 0.88% | 51.8% | 126 | 4.76% | 5.9 |
|
| 4416 |
4416
Navalign LLC
Encino,
California
| $237M | -$13.5M | -5% | 3.19% | 50.7% | 129 | 13.95% | 0.9 |
|
| 4417 |
AC
4417
ASB Consultores
Aventura,
Florida
| $237M | +$34.6M | +17% | 2.09% | 84.6% | 252 | 23.81% | 0.2 |
|
| 4418 |
4418
SCP Investment
Orinda,
California
| $237M | -$66.9M | -22% | 21% | 32.8% | 39 | 43.59% | 0.7 |
|
| 4419 |
4419
RDA Financial Network
Akron,
Iowa
| $237M | -$8.24M | -3% | 4.1% | 93.4% | 240 | 13.33% | 2.1 |
|
| 4420 |
4420
Okabena Investment Services
Minneapolis,
Minnesota
| $237M | -$26.4M | -10% | 5.65% | 72.4% | 203 | 15.27% | 0.8 |
|
| 4421 |
4421
Visa Foundation
San Francisco,
California
| $237M | -$32.2M | -12% | 7.75% | 58.1% | 1 | 0% | 0.3 |
|
| 4422 |
IP
4422
Investment Partners
New Philadelphia,
Ohio
| $237M | -$8.36M | -3% | 3.53% | 83.2% | 174 | 7.47% | 3.5 |
|
| 4423 |
4423
Nikulski Financial
Bettendorf,
Iowa
| $236M | -$2.14M | -0.9% | 3.42% | 95.8% | 135 | 12.59% | 2.4 |
|
| 4424 |
4424
Grandview Asset Management
Harrisburg,
Pennsylvania
| $236M | -$12.2M | -5% | 4.02% | 200% | 144 | 8.33% | 0.7 |
|
| 4425 |
4425
Stableford Capital II
Scottsdale,
Arizona
| $236M | -$1.03M | -0.4% | 0.17% | 66.9% | 136 | 21.32% | 1.5 |
|