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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
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $273M | +$21.8M | +9% | 10.1% | 94% | 280 | 28.21% | 0.8 |
|
| 4402 |
4402
Drake & Associates
Waukesha,
Wisconsin
| $273M | +$29.1M | +12% | 6.43% | 47.9% | 86 | 20.93% | 1.1 |
|
| 4403 |
4403
Droms Strauss Advisors
St. Louis,
Missouri
| $273M | +$15.9M | +6% | 8.07% | 74.5% | 70 | 15.71% | 2.9 |
|
| 4404 |
TPWM
4404
Twelve Points Wealth Management
Concord,
Massachusetts
| $273M | +$62.3M | +30% | 5.86% | 56.8% | 174 | 6.32% | 1.8 |
|
| 4405 |
4405
Aikya Investment Management
London,
United Kingdom
| $273M | +$48.8M | +22% | 5.41% | 11.1% | 3 | 0% | 0.3 |
|
| 4406 |
4406
Sicart Associates
New York
| $273M | +$11.5M | +4% | 7.14% | 113% | 79 | 10.13% | 3.7 |
|
| 4407 |
4407
TrueFG
Cedar Park,
Texas
| $273M | +$20.2M | +8% | 6.02% | 54.2% | 48 | 8.33% | 2.9 |
|
| 4408 |
4408
Rivermont Capital Management
New York
| $273M | +$28.1M | +11% | 19.3% | 555% | 25 | 36% | 0.8 |
|
| 4409 |
4409
Viola Ventures VC Management 4
Herzliya,
Israel
| $273M | -$48.4M | -15% | 20% | 79.1% | 5 | 0% | 1.1 |
|
| 4410 |
IAS
4410
Investment Advisory Services
The Woodlands,
Texas
| $272M | +$18.9M | +7% | 8.36% | 74.9% | 120 | 6.67% | 2.9 |
|
| 4411 |
4411
Gradient Capital Advisors
San Diego,
California
| $272M | +$9.8M | +4% | 5.95% | 78.5% | 144 | 4.86% | 4 |
|
| 4412 |
CCP
4412
Caden Capital Partners
Santa Monica,
California
| $272M | -$2.79M | -1% | 1.52% | 19.1% | 13 | 23.08% | 1 |
|
| 4413 |
4413
LPWM LLC
Minneapolis,
Minnesota
| $272M | +$19.4M | +8% | 7.12% | 59.4% | 73 | 5.48% | 2.7 |
|
| 4414 |
4414
GSG Advisors
Mount Laurel,
New Jersey
| $272M | +$6.53M | +2% | 9.95% | 99.3% | 117 | 17.09% | 0.4 |
|
| 4415 |
4415
Frontier Asset Management
Sheridan,
Wyoming
| $272M | +$6.57M | +2% | 4.93% | 57.1% | 64 | 14.06% | 1.5 |
|
| 4416 |
4416
Tejara Capital
London,
United Kingdom
| $272M | +$33.4M | +14% | 14.5% | 17.3% | 93 | 47.31% | 0.6 |
|
| 4417 |
4417
Aristides Capital
Louisville,
Kentucky
| $272M | -$1.62M | -0.6% | 19.2% | 126% | 391 | 62.15% | 1.1 |
|
| 4418 |
BCM
4418
Birmingham Capital Management
Birmingham,
Alabama
| $272M | +$18.9M | +7% | 11.4% | 103% | 106 | 4.72% | 8.1 |
|
| 4419 |
CC
4419
Corton Capital
Carrying Place,
Ontario, Canada
| $272M | -$42.5M | -14% | 7.32% | 225% | 695 | 48.49% | 0.5 |
|
| 4420 |
4420
Westbourne Investment Advisors
Annapolis,
Maryland
| $272M | +$22M | +9% | 10.4% | 107% | 92 | 7.61% | 3.6 |
|
| 4421 |
4421
Guidance Capital
Lousville,
Kentucky
| $272M | +$20M | +8% | 5.79% | 63.7% | 214 | 42.52% | 0.5 |
|
| 4422 |
4422
Spider Management Company
Richmond,
Virginia
| $272M | +$116M | +75% | 8.44% | – | 4 | 25% | 0.2 |
|
| 4423 |
4423
FC Advisory
West Chester,
Pennsylvania
| $271M | +$12.8M | +5% | 4.84% | 46.6% | 99 | 6.06% | 4.5 |
|
| 4424 |
4424
Aristotle Pacific Capital
Newport Beach,
California
| $271M | +$29.8M | +12% | 0.34% | 1.84% | 6 | 16.67% | 1.7 |
|
| 4425 |
4425
Acima Private Wealth
Richmond,
Virginia
| $271M | +$15.1M | +6% | 4.99% | 51.1% | 240 | 19.58% | 4.4 |
|