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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 |
LJHT
4401
Laurie J. Hall Trustee
| $305M | -$10.9M | -3% | 1.8% | 105% | 264 | 5.68% | 7.1 |
|
| 4402 |
4402
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $305M | +$2.95M | +1% | 0.63% | 63.1% | 874 | 16.48% | 1.5 |
|
| 4403 |
4403
Nvidia Corp
Santa Clara,
California
| $305M | -$128M | -30% | 4.11% | – | 8 | 62.5% | 0.5 |
|
| 4404 |
4404
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $304M | -$1.94M | -0.6% | 0.68% | 63.2% | 93 | 10.75% | 3.9 |
|
| 4405 |
4405
ArchPoint Investors
Coral Gables,
Florida
| $304M | +$5.09M | +2% | 4.6% | 111% | 71 | 9.86% | 3.8 |
|
| 4406 |
4406
Oxler Private Wealth
Rye Brook,
New York
| $304M | +$17.2M | +6% | 7.82% | 119% | 88 | 5.68% | 3 |
|
| 4407 |
4407
BNC Wealth Management
Beaverton,
Oregon
| $304M | +$32.6M | +12% | 11.2% | 204% | 108 | 25% | 2.5 |
|
| 4408 |
4408
Norman Fields Gottscho Capital Management
New York
| $304M | +$1.79M | +0.6% | 3.77% | 96.9% | 61 | 4.92% | 6.1 |
|
| 4409 |
4409
Enterprise Bank & Trust
Lowell,
Massachusetts
| $304M | -$6.59M | -2% | 0.46% | 65.9% | 136 | 9.56% | 3.2 |
|
| 4410 |
4410
Catalina Capital Group
Torrance,
California
| $304M | +$5.32M | +2% | 3.55% | – | 399 | 20.3% | 0.7 |
|
| 4411 |
4411
Detalus Advisors
St. Louis,
Missouri
| $304M | +$2.8M | +0.9% | 0.34% | 75.7% | 166 | 16.27% | 2.9 |
|
| 4412 |
4412
Silphium Asset Management
London,
United Kingdom
| $304M | +$23.1M | +8% | 1.62% | 118% | 76 | 57.89% | 0.8 |
|
| 4413 |
4413
Encompass More Asset Management
Danville,
California
| $303M | +$41M | +16% | 3.77% | 80.4% | 230 | 35.22% | 0.4 |
|
| 4414 |
4414
Monterey Private Wealth
Monterey,
California
| $303M | +$9.8M | +3% | 0.19% | 29.8% | 144 | 15.97% | 2.6 |
|
| 4415 |
4415
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $303M | -$8.54M | -3% | 1.07% | 59.7% | 64 | 15.63% | 2.6 |
|
| 4416 |
4416
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| $303M | +$27.9M | +10% | 2.1% | – | 631 | 8.4% | 2.5 |
|
| 4417 |
4417
Raine Capital
New York
| $303M | +$80.3M | +36% | 44% | 119% | 5 | 40% | 3.9 |
|
| 4418 |
4418
Frontier Asset Management
Sheridan,
Wyoming
| $303M | +$886K | +0.3% | 2.57% | 57.1% | 78 | 29.49% | 1.7 |
|
| 4419 |
4419
Meteora Capital
Boca Raton,
Florida
| $303M | -$57.8M | -16% | 16.5% | 56.9% | 265 | 63.77% | 0.7 |
|
| 4420 |
4420
Rialto Wealth Management
Syracuse,
New York
| $303M | – | – | 2.17% | – | 521 | – | 0 |
|
| 4421 |
4421
Gunma Bank
Gunma,
Japan
| $303M | +$59.9M | +25% | 4.24% | 24.5% | 34 | 8.82% | 0.9 |
|
| 4422 |
4422
Fonville Wealth Management
Richmond,
Virginia
| $303M | +$13.4M | +5% | 1.66% | 53.9% | 117 | 9.4% | 0.9 |
|
| 4423 |
4423
Post Oak Energy Holdings
Houston,
Texas
| $303M | +$16.2M | +6% | 5.66% | 64.6% | 1 | 0% | 2 |
|
| 4424 |
4424
Financial Sense Advisors
San Diego,
California
| $303M | -$65.8M | -18% | 9.6% | 152% | 138 | 29.71% | 1.7 |
|
| 4425 |
4425
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $302M | +$37.6M | +14% | 0.63% | – | 168 | 14.88% | 2.6 |
|